Privacy Policy

EagleOne Bookkeeping ("we," "our," or "us") is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose information when you use our bookkeeping services and visit our website.

Information We Collect

Personal Information

We may collect the following types of personal information:

  • Name, address, phone number, and email address

  • Business information (business name, EIN, business address)

  • Financial information necessary for bookkeeping services

  • Bank account information and financial statements

  • Tax identification numbers

  • Payment information for our services

Website Information

When you visit our website, we may automatically collect:

  • IP address and browser information

  • Pages visited and time spent on our site

  • Cookies and similar tracking technologies

  • Device information and operating system

How We Use Your Information

We use your information to:

  • Provide professional bookkeeping and accounting services

  • Communicate with you about your account and services

  • Process payments and manage billing

  • Comply with legal and regulatory requirements

  • Improve our services and website functionality

  • Send you relevant business communications (with your consent)

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in:

  • Cloud storage and data processing

  • Payment processing

  • Professional services (attorneys, auditors)

  • Technology support

Legal Requirements

We may disclose information when required by law, including:

  • Court orders or subpoenas

  • Government investigations

  • Regulatory compliance requirements

  • Tax reporting obligations

Business Transfers

In the event of a merger, acquisition, or sale of business assets, client information may be transferred as part of the transaction, subject to confidentiality agreements.

Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Encryption of sensitive data in transit and at rest

  • Secure cloud storage solutions

  • Regular security assessments and updates

  • Access controls and authentication measures

  • Employee training on data protection

Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for [7 years] or as required by applicable laws and regulations.

Your Rights

You have the right to:

  • Access your personal information we maintain

  • Request correction of inaccurate information

  • Request deletion of your information (subject to legal requirements)

  • Withdraw consent for marketing communications

  • Receive a copy of your information in a portable format

To exercise these rights, please contact us using the information provided below.

Cookies and Website Technologies

Our website may use cookies and similar technologies to:

  • Remember your preferences

  • Analyze website traffic and usage

  • Improve user experience

You can control cookie settings through your browser preferences.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from children.

Updates to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date.

Professional Standards

As a bookkeeping service provider, we adhere to professional standards and ethical guidelines that require us to maintain strict confidentiality of client information.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us