This policy explains how Fintaxe Financial Services LLC (“Fintaxe,” “we,” or “us”) collects, uses, and protects information provided through our website, professional services, client portal, and QuickBooks Online integration.
Information we collect
We may collect contact details, information you submit through forms, tax and accounting records provided in an engagement, authorized QuickBooks data, OAuth credentials, and limited technical information needed to operate and secure our services.
How we use information
We use information to respond to inquiries, perform requested services, operate authorized integrations, maintain security, meet professional and legal obligations, and improve service delivery.
Sharing and security
We do not sell personal information. We disclose it only to service providers needed to deliver our services, when you authorize disclosure, or when required by law. We use administrative, technical, and physical safeguards appropriate to the information involved.
Your choices
You may disconnect authorized integrations, request correction or deletion where applicable, or ask questions by emailing hello@fintaxe.com.