Effective Date: Updated January 2025
At Tactic Bookkeeping & Business Advisory Services, we take your privacy seriously. This Privacy Policy outlines how we collect, use, protect, and disclose your personal information when you visit our website, use our 100% virtual bookkeeping services, or interact with us in any way. We are committed to safeguarding your data and ensuring your experience with us is both secure and efficient. By using our services or accessing our website, you agree to the terms outlined in this Privacy Policy.
1. Information We Collect
As a 100% virtual bookkeeping firm, we handle various types of personal and business-related information to ensure we provide the best possible financial services. We collect both personal and non-personal information, which can include:
Personal Information:
When you sign up for our services or communicate with us, we may collect the following personal information:
- Full Name
- Email address
- Phone number
- Business name (for business accounts)
- Payment and billing information (e.g., credit card details)
- Tax identification numbers (for tax reporting purposes)
Business & Financial Data:
As part of our bookkeeping services, we may collect detailed business financial information, such as:
- Bank account details
- Transaction records
- Payroll information
- Tax documents
- Invoices, receipts, and other financial documents
Usage Information:
When you visit our website or use our virtual bookkeeping services, we may automatically collect data related to your usage, including:
- IP address
- Device type and operating system
- Browser information
- Date and time of visits
- Pages and features accessed
- Referring URLs
- Interaction with our services, such as chat and email support
Cookies & Tracking Technologies:
We use cookies and similar technologies to enhance your experience on our website. These technologies track your preferences, usage patterns, and allow us to improve our services. You can control the use of cookies through your browser settings.
2. How We Use Your Information
We utilize your information to provide high-quality virtual bookkeeping and business advisory services, and to ensure smooth communication and operational processes. This information helps us:
- Provide Our Services: To complete monthly reconciliations, financial statement preparations, payroll processing, tax filings, and other bookkeeping services.
- Improve Your Experience: To enhance the functionality and user-friendliness of our website and virtual tools.
- Communicate with You: To send you important updates, transaction reports, or service notifications, and to respond to your inquiries.
- Process Payments: To manage payments for the services you subscribe to and maintain your billing information securely.
- Offer Support & Advisory: To provide personalized financial advice, tax optimization, business strategy, and other advisory services.
- Compliance and Legal Obligations: To meet legal requirements and regulatory obligations, including tax filings and auditing procedures.
3. How We Share Your Information
We respect your privacy and only share your personal or business data under certain circumstances. We may disclose your information to the following third parties:
- Service Providers: We share your information with trusted third-party service providers to assist us in performing our bookkeeping and advisory services. These include payment processors, accounting software providers (e.g., QuickBooks, Xero), cloud storage providers, and customer support systems.
All third-party vendors are required to maintain strict confidentiality and comply with security protocols to safeguard your information. - Legal Compliance: We may be required to disclose your personal and business information to comply with legal obligations, such as responding to subpoenas, court orders, or other legal processes.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction. We will notify you if such a transfer occurs, and your data will remain protected.
4. Data Security
We take the security of your data seriously. As a 100% virtual firm, we use industry-standard encryption, firewalls, and other technical safeguards to protect your personal and financial information from unauthorized access, alteration, or disclosure. We also limit access to sensitive data to authorized personnel only.
While we strive to maintain the highest level of security, no system can guarantee 100% security. We encourage you to follow best practices to secure your own accounts, such as using strong passwords and securing your devices.
5. Your Rights and Choices
As a client of Tactic Bookkeeping & Business Advisory Services, you have several rights regarding the personal information we collect.
- Access & Update: You can request access to the personal and business data we store about you and request corrections if necessary.
- Opt-Out of Communications: You may opt-out of receiving marketing communications by unsubscribing directly from the email or contacting us.
- Data Deletion: You can request to delete your personal and financial information from our records, subject to certain legal requirements. Please note that we may need to retain certain data for regulatory or compliance reasons.
- Cookies and Tracking: You can manage your cookie preferences through your browser settings. If you disable cookies, some website features may not function properly.
To exercise these rights, please contact us at [Insert Contact Email].
6. Third-Party Links
Our website may contain links to third-party websites or services that we do not control. These third-party sites have their own privacy policies, and we encourage you to review them before sharing any personal information. Tactic Bookkeeping & Business Advisory Services is not responsible for the content or practices of third-party websites.
7. Children’s Privacy
Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected data from a child under 13, we will take immediate steps to delete such information.
8. International Data Transfers
As a virtual bookkeeping firm, we may process and store your data in countries other than your own, depending on where our cloud-based systems and service providers are located. By using our services, you consent to the transfer and storage of your data outside your country, including regions where data protection laws may differ.
9. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy as needed to reflect changes in our practices, services, or legal requirements. When we make significant changes, we will notify you through an email or by updating the “Effective Date” at the top of this policy. Please review this policy periodically to stay informed about how we protect your privacy.