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Privacy Policy
1. Introduction
Balance Pro Bookkeeping ("we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information provided to us by small businesses and freelancers who use our bookkeeping services.
By engaging our services, you agree to the practices described in this policy.
2. Information We Collect
In the course of providing bookkeeping services, we may collect the following types of information:
Personal Identification Information: Full name, government-issued ID, and Social Security Number (SSN) or Employer Identification Number (EIN) where required for tax-related services.
Contact Information: Business name, email address, phone number, and mailing address.
Financial Records: Bank account information, transaction histories, invoices, receipts, payroll data, and other financial documents necessary to perform bookkeeping services.
Business Tax Information: Income statements, tax filings, deductions, and related financial documentation.
3. How We Use Your Information
We use the information we collect solely for the purpose of delivering professional bookkeeping services, which includes:
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Maintaining and organizing your financial records
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Preparing and filing business tax documents
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Communicating with you about your account and our services
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Complying with applicable federal, state, and local laws and regulations
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Responding to audits or legal inquiries where required by law
We will never sell, rent, or share your personal or financial information with third parties for marketing purposes.
4. Information Sharing
We do not disclose your information to third parties except in the following limited circumstances:
Service Providers: We may share information with trusted third-party tools or platforms (e.g., accounting software, secure cloud storage) strictly for the purpose of performing your bookkeeping services. These providers are bound by confidentiality obligations.
Legal Compliance: We may disclose information if required by law, subpoena, court order, or a government regulatory authority.
Your Consent: We may share information in any other circumstance with your prior written consent.
5. Data Security
We take the security of your information seriously. We implement reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction.
These measures include:
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Encrypted file storage and transmission
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Password-protected access to client files
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Limiting access to your information to personnel who need it to perform services
However, no method of data transmission or storage is 100% secure, and we cannot guarantee absolute security.
6. Data Retention
We retain your personal and financial information for as long as necessary to fulfill the purposes described in this policy, or as required by applicable tax and financial recordkeeping laws (typically a minimum of seven years). After this period, records are securely destroyed or deleted.
7. Your Rights
You have the right to:
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Access: the personal information we hold about you
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Request corrections: to inaccurate or incomplete information
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Request deletion: of your information, subject to legal retention requirements
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Withdraw consent: for certain uses of your data
To exercise any of these rights, please contact us using the information in Section 9 below.
8. California Privacy Rights
As a California-based business, we comply with the California Consumer Privacy Act (CCPA) and other applicable California privacy laws. California residents may have additional rights regarding their personal information, including the right to know what data is collected and the right to opt out of certain data practices. Please contact us to submit a CCPA-related request.
9. Contact Us
If you have any questions, concerns, or requests related to this Privacy Policy, please reach out to us:
Balance Pro Bookkeeping
Email: info@balanceprobook.com
Phone: (951) 768-9823
Address: 1973 Foothill Parkway, Ste 110 #2023, Corona, CA 92881
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this document. We encourage you to review this policy periodically. Continued use of our services after any changes constitutes your acceptance of the updated policy.