Effective Date: 1 August 2024

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Introduction

ProBalance Bookkeeping and Tax Service (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services, website, and SMS communications.

Information We Collect

Personal Information

Full name

Email address

Phone number

Mailing address

Financial Information

Banking details

Tax-related information

Other financial data required to provide bookkeeping, tax, and CFO services

Usage & Technical Data

IP address

Browser type

Pages visited

Interaction with our website and services

SMS Communication Data

Mobile phone number

Message history related to service communication

How We Use Your Information

We use your information to:

Provide and manage bookkeeping, tax, and CFO services

Send service-related notifications, reminders, and updates

Communicate promotional or informational messages (with consent)

Improve our services and customer experience

Comply with legal and regulatory obligations

SMS Communications & Consent (A2P Compliance)

By providing your mobile number, you consent to receive SMS messages from ProBalance Bookkeeping and Tax Service. These messages may include appointment reminders, service updates, account notifications, and promotional content.

Message frequency may vary

Message and data rates may apply

Opt-Out & Help

Reply STOP at any time to unsubscribe from SMS messages

Reply HELP for assistance or contact us directly

Information Sharing & Disclosure

We do not sell or rent your personal information.

We may Distribute information with:

Service Providers: Trusted External parties that assist with IT services, payment processing, SMS delivery, and business operations

Legal Authorities: When required by law or legal process

Business Transfers: In case of merger, acquisition, or sale of assets

Mobile information will not be Distributed with External parties for marketing purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, or disclosure.

Cookies
We use cookies to improve your experience. Authorized partner cookies (e.g., Google Analytics) are used to analyze traffic. You can manage cookie preferences in your browser settings

Your Rights

You have the right to:

Access and update your personal information

Request deletion of your data (subject to legal obligations)

Opt out of marketing communications, including SMS

Data Retention

We retain personal information only as long as necessary to fulfill business and legal requirements.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.

Contact Us

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

ProBalance Bookkeeping and Tax Service
📧 Email: [email protected]
📞 Phone: (833) 366-5830