Privacy Policy

Prompt Bookkeeping LLC


Effective Date: October 27, 2025

 

1) Scope and Overview

This Privacy Policy explains how Prompt Bookkeeping LLC (“Prompt Bookkeeping,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit our website, communicate with us, or use our services. This Policy applies to www.promptbookkeeping.com and related secure client portal pages that we operate. By using our website or services, you consent to these practices.

 

2) Information We Collect

2.1 Information You Provide

We may collect information such as your name, contact details, business and financial information provided for bookkeeping or tax services, documents that you upload to our systems, payment-related details, and communications you submit to us.

2.2 Information Collected Automatically

We and our service providers may automatically collect device data, usage data, IP address, browser type, pages visited, and timestamps through cookies or similar technologies. Cookies support core operation and performance.

2.3 Information from Authorized Third Parties

With your permission and as needed for services, we may receive information from financial, accounting, and business platforms that you connect to our services.

 

3) How We Use Personal Information

We use personal information to operate and improve our services, maintain secure portal access, communicate with you, fulfill service requests, support billing and compliance, and protect the security of our systems and users.

 

4) Legal Bases

Where required by law, we rely on one or more legal bases: performance of a contract, legitimate interests, compliance with legal obligations, and consent where applicable.

 

5) Information Sharing

We do not sell or rent personal information. We share information only with trusted service providers that support the secure operation and delivery of our services, including hosting, storage, communication, payment, and security services. These providers are required to protect confidentiality and may not use personal information for independent purposes.
We may also disclose information if required by law or to protect rights, safety, or compliance obligations.

 

6) Cookies and Similar Technologies

We use essential cookies for website and portal functions. You may manage non-essential cookie settings through your browser. Blocking some cookies may impact functionality.

 

7) Data Retention

We retain personal information as long as necessary to provide services and meet legal, regulatory, and record-keeping obligations.

 

8) Security

We employ administrative, technical, and physical safeguards designed to protect personal information. Although we work to protect data, no system is entirely secure.

 

9) Your Choices

You may request access to, correction of, or deletion of personal information, subject to legal and contractual limitations. You may also opt out of marketing communications.

 

10) Regional Privacy Rights

Depending on your location, you may have additional privacy rights. We will verify requests consistent with applicable laws and do not discriminate for exercising privacy rights.

 

11) Children’s Privacy

We do not knowingly collect personal information from children under age 13. If you believe such data has been provided, please contact us.

 

12) External Links

Third-party websites or services accessed via links are governed by their own policies.

 

13) Contact

Prompt Bookkeeping LLC
Wesley Chapel, FL 33543
Email: [email protected]
Phone: 813-675-9144

 

14) Policy Changes

We may update this Policy. Updates will be posted on this page with a revised Effective Date. Continued use of our Site indicates acceptance of such changes.