PRIVACY POLICY
for Better Bookkeeping Vermont
Better Bookkeeping Vermont ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you visit our website or engage our tax preparation and financial services. By accessing our website or using our services, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information:
Personal Identification Information: Name, email address, phone number, and mailing address.
Financial and Tax Information: Employer details, income records, tax documents, Social Security numbers (SSN or EIN), and other financial records necessary for bookkeeping, tax preparation, and accounting services.
Payment Information: Billing details, transaction history, and payment methods for processing service fees.
Technical Data: IP address, browser type, device information, and browsing behavior collected through cookies and similar technologies when interacting with our website.
How We Use Your Information
We use the collected information to:
Provide and manage our bookkeeping, tax preparation, and financial services.
Process transactions and send related information, including invoices, receipts, and financial statements.
Communicate with you regarding inquiries, appointment reminders, and service updates.
Send promotional materials, special offers, or updates on tax laws and financial services (with your consent).
Improve our website and services by analyzing user interactions and preferences.
Ensure compliance with legal and regulatory obligations related to bookkeeping, tax preparation, and financial reporting.
Sharing Your Information
We do not sell or rent your personal information. We may share your information with:
Service Providers: We may share your information with third-party vendors who assist in providing our services, such as payment processors, bookkeeping software providers, or financial institutions.
Legal Obligations: If required by law, court order, or to comply with regulatory requirements, we may disclose your information to relevant authorities.
Fraud Prevention & Security: We may share information to protect against fraudulent activities, unauthorized transactions, or security threats.
Consent-Based Sharing: If you request or authorize us to share your information with a third party (e.g., financial advisors, accountants, or legal representatives), we will do so with your explicit consent.
Data Security
We implement strict security measures to protect your personal and financial information from unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure data storage, and restricted access to sensitive information. While we take every precaution to safeguard your data, no method of transmission over the internet or electronic storage is completely secure. We encourage clients to take precautions when sharing personal information online.
Your Rights
Depending on your location, you may have the right to:
Access the personal information we hold about you.
Request corrections to inaccurate or incomplete data.
Request deletion of your personal information, subject to legal and regulatory requirements.
Opt-out of marketing communications.
To exercise these rights, please contact us at
(661)324-4440.
Third-Party Links
Our website may include links to third-party websites for additional resources or services. However, we are not responsible for the privacy practices, security, or content of these external sites. We encourage you to review their privacy policies before providing any personal information.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Any significant updates will be posted on our website with the revised effective date. We encourage you to review this policy regularly to stay informed about how we protect your information.
Contact Us
If you have questions or concerns about this Privacy Policy, please contact us at:
Better Bookkeeping Vermont
58 North Forty Lane
Middlebury, VT 05753
Phone: (802) 755-5565
Email: [email protected]
By using our services, you acknowledge that you have read and understood this Privacy Policy.
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BUSINESS HOURS
MONDAY – SATURDAY
10:00am - 8:00pm
SUNDAY
BY APPOINTMENT ONLY