top of page
Bubbles In Liquid

Privacy Policy

IvyBloomBooks is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you engage our bookkeeping services or interact with us.

​

Information We Collect

We may collect the following types of information:

​

Personal Information

  • Name

  • Email address

  • Phone number

  • Mailing address

 

Financial & Business Information

  • Bank statements

  • Transaction records

  • Accounting records

  • Payroll information

  • Tax-related documents (if applicable)

 

How We Use Your Information

We use your information solely for legitimate business purposes, including:

  • Providing bookkeeping and related services

  • Communicating with you about your account

  • Processing payments and invoices

  • Meeting legal and regulatory requirements

  • Improving our services

We do not sell, rent, or trade your personal information.

 

How We Protect Your Information

We take reasonable administrative, technical, and physical safeguards to protect your information, including:

  • Secure cloud-based accounting platforms

  • Password-protected systems

  • Limited access to client data

  • Encrypted file sharing where applicable

While we take strong precautions, no method of data transmission or storage can be guaranteed 100% secure.

 

Sharing of Information

We may share your information only in the following circumstances:

  • With trusted service providers (e.g., accounting software, payroll platforms) solely to perform services

  • When required by law, regulation, or court order

  • With your explicit written consent

All third parties are required to maintain the confidentiality of your information.

 

Data Retention

We retain client records only as long as necessary to:

  • Provide services

  • Comply with legal, regulatory, and professional obligations

When data is no longer required, it is securely deleted or destroyed.

 

Your Rights

Depending on your location, you may have the right to:

  • Request access to your personal data

  • Request corrections to inaccurate data

  • Request deletion of your data (subject to legal obligations)

Requests must be made in writing.

 

Cookies and Website Use 

If we operate a website, it may use cookies or analytics tools to improve functionality and user experience. You may disable cookies through your browser settings.

 

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website or provided to clients as appropriate.

bottom of page