Privacy Policy

1. Introduction

Tally Bookkeeper ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our online bookkeeping services.

2. Information We Collect

Personal Information:

• Name, email address, phone number, and business information
• Payment and billing information
• Account credentials and preferences

Financial Information:

• Bank account information and transactions
• Credit card and payment processor data
• Business financial records, receipts, and invoices
• Tax identification numbers

Usage Information:

• IP address, browser type, and device information
• Pages visited and features used
• Referral source and campaign data

3. How We Use Your Information

• To provide and maintain bookkeeping services
• To process transactions and send billing statements
• To communicate with you about your account and services
• To improve our services and develop new features
• To track referrals and pay sales representative commissions
• To comply with legal and regulatory requirements
• To send marketing communications (with your consent)

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

• Service Providers: Third-party vendors who assist in providing our services (payment processors, cloud storage, accounting software platforms)
• Sales Representatives: Limited information to track referrals and commissions
• Legal Authorities: When required by law or to protect our rights
• Business Transfers: In connection with a merger, acquisition, or sale of assets

5. Data Security

We implement industry-standard security measures to protect your information:

• 256-bit SSL encryption for all data transmission
• Encrypted data storage and secure servers
• Regular security audits and updates
• Limited employee access to sensitive data
• Multi-factor authentication options

6. Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Financial records are typically retained for 7 years in accordance with accounting standards and tax regulations.

7. Your Rights and Choices

You have the right to:

• Access and review your personal information
• Request correction of inaccurate data
• Request deletion of your data (subject to legal requirements)
• Opt-out of marketing communications
• Export your financial data
• Object to certain data processing activities

8. Cookies and Tracking

We use cookies and similar technologies to:

• Maintain your session and preferences
• Track referral sources for commission purposes
• Analyze website usage and improve user experience
• Provide personalized content and advertising

You can control cookies through your browser settings.

9. Third-Party Links

Our website may contain links to third-party websites and services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

10. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place for such transfers.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through our website. Your continued use of our services after changes constitutes acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

• Web: Contact Form

Your Privacy Matters

We are committed to protecting your privacy and handling your data with care. If you have any concerns, please don't hesitate to reach out to us.