Privacy Policy
At Monthly Bookkeeping Solutions, ("we," "our," "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and share personal information when you visit or engage with our website (the "Site").

Personal Information We Collect

When you visit the Site or engage in business with us, we may collect the following types of personal information:

1. Personal Identifiable Information (PII): Name, email address, phone number, billing address, and business details.
2. Financial Information: Payment details such as credit/debit card information, invoicing details, and transaction history.
3. Technical Information: IP address, browser type, operating system, and cookies to enhance user experience.
4. Communication Information: Any information provided through customer support, inquiries, or feedback forms.
5. Business Data: Financial statements, tax records, and bookkeeping-related documents voluntarily shared for our services.
6. SMS Data: If you opt in to receive SMS messages, we may collect and store your phone number, message history, and preferences.

How Do We Use Your Personal Information?

We use the collected information for the following purposes:

• To provide and manage our bookkeeping services.
• To process transactions and send invoices.
• To communicate with you regarding inquiries, services, or promotions.
• To maintain compliance with applicable laws and regulations.
• To improve and optimize our Site for better user experience.
• To prevent fraudulent activities and ensure security.

Sharing Your Personal Information

We do not sell or rent your personal information. However, we may share your information under the following circumstances:

• Service Providers: We may share your information with third-party service providers, such as payment processors and accounting software, to facilitate our services.
• Legal Compliance: We may disclose your information if required by law, such as responding to subpoenas or legal processes.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new business entity.

SMS Communication and Opt-Out Rights
By providing your mobile number and opting in to receive SMS messages, you agree to receive promotional, transactional, and service-related messages from us. Message frequency may vary. Standard message and data rates may apply.

Opt-Out: If you wish to stop receiving SMS messages from us, you can opt out at any time by replying STOP to any message. You may also contact us to be removed from our SMS list.

Data Security
We take appropriate measures to protect your personal information from unauthorized access, alteration, or destruction. However, no data transmission over the internet or mobile networks can be guaranteed to be 100% secure.

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete data.
• Deletion: Request the deletion of your personal data, subject to legal and business retention requirements.
• Opt-Out: You may opt out of marketing communications by following the unsubscribe instructions.

To exercise any of these rights, please contact us.

Data Retention

We retain personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. When no longer needed, we securely delete or anonymize the data.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

By using our Site and services, you consent to the terms of this Privacy Policy. We may update this policy periodically, and any changes will be posted on this page with the updated effective date.