At Shoebox Solutions Bookkeeping, we understand that your financial information is personal, sensitive, and important. Whether your books are organized or feel overwhelming, you deserve patient, judgment-free support from someone you can trust.

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This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, request services, or work with us.

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1. Information We Collect

We may collect personal, business, and financial information that you voluntarily provide to us, including:

• Name, business name, mailing address, email address, and phone number

• Information submitted through our website contact forms, email, phone calls, text messages, or consultations

• Bookkeeping, payroll, QuickBooks, sales tax, 1099, cleanup, and financial organization information

• Receipts, invoices, bank statements, credit card statements, payroll records, vendor records, customer records, tax-related documents, and business financial reports

• Employer Identification Numbers, Social Security numbers, taxpayer identification numbers, banking information, and other sensitive information when needed to provide requested services

• Payment information needed to invoice or process payments

• Website usage information, such as pages visited, browser type, device information, and general website activity

We only ask for information that helps us respond to your request, provide services, support your business, or meet legal and professional responsibilities.

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2. How We Use Your Information

We may use your information to:

• Respond to your questions or service inquiries

• Provide bookkeeping, payroll, QuickBooks, cleanup, sales tax, 1099, and related support services

• Prepare estimates, invoices, reports, reconciliations, and client communications

• Help organize, review, or maintain your financial records

• Communicate with you about your account, deadlines, services, or requested support

• Process payments

• Improve our website, services, and client experience

• Maintain accurate business records

• Comply with legal, tax, accounting, security, and regulatory obligations

Our goal is to use your information carefully and respectfully so we can help you feel more organized, prepared, and confident.

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3. How We Protect Your Information

We take reasonable administrative, technical, and physical steps to help protect the information you share with us from unauthorized access, loss, misuse, disclosure, or alteration.

Because bookkeeping and payroll information may include sensitive financial and identifying details, we encourage clients to use secure methods when sending documents whenever possible. Please avoid sending Social Security numbers, banking information, payroll records, or other highly sensitive documents through unsecured email unless specifically directed.

No method of electronic transmission or storage is completely secure, but we work to handle your information with care and responsibility.

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4. How We Share Information

We do not sell your personal or business information.

We may share information only when necessary, such as with:

• Service providers who help us operate our business, process payments, manage software, store documents, or provide client support

• Accounting, tax, payroll, legal, or professional advisors when needed to provide requested services

• Your CPA, tax preparer, payroll provider, QuickBooks provider, software provider, or other authorized party at your request

• Government agencies, courts, regulators, or other parties when required by law

• Other parties only with your permission or as needed to complete the services you requested

We expect third-party service providers to handle information responsibly and only for the purpose of providing services.

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5. Website Forms and Communications

When you fill out a form on our website, email us, call us, or text us, we may use the information you provide to respond to your message and follow up about services.

By submitting a form or contacting us, you agree that we may contact you using the information you provided. You may ask us to stop non-essential communications at any time.

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6. Cookies and Website Tracking

Our website may use cookies or similar tools to help the website function properly, improve performance, understand visitor activity, and create a better user experience.

Cookies are small files placed on your device that help websites remember certain information. You can adjust your browser settings to refuse or delete cookies, but some parts of the website may not work as intended.

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7. Payment Information

If you make a payment, your payment may be processed through a third-party payment provider. We do not intentionally store full credit card or banking details on our website unless specifically disclosed or required for service processing.

Please review the privacy policies of any third-party payment platforms you use.

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8. Record Retention

We keep client information and business records only as long as reasonably necessary to provide services, meet legal or professional obligations, resolve disputes, maintain accurate records, and support business operations.

When information is no longer needed, we take reasonable steps to delete, destroy, or securely maintain it according to our business practices and applicable legal requirements.

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9. Data Security Incidents

If we become aware of a security incident involving personal information, we will take reasonable steps to review the situation, protect the information involved, and respond as required by applicable Michigan and federal law.

If notice is required, we will provide notice in a clear and timely manner as required by applicable law.

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10. Your Choices

You may contact us to:

• Request an update or correction to your contact information

• Ask questions about how your information is used

• Request that we stop sending non-essential communications

• Ask about secure ways to send sensitive documents

• Request information about records we maintain, when appropriate

Some information may need to be retained for legal, accounting, tax, security, or business recordkeeping purposes.

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11. Third-Party Links

Our website may include links to third-party websites, tools, payment platforms, or software providers. We are not responsible for the privacy practices, content, or security of those third-party sites.

Please review their privacy policies before sharing information with them.

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12. Children’s Privacy

Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13.

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13. Michigan Governing Law

This Privacy Policy is intended to be governed by and interpreted under the laws of the State of Michigan and applicable federal law, without regard to conflict of law principles.

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14. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, website, technology, business practices, or legal requirements.

Any updates will be posted on this page with a new effective date.

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15. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

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Shoebox Solutions Bookkeeping
Email: angel@shoeboxsolutionsbookkeeping.com
Phone: 810-580-5753
Website: www.shoeboxsolutionsbookkeeping.com
Mailing Address: 35441 23 Mile Rd, New Baltimore, MI 48047

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At Shoebox Solutions Bookkeeping, your trust matters. We are here to help you get organized, feel supported, and move forward with confidence.

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