Privacy Policy

1. Information We Collect

When you use our services or contact us through our website, we may collect the following types of information:

• Personal identifiers such as your name, email address, and phone number
• Business information, if applicable, including company name and financial records you share with us
• Account credentials when you create a client portal account
• Communications you send to us through our contact form or messaging system
• Usage data such as pages visited and interactions with our website

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial organization and bookkeeping services
• Communicate with you about your account, projects, and service updates
• Respond to your inquiries and provide customer support
• Process and manage your service agreements
• Comply with legal obligations and protect our rights

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent
• With trusted service providers who assist us in operating our website and delivering services, subject to confidentiality agreements
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of Clarity by Nefy, our clients, or others

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

5. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

6. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information, subject to legal obligations
• Withdraw consent where processing is based on consent

7. Cookies & Analytics

Our website may use cookies and similar technologies to enhance your browsing experience and analyze usage patterns. You can control cookie preferences through your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised “Last updated” date.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us through our contact page.