Privacy policy.
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Privacy policy. *
Effective Date: 04/27/2025
Guiding Grace Bookkeeping ("we," "us," or "our") is committed to protecting the privacy of our clients and their information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal and financial information.
1. Information We Collect
We collect information necessary to provide our bookkeeping services. This may include:
Personal Information:
Name
Contact information (address, email, phone number)
Social Security Number (SSN) or Employer Identification Number (EIN)
Financial Information:
Bank account details
Credit card numbers
Income and expense records
Transaction history
Tax documents
Business Information:
Business name
Business structure
Customer and vendor details
Other data related to your business finances
Website and Communication Data:
IP address
Browser type
Operating system
Pages visited on our website
Email correspondence
2. How We Collect Information
We collect information in several ways, including:
Directly from clients through onboarding forms, contracts, and ongoing communication.
From documents and records provided by clients (electronically or physically).
Through secure online portals and software used for bookkeeping services.
When clients interact with our website or communicate with us via email.
3. How We Use Your Information
We use your information for the following purposes:
To provide bookkeeping services, including financial record-keeping, reconciliation, and reporting.
To manage client accounts and communicate with clients.
To process payments and transactions.
To prepare and file tax-related documents, if applicable.
To comply with legal and regulatory requirements.
To improve our services and client experience.
To respond to inquiries and provide customer support
With your consent.
4. How We Share Your Information
We understand the sensitive nature of your information. We only share it in the following circumstances:
With your explicit consent.
With third-party service providers who assist us in providing our services (e.g., payroll processors, tax preparation services, software providers). We ensure these providers are bound by confidentiality agreements.
To comply with legal obligations, such as responding to subpoenas or court orders.
When required to protect our rights or the rights of others.
5. Data Security
We implement reasonable security measures to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include:
Encryption of sensitive data.
Secure storage of electronic and physical records.
Restricting access to information to authorized personnel only.
Regular security assessments and updates.
Use of secure communication channels.
6. Data Retention
We retain your information only for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. We will securely dispose of your information when it is no longer needed.
7. Your Rights
You have the right to:
Access your personal information.
Correct any inaccuracies in your information.
Request deletion of your information, subject to legal limitations.
Object to the processing of your information for certain purposes.
Restrict the processing of your information.
Data Portability: Receive a copy of your data in a common electronic format.
To exercise these rights, please contact us using the contact information provided below.
8. Third-Party Websites and Services
Our website or services may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information to them.
9. 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 policy on our website or by other appropriate means. Your continued use of our services after the changes constitutes your acceptance of the updated policy.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:
Guiding Grace Bookkeeping
gabrielle@guidinggracebookkeeping.com
910-556-5413