This policy explains what information Fincloud ("we", "us") collects when you use the FNA Pro app at fna.fincloud.ca and this website, and how we use it. If you have questions, email support@fincloud.ca.
Client data stays with you
FNA Pro is designed so that the client financial information you enter is saved only to files on your own device, optionally encrypted with a passphrase only you hold. It is not transmitted to, or stored on, our servers. You, as the advisor, remain responsible for the security, backup and privacy-law compliance (for example PIPEDA) of the client data you collect and store with this tool. We cannot recover a forgotten encryption passphrase.
What we collect about you
- Sign-in. The email address you use to sign in. Sign-in is handled by Cloudflare Access, which verifies your email.
- License checks. Each time the app verifies your license, we record your email, your IP address, your browser and device description (user agent) and the time. We use this to run your license and to detect access patterns that suggest an account is being shared, which our terms do not allow.
- Sign-up details. The name you enter when you accept the Terms of Use, and the date, time and device of your acceptance. We may also receive a notice of new sign-ups.
- Billing. Payments are processed by Stripe. We receive your email, subscription status, billing period and Stripe customer and subscription identifiers. We do not receive or store your card number.
- Messages. Anything you send us through the in-app feedback form or by email.
Information stored on your device
The app stores your advisor profile, settings, a cached copy of your license status and your saved client files on your own device, in your browser storage and in files you choose to save. Clearing your browser data can remove the browser-stored items, so keep backups of your client files.
How we use information
- To provide the app, verify your license, and manage your free trial and subscription.
- To process payments and send billing-related messages.
- To protect the service and enforce our terms, including preventing license sharing.
- To respond to your questions and feedback.
We do not sell your information and we do not use it for advertising.
Who we share it with
We use service providers to run FNA Pro: Cloudflare (hosting, sign-in and our database) and Stripe (payments). They process information only to provide those services to us. Some of their systems may be located outside Canada. We may also disclose information when required by law. This website loads the Inter typeface from Google Fonts, which means your browser contacts Google when you open our pages.
How long we keep it
We keep account, license and billing records for as long as your account is active and as needed afterward for legal, tax and security purposes. Sign-in check records are kept as long as needed to run the license and detect misuse.
Your choices
You can ask to see, correct or delete the personal information we hold about you by emailing support@fincloud.ca. We may need to keep some records where the law requires it. Cancelling a subscription does not delete your saved client files, which remain on your device.
Changes and governing law
We may update this policy and will post the new date at the top of this page. This policy is governed by the laws of the Province of Alberta and the federal laws of Canada that apply there.