Privacy Policy

Effective Date: May 5, 2025

This Privacy Policy describes how bookkeepingsupportpro.com (“we”, “us”, or “our”) collects, uses, and shares your personal information when you access and use https://www.bookkeepingsupportpro.com (the “Service”).

Definitions

Personal Information
Any information that identifies or can reasonably identify an individual, such as name, email address, or payment data.
Processing
Any operation performed on personal information, including collection, storage, use, or disclosure.
Consent
Your agreement to the collection, use, or disclosure of your personal information as described in this Privacy Policy.

By accessing or using the Service, you consent to the collection and use of your information as described in this Privacy Policy.

Information We Collect

  • Account & Profile Data: Name, email, dashboard notes (including any QuickBooks credentials entered in notes).
  • Appointment Data: Uploaded QuickBooks files, appointment dates, times, duration, status, and related metadata.
  • Payment & License Transaction Data: Stripe payment IDs, amounts, transaction status, license issuance metadata.
  • Service Provider Data: Bookkeeper name, email, hourly/markup rates, availability schedules, referral codes.
  • Logs & Infrastructure Data: AWS Cognito sign-in logs, API Gateway/Lambda request logs, CloudWatch logs.
  • Analytics & Cookies: GA4 event data, Google Ads tracking cookies, session identifiers.

Use of Information

We use the collected information to:

  • Provide, maintain, and operate the Service and Core Features (scheduling, file uploads, license delivery).
  • Process payments and manage license issuance through Stripe and our reseller.
  • Send transactional emails (confirmations, reminders) and, with your consent, marketing communications via AWS SES.
  • Improve our Service, develop new features, and personalize your experience.
  • Conduct analytics, reporting, and business intelligence to support financial reporting and platform performance.
  • Ensure security, prevent fraud, and comply with legal obligations.
  • Facilitate referral and affiliate programs and calculate commission payouts.

Our Service may contain links to third-party websites or resources. This Privacy Policy does not apply to those sites—please review their privacy policies separately.

Sharing Your Information

  • AWS Services: User data stored in DynamoDB, S3, Cognito; logs in CloudWatch for service operation.
  • Stripe: Payment and transaction data for processing charges.
  • KEYSEMPIRE LLC: Customer name, email, and purchase details for license fulfillment and activation support.
  • Google Analytics & Ads: Anonymized event and cookie data for analytics and ad targeting; no hashed customer lists are shared.

We do not sell your personal information under any circumstances.

Data Retention

We retain your data as follows, unless you request deletion:

  • Account & Profile Data: Indefinitely, until you request deletion; then removed per Terms of Use.
  • Appointment Records & Uploaded Files: S3 lifecycle: Day 0 upload, Day 30 → Standard-IA, Day 90 → Glacier Instant Retrieval, noncurrent versions purged after ~7 years.
  • Payment & License Transaction Records: Indefinitely, for tax and audit needs; anonymized if identifiers removed.
  • Service Provider Data: Indefinitely for reporting.
  • Logs & Infrastructure Data: CloudWatch retention default 1 day (extendable for troubleshooting).
  • Analytics & Cookies: Retained under Google’s platform settings.

Cookies & Tracking

We use cookies and similar technologies—see our Cookie Settings (part of this Privacy Policy) for details.

You can manage your cookie and analytics preferences via the Consent link in the footer, which opens the preferences modal.

We do not recognize or respond to “Do Not Track” (DNT) browser signals.

Security

We implement industry-standard security measures, including TLS encryption in transit (HTTPS), encryption at rest, presigned URLs for file uploads, access controls with AWS Cognito, and regular security reviews. However, no system is completely secure, and we cannot guarantee absolute security.

Children’s Privacy

Our Service is intended for individuals aged 18 and older. We do not knowingly collect personal information from anyone under 18. If we learn we have collected data from a minor, we will promptly delete that information.

Your Rights

California residents and other U.S. users may exercise the following rights:

  • Right to Know: Request information on the categories and sources of personal data collected.
  • Right to Access: Obtain a copy of your personal data in our possession.
  • Right to Delete: Request deletion of your personal data, subject to exceptions.
  • Right to Correct: Update or correct inaccurate personal data via self-service in the Dashboard (or by contacting support).
  • Right to Opt-Out: Opt out of any sale of personal data (we do not sell personal data).
  • Right to Non-Discrimination: We will not discriminate against you for exercising these rights.

To exercise any of these rights, please use the self-service options in your Dashboard or contact us via the Contact Form or by replying to a confirmation email. We aim to respond within 45 days.

Contact Us

For privacy inquiries or to exercise your rights, reply to any confirmation email or visit our Contact Form.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Last Updated date above and post the updated policy on this page. Your continued use of the Service after changes indicates your acceptance of the revised Privacy Policy.

Version: 1

Last Updated: May 5, 2025