BookKeeping Express privacy & data

Contact details, such as name, email address, phone number, company, title, and mailing address

Business and professional information, such as industry, revenue range, business type, franchise or multi-location status, and service needs

If you become a client, additional service-related data such as bookkeeping files, credentials, account-access details, provider account data, billing information, and tax/compliance records

Internet and device data, such as IP address, browser type, referral URL, pages viewed, clicks, and cookie identifiers

Communications data, such as emails, calls, texts, portal messages, and support history

approximate geolocation derived from IP address

To respond to inquiries, requests, and support needs

To provide bookkeeping, reporting, onboarding, tax-support coordination, and related services

To personalize your experience, improve our website, and understand how visitors use our pages

To market our services, subject to your rights and choices under applicable law

To detect, prevent, and investigate fraud, misuse, security incidents, or other unlawful activity

Generally retained for up to 13 months, or longer if needed for security, fraud prevention, or troubleshooting

Generally retained for up to 24 months after the last meaningful interaction

typically up to 7 years or longer if required by contract, law, tax, accounting, or dispute-resolution needs

You may submit a privacy request by emailing info@bookkeepingexpress.com

Provide access to or a copy of your personal information

Correct inaccurate personal information

Delete personal information, subject to exceptions

Obtain a portable copy of certain information

Opt out of the sale or sharing of personal information, or the use of personal information for targeted advertising or certain profiling activities

Not be unlawfully discriminated against for exercising your privacy rights