At Sqeaky Clean Books, we understand that your financial information is sensitive and personal. This Privacy Policy explains how we collect, use, protect, and share information when you use our bookkeeping and accounting services.
Information We Collect
To provide exceptional bookkeeping and accounting services, we collect the following types of information:
📋 Personal Information
- Name, email address, phone number, and mailing address
- Business information (company name, EIN, business structure)
- Payment information for service fees
💼 Financial Information
- Bank account and credit card statements
- Business transactions and invoices
- Tax identification numbers and tax returns
- Payroll information (when applicable)
- Financial reports and accounting records
💬 Communication Records
- Email correspondence and support tickets
- Phone call recordings (with your consent)
- Meeting notes and consultation records
How We Use Your Information
We use the information we collect exclusively to provide and improve our services:
- Provide bookkeeping, accounting, and tax preparation services
- Process transactions and manage your account
- Communicate with you about your services and financial matters
- Generate financial reports and statements
- Send important service updates and technical notices
- Respond to your inquiries and provide customer support
- Comply with legal and regulatory obligations
- Improve our services and develop new features
Information Sharing and Disclosure
We may share your information only in the following limited circumstances:
Service Providers
We work with trusted third-party service providers who assist us in:
- Accounting software platforms (e.g., QuickBooks, Xero)
- Cloud storage and data backup services
- Payment processing services
- Email and communication platforms
These providers are contractually obligated to protect your information and use it only for providing services to us.
Professional Advisors
We may share information with:
- Tax authorities for filing requirements
- CPAs or EAs when necessary for tax preparation
- Legal counsel when required for compliance
- Auditors during financial audits
Legal Requirements
We may disclose information when required by law, including:
- Responding to subpoenas or court orders
- Complying with government investigations
- Meeting IRS or state tax authority requests
- Protecting our legal rights or preventing fraud
Data Security
Protecting your financial information is our highest priority. We implement comprehensive security measures:
Encryption
256-bit SSL encryption for all data transmission and storage
Secure Access
Multi-factor authentication and role-based access controls
Regular Backups
Automated daily backups with secure off-site storage
Staff Training
Regular security training and confidentiality agreements
Your Privacy Rights
You have the following rights regarding your personal information:
Access
Request access to the personal information we hold about you
Correction
Request correction of inaccurate or incomplete information
Deletion
Request deletion of your information (subject to legal retention requirements)
Portability
Request transfer of your data to another service provider
Object
Object to certain processing of your information
Restrict
Request restriction of processing in certain circumstances
Note: Some financial records must be retained for legal and regulatory compliance (typically 7 years for tax-related documents).
Contact Us About Privacy
If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us: