Table of Contents
1. Introduction
QuickLedger Accounting ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our bookkeeping and accounting services.
By using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.
2. Information We Collect
Personal Information
We collect information that you provide directly to us, including:
- Name, email address, phone number, and mailing address
- Business name and business contact information
- Account login credentials
- Payment and billing information
- Tax identification numbers (EIN, SSN for sole proprietors)
Financial Information
To provide our bookkeeping services, we collect:
- Bank account information and transaction history
- Credit card statements and transactions
- Invoices, receipts, and expense documentation
- Payroll data and employee information
- Tax documents and returns
- Financial statements and accounting records
Automatically Collected Information
When you access our website or platform, we automatically collect:
- IP address and device information
- Browser type and operating system
- Pages visited and time spent on our platform
- Referral sources and search terms
3. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our bookkeeping services
- Process transactions and maintain your financial records
- Prepare financial statements, reports, and tax documents
- Communicate with you about your account and services
- Send important notices and updates about our services
- Respond to your inquiries and provide customer support
- Detect, prevent, and address fraud and security issues
- Comply with legal obligations and regulatory requirements
Important: We never sell your personal or financial information to third parties for marketing purposes.
4. Data Sharing and Disclosure
We may share your information in the following circumstances:
Service Providers
We work with trusted third-party service providers who assist us in operating our business, including cloud storage providers, payment processors, and software platforms (such as QuickBooks and Xero).
Professional Advisors
With your authorization, we may share information with your CPA, tax preparer, attorney, or other professional advisors.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities.
5. Data Security
We implement robust security measures to protect your information:
- Encryption: All data is encrypted using 256-bit SSL encryption
- Access Controls: Strict access controls limit who can view your data
- SOC 2 Compliance: Our systems are SOC 2 Type II certified
- Regular Audits: We conduct regular security audits and penetration testing
- Employee Training: All staff receive data protection and security training
6. Data Retention
We retain your personal and financial information for as long as necessary to:
- Provide our services to you
- Comply with legal and regulatory requirements (typically 7 years for financial records)
- Resolve disputes and enforce our agreements
When you terminate your account, we will securely delete or anonymize your data within 90 days, except where retention is required by law.
7. Your Rights
Depending on your location, you may have the following rights:
- Access: Request a copy of the personal data we hold about you
- Correction: Request correction of inaccurate or incomplete data
- Deletion: Request deletion of your data (subject to legal retention requirements)
- Portability: Request your data in a portable format
- Objection: Object to certain processing of your data
To exercise these rights, please contact us at privacy@quickledger.com.
8. Cookies and Tracking
We use cookies and similar tracking technologies to:
- Keep you signed in to your account
- Remember your preferences and settings
- Analyze how our website is used
- Improve our services based on usage patterns
You can control cookies through your browser settings.
9. Third-Party Services
Our services integrate with third-party platforms including:
- Accounting software (QuickBooks, Xero)
- Banking institutions (via secure API connections)
- Payment processors (Stripe, PayPal)
- Cloud storage providers
These services have their own privacy policies. We encourage you to review them.
10. Children's Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date.
12. Contact Us
If you have questions about this Privacy Policy, please contact us:
- Email: privacy@quickledger.com
- Phone: (800) 555-1234
- Mail: QuickLedger Accounting, 123 Financial District, New York, NY 10004