Privacy Policy
This Privacy Policy explains how TheAccountingDr, LLC handles information associated with its public website, Client Resource Center, online contact and scheduling tools, and related website services.
1. Who We Are
TheAccountingDr, LLC ("TheAccountingDr," "we," "us," or "our") is a North Carolina-based bookkeeping and accounting-education business. This policy applies to information handled through TheAccountingDr.com, pages hosted for TheAccountingDr through Blogger, the TheAccountingDr Client Resource Center, and website features that link to this policy.
Client bookkeeping records, engagement documents, and information handled as part of an active professional engagement may also be governed by the applicable client-specific quote, engagement agreement, secure platform terms, and other written engagement documentation.
2. Information We May Collect
Information You Provide
Depending on how you use the website, you may voluntarily provide information such as:
- Name, business or organization name, email address, phone number, and other contact information.
- Information included in a contact request, scheduling request, inquiry, or other message.
- General information about bookkeeping needs, organization type, accounting system, or services of interest.
- Information submitted when requesting educational resources, professional services, or a Financial Health Check.
Technical and Usage Information
Blogger, Google, embedded content providers, and other service providers may automatically receive technical information when you visit the website. This may include IP address, browser type, device information, referring pages, pages viewed, approximate location derived from an IP address, cookies, and similar technical data. The exact information collected depends on the platform, browser settings, and third-party features used.
Interactive Planning Tools
Certain TheAccountingDr tools, including the Bookkeeping Plan Builder, are designed to process the answers entered into the tool in the visitor's browser. The tool is intended for preliminary planning and does not itself create a client relationship or binding quote.
3. How We Use Information
We may use information reasonably necessary to:
- Respond to questions, requests, and inquiries.
- Schedule calls or other virtual meetings.
- Evaluate whether TheAccountingDr services may fit a prospective client's needs.
- Provide requested educational information, website resources, and client guidance.
- Administer and improve the website, Client Resource Center, and related tools.
- Maintain security, prevent misuse, troubleshoot technical issues, and protect our systems and users.
- Maintain business, legal, compliance, insurance, and administrative records when appropriate.
- Comply with applicable law, legal process, or lawful governmental requests.
We do not use information submitted through a general website inquiry as a substitute for the secure collection of bookkeeping records needed for an active engagement.
4. Cookies and Third-Party Technologies
The website is hosted through Blogger and may use Google technologies. Cookies or similar technologies may also be used by embedded or linked third-party services. These technologies can support site functionality, security, preferences, embedded media, and measurement of site activity.
Browser settings may allow you to block or delete cookies. Blocking cookies can affect the operation of some website features. TheAccountingDr does not control cookies or similar technologies placed directly by third-party providers.
The website does not independently respond to browser "Do Not Track" signals because there is no single universally accepted technical standard for those signals. Third-party services may respond to browser privacy controls under their own policies and technical settings.
5. Third-Party Services
TheAccountingDr may use or link to third-party platforms in connection with website functionality, scheduling, communications, educational content, document access, or professional services. Depending on the feature used, these may include services provided by Google/Blogger, YouTube, Calendly, Elfsight, Dropbox, Xero, Hubdoc, financial institutions, and other approved service providers.
When you choose to use a third-party site or service, that provider may collect and process information under its own privacy policy and terms. TheAccountingDr does not control the privacy practices of independent third-party providers.
6. When Information May Be Shared
We may disclose information when reasonably necessary:
- To service providers that support website hosting, communications, scheduling, document access, security, or other approved business functions.
- To professional advisors, referral partners, or service providers when authorized or reasonably necessary for an agreed professional engagement.
- To comply with law, subpoena, court order, legal process, regulatory request, or other lawful obligation.
- To protect the rights, property, safety, systems, or security of TheAccountingDr, clients, website users, or others.
- In connection with a business reorganization, transfer, or similar transaction, subject to applicable legal obligations.
TheAccountingDr does not knowingly sell contact information submitted directly through its website to third parties for monetary consideration.
7. Data Security and Sensitive Information
We use reasonable administrative and technical practices intended to protect information under our control. No website, transmission method, cloud service, or electronic storage system can guarantee absolute security.
Website visitors and clients should not send passwords, security answers, full banking credentials, full payment-card information, tax documents, payroll records, or other sensitive financial records through ordinary email or public website forms. Active clients should use Xero, Hubdoc, or another secure method specifically approved for the engagement.
8. Data Retention
We retain information for as long as reasonably necessary for the purpose for which it was collected, to maintain business and engagement records, to meet legal or compliance obligations, to resolve disputes, to maintain security, or to protect legitimate business interests. Retention periods can vary depending on the type of information and the context in which it was provided.
9. Your Choices and Requests
You may contact TheAccountingDr to ask about personal information you previously submitted directly to us, request a correction, or request deletion when appropriate and legally permitted. We may need to verify the request before acting on it, and we may retain information when required or permitted by law or when reasonably necessary for legitimate business, security, legal, insurance, or recordkeeping purposes.
Residents of certain states may have additional privacy rights under applicable law. When a law applies to TheAccountingDr and grants a specific right, we will respond to a verified request as required by that law.
To make a privacy request, use the TheAccountingDr Contact page and identify the request as a privacy-related inquiry.
10. Children's Privacy
TheAccountingDr's professional bookkeeping services and business website are not directed to children under 13. We do not knowingly request personal information from children under 13 through the public website.
11. External Links
The website may link to websites, applications, videos, social-media platforms, professional resources, and other services that are not operated by TheAccountingDr. We are not responsible for the privacy practices, content, availability, or security of independent third-party sites.
12. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our website, services, technology, business practices, or legal requirements. The effective date shown at the top of this page identifies the current version. Material changes may also be communicated through the website or another reasonable method when appropriate.
13. Contact
Questions about this Privacy Policy or privacy-related requests should be submitted through the TheAccountingDr Contact page.
TheAccountingDr, LLC is based in Raleigh, North Carolina and provides bookkeeping services virtually.
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