Privacy policy


Parikh Financial ("we", "us", or "our") is committed to protecting the privacy of our clients and their financial information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our services, including Investor Relations, Financial Planning, Data Analysis, Human Resources, Bookkeeping, Accounts Payable/Receivable and integrations with QuickBooks.

Information We Collect

We collect several types of information from you, depending on the services you use. This information is the minimum required to establish contact and develop our commercial relationship:
  • Personal Information: This includes your name, contact information (email address, phone number), mailing address, and any other information you voluntarily provide to us.
  • Financial Information: This includes bank account information, transaction data, income and expense details, tax information, and other financial data you share with us for bookkeeping and accounts payable services.
  • Device Information: This includes IP address, browser type, operating system, and other technical information collected when you access our website or use our services.
  • Usage Data: This includes information about how you use our services, such as the pages you visit, the features you use, and the time you spend on our platform.
  • Accounting Platform Integration Information: When you connect your accounting platform, we may access from our QuickBooks, with your explicit consent to see transaction records, customer and vendor information, and chart of accounts data.

How We Use Your Information

We use the information we collect for the following purposes:
  • To provide and improve our services, including Investor Relations, Financial Planning, Data Analysis, Human Resources, Bookkeeping, Accounts Payable/Receivable and integrations with QuickBooks.To communicate with you about your account, services, and important updates.
  • To personalize your experience.
  • To comply with legal and regulatory requirements.
  • To prevent fraud and protect your security.
  • To analyze data and trends to improve our services and marketing efforts.

Sharing Your Information

We may share your information with the following third parties:
  • Service Providers: We may use third-party service providers to help us deliver our services, such as cloud storage providers, data analytics providers, and payment processors. These service providers are only authorized to use your information for the purpose of providing the services requested by us.
  • Government Agencies: We may disclose your information to government agencies if required by law or to comply with a legal process.
  • Professional Advisors: We may disclose your information to our professional advisors, such as legal counsel or auditors, when necessary for the operation of our business.

Your Choices

You have the following choices regarding your information:
  • You can access, update, or delete your personal information by contacting us.
  • You can opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails.
  • You can control the information shared with us through your QuickBooks integration settings.

Data Security

We take appropriate security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include:
  • Using encryption for data transmission and storage.
  • Implementing access controls to limit access to your information.
  • Regularly reviewing and updating our security practices.
  • We do not share personal info with 3rd parties/affiliates for marketing purposes.

Children's Privacy

Our services are not directed towards children under the age of 18. We do not knowingly collect personal information from children under 18.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website.