Privacy Policy

SouthPoint Bookkeeping LLC

Effective Date: March 30 2026

1. Introduction

SouthPoint Bookkeeping LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal and financial information.

This Privacy Policy explains how we collect, use, store, and protect information when you:

  • Visit our website

  • Submit forms (including onboarding forms)

  • Engage our bookkeeping services

By using our website or services, you agree to this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

A. Personal Information

  • Full name

  • Email address

  • Phone number

  • Business name and details

B. Financial Information

  • Transaction data

  • Bank and credit card information (via secure integrations)

  • Accounting records

  • Financial documents provided by you

C. Technical Information

  • IP address

  • Browser type

  • Device information

  • Website usage data (pages visited, time spent, etc.)

3. How We Collect Information

We collect information through:

  • Website forms (e.g., onboarding, contact forms)

  • Direct communication (email, phone)

  • Third-party integrations such as QuickBooks Online

  • Cookies and basic analytics tools

4. How We Use Your Information

We use your information to:

  • Provide bookkeeping services

  • Maintain accurate financial records

  • Communicate with you

  • Process payments

  • Improve our services and website

  • Comply with legal obligations

5. Sharing of Information

We do not sell, rent, or trade your personal or financial information.

We may share information with:

  • Trusted service providers (e.g., software platforms)

  • Payment processors such as Stripe

  • Legal authorities when required by law

All third parties are expected to maintain confidentiality and data protection.

6. Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect your data.

However:

  • No system is completely secure

  • We cannot guarantee absolute security

You acknowledge that you provide information at your own risk.

7. Data Retention

We retain information only as long as necessary to:

  • Provide services

  • Maintain records

  • Comply with legal and tax obligations

8. Your Rights

Depending on your location, you may have the right to:

  • Access your personal data

  • Request corrections

  • Request deletion of your data

  • Withdraw consent where applicable

Requests can be submitted using the contact information below.

9. Cookies and Tracking

Our website may use cookies and similar technologies to:

  • Improve user experience

  • Analyze website performance

You may disable cookies in your browser settings, but some features may not function properly.

10. Third-Party Links

Our website may contain links to third-party websites or services.

We are not responsible for the privacy practices or content of those third parties.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18.

We do not knowingly collect personal information from minors.

12. Compliance with Laws

We comply with applicable data protection laws, including:

  • U.S. privacy laws

  • General data protection principles where applicable

13. Updates to This Policy

We reserve the right to update this Privacy Policy at any time.

Changes will be posted on this page with an updated effective date.

Continued use of our services constitutes acceptance of any updates.

14. Contact Information

If you have any questions about this Privacy Policy or your data, please contact:

SouthPoint Bookkeeping LLC
Email: hello@southpointbookkeeping.com
Website: https://www.southpointbookkeeping.com/contact

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