Privacy policy
Effective date: to be published with legal review.
This Privacy Policy describes how Institution collects, uses, and shares information in connection with our finance operations service and this website. It applies to prospective clients, current clients, and general website visitors.
Information we collect
We collect information you provide directly (such as contact details and business information), information from the accounting, banking, payroll, and provider platforms you authorize us to access on your behalf, and standard technical information collected automatically when you visit this website.
How we use information
Client information is used to deliver the finance operations service, meet legal and regulatory obligations, and communicate with you about your account. We do not sell client information. We do not use client financial data to train third-party AI models.
Sharing
Client information is shared only as necessary to deliver the service (for example, with licensed tax professionals coordinating your filings, or with providers you have authorized), or as required by law.
Data handling
We describe our operational security posture on the Security page.
Your choices
You may request access to, correction of, or deletion of personal information we hold about you, subject to legal and regulatory retention requirements applicable to financial records. Contact hello@institutionhq.com.