Privacy policy

Information we collect

When you contact us or become a client, we collect your name, business name, contact details, and the financial records you share with us for the purpose of providing bookkeeping services.

How we use it

We use your information solely to deliver the services you engage us for, to communicate with you about your account, and to meet our legal and professional obligations. We do not sell or rent your information.

How we protect it

Financial data is exchanged only through encrypted channels. Access is restricted to the team members assigned to your account, and all accounts require two-factor authentication.

Your choices

You may request a copy of the personal information we hold about you, or ask us to correct or delete it, by emailing [email protected].

Last updated September 2026.