Privacy Policy

Last Updated: December 2025

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At Clean Books Inc., we take your privacy seriously. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or services, you agree to the practices outlined below.

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1. Information We Collect

We may collect the following information when you visit our website, book a service, or contact us:

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Personal Information

• Name

• Email address

• Phone number

• Business name

• Any details you voluntarily provide through contact forms or intake forms

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Financial or Business Information

(only when you become a bookkeeping or advisory client)

• Accounting files

• Financial statements

• Payroll, invoicing, or revenue data

• Documents you upload or email to us

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Usage & Website Data

• IP address

• Browser type

• Pages viewed

• General analytics information (via tools like Google Analytics or Wix analytics)

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2. How We Use Your Information

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We use your information to:

• Provide bookkeeping and advisory services

• Communicate with you about your account or inquiries

• Send invoices, reports, or deliverables

• Improve our website, services, and client experience

• Send occasional updates or promotional emails (you may opt out anytime)

• Maintain legal, tax, or compliance requirements

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We never sell your data to third parties.

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3. How We Protect Your Information

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Clean Books Inc. uses secure, industry-standard protections:

• Encrypted storage and file sharing

• Password-protected platforms (QuickBooks, Gusto, etc.)

• Limited access based on role

• Secure client portals when applicable

• Encrypted communication options when necessary

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While no system is 100% secure, we take reasonable steps to safeguard your information.

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4. Sharing Your Information

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We only share information with:

• Trusted service providers (e.g., QuickBooks, Gusto, Google Workspace, Wix)

• Contractors who assist with bookkeeping or advisory work (under confidentiality agreements)

• Legal or regulatory bodies if required by law

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We never share or sell your information for marketing purposes.

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5. Cookies & Tracking

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Our website may use cookies to improve user experience and track analytics. You can adjust cookie settings through your browser at any time.

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6. Your Choices & Rights

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You can:

• Request access to your information

• Ask us to correct or update your information

• Request deletion of your information (unless required for tax/legal retention)

• Opt out of emails or marketing

• Request clarification about how your data is stored

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To make a request, email us at support@cleanbooksca.com.

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7. Data Retention

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For bookkeeping and tax purposes, certain documents must be stored for up to 7 years under IRS guidelines. Non-financial inquiries or form submissions may be deleted sooner.

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8. Third-Party Links

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Our website may include links to external websites. We are not responsible for their privacy practices or content.

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9. Children’s Privacy

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Our services are not directed to individuals under 13, and we do not knowingly collect information from minors.

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10. Updates to This Policy

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We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date.

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11. Contact Us

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If you have any questions about this Privacy Policy or your data, contact us:

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Clean Books Inc.
Email: support@cleanbooksca.com
Phone: 760-213-5504
Website: www.cleanbooksca.com