Introduction

At Outsource Bookkeeper, we are committed to protecting the privacy and confidentiality of our clients. This Privacy Policy outlines how we collect, use, disclose, and protect personal and financial information when providing outsourced bookkeeping services. By using our services, you agree to the terms of this Privacy Policy.


1. Information We Collect

When you engage our bookkeeping services, we may collect the following types of information:

  • Personal Information:

    • Full name
    • Contact details (e.g., email, phone number, address)
    • Tax Identification Number (TIN) or Employer Identification Number (EIN)
    • Bank account information (if required for payments or financial management)
  • Financial Information:

    • Financial records (e.g., income, expenses, payroll details)
    • Invoices, receipts, and bills
    • Tax documents
    • Bank and credit card statements
    • Accounting software data
  • Other Relevant Business Information:

    • Business structure and ownership
    • Employee details (for payroll and related services)
    • Vendor and customer details
    • Other information necessary to provide bookkeeping services

2. How We Use Your Information

We use the information collected to provide efficient, accurate bookkeeping services and to meet legal and regulatory obligations. Specifically, we may use your data for:

  • Managing financial records, transactions, and statements
  • Preparing financial reports and summaries
  • Processing payroll and maintaining employee-related records
  • Assisting with tax preparation and filing
  • Complying with government regulations and audits
  • Responding to legal obligations or requests (e.g., subpoenas, audits)

We do not use your personal or financial information for any purpose outside the scope of the agreed bookkeeping services.


3. Sharing and Disclosure of Information

We do not sell, rent, or lease your personal or financial information to any third parties. We may disclose your information under the following circumstances:

  • With Your Consent: We may share your information with third parties when you have explicitly given us permission to do so.

  • Service Providers: We may share your information with trusted third-party service providers, such as accounting software providers, who assist in delivering our services. These providers are required to maintain the confidentiality and security of your information.

  • Legal and Regulatory Requirements: If required by law or government regulations, we may disclose information to comply with legal processes, respond to claims, or protect our rights, privacy, and safety or that of our clients.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal and financial information may be transferred as part of that transaction. We will notify you in advance of any such change in ownership or control of your information.


4. Data Security

We implement industry-standard security measures to protect the confidentiality, integrity, and availability of your personal and financial information. These include:

  • Secure transmission of sensitive data (e.g., encryption protocols)
  • Restricted access to your data to authorized personnel only
  • Regular monitoring of systems to detect and prevent unauthorized access
  • Secure storage of physical and digital records

Despite these measures, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we strive to protect your information to the best of our abilities.


5. Data Retention

We retain your personal and financial information only for as long as is necessary to fulfill the purposes outlined in this Privacy Policy and to comply with legal and regulatory requirements. After this period, we securely delete or anonymize your information.


6. Your Rights

You have the following rights regarding your personal and financial information:

  • Access: You may request access to the personal information we hold about you.
  • Correction: You may request corrections to any inaccurate or incomplete information.
  • Deletion: You may request the deletion of your information, subject to legal and contractual obligations.
  • Objection: You may object to the processing of your information in certain circumstances.

To exercise any of these rights, please contact us at 877-670-3586.


7. Third-Party Links

Our services may include links to third-party websites or services. We are not responsible for the privacy practices or the content of these third parties. We encourage you to read their privacy policies before sharing your personal information.


8. Changes to This Privacy Policy

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


9. Contact Us

If you have any questions or concerns about this Privacy Policy or the handling of your information, please contact us at:

  • Email: team@outsource-bookkeeper.com
  • Phone: 877-670-3586