PrivacyPolicy
Outsourced Accounting & Financial Services | finclore.io
Effective Date: May 5, 2026
Last Updated: May 5, 2026
Jurisdiction: State of Texas, United States
Contact: info@finclore.io | +1 469 854 3442
1. Introduction
Finclore, Inc. (“Finclore,” “we,” “our,” or “us”) is a Texas-based outsourced accounting and financial services firm headquartered at 309 S Jupiter Rd, Ste 110, Allen, TX 75002. We provide bookkeeping, accounting, payroll, tax preparation, corporate filings, fractional CFO services, advisory services, ERP implementation, and related professional financial services to small businesses, startups, franchise operators, and accounting firms across the United States and globally.
This Privacy Policy describes how Finclore collects, uses, discloses, retains, and protects personal and business information obtained through our website (finclore.io), our client portal, our email communications, and through the delivery of our professional services. By engaging our services or accessing our website, you agree to the practices described in this Policy.
Because our work involves access to sensitive financial, tax, and business records, we hold ourselves to the highest standards of data stewardship. We treat all client data as strictly confidential and implement appropriate administrative, technical, and physical safeguards to protect it.
2. Scope of This Policy
This Policy applies to:
- Visitors to our website at finclore.io
- Prospective clients who submit inquiries or request consultations
- Current and former clients for whom we provide accounting, tax, CFO, bookkeeping, payroll, advisory, or ERP services
- Accounting firms and independent practitioners who join or interact with the Finclore Network
- Employees, contractors, and agents of client organizations who interact with Finclore on behalf of their employers
This Policy does not apply to third-party websites, platforms, or services linked from our website. We encourage you to review the privacy policies of any third-party sites you visit.
3. Information We Collect
3.1 Information You Provide Directly
When you contact us, engage our services, or create an account on our platform, we may collect:
- Contact Information: name, email address, phone number, mailing address, job title
- Business Information: legal business name, entity type, EIN or tax identification number, state of formation, industry, number of employees, annual revenue
- Financial Records: bank statements, credit card statements, invoices, receipts, ledger data, payroll records, accounts receivable and payable data
- Tax Information: prior-year tax returns, W-2s, 1099s, estimated tax payments, IRS correspondence, sales tax filings
- Corporate Documents: articles of incorporation, operating agreements, bylaws, shareholder records
- Login Credentials: usernames and authentication information for QuickBooks, Xero, Odoo, Salesforce, Oracle, Microsoft Dynamics, or other accounting and ERP platforms you authorize us to access
- Communications: emails, messages, notes, and instructions you send to our team
3.2 Information Collected Automatically
When you visit our website, we automatically collect certain technical data, including:
- IP address, browser type, and operating system
- Pages visited, time on page, referral source, and clickstream data
- Cookies and similar tracking technologies (see Section 8)
- Device identifiers and approximate geographic location
3.3 Information from Third Parties
We may receive information about you from:
- Accounting software platforms (QuickBooks, Xero, Odoo, Salesforce, Oracle, Microsoft Dynamics) that you authorize us to connect to
- Payment processors for billing and invoicing
- Public government databases for business verification
- Referral partners or accounting firms within the Finclore Network
4. How We Use Your Information
We use the information we collect for the following purposes:
4.1 Service Delivery
- Performing bookkeeping, accounting, payroll, and financial reporting
- Preparing and filing federal, state, and local tax returns
- Handling IRS correspondence, amended returns, and problem resolution
- Providing fractional CFO, M&A advisory, business valuation, and cash flow planning services
- Implementing and managing ERP systems (Odoo, Salesforce, Microsoft Dynamics, Oracle)
- Completing corporate filings, registered agent services, and secretarial functions
4.2 Client Communication and Support
- Responding to inquiries, requests, and support tickets
- Sending engagement letters, service updates, and compliance reminders
- Scheduling calls, onboarding sessions, and review meetings
4.3 Compliance and Legal Obligations
- Satisfying our obligations as a professional financial services firm under applicable federal and Texas state law
- Retaining records as required by the IRS, Texas Comptroller, and professional accounting standards
- Responding to lawful government requests, subpoenas, or court orders
4.4 Business Operations and Improvement
- Billing, invoicing, and collections for services rendered
- Improving service quality through internal review and analysis
- Training staff (using anonymized or aggregated data where possible)
- Operating and improving our website and client portal
4.5 Marketing and Communications
- Sending newsletters, financial insights, and service announcements to clients and subscribers who have opted in
- Informing accounting firms about the Finclore Network and partnership opportunities
You may opt out of marketing communications at any time by clicking the unsubscribe link in any email or by contacting us at info@finclore.io.
5. How We Share Your Information
Finclore does not sell your personal or business information. We do not share your data with advertisers, data brokers, or third parties for their own marketing purposes. We share information only in the following limited circumstances:
5.1 Service Providers
We engage trusted third-party vendors to assist in delivering our services, including cloud storage providers, accounting software platforms, payroll processors, secure document management systems, and IT support. These vendors are contractually required to protect your data and use it only to perform services on our behalf.
5.2 Accounting Software and ERP Platforms
To perform your bookkeeping, payroll, or ERP work, we access platforms you authorize, including QuickBooks, Xero, Odoo, Salesforce, Oracle, and Microsoft Dynamics. Data entered or retrieved on these platforms is governed by those platforms’ own privacy policies, as well as our service agreements with you.
5.3 Tax Authorities and Regulatory Bodies
We transmit tax returns and related documents to the IRS, state tax authorities, and other regulatory agencies as part of our professional services. This is done only with your authorization as part of the engagement.
5.4 Finclore Network Firms
If you engage Finclore through our practice-as-a-platform network, relevant engagement information may be shared with the network accounting firm assigned to deliver your services. All Finclore Network members are bound by confidentiality obligations consistent with this Policy.
5.5 Legal Compliance and Protection
We may disclose information if required by law, to enforce our agreements, or to protect the rights, property, or safety of Finclore, our clients, or others.
5.6 Business Transfers
In the event of a merger, acquisition, or sale of assets, client data may be transferred to the successor entity, subject to the same confidentiality obligations.
6. Data Retention
We retain client records for as long as necessary to fulfill the purposes described in this Policy and to comply with applicable laws. For tax and accounting records, federal regulations generally require retention for a minimum of seven (7) years following the tax year in question. Specific retention periods may vary based on the nature of the engagement, applicable statute of limitations, and IRS or state agency requirements.
After the applicable retention period, we securely delete or anonymize data in a manner consistent with professional standards and applicable law.
7. Data Security
Finclore implements industry-standard administrative, technical, and physical safeguards to protect your financial and personal data, including:
- Encrypted data transmission using TLS/SSL protocols
- Secure cloud storage with access controls and role-based permissions
- Multi-factor authentication for client portal and software platform access
- Regular security assessments and staff training on data handling
- Restricted access to sensitive financial data on a need-to-know basis
No method of electronic transmission or storage is completely secure. In the event of a data breach that affects your personal information, we will notify you as required by applicable law.
8. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance your experience and gather analytics data. Cookies are small data files stored on your browser. We use:
- Essential Cookies: necessary for the website to function, including session management and security
- Analytics Cookies: used via Google Tag Manager and Google Analytics to understand how visitors use our site (e.g., pages visited, time spent)
- Preference Cookies: remember your settings and choices
You may control cookie settings through your browser preferences. Disabling certain cookies may limit website functionality. We do not use cookies to serve third-party advertising.
9. Your Privacy Rights
Depending on your location and applicable law, you may have the following rights:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete data
- Deletion: Request deletion of your personal data, subject to legal retention obligations
- Portability: Request a machine-readable copy of data you have provided to us
- Opt-Out: Opt out of marketing communications at any time
- Restriction: Request that we limit processing of your data in certain circumstances
To exercise any of these rights, please contact us at info@finclore.io or call +1 469 854 3442. We will respond to your request within 30 days. We may need to verify your identity before processing requests.
California residents may have additional rights under the California Consumer Privacy Act (CCPA). Texas residents may have rights under the Texas Data Privacy and Security Act (TDPSA). Please contact us for more information about rights applicable to your state.
10. International Clients
Finclore serves founders and businesses internationally who operate U.S. entities. If you are located outside the United States, please be aware that your information will be transferred to and processed in the United States, which may have different data protection standards than your country of residence. By engaging our services, you consent to this transfer and processing.
11. Children's Privacy
Our services are intended exclusively for businesses and business professionals. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected such information, please contact us immediately at info@finclore.io.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable law. We will notify clients of material changes by email or by posting a notice on our website. The updated Policy will be effective upon the date indicated at the top of this document. Your continued use of our services after the effective date constitutes acceptance of the revised Policy.
13. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please contact us:
Finclore, Inc.
309 S Jupiter Rd, Ste 110, Allen, TX 75002
Email: info@finclore.io
Phone: +1 469 854 3442
Website: finclore.io