Privacy Policy

Any and all information collected at this site will be kept strictly confidential and will not be sold, reused, rented, loaned, or otherwise disclosed.

Any information you give to FinSoft, LLC will be held with the utmost care, and will not be used in ways that you have not consented to.

A more detailed explanation about how we safeguard your personal information is described below. If you have any questions, please Contact.

Thank You
Joseph R. Caplan, CPA, Managing Director

We’re FinSoft, LLC at 5409 Jerseybelle Ct. Ellicott City, MD 21043 USA.

This policy sets out how we handle your personal information if you’re a FinSoft user or visitor to our Sites.

It applies across all FinSoft, LLC products and websites.

Both personal information and personal data have the same meaning in this policy.

We collect certain personal information about visitors and users of our Sites.

The most common types include usernames, email addresses, IP addresses, contact details, survey responses, photos, payment agent details, transactional details, tax information, support queries, forum comments, and analytics data.

We also collect personal information from job applications.

We collect personal information directly when you provide it, automatically as you navigate the Sites, or through other people when you use services associated with the Sites.

Examples include software registration, purchases, newsletters, surveys, support requests, and communications.

We may collect financial or transaction details from payment providers.

We do not collect credit card numbers.

We may receive information from third‑party providers such as Google, Facebook, or LinkedIn.

We may receive demographic or fraud detection information.

We may receive information about your activities on and off the FinSoft platform.

We may receive information from vendors that integrate our products.

Endorsements or testimonials may be provided directly by you.

We use personal information to fulfill contracts, process transactions, verify identity, respond to support tickets, notify you of updates, improve services, monitor activity, manage legal affairs, train staff, and perform administrative functions.

We may use personal information for marketing with your consent.

We may use personal information to comply with legal obligations.

We disclose personal information to FinSoft group companies, authors, subcontractors, service providers, advisers, regulators, purchasers, and other authorized parties.

Your data is processed in the USA.

Some recipients are located outside the USA.

We work with providers who maintain acceptable security standards.

Information is stored on secure servers and protected by authentication, multi‑factor authentication, and encryption where appropriate.

You can access some personal information by logging into your account.

You may request corrections or close your account.

Contact our privacy champion for access or correction requests.

You may opt out of marketing communications.

You may control cookies through browser preferences.

We do not sell or rent your personal information.

We use cookies, web beacons, and similar technologies.

We record anonymous information such as IP address, domain name, ISP, visit time, session length, pages accessed, and referring websites.

Third‑party advertising may show ads based on prior visits.

Our websites are suitable for all ages.

We cannot control how others use information you make public.

Think carefully before sharing information publicly.

We retain personal information as long as necessary to provide services and comply with legal obligations.

We may retain some data even after account deletion for legitimate business purposes.

We update this policy as needed to comply with legal requirements.

Contact our privacy advocate at 5409 Jerseybelle Ct., Ellicott City, MD 21043 USA or via our Contact Page.

We are a data controller under GDPR.

You may request data portability, erasure, or restriction.

You may object to certain processing.

Some rights are limited by legal requirements.

You may complain to your local data protection authority.