Privacy Policy

Effective Date: 11/20/24

EasyBooks ("we," "our," or "us") is committed to protecting your privacy and ensuring transparency in our operations. This Privacy Policy outlines how we collect, use, disclose, and protect your personal and financial information when you use our bookkeeping services or visit our website (easybooks.io). By using our services, you agree to the terms of this policy.

1. Information We Collect

1.1. Information You Provide

We collect the following information directly from you:

Personal Information: Name, email address, phone number, business name, and address.

Financial Records: Bank statements, transaction histories, tax documents, payroll data, invoices, and receipts.

Access Credentials: Login details for financial accounts or software you authorize us to manage.

1.2. Automatically Collected Information

When you visit our website, we may automatically collect:

IP address

Browser type and version

Device type and operating system

Website usage patterns via cookies and analytics

1.3. Cookies and Tracking Technologies

We use cookies and other tracking technologies to improve functionality, analytics, and user experience. For details, see our Cookie Policy.

2. How We Use Your Information

We use your information to:

Perform bookkeeping and financial reconciliation services

Generate financial reports and tax documents

Communicate with you regarding services, updates, or inquiries

Improve website performance and user experience

Comply with legal and regulatory requirements

3. Refund Policy

We stand by the quality of our bookkeeping services. If you are not satisfied with our services within the first 60 days, we will refund your investment.

Conditions for Refunds:

Refund requests must be submitted in writing to [email protected]

The refund will only apply to payments made within the first 60 days of service.

Refunds will not cover third-party expenses or fees outside of our services.

4. Compliance with Privacy Laws

4.1. General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), we process your personal information in compliance with GDPR. This includes:

Your right to access, update, or delete your data

Your right to withdraw consent for data processing

Ensuring that your data is transferred securely and only as necessary

4.2. California Consumer Privacy Act (CCPA)

If you are a California resident, you have rights under the CCPA, including:

The right to know what personal data we collect

The right to request deletion of your personal data

The right to opt out of the sale of your personal information (note: we do not sell your data)

To exercise your GDPR or CCPA rights, contact us at [email protected].

4.3. Other Regional Laws

We comply with applicable data protection laws in all regions where we operate.

5. How We Share Your Information

We do not sell or rent your personal or financial information. However, we may share your data:

With Trusted Service Providers: For payment processing, data hosting, or software integration, under strict confidentiality agreements.

For Legal Obligations: To comply with subpoenas, audits, or legal processes.

With Your Consent: When you explicitly authorize sharing.

6. Data Security

We employ robust security measures to protect your information, including:

Encrypted file transfers

Secure access controls for authorized personnel only

Regular system audits and updates

While we strive to protect your data, no system can be 100% secure. Please exercise caution when sharing sensitive information online.

7. Data Retention

We retain personal and financial information as long as necessary to:

Provide our services

Comply with legal obligations

Resolve disputes and enforce agreements

Once the retention period lapses, we securely delete or anonymize your data.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

Access your personal and financial data

Request corrections or deletions

Withdraw consent for data processing

To exercise your rights, contact us at [email protected]

9. Third-Party Services

We may use third-party platforms for bookkeeping and communication. These platforms are bound by confidentiality and security agreements. However, we recommend reviewing their privacy policies as well.

10. Children's Privacy

Our services are not intended for individuals under the age of 13, and we do not knowingly collect information from them.

11. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date.