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Privacy Policy

Updated 11/15/2025

1. Information We Collect

We may collect the following categories of information:

a. Personal Information

  • Name

  • Contact details (email address, phone number, mailing address)

  • Business information (company name, EIN, industry, etc.)
     

b. Financial Information

  • Bank statements

  • Invoices and receipts

  • Payroll data

  • Tax documents

  • Accounting software login tokens (if granted with your permission)
     

c. Technical Information

  • IP address

  • Device details

  • Login logs
     

d. Other Information

Any additional documentation or data you voluntarily provide to help us perform bookkeeping or advisory services.

 

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, accounting, and related services

  • Prepare financial statements and reports

  • Maintain accurate internal records

  • Communicate with you regarding your account or services

  • Comply with legal and regulatory requirements

  • Improve our services and enhance client experience
     

We do not use your financial information for marketing purposes.

 

3. Legal Basis for Processing

If applicable, we process your information based on:

  • Performance of a contract

  • Legal obligation (e.g., financial compliance)

  • Legitimate interest

  • Consent (where required)
     

 

4. How We Share Your Information

We do not sell or rent your information.
We may share your data only with:

  • Authorized employees or contractors who assist in delivering services

  • Third-party service providers, such as:

    • Accounting software platforms

    • Payroll processors

    • Secure document storage providers

  • Regulators or legal authorities, when required by law

  • Tax professionals or auditors, but only with your approval
     

All third parties are required to protect your data and use it only for service-related tasks.

 

5. Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your information, including:

  • Encrypted data transmission

  • Secure cloud storage

  • Strong access controls and authentication

  • Regular security reviews
     

While we work hard to protect your information, no method of transmission or storage is 100% secure.

 

6. Data Retention

We retain your information only as long as necessary to:

  • Provide ongoing services

  • Comply with legal, tax, and regulatory requirements

  • Resolve potential disputes
     

After retention periods expire, we securely delete or anonymize data.

 

7. Your Rights

Depending on your region, you may have the right to:

  • Access the information we hold about you

  • Request correction or updates

  • Request deletion (where legally permissible)

  • Withdraw consent

  • Request data portability
     

To exercise your rights, contact us directly.

 

8. Use of Third-Party Tools

If you want to allow us access to connect to your accounting software or cloud drives (e.g., QuickBooks, Xero, Google Drive), your use of those tools is subject to their individual privacy policies. We only access what you explicitly authorize.

 

9. Children’s Privacy

Our services are not intended for individuals under 18, and we do not knowingly collect information from children.

 

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top reflects the latest revision.

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