Privacy Policy
Last updated: July 2026
1. Information We Collect
We collect information that you provide directly to us when requesting a proposal, contact inquiries, or during onboarding. This includes names, emails, phone numbers, business name, estimated transaction volumes, and financial integration keys.
2. How We Use Your Information
We use collected information solely to:
- Provide, operate, and maintain our bookkeeping services.
- Analyze business transaction volumes for custom proposals.
- Reconcile accounts and generate financial reports.
- Respond to contact requests and customer support inquiries.
3. Data Storage & Security
We implement bank-level 256-bit encryption protocols to protect your financial and business data. Read-only integrations are configured with accounting systems where applicable, and we do not store primary credentials.
4. Third-Party Disclosures
We do not sell, trade, or transfer your personally identifiable or financial information to outside parties. This does not include trusted third parties who assist us in operating our website or conducting our services, so long as those parties agree to keep this information confidential.