Privacy Policy
Northstate Bookkeeping
Last updated: December 27, 2025
- Introduction
Northstate Bookkeeping (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our bookkeeping services and website.
- Information We Collect
We may collect the following types of information when you interact with us or use our services:
Personal Information: Name, address, email, phone number, business name, and other contact details. Business Financial Information: Financial records, bank statements, receipts, invoices, payroll data, and other information needed to provide bookkeeping services. Tax Information: Tax identification numbers, tax documents, and related information necessary for tax preparation and filing. Account Information: Login credentials, account history, and usage data for our online platform. Payment Information: Payment details when you purchase our services. Communications: Records of your communications with us (calls, emails, chat messages, etc.).
- How We Use Your Information
We use your information to:
Provide professional bookkeeping, accounting, and financial services. Maintain accurate financial records for your business. Prepare financial reports, tax documents, and other required filings. Communicate with you about your account, services, or inquiries. Process payments and manage billing. Improve our services and client experience. Comply with legal, regulatory, or compliance obligations.
- How We Share Your Information
We do not sell your personal information. We may share your information only as necessary:
With tax authorities and government agencies when required for tax filing and compliance purposes. With financial institutions to facilitate banking and payment processing for your business. With trusted third-party service providers supporting our operations (secure data storage, accounting software platforms, etc.), under strict confidentiality agreements. With your accountant, attorney, or other professional advisors when you authorize us to do so. As required by law, regulation, or legal process.
- Data Security
We use reasonable administrative, technical, and physical safeguards to protect your personal and financial information. This includes secure servers, encryption, access controls, and regular security reviews. As a bookkeeping service, we understand the sensitive nature of financial data and maintain industry-standard security practices. While we strive to protect your data, no method is 100% secure; please use care when sharing sensitive information.
- Your Choices
Access and Correction: You may request access to or correction of your personal information at any time. Data Retention: We retain financial records in accordance with applicable tax laws and professional standards, typically for a minimum of seven years. Marketing Preferences: You can opt out of marketing communications at any time by contacting us.
- Use of Third-Party Platforms
We use professional accounting and bookkeeping software platforms to manage your financial data. These platforms are contractually obligated to protect your data and use it only for the purposes of delivering services to you. We carefully select vendors that maintain robust security and privacy practices.
- Children’s Privacy
Our services are not intended for children under 18. We do not knowingly collect information from minors.
- Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the updated date. Your continued use of our services constitutes acceptance of any changes.