Your Privacy Matters to Us

Information We Collect

We collect the following types of information to provide and improve our services:

• Personal Information: When you register as a customer or use our services, we collect personal information such as your name, email address, phone number, and mailing address.
• Service Information: Information related to the services you request from us, including bookkeeping, payroll, and technology services.
• Customer Portal Information: Data necessary for accessing and using our customer portal, including login credentials.
• Newsletter Subscription: Email addresses collected for sending newsletters and updates about our services.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide and manage the services you request from us
• To communicate with you regarding your account and our services
• To send you newsletters and promotional materials, if you have opted in
• To improve our services and customer experience

Sharing Your Information

We do not share your personal information with third parties except in the following cases:

• With your consent
• To comply with legal obligations
• With service providers who assist us in delivering our services, under strict confidentiality agreements

Your Rights

You have the right to:

• Access and review the personal information we hold about you
• Request corrections to any inaccurate or incomplete information
• Request the deletion of your personal information
• Opt-out of receiving promotional emails by following the unsubscribe instructions in those emails

To exercise any of these rights, please contact us via our Contact Form.

Account Cancellation

If you wish to cancel your account, please contact us via our Contact Form. We will process your request promptly and ensure your data is handled according to this Privacy Policy.

Data Security

We take the security of your data seriously and implement appropriate measures to protect it from unauthorized access, disclosure, or misuse. Our services are fully insured, including Errors & Omissions coverage and General Liability, with additional data breach protection.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on our website.