Privacy Policy

"Biz Synergist" fully endorses and adheres to the Information Technology Act 2008 which is a regulation in Indian law on data protection and privacy for all individuals within and outside India.

This page explains how we use and protect your personal information. If at any time you have any questions, please get in touch. At the end of this policy, your rights are outlined with an explanation of how to exercise your rights relating to your data held by Biz Synergist.

About Biz Synergist

We would like our clients to feel reassured by our experience and background as we look after your day-to-day financial affairs, and this includes how we collect and use your data.

Mrs. Neha Srivastava is the Founder and Managing Director of Biz Synergist.

What Information Do We Collect?

Personal information is any information that can be used to identify you. This may include:

• Your name, business name, address, phone number and email address
• Taxpayer and financial information
• Information provided when you contact us about our services
• Workshop registrations and event participation details
• Contractual information relating to our accounting and advisory services

Keeping Your Information Updated

We may update your records from time to time to ensure your contact and business information remains accurate and up to date. Information may come directly from you or trusted third-party sources where appropriate.

How We Handle Your Information

We will never rent or sell your personal information to other organisations for marketing purposes.

We only use your information to provide our services effectively, communicate relevant updates, and comply with legal obligations.

Third Parties & Information Sharing

We may disclose your personal information where legally required, to enforce agreements, prevent fraud, or support lawful investigations.

Data Security & Storage

We take all reasonable steps to ensure your data is treated securely and in accordance with this privacy policy.

We use industry-recognised accounting and collaboration platforms including Xero, QuickBooks, SageOne, Capium, Kashflow, Intacct, MYOB, and Dropbox for secure file sharing and operational purposes.

All systems are password protected and our employees are trained on confidentiality and data protection practices.

Social Media & Content Policy

We expect users interacting with us on social media to behave responsibly. Any unlawful, defamatory, or inappropriate content may be reported to relevant authorities or service providers where necessary.

Your Rights

You may contact us anytime to exercise your rights relating to your personal data.

• Access to your personal information
• Correction or rectification of inaccurate information
• Restriction or objection to processing
• Data portability
• Erasure of personal information where applicable

To exercise any of these rights, please contact us at:

info@bizsynergist.com