Privacy Policy
Last Updated: March 6, 2026
Overview
This Privacy Policy describes the policies and procedures of Booker Bookkeeping ("the Firm," "we," "us," or "our") regarding the collection, use, and disclosure of your information when you use our services or visit our website (www.bookerbookkeeping.com). It also explains your privacy rights and how applicable law protects you.
We use your personal information solely to provide professional accounting and tax services and to communicate with you. We do not sell your personal data to third parties. By using our services or website, you agree to the collection and use of information in accordance with this Privacy Policy.
Definitions
- Client: Any individual or business entity that engages the Firm for accounting, tax, or financial services.
- Personal Data: Any information that relates to an identified or identifiable individual.
- Service: The professional accounting, tax preparation, and related financial services provided by the Firm, including our website.
- You: The individual accessing our website or engaging our services, or the legal entity on whose behalf such individual is acting.
Information We Collect
Information You Provide Directly
When you engage our Firm or contact us, we may collect the following types of personal information:
- Contact information: Full name, mailing address, email address, and phone number
- Financial and tax information: Income records, financial statements, tax documents, and other data necessary to provide professional services
- Payment information: Credit card or bank account details for billing purposes. Payment data is collected and processed by our third-party payment processors on our behalf; we do not store full payment card numbers on our systems
- Business information: Company name, employer identification numbers, and related business details (for business clients)
- Any other information you choose to provide when communicating with us
Information Collected Automatically
When you visit our website, we may automatically collect certain technical information, including your IP address, browser type, operating system, pages visited, time spent on pages, and referring URLs. This information is used to maintain and improve our website.
We may use cookies — small data files placed on your device — to enhance your website experience. You may configure your browser to refuse cookies, though some portions of our website may not function properly as a result. Cookies are not linked to any personally identifiable information.
How We Use Your Information
We use the information we collect for the following purposes:
- To provide professional accounting, tax preparation, bookkeeping, and related financial services
- To communicate with you regarding your account, service requests, or inquiries
- To process payments for services rendered
- To comply with applicable legal and regulatory obligations, including IRS and state tax authority requirements
- To protect the rights and property of the Firm
- To improve our services and website
How We Protect Your Information
The security of your personal and financial information is of the utmost importance to us. We employ appropriate administrative, technical, and physical safeguards to protect your data against unauthorized access, alteration, disclosure, or destruction. Servers and systems storing your information are maintained in a secure environment.
Please be aware that no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security. However, we are committed to using commercially reasonable means to protect your information.
How We Share Your Information
We do not sell, rent, or trade your personal information to outside third parties for marketing purposes. We may share your information only in the following limited circumstances:
- Service providers: We may share information with trusted third-party vendors (such as payment processors, IT providers, or document management systems) who assist us in delivering our services. These parties are obligated to keep your information confidential and use it only for the purposes for which it was disclosed.
- Professional referrals: With your consent, we may share information with attorneys, financial advisors, or other professionals as needed to serve you.
- Legal requirements: We may disclose information when required by law, court order, or governmental authority, or when we believe in good faith that disclosure is necessary to protect the rights or property of the Firm, prevent fraud, or ensure the safety of our clients or the public.
- Business transfers: In the event of a merger, acquisition, or sale of the Firm's assets, your information may be transferred to the successor entity, subject to the same privacy protections described in this Policy.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policy of any website you visit before submitting personal information.
Retention of Your Information
We retain your personal and financial information for as long as necessary to fulfill the purposes described in this Policy and to comply with applicable legal, regulatory, and professional obligations (including record retention requirements under IRS guidelines and state law). When information is no longer required, we dispose of it securely.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted personal information to us, please contact us and we will take steps to remove it.
Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this Policy periodically. Continued use of our services following any changes constitutes your acceptance of the revised Policy.
Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Booker Bookkeepingwww.bookerbookkeeping.com/contact