Security & data handling
Practical protections and clear boundaries.
Updated 27 September 2026
What the site does today
This is a static information site with browser-based free tools and a contact form. It has no live financial-file upload, client document storage or self-service AI analysis portal. The calculator scripts make no network requests with financial inputs.
Enquiry boundaries
The contact form sends only the details you choose to enter through an HTTPS Formspree endpoint. It does not attach calculator data. Share contact context only; arrange any financial-record transfer separately.
Before confidential records are shared
Agree authorised users, a suitable secure transfer method, purpose, retention, deletion, review responsibilities and backup arrangements as part of onboarding. These future engagement controls are not represented as implemented features of this website.
Claims and incident reporting
ClearCFO does not claim SOC 2 certification or an independently verified security standard on this website. HTTPS alone does not guarantee the security of an entire workflow. Report concerns to hello@clearcfo.in without including sensitive records in the initial message.