Privacy Policy

Last Updated: April 2026

Filing99 (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website at filing99.com or engage our professional services.

By using our website or services, you consent to the collection and use of information as described in this policy.

1. Information We Collect

We may collect the following types of personal information:

a) Information You Provide Directly

• Full name and business name
• Email address and phone number
• Business address and country of operation
• Financial records, bank statements, and accounting data shared for service delivery
• Information submitted through our contact forms or consultation requests

b) Information Collected Automatically

• IP address and browser type
• Pages visited and time spent on the website
• Referring website or source
• Device type and operating system
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect for the following purposes:

• To deliver the accounting and bookkeeping services you have engaged us for
• To communicate with you about your account, services, and queries
• To send invoices, receipts, and service-related notifications
• To improve our website and service offerings
• To comply with legal, regulatory, and professional obligations
• To send you relevant updates, newsletters, or promotional communications (with your consent)

3. Data Storage and Security

We take the security of your personal and financial data seriously. We implement the following measures to protect your information:

• Encrypted communication channels (SSL/TLS)
• Secure cloud-based storage platforms with restricted access
• Password-protected systems and two-factor authentication where applicable
• Strict internal access controls — only authorised team members can access client data
• Regular security reviews and updates

Your data is stored on secure servers. We do not sell, trade, or rent your personal information to third parties.

4. Sharing of Information

We do not share your personal information with third parties except in the following circumstances:

• Service delivery: We may share limited data with accounting software providers (e.g. QuickBooks, Xero, Tally) solely for service delivery purposes
• Legal requirement: Where required by law, court order, or regulatory authority
• Professional obligation: Where required by our professional obligations as Chartered Accountants
• With your consent: Where you have explicitly authorised us to share your information

5. Cookies

Our website uses cookies to enhance your browsing experience. Cookies are small text files stored on your device that help us understand how you use our website. You can control and manage cookies through your browser settings. Disabling cookies may affect the functionality of some parts of our website.

6. Your Rights

Depending on your country of residence, you may have the following rights regarding your personal data:

• Right to access: Request a copy of the personal data we hold about you
• Right to rectification: Request correction of inaccurate or incomplete data
• Right to erasure: Request deletion of your personal data (subject to legal obligations)
• Right to restrict processing: Request that we limit how we use your data
• Right to data portability: Request your data in a portable format
• Right to object: Object to our processing of your data for marketing purposes

To exercise any of these rights, please contact us at info@filing99.com.

7. Data Retention

We retain personal and financial data for as long as necessary to fulfil the purposes outlined in this policy, or as required by applicable law. Financial records are typically retained for a minimum of 7 years in accordance with applicable accounting and tax regulations. Upon expiry of the retention period, data is securely deleted or anonymised.

8. International Data Transfers

Filing99 serves clients across India, USA, UK, Canada, and Australia. Your data may be processed and stored in India or other countries where our service providers operate. We ensure that appropriate safeguards are in place to protect your data in accordance with applicable data protection laws.

9. Children’s Privacy

Our services are intended for businesses and 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.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this policy periodically. Continued use of our website or services after any changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Filing99
Email: info@filing99.com
Website: filing99.com/contact-us