Legal
Flux Folio privacy policy covering inquiry data, client information, secure access, service delivery, and data handling principles.
This Privacy Policy explains how Flux Folio may collect, use, and protect information submitted through this website, onboarding forms, client communications, and service workflows. It is a template and should be reviewed by qualified counsel before public launch.
We may collect contact details, business information, inquiry context, bookkeeping system details, documents shared for service delivery, communication records, and analytics data from website visits.
Information is used to respond to inquiries, assess fit, deliver bookkeeping and finance operations support, improve workflows, maintain security records, and meet contractual obligations.
Client access should be granted through role-based permissions, secure sharing, password managers, and two-factor authentication where available. Passwords should not be shared by email.
Automation and AI tools may assist with drafts, reminders, summaries, and workflow consistency. Client-facing outputs and bookkeeping work should be reviewed by trained humans before delivery.
Flux Folio may work with client-approved systems such as QuickBooks, Xero, Dext, Hubdoc, Stripe, Shopify, PayPal, Gusto, Bill.com, Wise, Looker Studio, and Power BI. Each tool has its own privacy and security terms.
Questions about privacy or data handling can be sent to info@fluxfolio.io.
