Privacy Policy Summary
Information We Collect
We collect personal and financial information necessary to provide our bookkeeping, advisory, and tax-related services. This includes, but is not limited to, names, contact details, company financial data, and relevant accounting information. We use this information solely to perform the services agreed upon in your engagement letter, communicate with you, and comply with legal obligations.
SMS and Text Messaging Policy
By providing your mobile phone number, you are consenting to receive text messages (SMS) from Profit & Equity regarding our services, including appointment confirmations, payment reminders, critical document requests, and urgent financial updates.
- Frequency: Message frequency will vary based on your service needs and engagement level.
- Cost: Standard message and data rates may apply from your wireless carrier.
- Opting Out: You can opt-out of receiving future text messages at any time by replying to any text message with the word STOP. You will receive one final text message confirming that you have been unsubscribed.
Data Security
We maintain professional and technical security measures to protect your sensitive financial data. We do not sell, rent, or trade your personal information to third parties. We only share information with third parties (such as your tax preparer or auditors) as necessary to perform our services or as required by law.
Changes to this Policy
We may update this policy periodically. We encourage you to review it regularly. Continued use of our website and services constitutes your agreement to the terms of the policy.
