Privacy Policy

We collect information you provide directly to us when you register for an account, complete our onboarding flow, schedule a consultation, or communicate with our advisory team. This may include your name, email address, phone number, business entity details, and financial documents you upload to the platform.

We also collect limited technical data automatically — such as browser type, device identifiers, and usage logs — to maintain security, troubleshoot issues, and improve our services.

We use your information to deliver our primary services — integrated accounting, bookkeeping, proactive tax advisory, and fractional CFO services — and to operate the supplemental platform tools (onboarding workflows, document storage, report generation, consultation scheduling, and financial calculators) that support those services. We also use it to process billing, respond to your inquiries, send service updates and regulatory notifications, and comply with IRS and state tax authority requirements.

We never sell your personal or financial data to third parties.

All data at rest is encrypted using AES-256, and all data in transit is protected with TLS 1.2 or higher. Access to client data is governed by role-based permissions and multi-factor authentication (MFA).

Our infrastructure is hosted in SOC 2 Type II compliant data centers, and we conduct regular security audits and penetration testing to maintain our security posture.

We share your information only with trusted service providers who help us operate the platform (such as cloud hosting and tax-filing software), and only under written agreements that require them to protect your data to the same standard we do.

We may disclose information when required by law, court order, or tax authority request, or to protect the rights, property, or safety of myVault LLC, our clients, or others.

You may access, correct, or request deletion of your personal information by contacting us at support@myvault.work. You may opt out of marketing communications at any time using the unsubscribe link in any email.

Please note that certain financial records must be retained for a minimum period to comply with IRS and state tax regulations, even after account closure.

We use essential cookies to maintain your session and authenticate you. We do not use third-party advertising cookies. Analytics cookies, if enabled, help us understand how visitors use the site so we can improve it.

We retain client financial records for the period required by applicable tax law (typically seven years from the date of filing). After that period, we securely delete or anonymize your data unless you request earlier deletion of non-required records.

We may update this Privacy Policy from time to time. When we do, we will revise the last updated date at the bottom of this page and, for significant changes, provide a more prominent notice.