1. Information We Collect
We may collect the following types of information:
a. Personal Information
- Full name
- Contact details (email address, phone number, mailing address)
- Business name and registration details
- Employer Identification Number (EIN) or Social Security Number (SSN) (only if needed and authorized)
b. Financial and Accounting Information
- Bank statements and transaction history
- Financial statements and reports
- Tax forms and documents
- Invoices, receipts, payroll data
- Login credentials to accounting platforms (only with client's consent)
c. Website and Usage Information
- IP address
- Browser type and version
- Pages visited, time spent, and referral URLs
- Cookies and tracking data (if applicable)
2. How We Use Your Information
We use your information to:
- Provide bookkeeping, accounting, and financial advisory services
- Maintain and improve client records
- Prepare reports and financial statements
- Communicate with you regarding your account or services
- Comply with legal and regulatory obligations
- Send updates, reminders, or informational content (you can opt out anytime)
3. How We Share Your Information
We do not sell or rent your personal information. We may share information only under the following circumstances:
- With your explicit consent
- With service providers and software platforms (e.g., QuickBooks Online, secure file-sharing tools) under confidentiality agreements
- To comply with legal obligations, subpoenas, or court orders
- To protect our rights, safety, or property, or that of others
4. Data Security
We take data protection seriously and implement physical, electronic, and managerial safeguards to secure your data, including:
- Secure cloud storage and encrypted communications
- Limited access to client files (only authorized personnel)
- Strong password policies and two-factor authentication
- Routine data backups
However, no transmission over the internet or method of electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
5. Retention of Information
We retain your information for as long as necessary to:
- Fulfill the purpose for which it was collected
- Comply with applicable laws and regulations
- Resolve disputes and enforce our agreements
Typically, financial and client records are retained for a minimum of 7 years, unless otherwise required by law.
6. Your Rights and Choices
- Access your personal data
- Request correction of inaccurate data
- Request deletion of your data (unless we are legally obligated to retain it)
- Withdraw consent (where applicable)
To exercise any of these rights, contact us at support@accountbalanced.com.
7. Cookies and Tracking
Our website may use cookies or similar technologies for:
- Website analytics
- Improving user experience
- Remembering user preferences
You can control cookies through your browser settings. Disabling cookies may affect the functionality of our website.
8. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If we become aware that data has been collected from a child without parental consent, we will delete it promptly.
9. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised "Effective Date." We encourage you to review it periodically.
10. Contact Us
If you have any questions about this Privacy Policy or our data handling practices, please contact:
Account Balanced LLC
📧 Email: support@accountbalanced.com
📞 Phone: (551) 550 0448