Privacy Policy

At AgencyBooks, we are committed to protecting the privacy and confidentiality of the individuals and businesses we interact with. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you visit our website or engage with our bookkeeping services.

1. Information We Collect

We may collect and process the following types of data:

• Personal Information: such as your name, email address, business information, and any other contact details submitted through our forms or direct communication.

• Financial Information: including bank account details, financial records, transaction data, and other accounting information necessary to provide our bookkeeping services.

• Website Usage Data: including your IP address, browser type, visited pages, time spent on the site, and other analytical data.

• Cookies and Tracking Technologies: used to enhance website performance and understand user behavior. You may manage cookie preferences through your browser settings.

2. Purpose of Data Collection

Your data is collected and used solely for the following purposes:

• Providing bookkeeping, reporting, and financial cleanup services

• Responding to inquiries and providing service-related communication

• Maintaining accurate financial records and generating reports

• Improving the performance and content of our website

• Managing and analyzing marketing efforts (with your permission)

• Ensuring compliance with financial regulations and tax requirements

• Ensuring the security and functionality of our digital environment

We only retain your information for as long as necessary to fulfill the purposes mentioned above and meet legal retention requirements.

3. Data Sharing

We do not sell or trade your personal data. Your information may only be shared with:

• Trusted third-party service providers, such as secure cloud storage platforms, analytics tools, or accounting software providers, under strict confidentiality terms

• Financial institutions, when necessary for banking reconciliation or transaction verification

• Regulatory bodies or tax authorities, if required by law or legal obligation

• Professional advisors, such as auditors or legal counsel, when necessary for service delivery

All third parties are expected to maintain data protection standards in line with applicable regulations and professional accounting standards.

4. Data Security

We implement reasonable technical and organizational safeguards to protect your financial and personal information against unauthorized access, alteration, or misuse. This includes encryption, secure data transmission, and restricted access protocols. While no system can guarantee complete security, we continuously work to ensure your sensitive financial data is handled with the highest level of security and in accordance with industry best practices.

5. Your Rights

Depending on your location and applicable data protection laws (such as the GDPR), you may have the right to:

• Access the personal data we hold about you

• Request corrections or deletion of your information

• Withdraw consent for data processing

• Object to certain uses of your information

• Request data portability for your financial records

To exercise any of these rights, please contact us directly using the details below.

6. External Links

Our website may include links to third-party websites. Please note that we are not responsible for the privacy practices or content of those sites.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review it periodically.

8. Contact Information

If you have any questions about this Privacy Policy or how your data is handled, please reach out to:

📧 support@agencybooks.io