Privacy Policy for OffYourBooks

Effective Date: 08/20/2021

At OffYourBooks, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our website (www.offyourbooks.com) and our services.

1. Information We Collect

We collect the following types of information:

• Personal Information:
  • Name
  • Email address
  • §Phone number
  • Business name
  • Billing address
  • Payment details (processed securely via third-party processors)
• Financial Information (Clients Only):
  • Business financial records
  • Bank transaction data
  • Tax information (as required for bookkeeping services)
• Non-Personal Information:
  • Website usage data (via cookies, analytics)
  • Device information (browser, IP address, etc.)

1. How We Use Your Information

• To provide and manage bookkeeping services
• To communicate with you (invoices, updates, service-related info)
• To process payments
• To send relevant updates, promotions, or newsletters (you can opt out anytime)
• To improve our website and services

1. How We Protect Your Information

• We implement industry-standard security measures (SSL encryption, secure servers).
• Access to financial data is restricted to authorized team members only.
• We do not sell, rent, or trade your information to third parties.

1. Third-Party Services

• We may share necessary information with trusted third parties, such as:
• Payment processors (e.g., Stripe, PayPal)
• Accounting software (e.g., QuickBooks, Xero)
• Cloud storage and communication tools (e.g., Google Workspace)
• All third parties are required to safeguard your information.

1. Your Rights

You can request to:

• Access the information we hold about you
• Correct or update your information
• Delete your information (subject to legal and tax record requirements)
• Contact us at [your email] for any requests.

1. Cookies & Tracking

Our website uses cookies to:

• Enhance user experience
• Analyze website traffic
• Deliver targeted content and ads
• You can control cookie settings through your browser.

1. Data Retention

We retain financial and personal data for as long as necessary to comply with legal, tax, and accounting obligations.

1. Policy Updates

We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.

1. Contact Us

If you have any questions about this Privacy Policy or your personal data, contact us at:

📧 suna@offyourbooks.com

🌐 www.offyourbooks.com