Privacy Policy
Effective Date: 01/05/2026
Welcome to Tandyn Bookkeeping (“Company,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting the personal information you share with us through our website and services.
This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information.
- Information We Collect
We may collect the following types of information:
Personal Information
When you contact us, schedule a consultation, fill out forms, or become a client, we may collect:
Name
Email address
Phone number
Business name
Mailing address
Financial or bookkeeping-related information you voluntarily provide
Automatically Collected Information
When you visit our website, certain information may be collected automatically, including:
IP address
Browser type
Device information
Pages visited
Time spent on the site
Referring website addresses
This information may be collected through cookies, analytics tools, and similar technologies. - How We Use Your Information
We use your information to:
Respond to inquiries and communicate with you
Provide bookkeeping and related business services
Schedule meetings and consultations
Send invoices, agreements, and client communications
Improve our website and services
Maintain internal business records
Comply with legal obligations
We do not sell your personal information. - Text Messaging and Communications
If you choose to communicate with us by text message (SMS) or other mobile messaging services, we may collect and retain your phone number and message history for business communication purposes.
These communications may include:
Appointment scheduling
Client support
Requests for documents or information
Service-related updates
Administrative communications
By providing your phone number and communicating with us via text, you consent to receiving business-related messages from us.
Standard message and data rates may apply depending on your mobile carrier.
We do not sell or share mobile phone numbers for third-party marketing purposes.
While we take reasonable precautions, text messaging may not always be a fully secure method of communication. Clients should avoid sending highly sensitive information via SMS unless specifically requested through a secure method. - Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve user experience and analyze website traffic.
You can adjust your browser settings to refuse cookies; however, some portions of the website may not function properly. - Third-Party Services
We may use trusted third-party platforms and software providers to operate our business and deliver services. These may include:
Website hosting providers
Scheduling software
Customer relationship management (CRM) systems
Payment processors
Accounting and bookkeeping software
Cloud storage providers
Analytics services
These third parties may have access to information only as necessary to perform their services and are expected to maintain appropriate security measures. - Data Security
We take reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.
However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. - Data Retention
We retain personal information only as long as necessary to:
Provide services
Fulfill contractual obligations
Comply with legal, tax, and regulatory requirements
Resolve disputes and enforce agreements - Your Rights
Depending on your location and applicable laws, you may have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your information
Opt out of certain communications
Withdraw consent where applicable
To exercise these rights, please contact us using the information below. - Children’s Privacy
Our website and services are not intended for individuals under the age of 13, and we do not knowingly collect information from children. - External Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. - HIPAA and Protected Health Information (PHI)
Some of our clients may operate in healthcare-related industries and may provide us with limited access to systems, records, or portals that contain Protected Health Information (“PHI”) as defined under the Health Insurance Portability and Accountability Act (“HIPAA”).
When applicable, we take reasonable measures to protect sensitive information and maintain confidentiality. Access to healthcare-related systems or information is used solely for the purpose of providing agreed-upon bookkeeping, accounting support, or administrative services.
We do not use or disclose PHI except as necessary to perform services for our clients or as required by law.
Where required, we are willing to enter into a Business Associate Agreement (“BAA”) with clients to further define responsibilities regarding HIPAA compliance and data handling.
While we implement reasonable safeguards, clients remain responsible for ensuring their own compliance with HIPAA and determining whether the services provided require a formal BAA or additional compliance measures. - Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. - Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
Tandyn Bookkeeping
kelsie@tandynbookkeeping.com
843-400-2963