Privacy Policy
We believe privacy policies should be understandable. The sections below describe how Institution handles personal, financial, technical, and service-related information.
Introduction
Welcome to Institution. We are committed to protecting your privacy and handling your data with transparency. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or use our services.
Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site or use our services.
Information we collect
We may collect information about you in several ways, depending on how you interact with Institution, our website, and our services.
Personal and contact information
Name, company name, email address, phone number, mailing address, role, account details, consultation requests, and support communications.
Financial and business information
Information related to bank accounts, transactions, revenue, expenses, accounting files, tax documents, invoices, payroll records, and connected financial tools.
Technical information
IP address, browser type, device information, operating system, pages viewed, access times, referring pages, and similar usage data.
Service information
Information you provide during onboarding, service delivery, support, compliance reviews, and communications with our team.
Financial account access
When you connect financial accounts or third-party tools, we may access information through secure integrations or API connections. We do not store your financial account credentials.
How we use your information
We use information to provide, maintain, improve, and protect our services. Specifically, we may use information to:
- Create, verify, and manage accounts.
- Provide bookkeeping, tax coordination, reporting, compliance, and related back-office services.
- Prepare and maintain client records, reports, workpapers, and service communications.
- Respond to inquiries, support requests, onboarding questions, and service needs.
- Analyze website and product usage to improve performance, reliability, and user experience.
- Detect, prevent, and investigate fraud, abuse, security incidents, and unauthorized access.
- Meet legal, regulatory, accounting, tax, and contractual obligations.
Data security
We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, and disclosure. These safeguards may include access controls, encryption, vendor controls, monitoring, and internal security practices.
No method of transmission or storage is completely secure. While we work to protect information, we cannot guarantee absolute security. For more information about our security practices, please review our Security page.
Data retention
We retain personal information for as long as necessary to provide services, operate our business, maintain records, resolve disputes, enforce agreements, and satisfy legal, accounting, tax, and reporting requirements.
Retention periods may vary depending on the type of information, the nature of the relationship, legal obligations, and legitimate business needs.
Your rights
Depending on your location and applicable law, you may have rights regarding your personal information. These may include the right to:
- Access the personal information we hold about you.
- Correct or update inaccurate information.
- Request deletion of certain personal information.
- Object to or restrict certain processing.
- Request a copy of certain information in a portable format.
- Opt out of certain communications or data uses where applicable.
To exercise these rights, contact us using the information in the Contact Us section. We may need to verify your identity before fulfilling a request.
Children’s privacy
Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.
Changes to this policy
We may update this Privacy Policy from time to time. When we make changes, we will update the “Last updated” date above. You are encouraged to review this policy periodically to stay informed about how we handle information.
Contact us
If you have questions or comments about this Privacy Policy, or if you would like to exercise a privacy right, please contact us.
Institution Headquarters
600 1st Ave Ste 102
Seattle, Washington 98104, USA