Privacy Policy

1. Information We Collect

When you interact with TallyWise, we may collect the following types of information:

• Contact Information: Name, email address, phone number, and company details when you fill out forms or request a consultation.
• Financial Information: Accounting records, banking data, tax documents, and payroll information necessary to perform our services (collected securely post-engagement).
• Usage Data: Information about how you interact with our website, including IP addresses, browser types, and pages visited, collected via cookies and analytics tools.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial services.
• Communicate with you regarding your account, updates, and support.
• Send marketing communications (you can opt-out at any time).
• Comply with legal obligations and enforce our agreements.

3. Data Security

The security of your financial data is our highest priority. We implement enterprise-grade security measures, including 256-bit encryption, secure client portals, and multi-factor authentication (MFA) to protect your sensitive information. We do not transmit sensitive financial documents via unencrypted email.

4. Sharing of Information

We do not sell, rent, or trade your personal or financial information to third parties. We may share information only with trusted third-party service providers (such as secure cloud storage or specialized tax software providers) strictly for the purpose of delivering our services to you. All partners are bound by strict confidentiality agreements.

5. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal data. To exercise these rights, please contact us.

6. Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact our Data Protection Officer at privacy@tallywise.com.