Privacy policy.

Effective Date: January 25, 2026

Updated Date: January 25, 2026

Vestora, LLC (“Vestora,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our services, website, and platforms.

1. Information We Collect

We may collect the following types of information when you interact with Vestora or use our bookkeeping, tax, and advisory services:

  1. Personal Information: Name, email address, phone number, billing address, and other contact details.

  2. Business & Financial Information: Company name, Employer Identification Number (EIN), business structure, accounting records, bank and transaction data, invoices, receipts, payroll or contractor information, financial statements, ledgers, and related documentation used for bookkeeping, tax, and advisory services.

  3. Tax & Regulatory Information: Tax returns, 1099/1098/K-1 forms, depreciation schedules, federal and state filings, payroll tax forms, W-2/W-9 information, and other records required for tax compliance.

  4. Real Estate & Investment Information: Property addresses, leases, rent rolls, ownership percentages, beneficiaries, loan and mortgage data, insurance information, investment documents, and entity/LLC/LP/trust records used to provide services to landlords and investors.

  5. Payment Information: We may collect limited payment details to process invoices and payments. Full credit card numbers are processed via trusted third-party providers and are not stored by Vestora.

  6. Data from Integrations & Third Parties: We may receive information from third-party platforms you authorize (e.g., banking, bookkeeping software, property management tools, payment processors, lenders, accountants, or tax filings) as well as from individuals acting on your behalf.

  7. Derived or Processed Data: We may generate new information as part of our services (e.g., reconciliations, categorizations, analysis, forecasts, and advisory insights).

  8. Usage & Technical Data: IP address, browser type, device information, pages visited, and cookies or analytics data from interactions with our website or platforms.

2. How We Use Your Information

We use the information we collect for the following purposes:

  1. Service Delivery & Operations: To provide bookkeeping, accounting support, financial reconciliation, advisory services, recordkeeping, and other services requested by you.

  2. Tax & Regulatory Compliance: To prepare, file, or support tax filings and related reporting, and to comply with IRS and state/local requirements.

  3. Payments & Billing: To process invoices, payments, and account billing.

  4. Communications: To communicate with you regarding services, updates, deadlines, filings, support inquiries, and customer service.

  5. Platform & Integration Enablement: To connect and operate integrations you authorize (e.g., banking, bookkeeping software, property management systems, or financial platforms).

  6. Analytics & Service Improvement: To analyze usage trends, improve our workflows, automate or streamline processes, develop new features or offerings, and enhance the performance of our website and services.

  7. AI-Assisted Processes & Automation: We may use automated tools or AI-assisted processes to categorize transactions, extract information from documents, reconcile accounts, flag anomalies, or support financial analysis. These tools operate under strict confidentiality and are not permitted to use client data for unrelated model training without authorization.

  8. Legal & Regulatory Obligations: To comply with applicable laws, regulations, audits, investigations, or governmental requests.

  9. De-identified or Aggregated Use: We may use de-identified or aggregated information for internal research, benchmarking, or service improvement. Such information does not identify you or your business.

3. How We Share Your Information

We do not sell your personal information. We may share your information only in the following circumstances:

  1. Service Providers & Platforms: With trusted third-party vendors that support our bookkeeping, tax, payroll, banking, advisory, analytics, or payment operations (e.g., fintech and accounting software providers, payroll platforms, cloud hosting providers, or payment processors). These third parties may only access information as necessary to perform services on our behalf.

  2. Professional Advisors & Authorized Parties: With accountants, tax preparers, legal counsel, lenders, or other professionals that you authorize or engage to support your financial or tax-related activities.

  3. On Your Behalf or at Your Direction: When you instruct us to share information with third parties (e.g., financial platforms, banks, CPAs, insurance providers, lenders, or advisors).

  4. Legal & Regulatory Requirements: To comply with applicable laws, regulations, audits, investigations, or lawful government requests.

  5. Business Transfers: In connection with a merger, acquisition, financing, or sale of assets, provided that the recipient agrees to protections consistent with this Privacy Policy.

  6. De-identified or Aggregated Data: We may share de-identified or aggregated information that cannot reasonably be used to identify you or your business. We do not sell or share personal information for cross-context behavioral advertising.

4. Data Retention

We retain your information for as long as necessary to provide our services, maintain business records, and comply with applicable tax, financial, or legal obligations. Certain tax and financial records may be retained for 3–7 years or longer, consistent with IRS and state recordkeeping requirements, accounting standards, and audit timeframes.

If you request deletion of your information, we will delete it where legally permissible, subject to any obligations to retain records for tax, financial, regulatory, audit, or legal purposes. We may retain de-identified or aggregated information that does not identify you or your business.

If you discontinue services with Vestora, we may retain records for a period reasonably necessary to satisfy tax and audit obligations, resolve disputes, enforce agreements, or comply with legal or regulatory requirements.

We may suspend deletion requests if information is subject to a legal hold, audit, investigation, or other regulatory requirement. Records are typically stored electronically; Vestora does not require or retain physical originals unless specifically requested or provided.

Clients may request copies of their records prior to deletion, where feasible. Retention practices applicable to third-party platforms or integrations (e.g., accounting, payroll, banking, or financial software) are determined by those third parties and are not controlled by Vestora.

5. Security

We maintain commercially reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. These safeguards include access controls, authentication measures, encryption in transit, and monitoring of our systems for potential vulnerabilities or security events.

Access to financial and tax-related information is limited to authorized personnel or third parties who require the information to perform services on our behalf and are contractually obligated to maintain its confidentiality and security.

Although we strive to protect your information, no method of transmission or storage is fully secure. In the event of a security incident that affects your information, we will notify you in a manner consistent with applicable laws and contractual obligations.

6. Your Privacy Rights

Depending on your location and applicable laws, you may have certain rights regarding your personal information. These rights may include the ability to:

  1. Access & Portability: Request access to the personal information we hold about you and obtain a copy in a portable format.

  2. Correction: Request that we correct or update inaccurate, incomplete, or outdated information.

  3. Deletion: Request deletion of certain personal information, subject to legal and regulatory retention requirements.

  4. Restriction & Objection: Request that we restrict or limit the processing of your information or object to processing in certain circumstances.

  5. Opt-Out of Sale or Sharing: Opt out of any sale or sharing of personal information as defined under applicable privacy laws. Vestora does not sell personal information or share it for cross-context behavioral advertising.

  6. Marketing Preferences: Opt out of marketing or promotional communications at any time.

  7. Automated Decision-Making: Request information about automated decision-making or profiling where applicable. Vestora does not make automated decisions that produce legal or similarly significant effects.

To exercise your rights, you may contact us at privacy@vestora.ai. We may take steps to verify your identity before fulfilling certain requests. You may also designate an authorized agent to submit requests on your behalf where permitted by law.

7. Cookies & Tracking

We may use cookies, web beacons, pixels, and similar tracking technologies to operate our website, improve performance, analyze usage, and enhance user experience. Cookies allow us to understand how visitors use our site, identify areas for improvement, and help ensure the website functions as intended.

You may adjust your browser settings to refuse or disable cookies, but doing so may limit certain features or functionality of the website.

We do not use cookies or tracking technologies for cross-context behavioral advertising or targeted advertising.

8. Third-Party Links

Our website or services may contain links to, or integrate with, third-party websites, platforms, or tools (such as financial, bookkeeping, payment, payroll, tax, or banking providers). These third parties may collect, use, or process information in accordance with their own privacy policies and terms, which are not governed by this Privacy Policy.

If you choose to link, connect, or interact with third-party platforms (e.g., accounting software, property management tools, banking platforms, payroll providers, tax portals, or lender systems), you do so at your direction. Vestora does not control and is not responsible for the privacy, security, or data practices of such third parties.

8.1 Third-Party Data Transfers at Your Direction

Certain third-party platforms or integrations may allow you to transfer financial, tax, or business information between systems. Vestora facilitates such transfers at your direction and does not assume responsibility for how such third parties process, store, or secure such data.

8.2 Authentication & Credential Use

Vestora does not collect or store login credentials for third-party platforms. Access to such platforms, if applicable, is handled directly between you and the provider.

9. Children’s Privacy

Our services are intended for use by adults and are not directed toward minors. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that personal information has been collected from a minor without appropriate consent, we will take reasonable steps to delete such information.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected with a new “Last Updated” date at the top of the Policy. Material changes may be communicated to you by email, website notice, or through your account or client portal where applicable. Your continued use of our services after any update constitutes acceptance of the revised Policy.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, you may contact us at:

Vestora, LLC
Email: privacy@vestora.ai
Phone: +1 724-205-9605
Address: 126 Garden Court E, Arlington, TX 76013