Privacy Notice

SyncMySuccess is an accounting, banking and family wealth platform operated by Sync My Success ("we", "us"). We are the controller of the personal information described in this notice. Our contact details are at the end of this page.

• Account information — name, email address, password credentials, phone number, job title, profile photo, timezone, and two-factor authentication settings.
• Company and financial records — company details, tax identifiers, bills, invoices, expenses, payees and vendors, payments, budgets, properties and investment records that you or your team enter.
• Bank connection data — when you link a financial institution, our banking aggregation provider returns account names, balances, and transaction history. Your banking login credentials are entered directly with that provider and are never stored by us.
• Documents and uploads — statements, receipts, contracts, credit reports and other files you upload, along with data we extract from them.
• Family and household records — where you use family features, information about family members, trusts, governance records and, if you choose to add them, children's profile details you enter as a parent or guardian.
• Usage and device data — IP address, browser and device type, pages viewed, actions taken, approximate location derived from IP or a location you set for weather, and log and audit records.
• Communications — messages you send us and records of support requests, email and SMS notifications.

• Provide, operate and maintain the platform and the features you enable.
• Sync, categorize and reconcile your bank, bill, invoice and payment data.
• Authenticate you, secure your account, and detect and prevent fraud and abuse.
• Generate reports, forecasts, alerts, scores and AI-assisted insights you request.
• Send service messages, reminders, approvals and, where permitted, product updates.
• Provide support, investigate issues and maintain audit trails.
• Comply with legal, tax, accounting and regulatory obligations.

Where data protection law such as the GDPR applies, we rely on: performance of our contract with you (to deliver the service); our legitimate interests (to secure, improve and support the platform); your consent (for optional communications and certain cookies, which you may withdraw at any time); and compliance with legal obligations.

We do not sell your personal information. We share it only as needed with:

• Banking and financial data aggregation providers that power account connections and transaction feeds.
• Payment providers that process transfers, payouts and card or ACH transactions you initiate.
• AI providers that process the specific content you submit to generate insights, summaries and coaching responses.
• Email and SMS delivery providers used to send notifications you have enabled.
• Cloud hosting, database, storage and error-monitoring providers that run the platform.
• Other members of your company or family workspace, according to the roles and permissions you configure.
• Professional advisers, regulators or law enforcement where required by law, or in connection with a merger, acquisition or sale of assets.

Service providers act on our instructions under contracts that restrict their use of your information to providing services to us.

We keep your information for as long as your account is active and afterwards for as long as needed to meet legal, tax, accounting and audit obligations, resolve disputes and enforce our agreements. Financial records are commonly retained for several years for this reason. Audit and security logs are kept for a limited period, after which data is deleted or anonymized.

We protect data with encryption in transit and at rest, row-level access controls that scope records to your company or family workspace, role-based permissions, optional two-factor authentication, trusted-device checks, private document storage with time-limited access links, and audit logging. No system can be guaranteed completely secure, so please use a strong unique password and enable two-factor authentication.

• Access a copy of the personal information we hold about you.
• Correct inaccurate or incomplete information, including directly in your profile.
• Delete your account and request deletion of information we are not required to retain.
• Export or receive a portable copy of records you have entered.
• Object to or restrict certain processing, and withdraw consent where we rely on it.
• Opt out of non-essential email and SMS in your notification settings or by using the unsubscribe link.
• Disconnect a linked financial institution at any time from the banking area.
• Lodge a complaint with your local data protection authority.

To exercise any of these rights, use our privacy request form or email info@syncmysuccess.com. Every request is logged with the date and time it was received, and we may need to verify your identity before we act on it. You can change your cookie choices any time on the cookie preferences page.

The platform is not directed to children, and we do not knowingly allow anyone under 18 to create an account. Some family features let a parent or guardian record information about their own children. That information is entered and controlled by the adult account holder and is visible only to the family members they authorize. If you believe a child has created an account, contact us and we will remove it.

We operate in the United States, and our service providers may process data in other countries. Where information is transferred out of your region, we rely on appropriate safeguards such as standard contractual clauses and provider certifications.

We use cookies and browser storage for sign-in sessions, preferences and limited analytics. See our Cookie Policy for the full list and how to control them.

We may update this notice as the platform evolves. We will revise the "last updated" date above and, for material changes, notify you in the app or by email before the change takes effect.

Questions about this notice? Email info@syncmysuccess.com or write to us at: