Your business data deserves careful handling.
Last reviewed: August 8, 2026.
Margevue is designed to help business owners understand their business without requiring unnecessary access to personal accounts. We believe trust begins with collecting only what is needed, explaining how information is used, and being honest about the controls that are in place.
You control what you share
Margevue does not require online-banking usernames or passwords. Clients choose the business information they provide and should remove unnecessary personal information before sharing documents.
What the public website collects
The public website collects only what visitors voluntarily submit through the inquiry form, along with basic technical information generated by hosting and security services. The site does not run analytics or marketing tracking.
Please do not submit sensitive financial information, account credentials, or confidential documents through the general inquiry form. Clients receive an approved method for securely sharing business information when it is needed.
How clients share information
When a working relationship begins, Margevue agrees with the client on an appropriate method for sharing business information, and confirms what is needed before anything is sent. Information is requested deliberately rather than collected by default.
Access and confidentiality
Business information is available only to the people who need it to provide the service. Client information is kept separate, and one client’s information is not exposed to another.
Data minimization
Margevue requests only the information reasonably needed for the service and retains it only as long as required by the service, agreement, law, dispute, or security need.
No sale of information
Margevue does not sell personal or client business information. Any service providers receive information only as needed to host, process, secure, communicate, or support the service, subject to applicable agreements.
No absolute guarantee
No website or storage system can guarantee perfect security. Margevue maintains reasonable safeguards appropriate to the information and updates them as the service evolves.
Report a concern
Security or privacy concerns can be sent to geo@margevue.com or discussed by phone at (407) 779-3240.
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