Effective Date: March 2025

At Financial Tally, we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect your data when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

• Name, email address, mailing address, phone number
• Business information
• Tax identification numbers
• Financial information provided during service delivery

b. Website Usage Information

• IP address
• Browser type and version
• Pages visited and time spent on our site
• Referral source (how you found our website)
• Cookies and similar tracking technologies

2. How We Use Your Information

We use your information to:

• Provide accounting, tax, and consulting services
• Communicate with you regarding your account or inquiries
• Send important updates, newsletters, or marketing (with your consent)
• Improve website performance and user experience
• Comply with legal and regulatory requirements

3. How We Share Your Information

We do not sell your personal information. We may share your information with:

• Trusted service providers and partners who assist us in delivering our services (e.g., cloud accounting software providers)
• Legal or regulatory authorities when required by law
• Third parties with your explicit consent

4. Data Security

We implement a variety of security measures to protect your information, including:

• Secure servers and encrypted communication
• Access controls and password protection
• Regular data backups and cybersecurity reviews

However, no method of transmission over the internet is 100% secure. While we strive to use commercially acceptable means to protect your data, we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website uses cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings, but some site features may not function properly.

6. Your Rights and Choices

Depending on your location, you may have rights regarding your personal data, such as:

• Accessing, updating, or deleting your information
• Opting out of marketing communications
• Requesting data portability

To exercise any of these rights, please contact us at lmercaldi@financialtally.com.

7. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those third-party sites.

8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised "Effective Date." Your continued use of the site after any updates constitutes your acceptance of the new policy.

10. Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us at:

Financial Tally
596 Dubois RD Champlain NY 12919-4415
lmercaldi@financialtally.com
(518) 298-5009
www.financialtally.com

Last Updated: March 2025