Privacy Policy

1. Information We Collect

We may collect personal and business information necessary to provide professional bookkeeping services, including:

• Name, email address, phone number, and mailing address

• Business information and financial records provided for bookkeeping purposes

• Billing and payment information

• Information submitted through website forms, scheduling tools, or email communications

• Limited technical data related to website usage

We collect only information reasonably necessary to perform our services accurately and responsibly.

2. Use of QuickBooks Online

BrightPath Bookkeeping uses QuickBooks Online, a cloud-based accounting platform provided by Intuit Inc., as our primary bookkeeping system.

Client data maintained in QuickBooks Online is:

• Used exclusively for bookkeeping, reconciliation, and financial reporting services

• Accessed only by authorized personnel acting on behalf of BrightPath Bookkeeping

• Protected through Intuit’s security controls, encryption, and compliance standards

QuickBooks Online operates under its own privacy and security policies. BrightPath Bookkeeping does not control Intuit’s infrastructure but relies on its industry-recognized safeguards.

3. Offshore Support Access

To support operational efficiency and service continuity, BrightPath Bookkeeping may utilize trained offshore bookkeeping personnel operating under our direct supervision.

When offshore resources are used:

• Access is limited to QuickBooks Online and approved systems only

• Role-based permissions restrict access to the minimum data required to perform assigned tasks

• Offshore personnel do not download, store, or retain client data locally

• All offshore staff are bound by confidentiality agreements and internal data protection policies

• Client data remains within secure cloud-based systems at all times

BrightPath Bookkeeping maintains responsibility and oversight for all work performed by offshore personnel.

4. How We Use Information

Information collected is used solely for legitimate business purposes, including:

• Providing bookkeeping and financial reporting services

• Maintaining accurate records within QuickBooks Online

• Communicating with clients regarding services and inquiries

• Scheduling consultations and managing accounts

• Billing, invoicing, and payment processing

• Complying with legal, regulatory, and professional obligations

We do not sell, rent, or trade personal or business information.

5. Data Security and Access Controls

We implement reasonable administrative, technical, and procedural safeguards to protect client data, including:

• Role-based system access and credential controls

• Secure cloud-based storage and document handling

• Confidentiality agreements with employees and contractors

• Ongoing access reviews and internal controls

While no system can guarantee absolute security, we follow established best practices to reduce risk and protect sensitive information.

6. Third-Party Service Providers

In addition to QuickBooks Online, we may use trusted third-party platforms (such as scheduling, document management, or secure cloud services) to support business operations. These providers are granted access only to information necessary to perform their services and are expected to maintain appropriate data protection standards.

7. Cookies and Website Analytics

Our website may use cookies or similar technologies to enhance usability and analyze site traffic. These tools do not collect financial or bookkeeping data.

Visitors may adjust browser settings to manage cookie preferences.

8. Information Sharing and Disclosure

We may disclose information only under the following circumstances:

• With client consent or authorization

• As required by law, regulation, or court order

• To professional advisors (such as CPAs) at the client’s request

• To protect the rights, property, or safety of our clients or business

9. Data Retention

Client information is retained only as long as necessary to fulfill service obligations, contractual requirements, or applicable legal and regulatory standards. When no longer required, data is securely deleted or archived.

10. Children’s Privacy

Our services and website are intended for business use and are not directed to children under the age of 13. We do not knowingly collect information from children.

11. Policy Updates

This Privacy Policy may be updated periodically to reflect changes in business practices, technology, or legal requirements. Updates will be posted with a revised effective date.

12. Contact Information

For questions regarding this Privacy Policy or data handling practices, please contact:

BrightPath Bookkeeping LLC

Email: [email protected]

Phone: (281) 687-6493