FinSyncBook...

At FinSyncBook, we provide comprehensive, end-to-end solutions that combine expert bookkeeping, accurate financial reporting, and innovative digital strategies to empower businesses of all sizes. From monthly full-cycle bookkeeping to year-end and customized financial reporting, we ensure your financial operations are seamless, transparent, and compliant.

Contact Info
Follow Us
Follow Us

Privacy Policy FINSYNC GROUP USA INC

Last Updated: June 2026

FINSYNC GROUP USA INC ("FINSYNC," "we," "our," or "us") respects your privacy and is committed to protecting your personal, financial, and business information. This Privacy Policy explains how we collect, use, store, disclose, and protect information obtained through our website, client portals, communications, and professional services.

Short version: We collect information necessary to deliver bookkeeping, payroll, tax, advisory, and medical billing services. We never sell your information and take strong measures to protect it, including HIPAA safeguards for healthcare clients.

1. Information We Collect

Depending on the services you engage us for, we may collect the following information:

Personal Information

  • Full Name
  • Mailing Address
  • Email Address
  • Phone Number
  • Date of Birth
  • Government-issued Identification
  • Driver's License or Passport Information

Financial Information

  • Bank Account Information
  • Credit Card Information
  • Income Documentation
  • Tax Identification Numbers
  • Social Security Numbers
  • EIN Information
  • Financial Statements
  • Payroll Information
  • Business Ownership Information

Healthcare Information

For healthcare clients, we may collect information necessary to perform medical billing, coding, credentialing, and insurance-related services. Such information may include:

  • Provider Information
  • NPI Numbers
  • Insurance Claim Information
  • Patient Billing Data
  • Revenue Cycle Information
  • Credentialing Documentation

Protected Health Information (PHI) is handled in accordance with applicable HIPAA requirements.

Technical Information

When you visit our website, we may collect:

  • IP Address
  • Browser Type
  • Device Information
  • Operating System
  • Website Usage Data
  • Referral Sources
  • Cookie Information

2. How We Use Your Information

We use collected information to:

Deliver Services

  • Bookkeeping
  • Payroll Processing
  • Tax Preparation
  • Financial Reporting
  • Medical Billing
  • Medical Coding
  • Credentialing
  • Insurance Negotiations
  • Advisory Services

Communicate With You

  • Respond to inquiries
  • Deliver reports
  • Provide service updates
  • Schedule consultations

Compliance Purposes

  • Meet legal obligations
  • Respond to regulatory requests
  • Prevent fraud and abuse
  • Verify client identities

Improve Our Services

  • Website analytics
  • User experience improvements
  • Internal quality control
  • Staff training and development

3. How We Share Information

FINSYNC does not sell, rent, or trade personal information. We may share information only in the following circumstances:

Service Providers

Trusted third-party providers who assist us in delivering services, including:

  • QuickBooks
  • Xero
  • Gusto
  • ADP
  • Stripe
  • Square
  • Synder
  • A2X
  • MDLand
  • Secure Cloud Storage Providers

Professional Advisors

Attorneys, accountants, auditors, and consultants bound by confidentiality obligations.

Government Agencies

When required by law, court order, subpoena, tax authority, regulatory agency, or governmental request.

Business Transfers

In connection with mergers, acquisitions, corporate restructuring, or asset sales.

4. Healthcare Privacy & HIPAA Compliance

For healthcare clients, FINSYNC maintains administrative, physical, and technical safeguards designed to protect Protected Health Information (PHI).

Where required, Business Associate Agreements (BAAs) may be executed.

Access to PHI is restricted to authorized personnel with a legitimate business need.

5. Data Security

We implement industry-standard security measures including:

  • SSL/TLS Encryption
  • Multi-Factor Authentication
  • Secure Cloud Storage
  • Role-Based Access Controls
  • Employee Security Training
  • Data Backup Procedures
  • Continuous Security Monitoring

While we strive to protect your information, no method of transmission or storage is 100% secure.

6. Data Retention

We retain client information only as long as necessary to:

  • Provide services
  • Meet legal requirements
  • Maintain business records
  • Resolve disputes
  • Enforce agreements

Certain tax, payroll, and accounting records may be retained for extended periods as required by law.

7. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion of information
  • Restrict processing
  • Object to certain uses
  • Request data portability
  • Withdraw consent where applicable

Requests may be submitted by contacting us directly.

8. Cookies & Website Analytics

Our website may use cookies and similar technologies to:

  • Improve website functionality
  • Remember user preferences
  • Analyze website traffic
  • Enhance user experience

Users may disable cookies through browser settings; however, certain website features may not function properly.

9. Third-Party Websites

Our website may contain links to external websites. FINSYNC is not responsible for the privacy practices, content, or security of third-party websites.

10. Children's Privacy

Our services are intended for adults and business entities. We do not knowingly collect information from individuals under the age of 18.

11. International Data Transfers

Because our team and service providers may operate in multiple jurisdictions, information may be processed outside your state or country. We implement reasonable safeguards to protect all transferred information.

12. Changes To This Privacy Policy

We may update this Privacy Policy periodically. Changes become effective upon posting to our website. Continued use of our services constitutes acceptance of the updated policy.

This Privacy Policy was last updated in June 2026. By using our services, you acknowledge that you have read and understood this policy.

Let’s Build Your Financial Future Together.