Effective Date: July 4, 2026
1. Introduction
SITELINE Bookkeeping, LLC [update with your exact registered legal entity name and type] ("SITELINE," "Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to you when you visit our website or engage our bookkeeping services.
By using our website or services, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our website and services.
2. Information We Collect
We collect information in the following ways.
Information you provide directly:
- Contact details such as your first and last name, business name, email address, phone number, and website, when submitted through our consultation form
- Information about your business, including approximate monthly revenue, provided to help us recommend the right service tier
- Communications you send to us, including emails, form submissions, and scheduling requests
- Financial and accounting records you provide once you become a client, including bank statements, receipts, invoices, and related bookkeeping documentation
Information collected automatically:
When you visit our website, certain information may be collected automatically through cookies, web beacons, and similar tracking technologies, including your IP address and approximate location, browser type, device type, and operating system, pages visited, time spent on our website, and referring website, and interactions with our website such as form submissions and button clicks.
We and our third party service providers may use this information for analytics and advertising, and to better understand how visitors use our website. You can control cookies through your browser settings, though disabling cookies may affect how our website functions.
Financial account information:
If you choose to securely connect a bank or financial account as part of our bookkeeping services, that connection is handled through Plaid Inc., a third party financial data network. Plaid uses bank level encryption to verify and transmit your financial account information, and SITELINE does not directly receive or store your online banking username or password. Please see the Data Security section below for more detail.
3. How We Use Your Information
We use the information we collect to respond to consultation requests and schedule calls, provide, maintain, and improve our bookkeeping, payroll, and reporting services, process payments and manage billing, communicate with you about your account, services, and any updates to our policies, send marketing communications which you may opt out of at any time, analyze website traffic and improve our marketing and user experience, and comply with legal, tax, and regulatory obligations.
4. Third Party Services and Tracking Technologies
Our website may use third party analytics, advertising, and scheduling tools to help us understand website performance, market our services, and allow you to book consultations. These third party services may place cookies or similar tracking technologies on your device and may collect information about your visit to our website, including pages viewed and actions taken.
These third party providers operate under their own privacy policies, and we encourage you to review them. Our use of these services does not give those providers access to your private financial or bookkeeping records, which are kept separate and secured as described below.
5. Data Security
Protecting your information, especially your financial information, is a top priority.
- All information submitted through our website is transmitted using industry standard encryption
- Where financial account connections are required for bookkeeping services, this is handled exclusively through Plaid, which uses bank level encryption and secure, tokenized connections rather than storing your raw banking credentials. SITELINE never sees or stores your online banking username or password
- Internal access to client financial records is limited to authorized SITELINE personnel who require that access to perform bookkeeping services
- While we take reasonable and industry standard measures to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security
6. How We Share Your Information
We do not sell your personal or financial information. We may share information with service providers who help us operate our business, such as scheduling platforms, payment processors, financial data connections including Plaid, and accounting or practice management software, with professional advisors such as your CPA when you direct us to share information for tax preparation purposes, with legal or regulatory authorities when required by law or to protect our legal rights, and with a successor entity in the event of a merger, acquisition, or sale of business assets, subject to the same privacy commitments described here.
7. Data Retention
We retain personal and financial information for as long as necessary to provide our services, comply with legal and tax record keeping obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take reasonable steps to securely delete or anonymize it.
8. Your Rights and Choices
Depending on your location, you may have rights regarding your personal information, including the right to request access to the personal information we hold about you, request correction of inaccurate information, request deletion of your personal information subject to our legal and contractual retention obligations, and opt out of marketing communications at any time by using the unsubscribe link in our emails or contacting us directly. California residents may have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected and the right to request deletion.
To exercise any of these rights, contact us using the information at the end of this policy.
9. Children's Privacy
Our website and services are intended for business owners and individuals who are at least 18 years old. We do not knowingly collect personal information from children, and any such information discovered will be deleted.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal and regulatory reasons. The effective date at the top of this policy indicates when it was last revised. Continued use of our website after changes are posted constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at SITELINE Bookkeeping, email info@sitelinebookkeeping.com.