Privacy Policy

Part of the Process, LLC Privacy Policy

Effective Date: July 29, 2025

At Part of the Process, LLC, we are committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and protect the information we obtain from and about our clients and website visitors, particularly in the context of providing bookkeeping services and utilizing third-party platforms.

1. Information We Collect

We collect various types of information necessary to provide our bookkeeping services, communicate with you, and improve our operations. This may include:

Personal Identification Information: Name, address, email address, phone number, date of birth, Social Security Number (SSN), Employer Identification Number (EIN).

Financial Information: Bank account details, credit card information, income statements, balance sheets, payroll data, transaction records, tax documents, investment details, and other financial records.

Business Information: Company name, business address, industry, and other relevant business details.

Communication Information: Records of your correspondence with us (emails, phone calls, messages through platforms).

Technical and Usage Information: When you visit our website or interact with our online services, we may collect information automatically, such as your IP address, browser type, operating system, referring URLs, pages viewed, and access times. This is typically collected through cookies and similar tracking technologies (see Section 5).

How We Collect Information:

Directly from You: Information you provide to us during client onboarding, through forms, emails, phone calls, or secure portals.

From Third-Party Platforms: We collect information from platforms like QuickBooks, Google platforms (e.g., Google Drive, Google Sheets, Gmail), and other third-party financial institutions or software you authorize us to access for the purpose of providing services.

From Third Parties with Your Consent: We may receive information from your other advisors (e.g., tax preparers, financial planners) with your explicit permission.

Automatically: Through website cookies and analytics tools (see Section 5).

2. How We Use Your Information

We use your information for the following purposes:

To Provide Bookkeeping Services: This is our primary purpose, including but not limited to:

Recording financial transactions

Reconciling accounts

Preparing financial statements

Managing accounts payable and receivable

Processing payroll

Assisting with tax preparation (though we are not tax preparers unless explicitly stated and engaged for such services)

Maintaining financial records

To Communicate with You: To send you updates, invoices, statements, important notices, and respond to your inquiries.

To Improve Our Services: To analyze and understand how our services are used, gather feedback, and enhance our offerings.

For Internal Business Operations: For administrative purposes, data analysis, audits, fraud prevention, and maintaining the security of our systems.

To Comply with Legal and Regulatory Obligations: To meet our obligations under applicable laws, regulations, professional standards, and to respond to legal requests or court orders.

For Marketing Purposes: With your consent, we may send you information about new services, promotions, or relevant industry news. You can opt out of marketing communications at any time.

3. Disclosure of Your Information to Third Parties

We understand the sensitive nature of the information you entrust to us. We will only disclose your information to third parties under the following circumstances:

With Your Explicit Consent: We will obtain your consent before sharing your information with any third party not covered by this policy or for purposes outside the scope of our services.

To Service Providers: We use third-party service providers to assist us in operating our business and providing our services. These may include:

QuickBooks: For accounting and financial management.

Google Platforms: For communication, document storage, and collaboration (e.g., Google Drive, Gmail, Google Calendar).

Payment Processors: To facilitate billing and payments.

Cloud Storage Providers: For secure data storage.

IT Support and Cybersecurity Providers: To maintain the security and functionality of our systems.

These service providers are contractually obligated to protect your information and are only permitted to use it for the purposes for which we engage them.

To Your Authorized Representatives: We may share information with your other advisors (e.g., accountants, lawyers, financial advisors) when you explicitly authorize us to do so.

For Legal Reasons: If required by law, regulation, court order, or governmental request (e.g., subpoenas, tax authority requests).

In Case of Business Transfer: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity. We will notify you of any such transfer and any changes to the privacy policy.

To Protect Our Rights: To enforce our terms of service, protect our rights, privacy, safety, or property, and that of our clients or the public.

We will never sell your personal or financial information to third parties for their marketing purposes without your explicit consent.

4. Data Security

We implement a variety of security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, and destruction. These measures include:

Technical Safeguards: Encryption (e.g., for data in transit and at rest where feasible), firewalls, secure servers, multi-factor authentication for accessing systems, and regular security updates.

Physical Safeguards: Restricted access to our physical premises and secure storage of any physical documents.

Administrative Safeguards: Employee training on data privacy and security, strict access controls to client data, and internal policies and procedures for handling sensitive information.

Third-Party Platform Security: While we choose reputable third-party platforms like QuickBooks and Google with robust security measures, we encourage you to review their respective privacy policies and security statements.

Despite our efforts, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website may use "cookies" and similar tracking technologies to enhance your experience and analyze website usage.

Cookies: Small text files stored on your device by your web browser. They help us remember your preferences, track your navigation on our site, and improve our website's functionality.

Google Analytics: We use Google Analytics to understand how visitors engage with our website. Google Analytics collects information anonymously and reports website trends without identifying individual visitors.

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. However, if you disable or refuse cookies, please note that some parts of our website may become inaccessible or not function properly.

6. Your Privacy Rights

Depending on your location and applicable laws, you may have certain rights regarding your personal information, including:

Right to Access: You have the right to request access to the personal information we hold about you.

Right to Rectification: You have the right to request that we correct any inaccurate or incomplete personal information.

Right to Erasure ( "Right to be Forgotten"): In certain circumstances, you have the right to request the deletion of your personal information.

Right to Restrict Processing: You have the right to request that we limit the way we use your personal information.

Right to Data Portability: You have the right to receive your personal information in a structured, commonly used, and machine-readable format.

Right to Object: You have the right to object to our processing of your personal information in certain situations.

Right to Withdraw Consent: If we are processing your information based on your consent, you have the right to withdraw that consent at any time.

To exercise any of these rights, please contact us using the contact details provided in Section 8. We may need to verify your identity before fulfilling your request.

7. Data Retention

We retain your personal and financial information for as long as necessary to provide our services, comply with our legal and regulatory obligations (e.g., tax and accounting record-keeping requirements), resolve disputes, and enforce our agreements. The specific retention periods will vary depending on the type of information and the purpose for which it was collected.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on this page and update the "Effective Date" at the top. We encourage you to review this policy periodically. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Part of the Process, LLC

partoftheprocessllc@gmail.com

(254) 307-4988