Privacy Policy for FinoryHelp

1. Introduction

FinoryHelp (“we”, “our”, “us”) provides digital services for financial guidance and tax advisory across Canada. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information. It also includes GDPR and Cookie Policy disclosures for users in the EEA/UK and outlines our alignment with Canadian privacy requirements (e.g., PIPEDA and applicable provincial laws).

2. Data Controller and Contact

The data controller is FinoryHelp. For privacy questions or requests, contact privacy@finoryhelp.com.

3. Information We Collect

  • Account details: name, email address, password, and optional organization/role you provide.
  • Advisory materials: documents you upload (e.g., receipts, summaries, statements) and related metadata processed at your direction.
  • Usage data: preferences, settings, in-app activity logs, and timestamps.
  • Support data: messages and attachments you submit to our help channels.
  • Technical data: IP address, device identifiers, browser type/version, pages viewed, and diagnostics.

4. Purposes and Legal Bases (GDPR/UK GDPR)

  • Provide the service (contract): create accounts, authenticate users, and deliver core functionality.
  • Legitimate interests: maintain security and reliability, improve features, and run aggregated analytics that respect your rights.
  • Consent: where required for certain cookies or analytics; consent can be withdrawn at any time.
  • Legal obligations: meet applicable regulatory and record-keeping duties.

5. How We Use Personal Information

  • Operate, maintain, and improve the platform.
  • Host and process materials you upload for advisory purposes at your direction.
  • Generate summaries and reports you request.
  • Provide support, notifications, and administrative communications.
  • Prevent, detect, and address security incidents or misuse.

6. Retention

We retain information as long as necessary to deliver services, comply with legal requirements, resolve disputes, and enforce agreements. You may request deletion of specific records or your account; residual backups may persist for a limited period consistent with our backup policy.

7. Sharing and Service Providers

  • We engage vetted providers for hosting, infrastructure, analytics, support, and security.
  • Providers process data only under our instructions and are bound by confidentiality obligations.
  • We do not sell personal information.

8. International Transfers

Where data is transferred across borders, we implement appropriate safeguards (e.g., Standard Contractual Clauses or comparable mechanisms) to protect information according to applicable law.

9. Security

We apply administrative, technical, and organizational measures designed to protect personal information against unauthorized access, alteration, and loss. No method of transmission or storage is entirely risk-free; we regularly assess and improve our measures.

10. Your Rights

  • Access/correction: request a copy of your data and corrections to inaccurate information.
  • Deletion: request deletion of certain data, subject to legal exceptions.
  • Restriction/objection (GDPR): request limits on processing where applicable.
  • Portability (GDPR): receive certain data in a commonly used, machine-readable format.
  • Consent withdrawal: adjust cookie/analytics choices at any time.
  • Complaint: contact a privacy regulator (e.g., Office of the Privacy Commissioner of Canada) or your local authority.

11. Cookie Policy

Cookies are small files stored on your device to support functionality and improve your experience.

  • Essential: login, session continuity, and core features.
  • Preferences: language and interface settings.
  • Analytics: aggregated insights that help enhance usability.

Consent: Where required, we display a consent banner. You may manage preferences anytime via the cookie settings link in the footer. Disabling certain cookies may limit functionality.

12. Children’s Privacy

Our services target professional and adult users and are not directed to children. If a minor’s data has been submitted, contact us for removal.

13. Changes to this Policy

We may update this Policy to reflect operational, legal, or regulatory changes. We will post the revised version with an updated “Effective date.”

14. Contact

Privacy inquiries and rights requests: privacy@finoryhelp.com.