PRIVACY POLICY

Effective Date: August 13, 2025

At Counting Collective, we are committed to protecting your privacy and maintaining the confidentiality of your financial information. This Privacy Policy explains how we collect, use, and safeguard your personal and business data.

Information We Collect

We collect information necessary to provide professional bookkeeping services, including:

- Business Information: Company details, tax identification numbers, and business structure information

- Financial Data: Bank statements, receipts, invoices, payroll records, and other financial documents

- Contact Information: Names, addresses, phone numbers, and email addresses

- Communication Records: Emails, messages, and notes from our interactions

How We Use Your Information

We use your information exclusively to:

- Provide bookkeeping and accounting services

- Prepare financial reports and tax documents

- Communicate with you about your account and services

- Comply with legal and regulatory requirements

- Improve our services and client experience

Information Sharing

We do not sell, trade, or share your personal information with third parties except:

- With Your Consent: When you explicitly authorize us to share information

- Service Providers: Trusted vendors who assist in providing our services (under strict confidentiality agreements)

- Legal Requirements: When required by law, court order, or regulatory authority

- Professional Standards: As required by accounting ethics and professional standards

Data Security

We implement robust security measures to protect your information:

- Encrypted data transmission and storage

- Secure, password-protected systems

- Limited access on a need-to-know basis

- Regular security updates and monitoring

- Secure document destruction when no longer needed

Your Rights

You have the right to:

Access your personal information in our possession

Request corrections to inaccurate information

Withdraw consent for non-essential uses of your data

Request information about our data practices

Data Retention

We retain your financial records and personal information in accordance with:

- Professional accounting standards

- Tax law requirements (typically 7 years)

- Legal and regulatory obligations

- Your specific service agreements

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: [email protected]