At FinXpert, your privacy is our priority. This Privacy Policy explains how we collect, use, protect, and share your personal information when you interact with our website, communicate with us, or use our financial services.

1. Information We Collect

We may collect personal and business information when you:

• Fill out contact or booking forms on our website

• Communicate with us via email, phone, or WhatsApp

• Subscribe to newsletters or request consultations

• Engage with us on social media or other platforms

The information we collect may include:

• Full name, phone number, and email address

• Business name, KRA PIN, and financial records (if applicable)

• Payment details and billing information

• Communication history and service preferences

2. How We Use Your Information

FinXpert uses collected information to:

• Provide and improve our accounting, tax, and advisory services

• Process bookings, payments, and client communications

• Send invoices, updates, or important service notices

• Personalize your experience and recommend relevant services

• Comply with legal and regulatory obligations in Kenya

We do not sell or rent your personal data to any third party.

3. Data Security

We use secure servers, encrypted communications, and restricted internal access to protect your information. However, no online system is 100% secure. FinXpert takes all reasonable steps to safeguard your data but cannot guarantee absolute protection from cyber threats.

4. Data Sharing and Disclosure

Your personal information may be shared only when:

• Required by law, regulation, or court order

• Necessary to complete a financial transaction (e.g., with banks or payment processors)

• Needed to work with trusted partners who help us deliver our services — under strict confidentiality agreements

5. Data Retention

We retain your information only as long as needed to fulfill service obligations or comply with legal and tax requirements. Once data is no longer needed, it is securely deleted or anonymized.

6. Your Rights

Under Kenya’s Data Protection Act, 2019, you have the right to:

• Access your personal information

• Request corrections to inaccurate data

• Withdraw consent to data use

• Request deletion of your personal data (subject to legal limits)

To exercise these rights, contact us at privacy@finxpert.co.ke.

7. Cookies and Tracking

Our website may use cookies to enhance user experience and analyze traffic. You can disable cookies through your browser settings, but this may affect site functionality.

8. Updates to This Policy

FinXpert may update this Privacy Policy periodically. Any changes will be posted here with an updated “Effective Date.” We encourage users to review this page regularly to stay informed about how we protect their information.