Who we are
Credfino (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, interact with us, or use our services.
By using our website or working with us, you agree to the practices described below.
1. Information We Collect
We collect information in the following ways:
Information you provide directly:
Name, email, phone number, company name, job title, documents you upload, and any details shared while booking calls, filling forms, or contacting us.
Information collected automatically:
IP address, browser type, device details, pages viewed, and how you interact with our site. We use cookies and analytics tools to improve website experience.
Client service data:
For tax preparation, accounting support, or staffing services, we may receive sensitive financial and personal information necessary to deliver the service.
This may include taxpayer data, financial statements, payroll information, and related documents.
We do not sell, rent, or trade any personal data.
2. How We Use Your Information
We use the information we collect to:
Provide tax preparation, accounting, and offshore staffing services
Respond to inquiries and schedule calls
Improve our website and user experience
Send newsletters, resources, and updates you choose to receive
Enhance security and prevent fraud
Comply with legal, regulatory, and contractual obligations
We only use taxpayer data for the purpose it was provided.
All processing follows IRS guidelines, including 7216 compliance where applicable.
3. How We Protect Your Data
Credfino follows strict security standards to protect personal and financial data.
This includes:
AES-256 encryption
Controlled access on a need-to-know basis
Individual login credentials for staff
Monitoring and activity logs
Hardened devices with restricted USB ports
Regular audits and compliance checks
Secure file-sharing environments
Your data stays protected during transfer, storage, and processing.
4. How We Share Information
We may share information only in these scenarios:
With authorized team members working directly on your account
With technology partners who assist with secure storage or communication
When legally required (court order, IRS request, regulatory mandate)
With your explicit written consent
We do not share taxpayer information with third parties for marketing or non-service purposes under any circumstances.
5. Updates to This Policy
We may update this policy from time to time. The updated version will always be posted on this page with a revised effective date.
6. Data Retention
We retain information only as long as necessary for:
Service delivery
Legal and compliance requirements
Internal recordkeeping
When data is no longer needed, we securely delete or anonymize it.
7. Children’s Privacy
We do not knowingly collect or store information from individuals under 18 years of age.
Cookies
Suggested text: If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Embedded content from other websites
Suggested text: Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Contact Us
Credfino
Email: Info@Credfino.com
Website: www.credfino.com