Privacy policy

Privacy Policy
Effective Date: February 2, 2025

At Stoic Bookkeeper LLC, we prioritize the privacy and security of our clients' personal and financial information. We are committed to handling your data with the utmost confidentiality and in compliance with applicable data protection laws, including the California Consumer Privacy Act (CCPA). This Privacy Policy outlines how we collect, use, disclose, and protect your information when you engage with our bookkeeping and financial support services.

1. Information We Collect
We collect personal and financial information necessary to provide our services effectively. This includes:
Personal Identification Information: Name, address, email, phone number, Social Security Number (SSN), Taxpayer Identification Number (TIN), or equivalent identifiers.

Financial Information: Bank account details, transaction records, payroll data, tax documentation, and other financial records.

Technology-Specific Data: Information from accounting platforms like QuickBooks or Xero that you authorize us to access for service delivery.

Website Usage Data: When you visit our website hosted on Durable.co, we may collect non-personal data such as IP addresses, browser types, and cookies for analytics and security purposes.

We may also collect additional information from public records or third parties as necessary for service delivery.

2. How We Use Your Information
The information we collect is used to:
Provide bookkeeping and financial support services tailored to your needs.
Manage your accounts accurately and prepare non-certified financial reports.
Assist with tax preparation by organizing records for filing with licensed professionals.

Enhance our service offerings through aggregate analysis of client needs.
Comply with legal obligations under applicable state and federal laws.

We do not use your personal data for marketing purposes without your explicit consent.

3. Information Sharing and Disclosure
Stoic Bookkeeper LLC does not sell or rent your personal information to third parties.

However, we may share your data in the following circumstances:

Service Delivery: With trusted partners such as CPAs or tax professionals for tasks requiring licensing or certification (e.g., tax filings or audits), subject to client approval.

Technology Integration: With accounting platforms like QuickBooks or Xero that you authorize us to use on your behalf.

Regulatory Compliance: With government agencies or regulatory bodies as required by law.

Website Hosting: Durable.co may process non-personal website usage data as part of hosting services.

All third-party partners are bound by strict confidentiality agreements consistent with this Privacy Policy.

4. Data Security Measures
We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

These measures include:
Encrypted communications via Google Workspace for email and document storage.

Secure access controls for accounting platforms like QuickBooks and Xero.
Regular monitoring of website security through Durable.co’s built-in protections.

Despite these measures, no system is entirely secure. By using our services, you acknowledge that we cannot guarantee absolute security of your data.

5. Your Rights Under CCPA
As a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):

Right to Know: You can request details about the personal information we collect about you.

Right to Delete: You can request that we delete your personal data unless it is required for legal compliance or service delivery.

Right to Opt-Out: You can opt out of the sale of personal information (though we do not sell personal data).

Right to Non-Discrimination: You will not be discriminated against for exercising your privacy rights.

To exercise these rights, please contact us using the details provided below.

6. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or comply with legal obligations. Once retention is no longer required, we securely delete or anonymize your data.

7. Third-Party Services
Our website is hosted through Durable.co. While they provide secure hosting services, their privacy practices are governed by their own policies. We recommend reviewing their Privacy Policy for additional details on how they handle website-related data.

Additionally: We use Google Workspace for email communication and document storage. Google’s privacy practices can be reviewed on their official site.

For accounting platforms like QuickBooks or Xero, any data shared is subject to their respective privacy policies.

8. Updates to This Policy
We reserve the right to update this Privacy Policy at any time to reflect changes in our practices or legal requirements. Any updates will be posted on our website with a revised "Effective Date."

9. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights under applicable laws, please contact us at:

Stoic Bookkeeper LLC
Email: [email protected]
 
Your trust is important to us. We are committed to addressing any concerns promptly and transparently.