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Privacy Policy

Updated on May 6, 2025

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Simply Balanced Books respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, business name, billing information.

  • Financial Information: Documents, receipts, reports, and other bookkeeping-related data you choose to share with us.

  • Usage Data: Non-personal information such as IP address, browser type, pages visited, and time spent on the website.

2. How We Use Your Information

We use your information to:

  • Provide and manage our bookkeeping services.

  • Communicate with you about your account, services, or inquiries.

  • Improve our website and service offerings.

  • Comply with legal and tax obligations.

3. How We Protect Your Information

We implement industry-standard safeguards, including secure data storage and access controls, to protect your information from unauthorized access, disclosure, or misuse.

4. Sharing Your Information

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

  • Trusted third-party service providers who assist in service delivery (e.g., accounting platforms, email providers).

  • Legal or regulatory bodies when required by law.

5. Data Retention

We retain your information for as long as necessary to provide our services and meet our legal obligations. You may request data deletion at any time, subject to compliance requirements.

6. Your Rights

You may:

  • Request access to the information we hold about you.

  • Ask us to correct or delete your personal data.

  • Withdraw consent at any time, where applicable.

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these external sites.

8. Changes to This Policy

We reserve the right to update this policy. Updates will be posted on this page with a revised effective date.

9. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at:

Simply Balanced Books
simplybalancedbooksnj@gmail.com

917-558-0008

What to include in the Privacy Policy

Generally speaking, a Privacy Policy often addresses these types of issues: the types of information the website is collecting and the manner in which it collects the data; an explanation about why is the website collecting these types of information; what are the website’s practices on sharing the information with third parties; ways in which your visitors and customers can exercise their rights according to the relevant privacy legislation; the specific practices regarding minors’ data collection; and much, much more. 


To learn more about this, check out our article “Creating a Privacy Policy”.

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