Privacy Policy

Last Updated: 11/19/2025

AcctFino LLC

This Privacy Policy explains how AcctFino LLC (“we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you visit our website or engage our services. By using our site, you agree to the practices described below.

1. Information We Collect

Information You Provide Directly

We may collect:

Your name, email address, phone number, and other contact details
Documents or files submitted through our secure client portal
Information submitted through Wix forms or scheduling tools
Details you share during consultations, meetings, or service requests

Automatically Collected Information

Because our site is hosted on Wix.com, Wix may automatically collect:

IP address and approximate location
Device type, operating system, and browser information
Pages viewed and time spent on the site
Cookies and tracking data
Website performance and security diagnostics

This information is aggregated and does not personally identify you.

2. How We Use Your Information

We use collected information to:

Provide tax, bookkeeping, payroll, and advisory services
Manage scheduling, communication, and client onboarding
Maintain the security and functionality of our website and client portal
Understand site usage and improve user experience
Comply with legal and regulatory obligations

Wix may also use certain information (such as analytics) to operate and improve its hosting services.

3. Sharing of Information

We do not sell your personal information.

We may share information only when necessary:

With trusted third-party service providers, such as our secure document portal, Wix (website hosting), and scheduling/form tools
With legal or regulatory authorities, when required by law (e.g., IRS, state agencies, subpoenas)
To protect our rights, our systems, or our clients
With your explicit consent

All service providers we use are required to maintain confidentiality and industry-standard security.

4. Secure Client Portal

Documents uploaded through our secure client portal are encrypted and stored using industry-standard security measures.
You are responsible for safeguarding your login credentials and portal access.

5. Cookies & Tracking Technologies

Our Wix-hosted website uses cookies and similar technologies to:

Enable core website functionality
Maintain site security
Provide analytics and performance insights
Improve site speed and user experience
Personalize certain site features

You may manage cookie preferences through your browser settings or through the cookie banner that appears on our site.
For more information on Wix cookies, visit Wix’s official Cookie Policy.

6. Use of Wix Analytics

We use Wix Analytics and built-in Wix tracking tools to understand how visitors use our website.
This includes aggregated data such as:

Page visits
Traffic sources
Session duration
General visitor behavior

This information does not identify individual users and is used solely to improve our website.

7. Data Retention

We retain personal and tax-related information as required by:

IRS regulations
State regulatory authorities
Industry standards for tax and accounting professionals

We retain data only as long as necessary to provide services or comply with legal obligations.

8. Your Rights

You may request to:

Access your personal information
Correct inaccurate information
Request deletion of data, where legally allowable
Limit certain uses of your information

To submit a request, contact us at info@acctfinollc.com

9. Data Security

We implement administrative, technical, and physical safeguards to protect your information.
Wix also maintains industry-standard security certifications, including ISO 27001 and PCI DSS for payment-related environments.

However, no online system can guarantee absolute security.

10. Third-Party Links

Our website may include links to third-party sites.
We are not responsible for their privacy practices or content.

11. Children’s Privacy

Our website is not intended for children under 13.
We do not knowingly collect information from minors without parental consent.

12. Changes to This Policy

We may update this Privacy Policy periodically.
The “Last Updated” date reflects the most recent version.

13. Contact Us

For questions about this Privacy Policy or our data practices, contact us:

AcctFino LLC
Email: info@acctfinollc.com

Mountain Brook Office
300 Office Park Drive, Suite 302
Birmingham, AL 35223

Bessemer Office
1400 9th Ave N #108
Bessemer, AL 35020