Privacy Policy

Welcome to Agbis (“Agbis,” “we,” “our,” or “us”).

Agbis is operated by Agentic Builders, Inc., a company incorporated in Delaware, United States, with an address at:

8 The Green, #9003, Dover, Delaware, United States

We provide bookkeeping, accounting, tax preparation and support, payroll support, financial reporting, fractional CFO, business compliance, and related professional services to businesses in the United States and the United Kingdom (collectively, the “Services”).

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit agbis.online, contact us, complete our onboarding process, or use our Services.

1. Scope

This Privacy Policy applies to personal information we process when you:

• visit or interact with our website;
• request a consultation, quote, or information about our Services;
• complete our onboarding process;
• become or act on behalf of an Agbis client;
• provide financial, accounting, tax, payroll, or business records to us;
• authorize us to access accounting, banking, payment, payroll, e-commerce, or other business platforms;
• communicate with our accountants, tax professionals, support team, or other personnel; or
• otherwise interact with Agbis.

Our Services are primarily intended for businesses and their owners, directors, officers, employees, contractors, and representatives.

2. Information We Collect

The information we collect depends on how you interact with us and which Services you use.

Contact and Business Information

We may collect your:

• name;
• email address;
• telephone number;
• business name;
• business address;
• job title or role;
• entity type and jurisdiction;
• company registration information; and
• information you provide when requesting a consultation or completing onboarding.

Financial and Accounting Information

To provide bookkeeping, accounting, reporting, CFO, and related Services, we may process information such as:

• bank and credit card transactions;
• bank statements;
• invoices, bills, receipts, and expense records;
• accounts payable and accounts receivable information;
• general ledgers and trial balances;
• payroll records;
• revenue and expense information;
• customer and vendor information;
• capitalization and financing information;
• financial statements; and
• other financial or business records you provide to us or authorize us to access.

Tax and Compliance Information

Where we provide tax or compliance Services, we may collect information necessary to prepare, review, support, or file applicable returns and reports, including:

• federal, state, local, or UK tax information;
• taxpayer identification numbers;
• Employer Identification Numbers (EINs);
• Social Security Numbers or other tax identification numbers where necessary;
• VAT, PAYE, UTR, or similar registration information;
• prior tax returns;
• tax notices and correspondence;
• information about owners, shareholders, directors, officers, employees, or contractors; and
• other information required by tax authorities or applicable law.

Some of this information may be considered sensitive personal information under applicable privacy laws.

Identity and Verification Information

Where reasonably necessary for tax, regulatory, fraud-prevention, identity-verification, or compliance purposes, we may collect:

• date of birth;
• residential address;
• government-issued identification;
• ownership or control information; and
• other information needed to verify identity or authority to act for a business.

Information from Third-Party Platforms

At your direction or with your authorization, we may receive information from accounting, banking, payment, payroll, e-commerce, or business platforms you use, such as QuickBooks, Xero, Stripe, Mercury, Shopify, PayPal, Gusto, Brex, Ramp, Wise, FreeAgent, Tide, or similar services.

The information available to us depends on the platform, your account settings, the permissions you grant, and the Services you ask us to provide.

Payment Information

If you purchase Services through our website, payment information may be collected and processed by our payment processor. We may receive limited information relating to your payment, such as payment status, transaction amount, billing details, and an identifier associated with the transaction.

We generally do not receive or store full payment card numbers processed directly by our payment provider.

Website, Device, and Usage Information

When you use our website, we or our service providers may automatically collect information such as:

• IP address;
• browser and device type;
• operating system;
• pages viewed;
• referring pages;
• approximate location derived from IP address;
• dates and times of visits; and
• cookie or similar technology identifiers.

3. How We Use Information

We may use personal information to:

• provide bookkeeping, accounting, tax, payroll, CFO, reporting, and related Services;
• onboard clients and manage our client relationships;
• prepare financial statements, reconciliations, reports, tax returns, and other client deliverables;
• communicate with tax authorities, regulators, payroll providers, or other parties when authorized or legally required;
• maintain accurate accounting and tax records;
• provide customer support and respond to enquiries;
• process payments and manage subscriptions;
• administer and improve our website and Services;
• maintain the security and integrity of our systems;
• detect and prevent fraud, misuse, or unauthorized access;
• comply with legal, tax, professional, and regulatory obligations;
• establish, exercise, or defend legal claims; and
• send service-related communications and, where permitted, information about our Services.

We may also use aggregated or de-identified information that does not reasonably identify an individual for analytics, business planning, and service improvement.

4. Legal Bases for Processing — UK and EEA

If UK or European data protection law applies to our processing, we process personal data under one or more of the following legal bases:

Performance of a contract — where processing is necessary to provide Services you or your business have requested.

Legitimate interests — where processing is reasonably necessary to operate, secure, administer, or improve our business and Services, provided those interests are not overridden by your rights and interests.

Legal obligation — where processing is necessary to comply with tax, accounting, regulatory, court, or other legal requirements.

Consent — where applicable law requires consent, including for certain marketing communications or non-essential cookies. Where processing is based on consent, you may withdraw your consent at any time.

In some circumstances, we may also process information to establish, exercise, or defend legal claims or where another legal basis permitted by applicable law applies.

5. How We Share Information

We do not sell personal information for money.

We may disclose information in the following circumstances.

Service Providers

We may use third-party providers to support our operations, including providers of:

• cloud storage and hosting;
• accounting and bookkeeping software;
• tax preparation and filing software;
• payroll services;
• payment processing;
• email and communications;
• document management and electronic signatures;
• customer support;
• analytics; and
• IT and security services.

These providers may process information only as necessary to provide their services to us, subject to applicable contractual and legal requirements.

Accounting, Tax, and Professional Service Providers

Where necessary to provide Services, we may disclose relevant information to accountants, CPAs, tax preparers, payroll professionals, attorneys, consultants, contractors, or other professional advisers working with us or with you.

Government and Regulatory Authorities

Where authorized by you or required by law, we may disclose information to authorities such as the U.S. Internal Revenue Service, state and local tax authorities, HM Revenue & Customs, Companies House, courts, regulators, or other governmental bodies.

At Your Direction

We may share information with banks, payroll providers, accounting platforms, investors, advisers, auditors, attorneys, or other third parties when you ask or authorize us to do so.

Business Transactions

If Agbis or Agentic Builders, Inc. is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar corporate transaction, information may be disclosed as part of that transaction, subject to appropriate confidentiality and data-protection requirements.

Legal and Security Purposes

We may disclose information when we reasonably believe disclosure is necessary to comply with law or legal process, protect our rights or the rights of others, investigate fraud or misuse, or protect the security of our Services.

6. Tax Return Information

When we provide U.S. tax preparation services, certain information we receive may constitute “tax return information” under applicable U.S. federal law.

Where applicable, we handle and disclose tax return information in accordance with applicable requirements, including restrictions under Internal Revenue Code Section 7216 and related Treasury Regulations.

We will obtain any consent required by applicable law before using or disclosing tax return information for purposes that require such consent.

7. International Data Transfers

Agbis is operated by a U.S. company and serves clients in multiple jurisdictions. Your information may therefore be processed or stored in the United States, United Kingdom, European Economic Area, or other countries where we or our service providers operate.

Where UK or EEA data protection law requires safeguards for an international transfer, we use an appropriate lawful transfer mechanism, such as applicable Standard Contractual Clauses, the UK International Data Transfer Addendum, an adequacy decision, or another mechanism permitted by law.

8. Data Retention

We retain personal information for as long as reasonably necessary to:

• provide our Services;
• maintain appropriate accounting and tax records;
• comply with applicable legal, tax, professional, and regulatory requirements;
• resolve disputes;
• enforce agreements; and
• protect our legitimate business interests.

Retention periods vary depending on the type of information, the Services provided, the jurisdiction involved, and applicable legal requirements.

Because accounting and tax records may be subject to statutory or professional retention requirements, we may retain certain client records after our engagement ends or after you request deletion.

When information is no longer required, we take reasonable steps to delete, anonymize, or securely dispose of it.

9. Data Security

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

Access to client information is limited to personnel, contractors, and service providers who require access for legitimate business or professional purposes.

No method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

If you believe information you provided to us has been compromised, please contact us promptly.

10. Your Privacy Rights

Depending on where you live and applicable law, you may have the right to:

• request access to personal information we hold about you;
• request correction of inaccurate personal information;
• request deletion of certain personal information;
• request restriction of certain processing;
• object to certain processing;
• receive certain information in a portable format;
• withdraw consent where processing is based on consent; and
• lodge a complaint with an applicable data protection authority.

These rights are subject to exceptions and limitations under applicable law. For example, we may be required to retain certain accounting, tax, or compliance records even after receiving a deletion request.

To exercise a privacy right, contact us at support@agbis.online. We may need to verify your identity before completing your request.

UK and EEA Residents

If UK GDPR or EU GDPR applies to you, you may also have the right to complain to the data protection supervisory authority in the country where you live or work.

UK residents may contact the UK Information Commissioner’s Office (ICO).

11. U.S. State Privacy Rights

Residents of certain U.S. states may have additional rights under applicable state privacy laws, which may include rights to access, correct, delete, or obtain a copy of certain personal information and to receive information about how their personal information is processed.

The availability of these rights depends on the applicable law and may be subject to exemptions, including exemptions relating to business-to-business information, financial information, or information processed in connection with professional services.

We will not discriminate against you for exercising a privacy right provided by applicable law.

Requests may be submitted to support@agbis.online.

12. Cookies and Analytics

Our website may use cookies and similar technologies to operate the website, remember preferences, understand website usage, measure performance, and improve our Services.

Some cookies are necessary for the website to function. Other cookies, including certain analytics or advertising cookies, may require your consent depending on your location.

Where required by applicable law, we will request consent before placing non-essential cookies.

You can also control cookies through your browser settings. Disabling certain cookies may affect website functionality.

For additional information, please see our Cookie Policy or cookie preferences tool, if available.

13. Marketing Communications

We may send information about Agbis Services to prospective or existing clients where permitted by applicable law.

You may opt out of marketing emails at any time by using the unsubscribe link in the relevant email or by contacting us.

Opting out of marketing communications will not prevent us from sending communications necessary to provide Services, manage your account, address billing matters, or comply with legal obligations.

14. Third-Party Services and Links

Our website and Services may contain links to or interact with third-party websites, platforms, and services.

Their privacy practices are governed by their own privacy policies. We are not responsible for the privacy practices of third parties acting independently of Agbis.

15. Information About Other Individuals

In connection with our Services, clients may provide personal information about other individuals, including employees, contractors, customers, vendors, directors, shareholders, or beneficial owners.

If you provide us with another person's personal information, you are responsible for ensuring that you are authorized to provide that information and, where required, that the individual has received appropriate information about how their data will be processed.

We process such information only as reasonably necessary to provide our Services and for other purposes permitted by law.

16. Children's Privacy

Our Services are intended for businesses and are not directed to children.

We do not knowingly collect personal information directly from children through our website. Information concerning dependants or other minors may, however, be included in tax or other records provided to us where relevant to Services requested by a client and permitted by law.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our Services, business practices, technology, or applicable law.

When we make changes, we will update the “Last updated” date at the top of this Policy. Where required by law, we will provide additional notice of material changes.

18. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact:

Agentic Builders, Inc.
Operating as Agbis
8 The Green, #9003
Dover, Delaware, United States

Email: support@agbis.online
Website: agbis.online