Privacy Policy
This Privacy Policy explains how Bookkeeping Express (“BKE,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects personal information through our website, lead and contact forms, review requests, communications, and related business services. It also describes your privacy choices and rights.
Notice at Collection
This section is intended to serve as BKE’s website-level notice at collection for visitors who submit information through our online forms and pages.
Categories we may collect
- Contact details, such as name, email address, phone number, company, title, and mailing address
- Business and professional information, such as industry, revenue range, business type, franchise or multi-location status, and service needs
- Inquiry and form information, such as free-review answers, messages, scheduling details, uploaded files, and related follow-up notes
- Internet and device data, such as IP address, browser type, referral URL, pages viewed, clicks, and cookie identifiers
- Communications data, such as emails, calls, texts, portal messages, and support history
- If you become a client, additional service-related data such as bookkeeping files, credentials, account-access details, provider account data, billing information, and tax/compliance records
Why we collect it
- To respond to your inquiry or review request
- To communicate with you about services, scheduling, onboarding, and support
- To provide bookkeeping, reporting, tax-support coordination, and related business services
- To improve our website, content, systems, and service delivery
- To protect our systems, detect fraud, and maintain security
- To comply with legal, tax, contractual, and recordkeeping obligations
Sale, sharing, and targeted advertising
We may use analytics, cookies, and advertising technologies that disclose certain device or browsing data to service providers, analytics providers, or advertising partners. Depending on the law that applies and the technology in use, those disclosures may be considered a “sale,” “sharing,” or “targeted advertising.” You may have the right to opt out as described below.
Retention
We retain personal information for different periods depending on the category of data, the purpose for collection, our business relationship with you, legal obligations, security needs, and dispute-resolution requirements. A category-by-category summary appears in the Retention section below.
1. Scope of This Policy
This Privacy Policy applies to personal information we collect through BookkeepingExpress.com, our public forms and landing pages, requests for consultations or free reviews, emails and phone calls, marketing communications, and related business interactions.
If you become a client, we may also collect and process additional service-related information needed to provide bookkeeping, reporting, tax-support coordination, onboarding, secure access, and account maintenance. Some service-specific practices may also be addressed in your agreement with us, portal terms, onboarding documents, or other client-facing materials.
This Policy does not apply to third-party websites, software, or services that we do not control, even if they are linked from our website or used in connection with our services. Their own terms and privacy notices will govern their information practices.
2. Information We Collect
Information you provide directly
We may collect personal information that you choose to provide, including:
- Name, email address, phone number, company name, title, industry, and address
- Business profile information, such as entity type, number of locations, software in use, monthly bookkeeping needs, payroll needs, or franchise affiliation
- Messages you send through forms, emails, phone calls, or other communications
- Information submitted in a consultation request, contact request, or free-review request
- Files or documents you upload or share with us
- Scheduling details and follow-up preferences
Information collected automatically
When you use our website, we and our service providers may automatically collect:
- IP address, device identifiers, browser type, operating system, and language preferences
- Pages viewed, site navigation, clicks, referring pages, timestamps, and approximate geolocation derived from IP address
- Cookie IDs and similar online identifiers
- Security and diagnostic logs
Information from third parties
We may receive information from:
- Advertising, analytics, and social media providers
- Scheduling, communications, CRM, marketing, and support tools
- Referral partners, franchise networks, or other business partners
- Public sources, such as business websites and public company information
- Your financial institutions, payroll providers, bookkeeping software providers, tax-support partners, or other service platforms if you authorize us to work with them
Service and client data
If you engage BKE for services, we may collect additional information necessary to provide those services, including bookkeeping and accounting records, transaction files, provider account data, bank or software access credentials, account balances, payment and billing data, tax and compliance records, support history, and data you or your authorized representatives instruct us to access or maintain.
3. How We Collect Information
We collect personal information in several ways, including when you:
- Browse or interact with our website
- Fill out a contact, consultation, or review form
- Call, email, message, or otherwise communicate with us
- Schedule time with us or request a quote
- Upload documents or provide onboarding information
- Become a client and authorize us to access software, provider accounts, or files on your behalf
- Interact with our emails, advertising, or other digital content
4. How We Use Information
We may use personal information for the following business and commercial purposes:
- To respond to inquiries, requests, and support needs
- To evaluate, schedule, and complete free reviews, consultations, and follow-up communications
- To provide bookkeeping, reporting, onboarding, tax-support coordination, and related services
- To manage accounts, maintain records, and communicate with prospects, clients, and authorized representatives
- To personalize your experience, improve our website, and understand how visitors use our pages
- To market our services, subject to your rights and choices under applicable law
- To detect, prevent, and investigate fraud, misuse, security incidents, or other unlawful activity
- To enforce our agreements, protect our rights, and comply with legal and regulatory obligations
- To support audits, record retention, dispute resolution, and internal business operations
5. How We Disclose Information
We may disclose personal information to the following categories of recipients:
Service providers and processors
We may share information with vendors that provide services on our behalf, such as website hosting, analytics, communications, customer relationship management, scheduling, document management, IT support, advertising, payment processing, bookkeeping technology, security, and tax-support coordination.
Professional advisors and partners
We may disclose information to lawyers, accountants, auditors, insurers, tax-support partners, franchise partners, or other advisors and partners as needed for legitimate business purposes and as permitted by law.
Your authorized representatives and providers
If you direct us to work with your CPA, payroll provider, bank, bookkeeping platform, tax preparer, or other provider, we may disclose information needed to complete the requested services.
Legal, compliance, and business transfers
We may disclose information when reasonably necessary to comply with law, respond to legal process, protect our business or another person, investigate suspected wrongdoing, enforce our agreements, or in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.
Advertising and analytics partners
We may allow certain analytics or advertising partners to collect device, browsing, and online activity information through cookies, pixels, tags, SDKs, or similar technologies on our website. Depending on the applicable law and the technologies in use, this may be treated as a disclosure for targeted advertising, sharing, or sale.
7. Retention of Personal Information
We retain personal information only for as long as reasonably necessary for the purposes described in this Policy, unless a longer period is required or permitted by law. Retention may vary based on the type of information, our relationship with you, legal or tax requirements, dispute-resolution needs, backup cycles, and security considerations.
| Category | Typical retention approach | Examples |
|---|---|---|
| Website analytics and log data | Generally retained for up to 13 months, or longer if needed for security, fraud prevention, or troubleshooting | IP address, pages viewed, clicks, device/browser data, cookie IDs, server logs |
| Contact and inquiry records | Generally retained for up to 24 months after the last meaningful interaction, unless needed longer for legal, marketing suppression, or business records purposes | Contact forms, emails, call notes, quote requests, general inquiries |
| Review and consultation submissions | Generally retained for up to 24 months after the last interaction if you do not become a client, and longer if needed to support follow-up, records, or service onboarding | Free-review answers, consultation notes, uploaded files, scheduling history |
| Marketing and CRM records | Retained until you opt out, object, or we determine the records are no longer needed for business purposes | Email preferences, lead stage, campaign history, suppression lists |
| Client and service records | Retained for the duration of the client relationship and for a reasonable period afterward, typically up to 7 years or longer if required by contract, law, tax, accounting, or dispute-resolution needs | Bookkeeping files, financial records, support history, account configuration, client communications |
| Credentials and provider account data | Retained only as long as necessary to provide the requested services, maintain access, address errors or interruptions, meet contractual obligations, or protect security | Software logins, bank or provider access credentials, account-access details, provider account data |
| Legal, tax, billing, and compliance records | Retained for as long as required by applicable law, contract, tax rules, audit requirements, or dispute-resolution needs | Invoices, payment records, tax-support records, contractual documentation |
8. Security
We use administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction. However, no website, platform, or transmission method is completely secure, and we cannot guarantee absolute security.
If you use our services, you are also responsible for helping protect your information, including safeguarding credentials, limiting access to authorized users, and using approved secure channels when we request sensitive documents or service data.
9. Your Privacy Rights and Choices
Depending on where you live and the laws that apply, you may have the right to request that we:
- Confirm whether we process your personal information
- Provide access to or a copy of your personal information
- Correct inaccurate personal information
- Delete personal information, subject to exceptions
- Obtain a portable copy of certain information
- Opt out of the sale or sharing of personal information, or the use of personal information for targeted advertising or certain profiling activities
- Limit or object to certain processing, where provided by law
- Not be unlawfully discriminated against for exercising your privacy rights
How to submit a request
You may submit a privacy request by emailing info@bookkeepingexpress.com or by contacting us through our Contact page. Please include enough information for us to understand, evaluate, and respond to your request.
Verification
To protect privacy and security, we may need to verify your identity before processing certain requests. We may also request information needed to confirm that the person making the request is authorized to act on behalf of the individual whose information is involved.
Authorized agents
If applicable law allows you to use an authorized agent, we may ask for written authorization and may also take steps to verify your identity directly with you.
Appeals
If we deny your request, you may appeal that decision by replying to our response or by emailing info@bookkeepingexpress.com with the subject line “Privacy Appeal” within 30 days of receiving our decision.
Global Privacy Control
Where required by applicable law, we honor recognized browser-based opt-out signals such as Global Privacy Control for the browser or device that sends the signal. If you clear cookies, change browsers, or use a different device, you may need to renew your settings.
10. Children’s Privacy
Our website and services are intended for businesses and adults, not children. We do not knowingly collect personal information from children under 13 through our website. If you believe a child has provided personal information to us, please contact us so we can review the situation and take appropriate steps.
11. External Links and Third-Party Services
Our website may contain links to third-party websites, portals, scheduling tools, review services, social media platforms, tax-support resources, or other services. We are not responsible for the privacy, security, or content practices of those third parties. Please review their privacy notices before providing information to them.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, technology, legal requirements, or business operations. When we do, we will update the “Last updated” date at the top of this page. Your continued use of our website or services after an update becomes effective means the updated Policy will apply going forward, subject to applicable law.
Contact Us About Privacy
If you have questions about this Privacy Policy, would like to exercise a privacy right, or need help with a data request, contact Bookkeeping Express using the methods below.