At Update with QB Accounting, your privacy is important to us. This Privacy Policy explains what information we collect, how we use it, and how we keep it safe.
Information We Collect
We may collect the following personal and business-related information when you use our website or services:
Your Name
Email Address
Phone Number
Business Name & Type
Financial Information (used only for accounting purposes)
Communication or message history from contact forms
How We Use Your Information
We only use your data for the purposes for which it was provided. Specifically:
To deliver accounting, bookkeeping, and financial advisory services
To communicate with you about updates, service requests, and scheduling
To maintain internal records and improve service quality
For invoicing and payment processing
For legal, tax, or regulatory compliance (if applicable)
We do not use your data for unsolicited marketing purposes.
Data Protection & Security
We are committed to ensuring your information is secure. Measures we take include:
Password-protected file storage
Use of secure cloud-based tools (e.g., QuickBooks Online, Google Workspace)
Limited access to financial data — only for relevant personnel or services
Regular data backup and encryption when possible
Third-Party Services
We may integrate tools like:
Google Analytics (for website performance monitoring)
Email or scheduling tools (e.g., Google Calendar, Gmail)
These services have their own privacy policies which you should review. We do not sell or rent your data to any third parties.
Your Rights
As a user, you have the right to:
Request access to your personal data
Ask for corrections or deletion of inaccurate information