Privacy Policy

Bright Books Privacy Policy

Last Updated: 8/8/2026

1. Information We Collect

We collect personal and financial information to provide accurate bookkeeping services.

• Direct Information: Names, business names, physical addresses, email addresses, and phone numbers.

• Financial Documents: Bank statements, credit card statements, payroll records, tax identifiers (SSN/EIN), invoices, and receipts.

• Digital Data: IP addresses, browser types, and cookies collected automatically via our website.

2. How We Use Your Information

We use your data strictly to run our business and deliver contracted services.

• To maintain general ledgers and perform bank reconciliations.

• To process payroll and prepare financial reports.

• To communicate regarding accounts and invoice for services.

• To comply with federal, state, and local legal obligations.

3. Information Sharing and Disclosure

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

• Third-Party Vendors: Data is shared with secure accounting software (e.g., QuickBooks, Xero) and payroll processors solely to perform services.

• Written Authorization: We will not disclose financial data to third parties (like mortgage /lenders) without your explicit written consent.

• Legal Requirements: We disclose information only when legally compelled by a subpoena, court order, or IRS mandate.

4. Mobile Data Sharing

• Customer data is not shared with 3rd parties for promotional or marketing purposes.

• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Bright Books LLC Messaging Terms and Conditions

• The messaging program consists of general conversational messaging to answer questions and provide support to customers.

• You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

• If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at brtbks.bookkeeping@gmail.com.

• Carriers are not liable for delayed or undelivered messages.

• As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

• If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page.

5. Data Security and Safeguards

We implement industry-standard administrative, technical, and physical protections.

• Multi-factor authentication (MFA) on all financial software.

• End-to-end encryption for document transfers and storage.

• Employee training on data privacy and strict internal access controls.

6. Data Retention

We retain financial records only as long as necessary to fulfill business purposes or comply with federal tax laws, typically up to seven years.

7. Your Rights and Choices

Depending on your state, you may request access to, correction of, or deletion of your personal data. We will not use your email for promotional purposes.

8. Contact Information

For questions regarding this policy, contact us at:

• Business Name: Bright Books LLC

• Email: bright@bb-bookkeeping.com

• Phone: (844)-427-8257