Privacy Policy
At Bipanna, we specialize in providing tailored accounting, bookkeeping, tax, and CFO services to companies advancing health and healing. We are committed to safeguarding the confidentiality and integrity of the information entrusted to us.
We hold all personal and business information provided to our firm in the strictest confidence. This includes all data collected in connection with the services we provide.
Our Commitment to Your Privacy
We do not disclose any nonpublic personal information about our clients to nonaffiliated third parties, except as permitted or required by law. We do not anticipate sharing such information in the future. If our policy were to change, we would notify you in advance as required by applicable regulations.
We use the information you provide solely to deliver our services effectively, supporting your financial clarity, compliance, and growth, while respecting and protecting your right to privacy.
Information We Collect
The categories of nonpublic personal information we collect depend on the scope of our engagement and may include:
- Information about your business and financial operations
- Personal financial information relevant to planning and compliance
- Transactional information between you and third parties
- Information received from third-party service providers or reporting agencies
- Limited health-related information, where relevant to specialized planning contexts
How We Use and Protect Your Information
We maintain strict internal controls and safeguards to protect your information:
- Access to client information is limited to employees and agents who have a legitimate business or professional need
- We maintain secure physical, digital, and operational environments to prevent unauthorized access
- We implement confidentiality protocols across all systems and workflows
Sharing of Information
We may share limited information with nonaffiliated third parties only as necessary and permitted by law. Examples include:
- Financial institutions or brokerage firms to facilitate transactions
- Professional advisors such as accountants, legal counsel, or auditors
- Regulatory authorities as required for compliance and oversight
All third parties with access to your information are required to maintain strict confidentiality standards.
No Marketing Use of Your Data
We do not sell, rent, or provide your personally identifiable information to mailing list vendors, advertisers, or solicitors for any purpose.
Our Ongoing Responsibility
Protecting your information is fundamental to our role as a trusted financial partner. We continuously review and strengthen our practices to ensure your data remains secure and handled with care.