Privacy Policy

Last updated: February 25, 2026 · Applicable to www.advisorymonks.io

Advisory Monks Consulting ("we", "us", "our") is committed to protecting the privacy of individuals who use our website at www.advisorymonks.io and our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

We may collect the following categories of information:

  • Contact Information: Name, email address, company name, and country.
  • Financial Information: Documents, tax data, and financial statements you share with us for the purpose of providing our services.
  • Usage Data: Standard server log data processed by our hosting provider, Cloudflare, such as IP address, browser type, and the pages requested. We do not currently operate analytics or tracking tools on this website.
  • Communications: Messages you send us via forms or email.

2. How We Use Your Information

We use your information to:

  • Provide, operate, and maintain our accounting, tax, and advisory services
  • Communicate with you about your account, services, and deadlines
  • Send service-related emails and notifications (you may opt out at any time)
  • Improve our website and services based on usage patterns
  • Comply with legal obligations

3. Data Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service Providers: Form and email delivery (Web3Forms) and scheduling (Cal.com) providers, all bound by confidentiality obligations.
  • Legal Compliance: If required by applicable law, regulation, or legal process.
  • Business Transfers: In the event of a merger or acquisition, with appropriate notice to you.

4. Data Security

We implement industry-standard security measures including encrypted connections, access controls, and regular security audits. Your financial documents are stored in encrypted cloud storage. However, no method of transmission over the internet is 100% secure.

5. Cookies

This website does not set any first-party cookies. Your choices in our consent banner are saved in your browser’s local storage so the banner does not reappear on each visit; you can clear this at any time through your browser settings. We do not currently use analytics or advertising cookies — if we introduce them, they will only be enabled with your consent. Third-party services you choose to interact with, such as the Cal.com booking widget, may set their own cookies when loaded.

6. Your Rights

You have the right to access, correct, or delete your personal data held by us. To exercise these rights, email us at [email protected]. We will respond within 30 days.

7. Data Retention

We retain client financial data for 7 years following the end of our engagement to meet legal and regulatory requirements. You may request deletion of non-essential data at any time.

8. International Data Transfers

Our delivery team is based in India, so your information may be processed in India and the United States. For US tax engagements, we obtain your written consent before any tax return information is disclosed to or processed by our team outside the United States, as required by IRC §7216; Social Security Numbers are handled in accordance with those rules. We are not a licensed CPA firm or law firm and do not provide legal advice. We maintain confidentiality and access controls for all client data and follow applicable US and Indian (DPDP Act, 2023) data-protection requirements.

9. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you via email of material changes. Continued use of our services constitutes acceptance of the revised policy.

10. Contact Us

For privacy-related questions: [email protected] | Advisory Monks Consulting (OPC) Pvt. Ltd., C-94B, Sector-19, Noida, UP 201301, India.

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