PRIVACY POLICY

Effective Date: January 1st, 2025

At Capital Accounting Solutions LLC, we are committed to protecting your privacy and maintaining the confidentiality of your financial and personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you share with us through our website and services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Your name, email address, phone number, and business details when you fill out a form or schedule a consultation.

  • Financial Information: Access to accounting software, bank feeds, transaction records, or documents you provide to deliver bookkeeping services.

  • Website Usage Data: Non-identifiable data such as browser type, device information, and pages visited, collected via cookies or analytics tools.

2. How We Use Your Information

We use your information to:

  • Provide and manage bookkeeping services

  • Communicate with you about your account or inquiries

  • Send occasional updates or service-related content (with your consent)

  • Improve our website and client experience

We will never sell or share your information with third parties for marketing purposes.

3. How We Protect Your Information

We take your privacy seriously. All data is stored securely using encryption and password-protected systems. Access is limited to authorized personnel only.

4. Sharing with Third Parties

We may share your information only in the following cases:

  • With your permission, for example, collaborating with your accountant or tax preparer

  • To comply with legal obligations, such as a subpoena or court order

  • With service providers who assist in operating our business (e.g., cloud accounting platforms), under confidentiality agreements

5. Your Rights

You have the right to:

  • Access or correct your personal information

  • Request deletion of your data

  • Withdraw consent to communications at any time

To make a request, contact us at [your email address].

6. Updates to This Policy

We may update this policy occasionally to reflect changes in our practices. The latest version will always be available on our website.