What we collect
Information you give us through forms (name, email, company, revenue band, and any notes you write). Standard server logs (IP, browser, referrer) for security and analytics. Cookies for site functionality and aggregate analytics.
How we use it
To respond to your inquiry, deliver the services you've engaged us for, send transactional communications, and improve the site. We do not sell or rent your information to anyone.
Client financial data
Client books, bank feeds, and supporting documents are handled under written engagement terms, with access limited to the named Integrator and vetted production team. We use industry-standard encryption in transit and at rest. We do not use client financial data to train AI models without explicit written permission.
Sharing
We share information only with subprocessors required to operate (hosting, email, analytics), with your accountant or lender at your written direction, and where legally required. A current subprocessor list is available on request.
Your rights
You can request access, correction, or deletion of your personal information at any time by emailing privacy@smbbookkeeper.com. We respond within 30 days.
Contact
Questions about this policy: privacy@smbbookkeeper.com.