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tpFins

Privacy Policy

Last updated: March 2026

tpTek, LLC (“tpTek,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it.

This Privacy Policy explains how we collect, use, disclose, and protect information when you access or use tpFins, our cloud-based software-as-a-service tool and platform for transfer pricing and intercompany financing analyses, including our website, platform, and related services (collectively, the “Services”).

This Privacy Policy applies to information we collect:

  • when you visit our website;
  • when you sign up for or use tpFins;
  • when you communicate with us by email or other electronic means; and
  • when you otherwise interact with our Services.

By using the Services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information.

1.1 Information You Provide Directly

We may collect information you provide to us directly, including:

  • your name;
  • your email address;
  • your company or organization name;
  • account login credentials or authentication-related information;
  • billing or subscription-related information;
  • communications you send to us; and
  • any other information you choose to provide through forms, support requests, or account registration.

1.2 Account Information

When you sign up for tpFins, we may collect and store account-related information, including your email address and other information necessary to create, maintain, secure, and administer your user account.

1.3 Search and Usage History

When you use tpFins, we may collect and store information about your activity within the Services, including:

  • searches you run;
  • filters, inputs, and preferences you apply;
  • saved searches or search history;
  • pages, screens, or features you access;
  • login history;
  • interactions with the Platform; and
  • other usage data generated through your use of the Services.

We may use this information to operate the Services, save your work and preferences, improve usability, support product functionality, troubleshoot issues, monitor performance, enhance security, and improve our products and services.

1.4 Information Collected Automatically

When you access or use the Services, we may automatically collect certain technical and usage information, including:

  • IP address;
  • browser type;
  • device type;
  • operating system;
  • referring URLs;
  • pages viewed;
  • dates and times of access;
  • session information;
  • login events;
  • session duration;
  • device or browser identifiers;
  • time zone, country, or approximate location information derived from technical data; and
  • cookie and similar tracking technology data.

1.5 Customer Data

If you or your organization upload, input, or otherwise provide financial, transactional, or analytical data into tpFins, we may collect and process that information on your behalf in order to provide the Services. Such information may include internal transaction data, financial statement data, assumptions, or other materials submitted through the Platform (“Customer Data”).

2. How We Collect Information

We may collect information:

  • directly from you when you provide it to us;
  • automatically when you use the Services;
  • from your organization or account administrator, where applicable;
  • from service providers that support account authentication, billing, analytics, hosting, communications, and customer support; and
  • from other third parties where permitted by law.

3. Legal Bases for Processing

Where required by applicable law, we process personal information on one or more of the following legal bases:

  • to provide the Services and perform our contract with you;
  • to comply with legal obligations;
  • to pursue our legitimate interests in operating, securing, maintaining, and improving the Services; and
  • based on your consent, where required by law.

4. How We Use Information

We may use the information we collect to:

  • provide, operate, maintain, and improve the Services;
  • create and manage user accounts;
  • authenticate users and secure accounts;
  • store and display search history, saved searches, and user preferences;
  • respond to inquiries, support requests, and feedback;
  • process subscriptions, billing, and related administrative matters;
  • monitor usage, performance, and security of the Services;
  • detect, investigate, and prevent fraud, misuse, unauthorized access, or other harmful activity;
  • develop new features and improve the user experience;
  • communicate with you about updates, service notices, changes to our terms or policies, and other operational matters;
  • send marketing or promotional communications where permitted by law, subject to your choices; and
  • comply with legal obligations and enforce our rights.

5. Cookies and Tracking Technologies

We may use cookies, web beacons, pixels, local storage, and similar technologies to collect information about how you interact with the Services.

These technologies may help us:

  • remember your preferences;
  • maintain your session;
  • recognize you when you return;
  • understand usage patterns;
  • improve performance and functionality; and
  • support analytics and security.

You may be able to manage cookie preferences through your browser settings. Disabling cookies may affect the availability or functionality of certain features of the Services.

6. How We Disclose Information

We may disclose information in the following circumstances.

6.1 Service Providers

We may share information with contractors, vendors, and service providers that perform services on our behalf, such as hosting, cloud infrastructure, authentication, analytics, customer support, payment processing, and communications. Those parties are authorized to use the information only as necessary to provide services to us.

6.2 Affiliates and Business Transfers

We may share information with our affiliates or in connection with a merger, acquisition, financing, restructuring, sale of assets, or other corporate transaction.

6.3 Legal Compliance and Protection

We may disclose information where we believe it is necessary to:

  • comply with applicable law, regulation, legal process, or governmental request;
  • enforce our Terms of Service or other agreements;
  • protect the rights, property, security, or safety of tpTek, our users, or others; or
  • detect or prevent fraud, security incidents, or technical issues.

6.4 With Your Direction or Consent

We may disclose information when you direct us to do so or otherwise consent.

6.5 Aggregated and De-Identified Information

We may use and disclose aggregated, anonymized, or de-identified information that does not identify you personally for analytics, benchmarking, research, product improvement, marketing, or other lawful business purposes.

7. Search History and Account Data

Because tpFins is a logged-in SaaS tool, we may retain user account data and in-product activity history, including saved searches and search history, to support ongoing functionality and the user experience.

For example, we may retain this information to:

  • allow users to revisit prior searches;
  • prepopulate or remember settings and preferences;
  • support collaboration or continuity within an authorized account;
  • troubleshoot errors or investigate misuse;
  • monitor system performance; and
  • improve search features and workflows.

We do not treat saved search history as public content.

8. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • provide the Services;
  • maintain your account;
  • fulfill legitimate business needs;
  • comply with legal, tax, accounting, and regulatory obligations;
  • resolve disputes; and
  • enforce our agreements.

Retention periods may vary depending on the nature of the information, the sensitivity of the data, legal requirements, and operational needs.

9. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

You are responsible for maintaining the confidentiality of your account credentials and for notifying us promptly of any suspected unauthorized use of your account.

10. Your Choices and Rights

Depending on applicable law, you may have choices regarding your information, including:

  • updating account information;
  • managing cookie preferences through your browser;
  • opting out of marketing emails by using the unsubscribe link in those emails; and
  • requesting access to, correction of, or deletion of certain personal information, subject to legal and contractual limitations.

To submit a privacy-related request, including a request to access, correct, or delete personal information where applicable, contact us at privacy@tpfins.com.

11. International Transfers

Your information may be transferred to and processed in countries where we, our affiliates, or our service providers operate, and those jurisdictions may have data protection laws that differ from those in your home jurisdiction.

By using the Services, you understand that your information may be transferred to and processed outside your country of residence.

12. Children’s Privacy

The Services are not directed to children, and we do not knowingly collect personal information from children under 16.

If you believe we may have collected personal information from a child under 16, please contact us at privacy@tpfins.com.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we may provide notice by posting the updated Privacy Policy on the website or through the Services, or by other appropriate means.

The “Last updated” date at the top indicates when this Privacy Policy was last revised.

14. Contact Us

If you have questions or comments about this Privacy Policy or our privacy practices, contact us at:

privacy@tpfins.com