Privacy Policy
Effective Date: November 1, 2025
At SwiftSum, protecting your data is more than a checkbox — it’s a commitment. We are dedicated to privacy transparency, providing users with control over their data, and maintaining full legal compliance with applicable global and regional laws, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Please read this policy carefully to understand how we collect, use, and protect your personal information.
Section 1: Scope and Applicability
This policy applies to all users who submit data through our website or utilize our services. Specifically, the enhanced rights outlined in Section 3 apply to individuals who:
- Reside in the European Union (EU) or European Economic Area (EEA) (GDPR).
- Are a California resident (CCPA).
Section 2: Information We Collect
We only collect the minimum amount of data necessary to efficiently deliver our professional services, communicate with you, and comply with legal requirements.
A. Categories of Data Collected:
Category | Purpose and Examples |
Contact and Business Details | To create and maintain your client account, provide support, and manage billing. (e.g., Name, Email Address, Phone Number, Business Name, Business Address, Billing Information). |
Service Files and Content | Files necessary to perform our financial services, such as bookkeeping and reporting. (e.g., Uploaded statements, financial reports, tax documents). |
Website Activity Data | To improve your experience and the functionality of our website. (e.g., Cookies, usage analytics, IP address, browser type, pages visited). |
B. Purpose of Data Collection:
We use the collected information for the following purposes:
- Service Delivery: To provide the requested services (e.g., bookkeeping, financial reporting, client support).
- Communication: To send service updates, policy changes, and respond to inquiries.
- Legal Compliance: To comply with legal, financial, or tax obligations.
- Improvement: To monitor and analyze usage to improve our website and service offerings.
Section 3: Your Data Protection Rights (GDPR & CCPA)
Depending on your jurisdiction, you may have the following specific rights regarding your personal data:
Right | Description | Applicable Under |
Right to Access/Know | You have the right to request access to the specific pieces of personal information we have collected about you and to receive a copy. | GDPR, CCPA |
Right to Rectification/Correction | You have the right to ask us to correct or complete personal information that is inaccurate or incomplete. | GDPR, CCPA |
Right to Erasure (Deletion) | You have the right to request the deletion of your personal information, subject to certain legal exceptions (e.g., retaining data for tax/legal obligations). | GDPR, CCPA |
Right to Restriction of Processing/Limit Use | You have the right to limit the way we use your personal data. | GDPR, CCPA |
Right to Object | You have the right to object to the processing of your personal data under certain conditions. | GDPR |
Right to Data Portability | You have the right to receive your personal information in a structured, commonly used, and machine-readable format, and to transmit that data to another controller. | GDPR |
Right to Opt-Out of Sale/Sharing | You have the right to direct us not to sell or share your personal information. (Note: SwiftSum does not sell your personal data.) | CCPA |
Designated Agent | You may appoint an authorized agent to submit requests on your behalf. | CCPA |
Section 4: Exercising Your Rights
To exercise any of the rights described above, please submit your request via email to our Data Compliance team:
Email: hello@swiftsum.solutions
Your Request Must Include:
- Your full name and email address associated with your SwiftSum account.
- A clear description of the right you are exercising (e.g., “Request for data access,” “Request for data deletion”).
- Proof of identity (if legally required to verify your identity and protect your personal information).
Our Response Timeline: We will respond to all verifiable requests within 30 days of receipt. If an extension is required due to the complexity or volume of the request, we will notify you within the initial 30-day period.
Section 5: Data Retention and Security
A. Data Retention:
We retain your personal data only for as long as necessary to:
- Complete the purpose for which it was collected.
- Fulfill our tax, accounting, or legal obligations.
- Support your active SwiftSum client account.
B. Data Protection:
We are committed to protecting your data through robust security measures:
- Encryption: All data is encrypted both during transmission (using SSL/TLS) and when stored at rest.
- Access Control: Data is accessible only by authorized personnel who require the information to perform their job duties.
- Audits: We conduct regular security audits and reviews to maintain the highest level of data integrity and protection.
Section 6: Reporting to Supervisory Authorities (EU/EEA)
If you are a resident of the EU/EEA and believe your rights under the GDPR have been violated, you have the right to file a complaint with your local Data Protection Authority (DPA).
We strongly encourage you to first contact us directly at hello@swiftsum.com to allow us the opportunity to resolve your concern promptly and efficiently.
Section 7: Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or relevant laws.
Any changes will be effective immediately upon posting the revised policy on this page, and the Effective Date at the top of the policy will be updated accordingly.
Ready to Save Money, Make More, and Grow Faster?
No contracts. No setup fees. Real humans doing your books.