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.

Text Messaging and SMS Communications
If you provide your phone number and opt in to receive text messages from BrightPath Bookkeeping LLC, we may use your phone number to send appointment reminders, service-related messages, responses to inquiries, account-related communications, and, only with your separate consent, marketing or promotional messages. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP. You may request help by replying HELP.

Providing a phone number does not automatically enroll you in marketing text messages. Marketing text messages are sent only after you provide express written consent through a separate opt-in checkbox, form, or other approved consent method.

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.

We may use trusted third-party service providers to support scheduling, communications, document management, website hosting, payment processing, bookkeeping operations, and customer support. These providers may access information only as needed to perform services on our behalf and are not permitted to use your information for their own marketing purposes. Text messaging opt-in data and consent are not shared with third parties for their own marketing or promotional purposes.

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

Mobile Information and SMS Consent
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors or service providers who support our business operations, such as customer service, scheduling, communications, or technology support, is permitted only as necessary to provide services on behalf of BrightPath Bookkeeping LLC. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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

For clarity, BrightPath Bookkeeping LLC does not sell, rent, trade, or share mobile phone numbers, SMS opt-in information, or SMS consent records with third parties or affiliates for marketing or promotional purposes.

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

Phone: (832) 742-7675

Email: [email protected]