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Finagraph Privacy Policy

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Last Updated: November 8, 2022

At Finagraph, our most important asset is our relationship with our user community. We are committed to maintaining the confidentiality, integrity and security of information about our users and their organizations. This Finagraph Privacy Policy describes how we treat personal information that is collected when you use our websites, mobile applications or other products and services (collectively the “Services”).

For purposes of this Privacy Policy, “Finagraph”, “we”, “us” and “our” means Booyami, Inc. dba as Finagraph and our affiliates.  This Privacy Policy shall apply to any Finagraph mobile application and other forms of Finagraph online activity that reference this Privacy Policy.  In such instances the term “Site” shall include the applicable mobile application or other Finagraph online activity wherever that term is used herein.

This Privacy Policy is incorporated into, and considered a part of, the Terms of Use, currently located at, the Strongbox Terms of Use located at and the Finagraph TaxReader Terms of Use currently located at  Any terms not defined herein have the meanings ascribed to them in the Terms of Use.


By submitting or making available Personal Data (as defined below) through the Services, you agree to the terms of this Privacy Policy and you expressly consent to the processing of your Personal Data in accordance with this Privacy Policy. Your Personal Data may be processed in the country in which it was collected and in other countries, including the United States, where laws regarding processing of Personal Data may be less stringent than the laws in your country.


Finagraph is headquartered in Bellevue, WA in the United States.  Finagraph has appointed a data protection officer for you to contact if you have any questions or concerns about Finagraph’s personal data policies or practices.  If you would like to exercise your privacy rights, please direct your query to Finagraph’s Data Protection Officer.

Data Protection Officer Info

Adam Brogden


1st Floor Front Suite 278-29 North Street

Brighton, England BN1 1EB

441 772 217 772


Finagraph collects Personal Data and Anonymous Data from you when you visit our Site, when you send us information or communications in connection with your use of the Service, and/or when you download and use the Services. "Personal Data" means data that allows someone to identify or contact you, including, for example, your name, address, geographic location of your computer or mobile device, telephone number, credit card number and email addresses, as well as any other non-public information about you that is associated with or linked to any of the foregoing data. "Anonymous Data" means data about you that is not associated with or linked to your Personal Data; Anonymous Data does not permit the identification of individual persons. We collect Personal Data and Anonymous Data, as described below.

Use of Finagraph’s websites

As is true of most other websites, Finagraph’s websites collect certain information automatically and stores it in log files. The information may include internet protocol (IP) addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the use of Finagraph’s website, including a history of the pages you view. We use this information to help us design our site to better suit our users’ needs. We may also use your IP address to help diagnose problems with our server and to administer our website, analyze trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences.

Finagraph has a legitimate interest in understanding how members, customers and potential customers use its website. This assists Finagraph with providing more relevant products and services, with communicating value to our sponsors and corporate members, and with providing appropriate staffing to meet member and customer needs.

Cookies and tracking technologies

Finagraph makes available a comprehensive Cookie Policy that describes the cookies and tracking technologies used on Finagraph’s websites and provides information on how users can accept or reject them. To view Finagraph’s Cookie Policy, please see Annex 1 below.

Personal Data you provide to us

We request Personal Data from you, such as first and last name, email and mailing addresses, telephone number, professional title, company name, and password, when you register for the Service. In addition, we (or our third-party credit card or payment processor on our behalf) will collect Personal Data including your credit card number or account information when you upgrade to a paid account. We also retain information on your behalf, such as the Personal Data described above and any correspondence. We may collect Personal Data voluntarily provided by you, including in emails to the Site, online forms, order and registration forms, surveys, promotion participation, phone calls with our customer service and through other means.  If you provide us feedback or contact us via email, we will collect your name and email address, IP address, as well as any other content included in the email, in order to send you a reply, and any information that you submit to us, such as a resume. We may receive Personal Data from social media platforms.  For example, if you elect to use your social media credentials to log-in to your Site account, certain Personal Data from your social media account will be shared with us, which may include Personal Data that is part of your profile.  We collect information through various other means, including participation at conferences and events and individual introductions. We may also collect Personal Data at other instances in the Site user experience where we state that Personal Data is being collected.

Personal Data Collected by Third Parties

We may receive Personal Data about you from other sources like telephone or fax, from companies that distribute the Service by way of a co-branded or private-labeled website, companies that offer their products and/or services via the Service, or companies that provide services (such as payment processing services) in connection with the Service (collectively, "Partner Companies"). Our Partner Companies may supply us with Personal Data, such as your name and email and mailing address information or your login credentials for such Partner Company’s website or service, in order to help us establish the account or fulfill orders. We may add this information to the information we have already collected from you via our website in order to perform and improve the Service.

This Privacy Policy applies only to the use and disclosure of Personal Data that we collect while you use the Service. Our provision of a link to any other website or location is for your convenience and does not signify our endorsement of such other website or location or its contents. When you click on such a link, you will leave our Site and go to another site. During this process, a third party may collect Personal Data or Anonymous Data from you. We have no control over, do not review, and cannot be responsible for, these outside websites or their content. Please be aware that the terms of this Privacy Policy do not apply to these outside websites or content, or to any collection of data after you click on a link to a third party.

Personal Data Collected via Technology

The Service (which may be hosted by a third-party service provider) collects Personal Data from you, such as browser type, geographic location of your mobile device or computer, operating system and version, Internet Protocol (IP) address, domain name, information about your application, operating environment and hardware profiles and/or a date/time stamp for your visit. We may also use Cookies (as defined below) and navigational data like Uniform Resource Locators (URL) to gather information regarding the date and time of your visit and/or access to the Service and your activity on the Site. Like most Internet services, we automatically gather this Personal Data and store it in log files each time you visit the Site or access your account on our network.


Finagraph uses your Personal Data in the following ways:

  • to facilitate the creation of and secure your account on our network; identify you as a user in our system;

  • to provide improved administration of the Service;

  • to improve the quality of experience when you interact with the Service;

  • to send you a welcome email to verify ownership of the email address provided when your account was created;

  • to send you administrative email notifications, such as security or support and maintenance advisories;

  • to respond to your inquiries related to employment opportunities or other requests;

  • to send promotional communications;

  • to provide you with hardcopy or electronic newsletters, or surveys;

  • to send upgrades and special offers related to the Service and for other marketing purposes of Finagraph or our Partner Companies; and

  • to make telephone calls to you, from time to time, as a part of secondary fraud protection or to solicit your feedback.

We may create Anonymous Data records from Personal Data by excluding information (such as your name and email) that render the data personally identifiable to you. We use this Anonymous Data to analyze request and usage patterns so that we may enhance the content and functionality of the Service. Finagraph reserves the right to use for other purposes and to disclose Anonymous Data to third parties in its discretion.

If you provide feedback on the Service, we may use such feedback for any purpose, provided we will not associate such feedback with your Personal Data. Finagraph will collect and store any information contained in such communication and will treat the Personal Data in such communication in accordance with this Privacy Policy.


We may share your Personal Data with Partner Companies to provide technical support or to provide specific services, such as hosting of your applications, maintenance services, database management or payment processing for purchases. Partner Companies will have access to your Personal Data only to perform these services on our behalf and are obligated not to disclose or use it for any other purpose.  A list of our third-party sub processors can be found in Annex 2 below.

We may share some or all of your Personal Data with a parent company, any subsidiaries, joint ventures, or other companies under a common control (collectively, "Related Entities"), in which case we will require our Related Entities to honor this Privacy Policy.

Finagraph may sell/divest/transfer the company (including any shares in the company), or any combination of its products, services, assets and/or businesses. Personal Data may be among the items sold or otherwise transferred in these types of transactions. We may also sell, assign or otherwise transfer such information in the course of corporate divestitures, mergers, acquisitions, bankruptcies, dissolutions, reorganizations, liquidations, similar transactions or proceedings involving all or a portion of the company.

Regardless of any choices you make regarding your Personal Data (if applicable), Finagraph may disclose Personal Data if it believes in good faith that such disclosure is necessary to (a) comply with relevant laws or to respond to subpoenas or warrants served on Finagraph; or (b) protect or defend the rights or property of Finagraph or users of the Service.

Except as otherwise stated in this policy, we do not generally sell, trade, share, or rent the Personal Data collected from our services to third parties. You expressly consent to the sharing of your Personal Data as described in this policy.


You may change any of your Personal Data in your account by editing your profile within the registration portion of the Site or by sending an email to us at the email address set forth below. You may request deletion of your account information by us, but please note that we may be required (by law or otherwise) to keep this information and not delete it (or to keep this information for a certain time, in which case we will comply with your deletion request only after we have fulfilled such requirements).


You may opt out of receiving promotional communications from us by following the instructions in those messages.  If you opt out, we may still send you non-promotional communications, such as those about your account, previous purchases or our ongoing business relations.


We do not intentionally gather Personal Data about visitors who are under the age of 18, and we request that these individuals do not provide Personal Data through the Site.


Users who are California residents may request and obtain from us once a year, free of charge, certain information about the Personal Data (if any) we disclosed to third parties for direct marketing purposes in the preceding calendar year. If applicable, this information would include a list of the categories of Personal Data that was shared and the names and addresses of all third parties with which we shared information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to:


Finagraph is committed to protecting the security of your Personal Data. We use a variety of industry-standard security technologies and procedures to help protect your Personal Data from unauthorized access, use, or disclosure. We also require you to enter a password to access your account information. Please do not disclose your account password to unauthorized people. Despite these measures, you should know that Finagraph cannot fully eliminate security risks associated with Personal Data.


Finagraph has its headquarters in the United States. Information we collect about you will be processed in the United States. By using Finagraph’s Services, you acknowledge that your personal information will be processed in the United States. The United States has not sought nor received a finding of “adequacy” from the European Union under Article 45 of the GDPR. Pursuant to Article 46 of the GDPR, Finagraph is providing for appropriate safeguards by entering binding, standard data protection clauses, enforceable by data subjects in the EEA and the UK. These clauses have been enhanced based on the guidance of the European Data Protection Board and will be updated when the new draft model clauses are approved.

Depending on the circumstance, Finagraph also collects and transfers to the U.S. personal data with consent; to perform a contract with you; or to fulfill a compelling legitimate interest of Finagraph in a manner that does not outweigh your rights and freedoms. Finagraph endeavors to apply suitable safeguards to protect the privacy and security of your personal data and to use it only consistent with your relationship with Finagraph and the practices described in this Privacy Policy. Finagraph also enters into data processing agreements and model clauses with its vendors whenever feasible and appropriate. Since it was founded, Finagraph has received zero government requests for information.

For more information or if you have any questions, please contact us at


The European Union’s General Data Protection Regulation (GDPR) and other countries’ privacy laws provide certain rights for data subjects. Data Subject rights under GDPR include the following:

  • Right to be informed

  • Right of access

  • Right to rectification

  • Right to erasure

  • Right to restrict processing

  • Right of data portability

  • Right to object

  • Rights related to automated decision-making including profiling


This Privacy Policy is intended to provide you with information about what personal data Finagraph collects about you and how it is used.

If you wish to confirm that Finagraph is processing your personal data, or to have access to the personal data Finagraph may have about you, please contact us.

You may also request information about: the purpose of the processing; the categories of personal data concerned; who else outside Finagraph might have received the data from Finagraph; what the source of the information was (if you didn’t provide it directly to Finagraph) and how long it will be stored. You have a right to correct (rectify) the record of your personal data maintained by Finagraph if it is inaccurate. You may request that Finagraph’s erase that data or cease processing it, subject to certain exceptions. You may also request that Finagraph cease using your data for direct marketing purposes. In many countries, you have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how Finagraph processes your personal data. When technically feasible, Finagraph will—at your request—provide your personal data to you.

Reasonable access to your personal data will be provided at no cost. If access cannot be provided within a reasonable time frame, Finagraph will provide you with a date when the information will be provided. If for some reason access is denied, Finagraph will provide an explanation as to why access has been denied.

For questions or complaints concerning the processing of your personal data, you can email us at Alternatively, if you are located in the European Union, you can also have recourse to the European Data Protection Supervisor or with your nation’s data protection authority.


Your personal data is stored by Finagraph on the servers of the cloud-based database management services the Finagraph engages, located in the United States. The Finagraph retains Service data for the duration of the customer’s business relationship with the Finagraph and for a period of time thereafter, to analyze the data for Finagraph’s own operations, and for historical and archiving purposes associated with Finagraph’s services. Finagraph retains prospect data until such time as it no longer has business value and is purged from Finagraph’s systems. All personal data that Finagraph controls may be deleted upon verified request from Data Subjects or their authorized agents. For more information on where and how long your personal data is stored, and for more information on your rights of erasure and portability, please contact us at:


Finagraph welcomes your comments or questions regarding this Privacy Policy. Feel free to email comments or questions to us at  You can also contact our EU and UK Representative who can be reached at the information below:

EU - Ireland Representative

Company Name:  Instant EU GDPR Representative Ltd

Name:  Adam Brogden


Tel: +353 15 549 700

Reporting Link


EU Dublin Address INSTANT EU GDPR REPRESENTATIVE LIMITED Office 2 12A Lower Main Street, Lucan Co. Dublin K78 X5P8 Ireland


UK Representative

Company Name:  GDPR Local Ltd

Name:  Adam Brogden

Tel: +441 772 217 800


Reporting Link


UK Address:  GDPR Local Ltd 1st Floor Front Suite 27-29 North Street, Brighton England BN1 1EB



If Finagraph makes changes to this Privacy Policy, these changes will be posted on the Site in a timely manner. Finagraph reserves the right to modify this Privacy Policy at any time, so please review it frequently. You can determine when this Privacy Policy was last revised by referring to the "Last Updated" legend at the top of this page. Any changes to this Privacy Policy will become effective upon our posting of the revised Privacy Policy on the Site. Use of the Service following such changes constitutes your acceptance of the revised Privacy Policy then in effect. 




Annex 1

Finagraph Cookie Policy


This policy applies to all employees, contractors, and vendors while doing business with Finagraph and others who have access to European Union (EU) and the European Economic Area (EEA) data subject information (“personal data”) in connection with Finagraph’s operating activities.



Finagraph believes in transparency about collection and use of data. This policy provides information about how and when Finagraph uses cookies for these purposes. Capitalized terms used in this policy but not defined have the meaning set forth in our Privacy Policy, which also includes additional details about the collection and use of information at Finagraph.


What is a cookie?

Cookies are small text files sent by us to your computer or mobile device, which enable Finagraph products features and functionality. They are unique to your account or your browser. Session-based cookies last only while your browser is open and are automatically deleted when you close your browser. Persistent cookies last until you or your browser delete them or until they expire.


Does Finagraph use cookies?

Yes.  Finagraph uses cookies and similar technologies like single-pixel gifs and web beacons.  Finagraph uses both session-based and persistent cookies. Finagraph sets and accesses cookies on the domains operated by Finagraph and its corporate affiliates (collectively, the “Sites”). In addition, Finagraph uses third party cookies, like Google Analytics.


How is Finagraph using cookies?

Some cookies are associated with your account and personal information to remember that you are logged in and which workspaces you are logged into. Other cookies are not tied to your account but are unique and allow us to carry out analytics and customization, among other similar things.

Cookies can be used to recognize you when you visit a Site or use our Services, remember your preferences, and give you a personalized experience that is consistent with your settings. Cookies also make your interactions faster and more secure. Visit our cookie tables to learn more.


Categories of use

  • Authentication: If you're signed into the Services, cookies help Finagraph show you the right information and personalize your experience.

  • Security: Finagraph uses cookies to enable and support security features, and to help detect malicious activity.

  • Preferences, features, and services: Cookies denote which language you prefer and what your communications preferences are. They can help fill out forms on our Sites more easily. They also provide you with features, insights, and customized content.

  • Marketing: Finagraph may use cookies to help deliver marketing campaigns and track their performance (e.g., a user visited and then made a purchase). Similarly, Finagraph’s partners may use cookies to provide us with information about your interactions with their services, but use of those third-party cookies would be subject to the service provider’s policies.

  • Performance, Analytics, and Research: Cookies help Finagraph learn how well the Sites and Services perform. Finagraph also uses cookies to understand, improve, and research products, features, and services, including to create logs and record when you access our Sites and Services from different devices, such as your work computer or your mobile device.


What third-party cookies does Finagraph use?

You can find a list of the third-party cookies that Finagraph uses on our sites along with other relevant information in the cookie tables.  Finagraph does its best to keep this table updated, but please note that the number and names of cookies, pixels, and other technologies may change from time to time.


How are cookies used for advertising purposes?

Cookies and other ad technology such as beacons, pixels, and tags help Finagraph market more effectively to users that may be interested in the Services. They also help with aggregated auditing, research, and reporting.


What can you do if you don't want cookies to be set or want them to be removed?

You have the option to disable and delete cookies that may not be necessary for the basic functionality of our website. Please note, blocking categories may impact your experience on our website. You may access the Cookie Manager at any time in the footer of our websites.


Does Finagraph respond to Do Not Track Signals?

The Sites and Services do not collect personal information about your online activities over time and across third-party websites or online services. Therefore, “do not track” signals transmitted from web browsers do not apply to the Sites or Services, and Finagraph does not alter any data collection and use practices upon receipt of such a signal.





Appendix A: Cookie Types and Purposes


Finagraph uses cookies for the following purposes: to enable certain functions in our Sites and Services, to provide analytics, to store your preferences, to enable advertisements delivery, including behavioral advertising, and to improve performance of our Sites and Services.

We use both session and persistent cookies in the following categories that you can use in reference to setting your cookie preferences on our Sites:




Annex 1
Cookie Category
Category Description
Marketing Cookies (Also called Targeting or Advertising Cookies)
These cookies, including Third Party Cookies, enable the delivery of ads and track ad performance, advertising networks to deliver ads that may be relevant to you based upon your activities (this is sometimes called “behavioral” “tracking” or “targeted” advertising) on the Sites, or the delivery of better ads that suit your interests. Sites may deploy a cookie when a user interacts with marketing communications, such as a marketing email or a marketing-based landing page on our website. This cookie collects personal information such as your name, which pages you visit on our website, how you arrived at our website, and your purchases from Finagraph. Collected information is used to evaluate the effectiveness of our marketing campaigns, deliver requested information, or to provide better targeting for marketing. They may subsequently use information about your visit to target you with advertising that you may be interested in, on the Sites and other websites. These cookies are used to track advertising effectiveness to provide a more relevant service and deliver better ads that match your interests.
Functional (or Preference) Cookies
During your visit to the Sites, cookies are used to remember information you have entered or choices you make (such as your username, language or your region) on the Sites. These preferences are remembered, through the use of the persistent cookies, and the next time you visit the Sites you will not have to set them again.
Analytics Cookies
These cookies track information about visits to the Sites so that we can make improvements and report our performance. For example: analyze visitor and user behavior so as to provide more relevant content or suggest certain activities. They collect information about how visitors use the Sites, which site the user came from, the number of each user’s visits and how long a user stays on the Sites. We might also use analytics cookies to test new ads, pages, or features to see how users react to them. These cookies help us to understand how visitors interact with our Sites, discover errors, and provide a better overall experience.
Essential Cookies
Essential cookies (First Party Cookies) are sometimes called “strictly necessary” as without them we cannot provide many services that you need on the Sites. For example, essential cookies help remember your preferences as you move around the Sites. These cookies enable core functionality such as security, verification of identity, and your cookie preferences. These cookies cannot be disabled. You can set your browser to block or alert you about these cookies, but that will cause some parts of the site to not work. These cookies do not store any personally identifiable information.
Third-party cookies

In addition to our own cookies, we may also use various third-parties cookies to report usage statistics of the Sites and Services, to deliver advertisements on and through the Sites and Services, and other legitimate business purposes. These cookies are governed by the provider’s cookie policies which Finagraph does not control and can be found on the provider’s own cookie policies or terms of use (for example, to opt out of LinkedIn Marketing cookies that target relevant advertising based on your traffic on our site, you can do so via your LinkedIn Account Settings.)

List of Third-Party Cookies used on the Sites and Services:

Cookie Name
Cookie Purpose
Live chat authentication
Meta (Facebook)
Web Hosting/Site Functionality
Marketing, Analytics, Functional, Essential
Web Hosting/Site Functionality, CRM, Marketing, Advertising, and Customer Support
Marketing, Analytics, Functional, Essential
Google Analytics
Tracking Website Visits
Analytics, Marketing

To view an overview of the privacy of your Google Analytics cookies please go here:

You may install a Google Analytics opt-out browser add-on by going here:

When using our website, you may be directed to other websites for such activities as surveys, to make payment, for job applications, and to view content hosted on those sites such as an embedded video or news article. These websites may use their own cookies. We do not have control over the placement of cookies by other websites you visit, even if you are directed to them from our website.

How To Control and Delete Cookies                                                                                                          

1. Using Your Browser

Many of the cookies used on our website and through emails can be enabled or disabled through our consent tool or by disabling the cookies through your browser. To disable cookies through your browser, follow the instructions usually located within the “Help,” “Tools” or “Edit” menus in your browser. Please note that disabling a cookie or category of cookies does not delete the cookie from your browser unless manually completed through your browser function.


2. Cookies Set in the Past

Collection of your data from our analytics cookies can be deleted. If cookies are deleted, the information collected prior to the preference change may still be used.  However, we will stop using the disabled cookie to collect any further information from your user experience. For our marketing cookie, when a user opts out of tracking, a new cookie is placed to prevent users from being tracked.




Annex 2

Finagraph List of Sub Processors


Annex 2
Purpose of Processing
Entity Country
HubSpot, Inc.
Information from individual reaching out to Finagraph for support such as name, email address, phone number and other information that may be included based on the nature of communication. Customer and prospect contact information such as name, email, phone number, address, company.
CRM and Customer Service Platform
United States
Information from individual reaching out to Finagraph for support such as name, email address, phone number and other information that may be included based on the nature of communication.
Customer Service Platform
United States
End User Email Addresses
Send Product Output
United States
Auth0 Inc.
Customer Username Data
Account Authentication
United States
Microsoft Azure
Business User Data and End User Customer Data
Cloud Service Provider
United States
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