BrightBooks Financial LLC ("BrightBooks," "we," "us," or "our") respects your privacy. This policy explains what information we collect through our website, how we use it, and the choices you have.
Information we collect
When you use our contact form or new client intake form, we may collect:
- Your name and the name of your business
- Email address and phone number
- Information you provide about your business, bookkeeping situation, and the services you're interested in
- Any other details you choose to include in a message
We do not intentionally collect sensitive financial account numbers through the website. Please do not submit bank account numbers, Social Security numbers, or passwords through our forms.
How we use your information
- To respond to your inquiry and follow up about our services
- To prepare a quote or recommend an appropriate service tier
- To provide and improve our bookkeeping and financial services
- To communicate with you about your engagement
We do not sell your personal information.
How your information is processed and stored
Our website forms are processed through Netlify, our website host, which stores form submissions and forwards them to us by email. Our email is hosted through a private email service. These providers process your information on our behalf so we can receive and respond to your messages.
Sharing with third parties
We share your information only with service providers that help us operate (such as our website host and email provider), or when required by law. We do not sell or rent your personal information to anyone.
Cookies and analytics
[INSERT: State whether the site uses cookies or analytics such as Google Analytics. If it does not, you can say "Our website does not use tracking cookies or third-party analytics." If it does, describe what is used and why.]
Data retention
We keep form submissions and related communications for as long as needed to respond to your inquiry and provide our services, and as required for our records and legal obligations.
Your choices and rights
You may contact us at any time to ask what information we have about you, request a correction, or ask us to delete it, subject to any legal record-keeping requirements. Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act (CCPA). [INSERT: any state-specific rights language your attorney recommends.]
Children's privacy
Our services are intended for businesses and adults. We do not knowingly collect information from children under 13.
Changes to this policy
We may update this policy from time to time. Changes will be posted on this page with a revised effective date.
Contact us
Questions about this policy or your information? Contact BrightBooks Financial LLC:
- Email: info@brightbooksfinancial.org
- Phone: 877-609-3826
- [INSERT: mailing address, if you want to include one]