Privacy Policy

Last Updated: May 1, 2026

At Satic Solutions, we are committed to maintaining the highest standards of data privacy and confidentiality. As a provider of remote accounting, bookkeeping, and CFO advisory services to small and mid-sized businesses (SMBs) across the United States, United Kingdom, Canada, and global markets, we understand the sensitive nature of your financial information.

1. Information We Collect

We collect information that allows us to provide professional financial services and maintain effective communication:

• Personal Identification: Name, work email address, phone number (including WhatsApp), and business name.
• Business Financial Data: Information required to perform bookkeeping and accounting duties, often accessed via integrations with third-party tools such as QuickBooks, Xero, Stripe, or Sage.
• Technical Information: Standard web server logs, IP addresses, and browser information collected through our website to improve user experience.

2. How We Use Your Information

Your data is used strictly for professional purposes, including:

• Providing remote bookkeeping, accounting, and CFO advisory services.
• Ensuring 100% compliance with US GAAP, ASPE, and IFRS standards.
• Communicating service updates, financial reports, and responding to inquiries.
• Processing payments for selected service tiers (Essential, Professional, Enterprise).

3. Data Storage and Security

Security is our primary focus. We implement 256-bit SSL encryption for all data transmissions and use secure cloud portals for document exchange.

Accounting Dashboard: Our free business accounting dashboard is designed with privacy in mind. All data entered into the dashboard is stored locally on your device. Satic Solutions does not store your private dashboard entries on our servers unless you explicitly share them with us for a consultation.

4. Confidentiality and Sharing

We treat all client data with 100% confidentiality. We do not sell or lease your information to third parties. Data is only shared with third-party service providers (such as accounting software or payment processors) that you have authorized us to integrate with your business.

5. International Data Transfers

Satic Solutions serves a global clientele. By using our services, you acknowledge that your information may be processed in various regions including North America and the United Kingdom, subject to the same strict confidentiality standards.

6. Your Rights

Depending on your location (e.g., UK/EU under GDPR or USA under various state laws), you may have rights regarding the access, correction, or deletion of your personal data. Please contact us to exercise these rights.

7. Contact Us

If you have questions about this Privacy Policy or our data handling practices, please contact our team at hi@saticsolutions.com.