Privacy and Cookie Policy

Last updated: 13 October 2026

This is a translation provided for convenience. If there is any discrepancy, the Portuguese version prevails.

This policy explains how Tática Imaculada, Lda. ("Finances.pt", "we") handles the personal data of people who visit this website and people who contact us. We process your data in line with the General Data Protection Regulation (Regulation (EU) 2016/679, "GDPR") and applicable Portuguese law.

1. 01Who is the data controller

   The controller of your data is Tática Imaculada, Lda., tax number (NIPC) 517165120, with registered office at R. Armando Guerreiro 2A, 2855-593 Corroios, which operates the Finances.pt brand.

   For any question about your personal data, contact us at geral@finances.pt.

2. 02What data we collect

   We collect only the data we need:

   • Quote requests: name, email, company and phone (the last two optional), the area you need help with, optional information about the company (type of entity, number of employees and volume of invoices and expenses), the message you write and the language you used to fill in the form.
   • Contact by email or Telegram: the data you send us in that message.
   • Browsing the website: technical data processed by our hosting provider to deliver the pages and protect the site, such as IP address, browser type and the date and time of access.

   We do not ask for sensitive data through the website. Please do not include it in the message field.

3. 03Why we use the data and on what legal basis

   • To reply to your request and prepare a proposal: steps taken at your request before entering into a contract (Article 6(1)(b) GDPR).
   • To provide the contracted services and meet legal, tax and accounting obligations, if you become a client: performance of the contract and compliance with legal obligations (points (b) and (c)).
   • To keep the website running and secure: our legitimate interest in keeping the site available and protected (point (f)).

   We do not use your data for advertising and we do not sell it to third parties.

4. 04How long we keep the data

   • Quote requests that do not lead to a contract: up to 12 months after the last contact.
   • Clients: for the duration of the contract and then for the periods required by law, such as the 10-year period that applies to accounting and tax records.
   • Technical browsing logs: for the period set by the hosting provider, usually short.

5. 05Who we share the data with

   We use service providers that process data on our behalf and on our instructions:

   • Vercel Inc., which hosts the website;
   • Resend, which delivers quote requests to our mailbox;
   • our email provider.

   Some of these providers are based outside the European Economic Area, namely in the United States. In those cases, transfers rely on appropriate safeguards, such as the standard contractual clauses approved by the European Commission or the EU-U.S. Data Privacy Framework, where applicable.

   We may also disclose data to public authorities, such as the Portuguese Tax Authority, when the law requires it.

6. 06Your rights

   At any time and free of charge, you may:

   • access your data;
   • ask us to correct inaccurate data;
   • ask us to erase your data;
   • ask us to restrict processing;
   • object to processing based on legitimate interest;
   • ask for portability of the data you provided;
   • withdraw your consent, where processing is based on it, without affecting processing already carried out.

   To exercise these rights, write to geral@finances.pt. We reply within one month.

   If you believe your data has not been handled correctly, you can lodge a complaint with the Portuguese data protection authority, Comissão Nacional de Proteção de Dados (CNPD), at www.cnpd.pt.

7. 07Security

   Information security management at Finances.pt is certified to the ISO/IEC 27001 standard. The website works only over an encrypted connection (HTTPS), and access to the data is limited to the people who need it to handle your request.

8. 08Cookies

   This website does not use analytics, advertising or social media cookies, and it does not track your browsing.

   If we start using cookies that are not strictly necessary, we will ask for your consent first and update this policy.

9. 09Links to other websites

   The website includes links to external services, such as Google Maps, Telegram and the Portuguese electronic Complaints Book. When you open them, the privacy policy of each of those services applies.

10. 10Changes to this policy

    We may update this policy to reflect changes to the website or the law. The date of the last update is shown at the top of the page.