How we handle your information.

We collect information you choose to provide when you contact us, book a consultation, complete an intake form, subscribe to updates, or work with SnapBooks. This may include your name, email address, phone number, business name, website, annual revenue range, service interests, and any notes you share about your bookkeeping or finance needs.

If you become a client, we may also collect information needed to provide bookkeeping, advisory, onboarding, billing, and support services. This can include business contact details, accounting system access, financial account connections, transaction records, payroll or contractor details, tax-related records, and communications with you or your CPA.

We use information to respond to inquiries, schedule consultations, evaluate whether SnapBooks is a good fit, provide bookkeeping and advisory services, prepare reports, coordinate onboarding, process payments, communicate with you, improve our website and services, and meet legal, accounting, security, and compliance obligations.

We do not sell your personal information. We also do not use client financial information for advertising or unrelated marketing purposes.

Bookkeeping requires access to accurate financial data. When you authorize access to accounting software, bank feeds, payment processors, payroll platforms, or related tools, we use that access only to provide the services you requested, maintain accurate records, reconcile accounts, prepare reports, and support your financial workflows.

You remain responsible for managing access permissions in the tools and accounts you own. If our working relationship ends, you should remove or update SnapBooks access in your accounting, banking, payment, payroll, and related systems.

We may use trusted third-party providers to operate our business and deliver services, including scheduling, email, website hosting, analytics, payment processing, document storage, accounting software, bookkeeping tools, payroll platforms, and client communication tools.

These providers may process information on our behalf only as needed to provide their services to us, and they are expected to protect information according to their own security and privacy obligations.

Our website may use cookies, analytics, pixels, and similar technologies to understand site traffic, improve pages, measure marketing performance, and keep the site working properly. Your browser may allow you to block or delete cookies, though some site features may not work as intended.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal and business information. No online system, email system, or data transmission can be guaranteed to be completely secure, but we take confidentiality and financial data protection seriously.

Please do not send sensitive financial records, passwords, tax documents, or account credentials through unsecured channels unless we specifically provide or approve that method.

We may share information when needed to provide services, with your direction or consent, with your CPA or other advisors when you ask us to coordinate with them, with service providers that support our business, to comply with law or legal process, to protect rights and security, or in connection with a business transfer such as a merger, acquisition, or sale of assets.

We keep information for as long as needed to provide services, maintain business records, comply with legal and accounting obligations, resolve disputes, enforce agreements, and support legitimate business purposes. Retention periods may vary depending on the type of information and our relationship with you.

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to legal, accounting, contractual, and operational requirements. You may also unsubscribe from marketing emails using the link in those emails or by contacting us.

If you have questions about this Privacy Policy or how SnapBooks handles information, contact us at hello@snapbooks.io.