Legal

Privacy
Policy

Last updated: January 1, 2026  |  Pro Trade Bookkeeping  |  protradebookkeeping.com

1. Introduction

Pro Trade Bookkeeping ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit protradebookkeeping.com or engage our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of the Site.

2. Information We Collect

We may collect the following categories of information:

  • Personal Identification Information: Name, email address, phone number, business name, and mailing address.
  • Financial Information: Business financial records, bank statements, tax documents, payroll data, and other financial data provided for the purpose of bookkeeping and accounting services.
  • Usage Data: Information about how you use our website, including IP address, browser type, pages visited, and time spent on pages.
  • Communications: Records of your correspondence with us via email, contact forms, or other channels.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve the Services we offer.
  • Process transactions and send billing information.
  • Respond to inquiries and provide customer support.
  • Comply with legal and regulatory obligations.
  • Send administrative information, such as updates to our Terms or policies.
  • Analyze website usage to improve user experience.

We will not sell, rent, or trade your personal information to third parties for marketing purposes.

4. How We Share Your Information

We may share your information in limited circumstances:

  • Service Providers: We use trusted third-party platforms (such as accounting software, cloud storage, and scheduling tools) necessary to deliver our Services. These providers are bound by confidentiality agreements.
  • Legal Requirements: We may disclose information if required to do so by law, court order, or government authority.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.
  • With Your Consent: We may share information with third parties when you have given us explicit permission to do so.

5. Data Security

We set up industry-standard technical and organizational security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. This includes encrypted data storage, secure file transfer protocols, and access controls. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain client financial records and personal information for as long as required to provide Services and comply with applicable tax and legal retention requirements, generally a minimum of seven years. After this period, data is securely deleted or anonymized.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. Note that some portions of the Site may not function properly without cookies.

8. Third-Party Links

Our Site may contain links to third-party websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policy of every site you visit.

9. Children's Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly.

10. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. To exercise any of these rights, please contact us through the Contact page.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Last updated" date at the top of this page. Your continued use of the Site following any changes constitutes acceptance of the revised policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please reach out to us through the Contact page on this website.