Privacy Policy

1. Information We Collect

Personal Identifiers: Name, mailing address, email address, phone number, and social media handles.

Financial Information: Bank account details, credit card numbers, income, expenses, and tax identification numbers (e.g., EIN, SSN).

Business Details: Job title, company name, and related organizational information. 

2. How We Use Information

Service Delivery: To provide bookkeeping and payroll.

Communication: To send updates, security alerts, and administrative messages.

Security: To authenticate user identity and prevent fraudulent activities.

Legal Compliance: To comply with legal obligations and government requests. 

3. Data Sharing and Disclosure

Service Providers: We may use third-party vendors for data storage or accounting software, strictly for performing tasks.

No Sale of Data: We do not sell, distribute, or lease personal information to third parties.

Legal Necessity: Information may be disclosed to comply with laws, subpoenas, or to protect our legal rights. 

4. Data Security Measures

We use industry-standard measures to protect data, such as encrypted servers and secured platforms.

Access to personal information is restricted to employees and contractors who need it to perform their jobs. 

5. Client Rights

Clients have the right to request details of the personal information held about them.

Clients may ask to correct, update, or delete their personal data.