Privacy Policy

Bookkeep Boss LLC Privacy Policy

Effective Date: 1/1/2025

This Privacy Policy explains how Bookkeep Boss LLC ("we," "us," or "our") collects, uses, and discloses information about you when you use our services, visit our website, or otherwise interact with us.

1. Information We Collect

We may collect the following types of information from you:

• Personal Information: This may include your name, address, phone number, email address, date of birth, social security number (or other tax identification numbers), and financial information (such as bank account numbers, credit card information, and income statements).
• Business Information: This may include your business name, industry, business address, and information about your business operations.
• Website Usage Information: When you visit our website we do not track or collect your information.

2. How We Collect Information

We collect information from you in other ways, including:

• Directly from you: When you provide information to us directly, such as when you contact us for a consultation or submit an informational form.
• From third parties: We may receive information about you from third parties, such as your previous or current CPA, tax preparer, and bookkeeper you work with.

3. How We Use Your Information

We use your information for various purposes, including:

• Providing our services: We use your information to provide bookkeeping, accounting, and tax support preparation services to you.
• Communicating with you: We use your information to communicate with you about your account, our services, and other matters related to your business. 
• Marketing and advertising: We may use your information to send you marketing and advertising materials, such as newsletters, emails, and special offers. 
• Improving our services: We use your information to improve our services and develop new products.
• Complying with legal and regulatory requirements: We use your information to comply with applicable laws and regulations, such as tax laws and anti-money laundering laws.

4. Disclosure of Your Information

We may disclose your information to:

• Service providers: We may share your information with third-party service providers such as your current CPA and tax preparer.
• Business partners: We may anonymously share your information with our business partners for joint marketing purposes, but we will not disclose your name or other sensitive identifying information.
• Law enforcement and regulatory authorities: We may disclose your information to law enforcement and regulatory authorities as required by law or in response to a valid legal request. We will always notify you first.
• Other parties: We may disclose your information to other parties with your consent or as otherwise permitted by law.

5. Data Security 

We understand the importance of safeguarding your sensitive information. The steps we take to protect your personal and financial data from unauthorized access, use, and disclosure are:

• Strong Passwords and Encryption: We utilize strong passwords and encryption technologies to protect data both in transit and at rest.
• Secure Data Storage: We store your data in a secure client portal that has put in place rigorous measures to ensure the security and confidentiality of your data, and is fully compliant with the General Data Protection Regulation (GDPR). The portal provider has undergone a very advanced security audit by Google. The data the portal collects is used exclusively to provide and improve our services. 
• Regular Security Audits and Updates: We conduct regular security audits and implement security updates to ensure our systems are protected against emerging threats. 
• Employee Training: Our employees are trained on data security best practices, including handling sensitive information responsibly.
• Limited Access: Access to your data is restricted to authorized personnel on a need-to-know basis.

6. Your Rights

You have certain rights regarding your personal information, including the right to:

• Access: Request access to the personal information we hold about you.
• Correction: Request correction of any inaccurate or incomplete personal information we hold about you. 
• Erasure: Request erasure of your personal information in certain circumstances.
• Restriction: Request restriction of the processing of your personal information in certain circumstances.
• Data portability: You have the right to receive the personal data that you have provided to a us in a structured, commonly used, and machine-readable format. This means you can easily transfer your data from one service provider to another. 
• Object: You may object to the processing of your personal information in certain circumstances.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated Privacy Policy on our website and, if necessary, by sending you an email notification. 

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at laura@bookkeepboss.com or by phone at 480-395-6167.