Bookkeeping is committed to protecting your privacy. This policy explains what we collect, how we use it, and the choices you have.

Information we collect

Account information — name, email, phone, and login credentials.
Financial data — transactions, balances, and account details from accounts you connect (via Plaid), and documents you upload.
Tax information — information you provide for bookkeeping and tax preparation, which may include sensitive identifiers.
Usage data — how you interact with the service, for security and product improvement.

How we use it

We use your information to provide the service: importing and categorizing transactions, generating financial reports, preparing taxes, processing payments, and supporting your account. We do not sell your personal information.

How we protect it

Sensitive data is encrypted in transit and at rest. Financial-institution access tokens and tax identifiers are encrypted using industry-standard encryption. Access is restricted to authorized personnel and systems.

Third parties

We share data only with service providers that help us operate, such as our cloud database, payment processor (Stripe), and account-aggregation partner (Plaid), each under contractual data-protection obligations.

Your choices

Disconnect financial accounts at any time.
Access, update, or delete your account information.
Request a copy or deletion of your data, subject to legal retention requirements.

Data retention

We retain your information for as long as your account is active and as required to comply with legal, tax, and accounting obligations.

Contact

For privacy requests, contact us through your portal.

Privacy Policy