Last Updated: September 8, 2026
WIPFIN (“WIPFIN,” “we,” “us,” or “our”) respects the privacy of individuals and the confidentiality of information entrusted to us by our clients.
This Privacy Policy explains how WIPFIN collects, uses, discloses, retains, and protects personal information when you visit our website, contact us, request information, engage with our Services, or otherwise interact with us.
Where WIPFIN processes personal information or other data on behalf of a business client in connection with our finance, accounting, services, or automation Services, that processing is also governed by the applicable client agreement and, where applicable, a Data Processing Agreement (“DPA”).
Depending on how you interact with WIPFIN, we may collect the following categories of information.
When you contact us, request a consultation, schedule a demonstration, submit an inquiry, or communicate with us, we may collect:
In providing finance and accounting Services, clients may provide WIPFIN with business and financial information, which may include:
Client information remains owned by the applicable client. WIPFIN processes such information only for authorized purposes in accordance with the applicable client agreement and DPA, where applicable.
When you visit our website, we may automatically collect certain technical information, including:
We may collect and retain information contained in emails, forms, chat messages, consultation requests, support requests, and other communications you send to us.
WIPFIN may use information to:
We will not use Client Data for unrelated purposes without appropriate authorization, except where required or permitted by applicable law.
Where applicable privacy laws require a legal basis for processing personal information, WIPFIN may rely on:
The applicable legal basis depends on the type of information and the circumstances of the processing.
Where WIPFIN processes personal information on behalf of a client, WIPFIN will process that information according to the client's documented instructions and the applicable client agreement and DPA.
Depending on the circumstances and applicable law, the client may act as the data controller or business, while WIPFIN may act as a data processor, service provider, or equivalent role.
WIPFIN does not sell Client Data.
WIPFIN does not use Client Data for unrelated advertising or marketing purposes unless expressly authorized by the client or otherwise permitted by applicable law.
WIPFIN does not sell personal information.
We may share information with the following categories of recipients where reasonably necessary and legally permitted:
We may use third-party providers that support our business operations or delivery of Services, including providers of:
Where third parties process personal information on our behalf, we seek to establish appropriate contractual confidentiality, security, and data-protection obligations.
We may disclose information to lawyers, accountants, auditors, insurers, consultants, and other professional advisors where reasonably necessary.
We may disclose information to courts, regulators, government authorities, law-enforcement agencies, or other parties where required by law or reasonably necessary to comply with legal obligations.
Information may be transferred in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar corporate transaction, subject to applicable legal requirements and appropriate protections.
We may disclose information where you or the relevant client has provided appropriate authorization or consent.
WIPFIN recognizes that finance and accounting Services may involve highly confidential business and financial information.
We maintain administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, disclosure, alteration, and destruction.
Depending on the nature and sensitivity of the information, our safeguards may include:
We periodically review security practices in light of applicable risks and the nature of the Services.
No electronic transmission, storage system, or online service can be guaranteed to be completely secure.
If a security incident occurs that materially affects personal information and notification is required by applicable law or contract, WIPFIN will provide notification in accordance with those requirements.
Where WIPFIN maintains independent certifications, attestations, or assurance reports, relevant information may be made available to clients subject to appropriate confidentiality and access requirements.
Any specific certification or assurance statement published by WIPFIN must accurately reflect the certification or report currently held by WIPFIN.
WIPFIN retains information only for as long as reasonably necessary to:
Retention periods for Client Data are generally governed by the applicable client agreement, DPA, client instructions, and applicable legal or regulatory requirements.
When information is no longer required, WIPFIN will delete, return, anonymize, or securely dispose of it as appropriate and as required by law or contract.
WIPFIN may operate and provide Services across multiple countries. As a result, information may be processed or stored outside the country in which it was originally collected.
Where applicable law requires safeguards for international transfers, WIPFIN will use legally recognized transfer mechanisms, which may include:
Our website may use cookies and similar technologies to:
Where required by applicable law, WIPFIN will obtain consent before using non-essential cookies.
You may also control cookies through your browser or device settings. Disabling certain cookies may affect website functionality.
Where permitted by applicable law, WIPFIN may send information about our Services, industry insights, events, or other business communications.
You may unsubscribe from marketing communications at any time using the unsubscribe option provided in the communication or by contacting us.
Opting out of marketing communications will not prevent WIPFIN from sending necessary service, contractual, security, or legal communications.
Depending on your location and applicable law, you may have rights regarding your personal information, including the right to:
These rights may be subject to legal limitations and exceptions.
If WIPFIN processes your personal information on behalf of one of our clients, you may need to submit your request directly to that client. Where appropriate, WIPFIN will assist the client in responding to the request.
Where applicable to WIPFIN's activities, California residents may have additional rights under applicable California privacy law.
These may include rights relating to access, correction, deletion, and information concerning the collection and use of personal information.
WIPFIN does not sell personal information as defined under applicable California privacy law.
Requests may be submitted using the contact information provided below.
WIPFIN will not discriminate against individuals for exercising applicable privacy rights.
Where applicable GDPR or UK GDPR requirements apply, individuals may have additional rights relating to their personal information, including rights to access, correction, deletion, restriction, objection, portability, and withdrawal of consent where applicable.
Individuals may also have the right to lodge a complaint with the relevant supervisory authority.
Where WIPFIN acts as a processor on behalf of a client, requests relating to Client Data should generally be directed to the relevant client.
Where India's applicable data protection laws apply to the processing of personal information, WIPFIN will handle personal information in accordance with applicable requirements, including applicable obligations concerning notice, consent where required, security safeguards, retention, and individual rights.
Requests may be submitted using the contact information provided below.
The WIPFIN website and Services are intended for business and professional use and are not directed toward children under 18.
WIPFIN does not knowingly collect personal information directly from children for the purpose of providing its business Services.
Our website may contain links to third-party websites, applications, or services.
Those third parties may have their own privacy policies and terms. WIPFIN is not responsible for the privacy or security practices of third parties that it does not control.
If you have a question, concern, or complaint regarding how WIPFIN handles personal information, we encourage you to contact us first so that we can investigate and address the matter.
You may also have the right to contact the relevant data protection or regulatory authority in your jurisdiction.
WIPFIN may update this Privacy Policy from time to time.
When material changes are made, we will update the "Last Updated" date and, where appropriate, provide additional notice.
The latest version will be available on the WIPFIN website.
For privacy questions, data-protection requests, or concerns, please contact:
WIPFIN
Contact Email: info@wipfin@gmail.com
Registered Business Address: Sakthi Tower Ln, Anna Salai, Thousand Lights, Chennai, Tamil Nadu 600002
Country: India
Where WIPFIN processes information on behalf of a client, individuals may also contact the relevant client organization regarding their personal information.
This Privacy Policy is intended to provide a clear description of WIPFIN's privacy practices. It should be reviewed and approved by qualified legal counsel before publication to ensure that it accurately reflects WIPFIN's actual operations, security practices, contractual commitments, and legal obligations in the countries where WIPFIN operates or provides Services.
