Privacy Policy
Effective Date: February 24, 2025
1. Introduction
TLP Bookkeeping Solution is committed to protecting the privacy and security of the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our bookkeeping services, or communicate with us. By engaging our services or using our website, you agree to the practices described in this policy.
2. Information We Collect
To provide accurate and professional bookkeeping and financial tracking services, we must collect information that identifies you or your business.
A. Personal and Business Identification
Names, business names, job titles, and entity types.
Contact details including email addresses, phone numbers, and physical/mailing addresses.
Tax Identification Numbers (EINs, SSNs) necessary for tax-ready reporting.
B. Financial and Transactional Information
Bank account numbers, credit card numbers, and routing details.
Invoices, receipts, payroll records, loan documents, and financial statements.
Login credentials for accounting software (e.g., QuickBooks Online) or view-only bank access, provided securely by you.
C. Digital and Website Data
IP addresses, browser types, and operating systems utilized during website visits.
Data collected via cookies to enhance your website browsing experience.
3. How We Use Your Information
We use the collected information strictly to conduct our business operations and deliver high-quality financial services, including:
Setting up, managing, and reconciling your books and financial records.
Preparing tax-ready financial statements, profit & loss reports, and balance sheets.
Processing payroll or invoicing on your behalf, as dictated by your scope of work.
Communicating regarding your account, updates, and missing documentation.
Complying with legal, regulatory, or professional accounting obligations.
4. How We Share Your Information
We do not sell, rent, or trade your personal or financial information to third parties. Data is shared only under the following strict circumstances:
With Your Explicit Consent: For example, sharing financial reports directly with your CPA or tax preparer at your request.
Trusted Third-Party Service Providers: We utilize secure, industry-standard software (such as QuickBooks and secure cloud storage) to process and store your data. These providers are bound by strict confidentiality agreements.
Legal Requirements: If required by law, court order, or government regulation (e.g., an IRS audit).
Data Sharing Restrictions: Customer data is not shared with third parties for promotional or marketing purposes. Mobile opt-in and consent data are never shared with anyone for any purpose.
5. Data Security and Safeguards
Data security is our highest priority. We employ robust administrative, technical, and physical security measures, including:
Encryption: Utilizing bank-grade Advanced Encryption Standard (AES) 256-bit encryption for data at rest and in transit.
Secure Access: Multi-Factor Authentication (MFA) is required across all internal systems and software platforms.
View-Only Access: Requesting view-only bank access whenever possible to limit risk exposure.
Clean Desk Policy: Ensuring physical documents are securely shredded or locked away immediately after digital processing.
6. Data Retention
We retain your personal and financial information only for as long as necessary to fulfill the purposes outlined in this policy, comply with contractual obligations, and meet federal and state record-keeping regulations. This generally aligns with IRS retention guidelines, which require keeping tax-supporting financial records for 3 to 7 years.
7. Your Rights and Choices
Depending on your location, you may have specific rights regarding your data:
Access and Correction: The right to request copies of records and ask for corrections of inaccuracies.
Data Portability: The right to request that we transfer your financial data to another provider at the termination of our contract.
Opt-Out: The right to opt out of marketing or promotional emails, though essential operational emails regarding bookkeeping will still be sent.
8. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. When updates are made, we will revise the “Effective Date” at the top of this document. We encourage periodic reviews to stay informed about how we protect your data.
9. TLP Bookkeeping Solution Messaging Terms and Conditions
By opting in, you agree to receive SMS messages from TLP Bookkeeping Solution related to appointment reminders, account notifications, and customer support updates. Message frequency will vary. Message and data rates may apply.
We use your mobile number to send service-related text messages you have opted into.
We do not sell or share your mobile number or SMS consent data with third parties for their marketing purposes.
Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data
Program Description: The messaging program consists of general conversational messaging to answer questions and provide support to customers.
Opt-out Procedure: You can cancel the SMS service at any time by texting STOP to the phone number from which you received messages. We will send a confirmation SMS that you have been unsubscribed.
Support/Help: If you experience issues, contact us directly at Terika@tlpbookkeepingsolution.com.
Carrier Liability Disclaimer: Carriers are not liable for delayed or undelivered messages.
Message and Data Rates: Message and data rates may apply for any messages sent to you from us and vice versa.
Message Frequency Notice: Message frequency will vary based on communication needs.
10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data handling practices, please contact:
TLP Bookkeeping Solution
Contact: TLP Bookkeeping Solution
Email: terika@tlpbookkeepingsolution.com
Phone: 561-618-3027