PRIVACY POLICY

Effective Date: September 10, 2024

At Effortless Bookkeeping, we are committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your data when you engage with our bookkeeping services.

1. Information We Collect

We may collect the following types of personal and financial information from clients:

  • Personal Identification Information: Name, contact details (email address, phone number, mailing address), and tax identification numbers.

  • Financial Information: Bank account details, credit card information, transaction records, payroll data, tax returns, invoices, receipts, and other financial documents.

  • Business Information: Business name, employer identification number (EIN), business financials, and related information necessary for bookkeeping and accounting purposes.

2. How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping services, including managing accounts, preparing financial reports, and filing payroll taxes.

  • Communicate with you regarding your account, services, and inquiries.

  • Ensure compliance with applicable tax and financial laws.

  • Improve our services and respond to client feedback.

3. Information Sharing and Disclosure

We do not sell, trade, or share your personal or financial information with third parties, except:

  • When required by law (such as in response to a subpoena or legal request).

  • To trusted service providers who assist in operating our business (e.g., tax software providers, payment processors), provided that those parties agree to keep this information confidential.

  • If you have given us explicit consent to share information.

4. Data Security

We employ a variety of security measures to protect your personal and financial information, including:

  • Encryption of sensitive data during transmission.

  • Restricted access to personal and financial data to only authorized personnel.

  • Regular updates to security protocols to address potential vulnerabilities.

Despite our efforts, no security system is completely infallible. We cannot guarantee the absolute security of your information.

5. Retention of Information

We retain your personal and financial information for as long as necessary to provide services to you and comply with legal obligations. Once information is no longer required, we will securely dispose of it in accordance with applicable laws and regulations.

6. Your Rights

You have the right to:

  • Access the personal information we hold about you.

  • Request correction of any incorrect or outdated information.

  • Request deletion of your personal information, subject to our legal obligations.

  • Withdraw consent for data processing, where applicable.

To exercise these rights, please contact us at Katie@Effortlessbks.com.

7. Changes to this Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. We will notify you of any significant changes by posting the updated policy on our website or by other communication methods.

8. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Effortless Bookkeeping LLC
Katie@Effortlessbks.com
Santaquin, Utah