Privacy Policy
for Simplifi Bookkeeping
Effective Date: November 25, 2024
Simplifi Bookkeeping (“we,” “our,” “us”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, share, and protect your data. By using our website (simplifibookkeeping.com) or our services, you agree to the practices described in this policy.
1. Information We Collect
We collect the following types of information:
a. Personal Information
• Name
• Email address
• Phone number
• Business name
• Mailing address
• Financial details required for bookkeeping purposes
b. Non-Personal Information
• IP address
• Browser type
• Device information
• Website usage data
c. Sensitive Information
• Banking details
• Payroll data
• Tax information
All sensitive information is collected and processed in compliance with applicable laws and with your explicit consent.
2. How We Use Your Information
We use your information to:
• Provide bookkeeping and financial consulting services.
• Communicate with you about your account, transactions, and service updates.
• Send necessary transactional and informational messages.
• Enhance and improve our services, website, and customer experience.
• Comply with legal and regulatory requirements.
3. A2P Messaging Compliance
To ensure compliance with Application-to-Person (A2P) messaging standards:
• You may receive text messages from Simplifi Bookkeeping regarding your services, appointments, or updates.
• By providing your phone number, you consent to receive SMS or MMS communications for service-related purposes.
• We do not send unsolicited marketing messages via SMS.
• You may opt-out of SMS communications at any time by replying “STOP” to our messages.
4. Information Sharing
We do not sell or rent your personal information. We may share your data with:
• Third-party service providers that assist us in delivering our services (e.g., payment processors, software providers).
• Legal authorities if required by law or to protect our rights and interests.
• Employees or subcontractors directly involved in delivering your services.
All third parties are bound by strict confidentiality agreements and data protection obligations.
5. Data Protection
We use industry-standard security measures to protect your information, including:
• Encrypted storage of sensitive data.
• Secure transmission of data through SSL (Secure Socket Layer) encryption.
• Regular monitoring of our systems for vulnerabilities.
While we strive to protect your data, no system can guarantee complete security. Please contact us immediately if you suspect any unauthorized access to your information.
6. Data Retention
We retain your information only as long as necessary for:
• Providing services to you.
• Complying with legal obligations.
• Resolving disputes and enforcing agreements.
When no longer needed, your information will be securely deleted.
7. Your Rights
You have the right to:
• Access, correct, or delete your personal information.
• Restrict or object to certain data processing activities.
• Withdraw your consent for data collection and processing.
• File a complaint with a data protection authority if your rights are violated.
To exercise your rights, please contact us using the information provided below.
8. Cookies and Tracking
We use cookies to:
• Analyze website usage and improve our content and services.
• Personalize your experience on our website.
You can manage your cookie preferences through your browser settings. Disabling cookies may affect your user experience.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies before providing any personal information.
10. Updates to This Privacy Policy
We may update this policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with an updated effective date.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us at:
Simplifi Bookkeeping
Email: data@simplifibookkeeping.com
By using our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy. Thank you for trusting Simplifi Bookkeeping with your financial needs.