Privacy Policy
Effective Date: July 26, 2026 | FinSight Solutions LLC
FinSight Solutions LLC ("FinSight Solutions," "we," "our," or "us") respects your privacy and is committed to protecting the confidentiality and security of your business and financial information. This Privacy Policy explains how we collect, use, protect, and manage information when you use our bookkeeping, financial reporting, business advisory, and related services.
FinSight Solutions LLC is organized under the laws of the State of Connecticut and provides services to businesses located in Connecticut, New York, and other jurisdictions.
1. DATA PROTECTION
FinSight Solutions is committed to protecting the privacy, confidentiality, and security of your financial information. We use commercially reasonable security practices designed to protect your information from unauthorized access, disclosure, alteration, or misuse. We maintain safeguards appropriate for the nature of the information we handle, including financial records, accounting data, payroll information, and business documents.
2. INFORMATION WE COLLECT
To provide our services, we may collect information including:
- Business name, contact information, and account details
- Financial statements and accounting records
- Bank statements and transaction information
- Credit card and payment information provided for bookkeeping purposes
- Payroll and employee-related financial information
- Tax-related documents provided by clients
- Information from accounting platforms and financial software integrations
We collect only information necessary to provide and improve our services.
3. USE OF INFORMATION
We use collected information only for legitimate business purposes, including:
- Maintaining accurate bookkeeping records
- Preparing financial reports
- Performing financial analysis
- Providing business advisory services
- Improving service quality and client communication
- Supporting tax preparation activities when requested
We do not sell, rent, or trade client information to third parties.
4. INFORMATION SHARING
FinSight Solutions may share information only when necessary to provide requested services, including:
- With authorized client representatives
- With third-party software platforms selected by the client (such as accounting, payroll, or financial systems)
- With professional advisors, such as CPAs or tax professionals, when authorized by the client
- When required by law, regulation, or legal process
We do not disclose client financial information for marketing purposes without consent.
5. DATA SECURITY
We take reasonable measures to protect client information, including:
- Secure access controls
- Password protection and authentication measures
- Restricted access to confidential financial information
- Secure handling of electronic documents
While we take reasonable steps to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.
6. CLIENT RESPONSIBILITIES
Clients are responsible for maintaining the security of their own login credentials and granting access only to authorized individuals. Clients should notify FinSight Solutions promptly if they believe their account information or financial data has been accessed without authorization.
7. DATA RETENTION
We retain client information only for as long as necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. When information is no longer required, we take reasonable steps to securely dispose of it.
8. YOUR PRIVACY RIGHTS
Depending on your location and applicable laws, you may have rights regarding your personal information, including:
- Requesting access to information we maintain
- Requesting corrections to inaccurate information
- Requesting deletion of certain information where applicable
- Asking questions about how your information is used
To make a privacy request, contact us using the information below.
9. THIRD-PARTY SERVICES
FinSight Solutions may use third-party platforms to provide services, including accounting, payment processing, communication, and document management tools. These providers maintain their own privacy policies and security practices. FinSight Solutions is not responsible for the privacy practices of third-party services.
10. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy periodically to reflect changes in our services, legal requirements, or business practices. Updated versions will be posted on this website with the revised effective date.