Privacy Policy
Effective date: July 1, 2025
501cbookkeeping ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information.
1. Information We Collect
We may collect the following types of information:
2. How We Use Your Information
We use collected information to:
- Provide, manage, and improve our bookkeeping services
- Communicate with you about your engagement, proposals, and account
- Schedule and confirm consultations
- Send service-related notices and updates
- Understand how our website is used and improve its content
- Comply with legal and regulatory obligations
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
3. Third-Party Services
We use the following third-party services that may process data on our behalf:
4. Data Security
We take reasonable technical and organizational measures to protect client data from unauthorized access, disclosure, or loss. Client financial records are accessed only through secure, role-based platforms with multi-factor authentication. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
5. Data Retention
We retain client financial records for a minimum of seven (7) years following the end of an engagement, in accordance with IRS recordkeeping guidelines. Contact and inquiry information is retained for as long as necessary to respond to your request and maintain our business records. You may request deletion of non-legally-required data at any time.
6. Your Rights
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of personal data not required by law
- Opt out of any marketing communications
To exercise any of these rights, contact us at the information below.
7. Cookies
Our website uses cookies through Google Analytics to understand aggregate visitor behavior. You can disable cookies in your browser settings or opt out of Google Analytics tracking at tools.google.com/dlpage/gaoptout.
8. Children's Privacy
Our services are directed to nonprofit organizations and their representatives, not to individuals under 18. We do not knowingly collect personal information from minors.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be communicated to active clients by email. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.
10. Contact Us
Questions or requests regarding this Privacy Policy can be directed to:
This policy is provided for informational purposes. It does not constitute legal advice. Consult an attorney for legal guidance specific to your organization.