We may collect the following types of information:
·Personal Information: Name, email address, phone number, mailing address, and business information.
·Financial Information: Bank account details, accounting records, invoices, receipts, tax documents, and other financial data necessary to provide services.
·Technical Information: Limited data from our website (such as browser type or visit duration), if applicable.
2. How We Use Your Information
We use your information to:
·Provide bookkeeping and accounting services.
·Communicate with you regarding your account, services, or inquiries.
·Maintain accurate financial records for your business.
·Comply with legal and regulatory obligations.
·Improve our services and client experience.
3. Information Sharing and Disclosure
We do not sell or rent your information to third parties. We may share your information only when:
·With your explicit consent.
·As required by law, regulation, or legal process.
·With trusted third-party service providers (such as cloud accounting platforms like QuickBooks Online) who assist us in providing services, under confidentiality agreements.
4. Data Security
We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, loss, misuse, or disclosure. However, no method of storage or transmission is 100% secure, and we cannot guarantee absolute security.
5. Your Rights
You have the right to:
·Access and request a copy of your personal information.
·Request corrections or updates to your information.
·Request deletion of your data, subject to legal or contractual obligations.
·Withdraw consent to data processing (where applicable).
6. Data Retention
We retain client information only as long as necessary to provide services, comply with legal obligations, and maintain accurate business records.
7. Third-Party Services
If we use third-party platforms (such as QuickBooks Online or Aplos), their privacy policies will govern your data use within those platforms. We encourage you to review their policies for more details.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date.
9. Contact Us
If you have questions or concerns about this Privacy Policy or your information, please contact us at:
