Privacy Policy

Privacy Policy for Clearview Books
Effective Date: 01/15/2025

At Clearview Books (“we,” “us,” or “our”), we are committed to protecting the privacy and confidentiality of our clients’ information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal and financial information when you engage our bookkeeping services or visit our website.

We collect various types of information to provide and improve our services, including:

• Name, address, email, and phone number
   
• Business name, structure, and contact information
   
• Tax identification numbers
   
• Banking and financial account details
   
• Any other information you voluntarily provide
   

• Invoices, receipts, and payment records
   
• Payroll and employee information (if applicable)
   
• Tax filings and related documentation
   
• Accounting and financial statements
   

• IP address
   
• Browser type
   
• Pages visited and time spent on the website
   
• Cookies and analytics data
   

We use the information we collect for the following purposes:

• To provide bookkeeping and financial services
   
• To manage client accounts and communications
   
• To prepare tax filings and reports
   
• To comply with legal and regulatory obligations
   
• To improve our services and website
   
• To send relevant service updates or notifications
   

We do not sell or rent your personal information. We may share your data with:

• Authorized service providers (e.g., payroll platforms, tax software, cloud storage)
   
• Government agencies or authorities if required by law
   
• Auditors or legal counsel, only with your consent or legal necessity
   

All third-party providers are required to maintain the confidentiality and security of your information.

We implement appropriate administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction.

These measures include:

• Secure cloud accounting platforms
   
• Access controls and authentication
   
• Data encryption and secure data storage
   
• Regular security assessments
   

You may:

• Request access to your personal data
   
• Request corrections or updates to your data
   
• Withdraw your consent (where applicable)
   
• Request deletion of your data (subject to legal retention requirements)
   

To exercise any of these rights, please contact us at [insert email address].

We retain your personal and financial information for as long as necessary to:

• Fulfill the purposes outlined in this policy
   
• Comply with legal, tax, and regulatory requirements
   
• Resolve disputes and enforce agreements
   

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

We may update this Privacy Policy from time to time. We will notify you of any material changes by email or by posting a notice on our website. The updated policy will reflect a new “Effective Date” at the top.

If you have questions or concerns about this Privacy Policy or our data practices, please contact:

Clearview Books
Email: privacypolicy@clearviewbooks.net
Phone:470-885-6305

Mailing Address: 4489 Stratford Drive Douglasville, GA 30135