Privacy Policy

Effective Date: January 1, 2026

Last Updated: January 1, 2026

1. Introduction

QB Billing Inc ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website bookssupport.com or use our bookkeeping and accounting support services.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out a contact form on our website
• Request our bookkeeping or accounting support services
• Subscribe to our newsletter or blog
• Contact us via phone, email, or other communication channels
• Engage our services and provide information necessary for bookkeeping tasks

Personal information may include:

• Name and contact information (email address, phone number, mailing address)
• Business name and business information
• Payment information (credit card numbers, billing address)
• Tax identification numbers (EIN, SSN when necessary for services)
• Any other information you choose to provide

2.2 Financial Information

When you engage our bookkeeping and accounting support services, we may collect and process financial information, including:

• Bank account information
• Financial transactions and records
• Accounting software access credentials (when granted permission)
• Invoices, receipts, and expense documentation
• Payroll information
• Tax records and documents

2.3 Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address
• Browser type and version
• Operating system
• Referring website
• Pages viewed and time spent on pages
• Date and time of visit

3. How We Use Your Information

We use the information we collect for the following purposes:

• To Provide Services: To deliver bookkeeping, accounting support, and related services you request
• To Communicate: To respond to your inquiries, send service-related notifications, and provide customer support
• To Process Payments: To process transactions and send invoices and payment confirmations
• To Improve Our Services: To understand how our services are used and improve our offerings
• To Ensure Security: To protect against fraud, unauthorized access, and other security issues
• To Comply with Legal Obligations: To comply with applicable laws, regulations, and legal processes
• To Send Marketing Communications: With your consent, to send newsletters, promotional materials, and other marketing communications (you may opt out at any time)

4. How We Share Your Information

4.1 We Do Not Sell Your Information

We do not sell, rent, or trade your personal or financial information to third parties for their marketing purposes.

4.2 Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, including:

• Payment processors (to handle credit card and ACH transactions)
• Cloud storage providers (to securely store your financial data)
• Email service providers (to send communications)
• Accounting software companies (when necessary to access your accounting data with your permission)

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.3 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, government agencies).

4.4 Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred to the acquiring entity.

4.5 With Your Consent

We may share your information with third parties when you give us explicit consent to do so.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encryption of data in transit and at rest using industry-standard protocols (SSL/TLS)
• Secure storage systems with access controls
• Regular security audits and updates
• Employee training on data protection and confidentiality
• Multi-factor authentication for system access
• Regular backups to prevent data loss

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

6. Data Retention

We retain your personal and financial information for as long as necessary to:

• Provide our services to you
• Comply with legal obligations (e.g., tax records retention requirements)
• Resolve disputes and enforce our agreements

Financial and tax-related records are typically retained for a minimum of 7 years in accordance with IRS and accounting best practices. When your information is no longer needed, we will securely delete or anonymize it.

7. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

• Access: You have the right to request a copy of the personal information we hold about you
• Correction: You have the right to request correction of inaccurate or incomplete information
• Deletion: You have the right to request deletion of your personal information (subject to legal retention requirements)
• Portability: You have the right to request your data in a portable format
• Opt-Out: You have the right to opt out of marketing communications at any time
• Object: You have the right to object to certain processing of your information

To exercise any of these rights, please contact us at hello@bookssupport.com or call (855) 800-2823.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device.

We use cookies to:

• Remember your preferences
• Understand how you use our website
• Improve website performance
• Deliver relevant content

You can control cookie settings through your browser settings. Please note that disabling cookies may affect the functionality of our website.

9. Third-Party Links

Our website may contain links to third-party websites (e.g., accounting software providers, payment processors). We are not responsible for the privacy practices of these third-party sites. We encourage you to read the privacy policies of any third-party websites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately so we can delete it.

11. California Privacy Rights

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected, used, and shared
• Right to delete personal information
• Right to opt out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising your privacy rights

To exercise your California privacy rights, contact us at hello@bookssupport.com.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by:

• Posting the updated Privacy Policy on our website
• Updating the "Last Updated" date at the top of this policy
• Sending you an email notification (if you have provided your email address)

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

QB Billing Inc
Email: hello@bookssupport.com
Phone: (855) 800-2823
Business Hours: Monday - Friday, 9:00 AM - 6:00 PM EST

14. Disclaimer Regarding Third-Party Software

QB Billing Inc is an independent third-party service provider. We are not affiliated with, endorsed by, or connected to Intuit Inc., QuickBooks®, or any other accounting software company. When we access your accounting software with your permission, we comply with the software provider's terms of service and privacy policies. We encourage you to review the privacy policies of any third-party software you use.