Privacy Policy
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Introduction
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Balance Accounting.com Inc. and subsidiaries and affiliates (“Balance” or “we” or “us”) value your privacy. We recognize that you may be concerned about how we will treat the information that you share while registering for or using any of our services.
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This privacy notice provides information regarding the collection, use, and disclosure processing by us of personal data of individuals (“you”) when you use any of our services. This Privacy Policy does not apply to the practices of third-party websites.
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What information is collected
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When you use any of our services, we may ask you to provide information including, but not limited to, your name, company name, title, mailing address, email address and phone number. If the services include bookkeeping and/or tax return services, we may also collect financial information, tax filings and other information necessary to, and relevant for, bookkeeping and tax return preparation.
Why we collect this information
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We collect your information in order:
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To provide and maintain our services
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To notify you about changes to our services
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To allow you to participate in the community features of our services
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To provide customer support
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To gather analysis or valuable information so that we can improve our services
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To monitor the usage of our services
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To detect, prevent, and address technical issues
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How do we use the information you provide to us?
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You agree to our processing of the personal data we collect for the following purposes:
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to communicate with you regarding the specific services for you have retained us for;
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for our internal reporting purposes;
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for any other purpose to which you consent in
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Who do we disclose the information you provide to us?
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We do not share your personal data with third parties except in the following circumstances:
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With your consent
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For external processing by trusted partners who adhere to our data protection standards
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For legal reasons, such as complying with applicable laws, regulations, or legal processes
User Rights
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You have the right to:
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Access the personal data we hold about you
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Request correction of any inaccurate or incomplete data
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Request deletion of your personal data
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Object to the processing of your personal data
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Request the transfer of your personal data to another organization
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How long do we keep your personal data?
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We keep personal data for as long as necessary for the purposes described in this privacy notice, in accordance with our applicable records retention and disposition schedules.
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How do we store your information
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We use industry-standard methods to maintain the security of the information you provide us. However, we cannot guarantee that such information will never be accessed, used or released in a manner that is inconsistent with this policy, and we expressly disclaim any liability for any loss, misuse, alteration or unauthorized disclosure of your information.
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Accessing and updating your information
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For questions about our privacy policy or to update or correct mistakes in the information you provided us, please contact clients@balanceaccounting.com.
Updates
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Updates to this policy may be made from time to time. Please refer to this policy for any and all updates.