Privacy Policy
Introduction
We value your trust and are committed to protecting your privacy. This Privacy Policy describes how our bookkeeping business (“we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you engage with our services, visit our website, or interact with our business in any capacity. Please read this policy carefully to understand how we handle your data. By using our services or website, you consent to the practices described in this Privacy Policy.
1. Information We Collect
1.1 Personal Information
We may collect personal information that you voluntarily provide to us when you engage our bookkeeping services, request information, or communicate with us. This includes, but is not limited to:
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Full name
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Home, business, and mailing address
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Email address
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Telephone numbers
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Tax identification numbers
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Date of birth or incorporation
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Bank account details and financial information
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Government-issued identification numbers
1.2 Business Information
Depending on the services you require, we may collect business information, such as:
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Business registration and incorporation documents
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Payroll data
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Invoices, receipts, and financial statements
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Tax filings and supporting documentation
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Vendor and client lists
1.3 Automatically Collected Information
When you visit our website, certain information may be collected automatically, including:
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IP address
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Browser type and version
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Device type and operating system
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Referring website address
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Pages viewed and the dates/times of access
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Cookies and usage analytics data
2. How We Use Your Information
We use your information for a variety of legitimate business purposes, including:
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Providing, operating, and maintaining our bookkeeping services
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Processing and completing your bookkeeping transactions
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Preparing financial statements, reports, and tax filings
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Responding to your inquiries, requests, and communications
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Complying with applicable laws, regulations, and professional obligations
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Detecting and preventing fraud or other illegal or unauthorized activities
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Improving our services, website, and user experience
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Managing client accounts and relationships
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Sending periodic communications regarding our services, updates, or changes to policies
3. Legal Basis for Processing
We process your information under one or more of the following legal bases:
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Your consent
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The performance of a contract
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Compliance with a legal obligation
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Our legitimate business interests, provided your rights do not override these interests
4. Sharing and Disclosing Your Information
We are committed to keeping your information confidential. We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
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With your explicit consent
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To trusted service providers and partners who assist in providing our services (e.g., software providers, IT support), subject to strict confidentiality requirements
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To comply with lawful requests by public authorities, such as to meet national security or law enforcement requirements
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In connection with the sale, merger, or reorganization of our business (we will notify you of any such changes)
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As required by applicable law or regulations
5. Data Security
We implement reasonable and appropriate physical, technical, and administrative measures to protect your information from unauthorized access, loss, misuse, alteration, or disclosure. These measures include:
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Encryption of sensitive data
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Password-protected access to digital files
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Secure storage of physical records
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Regular software updates and system monitoring
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Employee training on privacy and security procedures
Despite our best efforts, please note that no method of transmission over the internet or method of electronic storage is entirely secure. While we strive to protect your data, we cannot guarantee its absolute security.
6. Data Retention
We retain your personal data only as long as necessary to fulfill the purposes for which it was collected, to comply with applicable legal and regulatory requirements, or as needed to resolve disputes and enforce agreements. Once your information is no longer required, it will be securely deleted or destroyed.
7. Your Rights and Choices
Depending on your jurisdiction, you may have certain rights regarding your personal information, including:
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The right to access, update, or correct your information
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The right to request erasure or restriction of processing
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The right to object to processing or withdraw consent at any time
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The right to data portability
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The right to lodge a complaint with a supervisory authority
To exercise any of these rights, please contact us using the information provided below.
8. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your user experience, analyze usage, and assist with our marketing efforts. You may control cookie preferences through your web browser settings. Disabling cookies may affect certain features of our website.
9. Third-Party Links
Our website may contain links to third-party websites or resources that are not controlled by us. We are not responsible for the privacy practices or content of such sites. We encourage you to review the privacy policies of third-party sites before providing any personal information.
10. International Data Transfers
If you are accessing our services from outside our principal country of operation, your information may be transferred to, stored, or processed in a country with different data protection laws. We will take steps to ensure that your information receives an adequate level of protection in accordance with applicable legal requirements.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our practices, technology, legal requirements, or for other reasons. The updated version will be posted on our website with the effective date. We encourage you to periodically review this policy for any changes.
12. Children’s Privacy
Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such data, we will take steps to delete it as soon as possible.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:
Bookkeeping Solutions by Deidra LLC
PO Box 151, Petersburgh, NY 12138
(518)313-6167
We are committed to safeguarding your information and ensuring your privacy is respected at every step.
Effective Date
This Privacy Policy is effective as of August 18, 2025.