Privacy Policy
How we handle the information you share with us through this website and during an engagement.
[TO BE REVIEWED] This is a placeholder policy. It has not yet been reviewed and should not be relied on until it has been finalized.
Who we are
Elevate Financial Solutions provides bookkeeping, accounting support and business advisory services to US businesses. Our office is at Ground Floor, Rajhans Skylar, Udhana–Magdalla Road, Piplod, Surat, Gujarat, India. You can reach us at team@elevatefinsol.com.
Information we collect
- Details you submit through our consultation and callback forms, such as your name, business name, email address, phone number, preferred call time and message.
- Messages you send us by email or WhatsApp.
- Financial records and documents you share with us as part of an engagement.
How we use it
We use your information to respond to your inquiry, arrange consultations, and deliver the services you engage us for. We do not sell your information.
How we protect it
We sign a non-disclosure agreement with every client, use two-factor authentication on the systems that hold client data, keep credentials in a password manager, exchange documents through secure file sharing, and keep client files in encrypted storage. We work inside your own accounting software at the access level you choose, and you can remove our access at any time.
Service providers
This website is hosted on Netlify, which also receives and stores form submissions. We may use email and messaging providers to notify us of new inquiries.
Your choices
You can ask us to access, correct or delete the personal information we hold about you by emailing team@elevatefinsol.com.
Changes to this policy
We may update this policy from time to time. The current version will always be posted on this page.