Privacy Policy
Last updated: November 2026
This policy explains how FirmWise ("we", "us") handles personal information collected through firmwise.tech and the services available at audit.firmwise.tech and vault.firmwise.tech.
Information we collect
- Contact details you send us, such as your name, firm, email address and message when you request a demo or write to us.
- Account information for users of our services, such as name, email address and role, provided by you or by the firm that invites you.
- Content you upload to our services, which belongs to you or to the firm you work with.
- Technical information such as IP address, browser type and access times, recorded in server and security logs.
How we use it
- To respond to enquiries and arrange demos.
- To provide, secure and support our services, including keeping activity logs.
- To meet legal and regulatory obligations that apply to us.
We do not sell personal information, and we do not use the content of client files for marketing.
Client and engagement data
Where a firm uses our services, the firm decides what information is stored and who may access it. We process that information on the firm's instructions, to provide the service.
Sharing
We share information only with service providers we rely on to operate the services, such as hosting and email providers, and where the law requires us to.
Security and retention
We use access controls, encrypted connections and activity logging to protect information. We keep information for as long as it is needed for the purposes above or as required by law, and then delete it.
Cookies
This website does not use advertising or tracking cookies. Our services use cookies or similar storage that are necessary for signing in and keeping your session secure.
Your choices
You may ask us to access, correct or delete your personal information, subject to any obligation we or the firm have to retain it. Write to info@firmwise.tech.
Changes
We may update this policy. The date at the top shows when it was last changed.
Contact
Questions about this policy: info@firmwise.tech.