Legal
Privacy Policy
Last updated: August 13, 2026
What we collect
When you submit a website form, we collect the fields shown in that form, such as your name, email address, bookkeeping status, and message. Do not include account passwords, bank credentials, tax identifiers, or sensitive financial documents in a public website form.
Hosting, security, and server logs may contain standard technical information such as an IP address, browser details, request time, and pages requested.
How we use it
Website-form information is used to review and respond to the request. Service providers involved in hosting, storage, email, security, or website operation may process information only as needed to provide those functions. Client financial-data practices must also be documented in the applicable engagement.
How we protect it
The website uses reasonable access controls for stored consultation requests. For bookkeeping engagements, the parties should use named, role-based platform access where supported and document any file-transfer method before exchanging records.
No website or transmission method can be guaranteed completely secure. Contact us before sending sensitive records so an appropriate workflow can be agreed.
Retention
Website inquiries are retained only as long as reasonably needed to respond, maintain business records, resolve disputes, or meet legal obligations. Client-record retention is governed by the applicable engagement and legal requirements.
Your rights
You may contact us to request access, correction, or deletion of website-form information. Requests are handled subject to identity verification and any records we must retain for legal or legitimate business reasons.
Contact
Questions about this policy or website-form information can be sent to hello@booksreconciliation.com.
Questions about this policy? hello@booksreconciliation.com
