Privacy Policy

Introduction

BookKeeping.business is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services and client portal.

Information We Collect

We collect information that you provide directly to us, including:

• Personal identification information (name, email, phone number, address)
• Social Security numbers and tax identification numbers
• Financial information (income, expenses, bank account information)
• Business information (entity details, EINs, financial statements)
• Documents you upload to our secure portal (W-2s, 1099s, receipts, etc.)
• Communications with our team through the portal or email

How We Use Your Information

We use your information to:

• Prepare and file your tax returns
• Provide bookkeeping and accounting services
• Communicate with you about your account and services
• Process payments and manage billing
• Comply with legal and regulatory obligations
• Improve our services and develop new features
• Send service updates and important notices

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With the IRS and state tax authorities as required to file your tax returns
• With service providers who assist in operating our platform (cloud hosting, payment processing)
• When required by law in response to legal processes or government requests
• With your consent when you authorize us to share information with third parties

Data Security

We implement industry-standard security measures to protect your information:

• 256-bit SSL encryption for all data transmission
• Encrypted data storage with restricted access
• Multi-factor authentication options for portal access
• Regular security audits and updates
• Employee training on data privacy and security
• Professional liability insurance coverage

Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Tax documents and related records are maintained for a minimum of 7 years as required by IRS regulations. You may request deletion of your data after the required retention period, subject to our legal and regulatory obligations.

Your Rights

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Request deletion of your information (subject to retention requirements)
• Opt-out of marketing communications
• Withdraw consent for data processing where applicable

Cookies and Tracking

We use cookies and similar tracking technologies to improve your experience on our website. These technologies help us understand how you use our site, maintain your session, and provide personalized content. You can control cookies through your browser settings.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at: