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Privacy Policy

Plan A Accounting is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines the types of personal information we collect, how it is used, and the steps we take to safeguard your information while providing online bookkeeping services. By using our services, you consent to the practices described in this Privacy Policy.

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1. Information We Collect

We collect personal information that you provide to us when you use our online bookkeeping services. This information may include:

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  • Personal Information: Such as your name, address, phone number, email address, and other contact information.

  • Financial Information: Such as bank account details, credit card information, and other financial data necessary for bookkeeping services.

  • Business Information: Details about your business, such as business name, industry, and tax identification number.

  • Usage Information: Information about how you use our website and services, including IP addresses, device information, and browsing history.

  • Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience and collect information about your interactions with our website.
     

2. How We Use Your Information

We use the information we collect for various purposes, including:
 

  • Providing and improving our online bookkeeping services.

  • Processing transactions and invoices related to our services.

  • Communicating with you about your account and updates to our services.

  • Customizing our services and content to better meet your needs.

  • Analyzing usage data and trends to improve our website and services.

  • Complying with legal and regulatory requirements.
     

3. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information with:
 

  • Service Providers: We may share your information with trusted service providers who assist us in providing our services, such as our bookkeepers and accountants.

  • Legal Compliance: We may disclose your information as required by law, regulation, or legal process.
     

4. Data Security
 

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission over the internet or security system can be guaranteed to be completely secure. Please be aware that we cannot guarantee the security of the information you transmit to us, and you use our services at your own risk.
 

5. Your Choices
 

You have the right to access, update, or delete your personal information. You can do so by contacting us at [your contact email]. You can also unsubscribe from our marketing communications by following the instructions provided in the emails.
 

6. Changes to This Privacy Policy

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We reserve the right to update or modify this Privacy Policy at any time without prior notice. Any changes will be effective immediately upon posting on our website. Your continued use of our services after changes are posted constitutes your acceptance of the updated Privacy Policy.

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Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at info@planAaccounting.com

With the Right Partner, Great Things Can Happen

Real humans. Perfect books. Your team of small business experts imports bank statements and prepares financial statements every month. Questions? Your Plan A Accounting bookkeeper works in-house, and they’re backed by our Client Research Team to provide you with informed answers to complex questions.

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