The Works Bookkeeping and Consulting

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Privacy Policy

Effective Date: September 1, 2024

The Works Bookkeeping and Consulting (“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 visit our website or use our services. Please read this policy carefully. By using our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

Personal Information:

We may collect personal information directly from you, including:
  • Name, email address, phone number, and business information.
  • Financial details provided for bookkeeping purposes.

Non-Personal Information:

We may also collect non-identifiable information automatically, such as:
  • Browser type, IP address, device information, and website usage data.
  • Information gathered through cookies or similar technologies.

2. How We Use Your Information

We use the information we collect to:
  • Provide bookkeeping and financial management services.
  • Communicate with you about our services, respond to inquiries, and send updates.
  • Improve website functionality and user experience.
  • Comply with legal obligations and enforce our terms.

3. Sharing Your Information

We do not sell, rent, or trade your personal information. We may share your data with:
  • Service Providers: Third-party tools and platforms (e.g., accounting software, cloud storage) to deliver our services.
  • Gravatar Services: If you upload a profile image or interact with features using Gravatar, your email address may be hashed and sent to Gravatar’s servers. For more information, review Gravatar’s Privacy Policy.
  • Legal Authorities: To comply with legal obligations or protect our rights.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:
  • Enhance your browsing experience.
  • Analyze website usage through tools like Google Analytics.
You can manage or disable cookies through your browser settings, but this may affect website functionality.

5. Data Retention

We retain your personal and financial data only as long as necessary to provide our services and meet legal or regulatory requirements.

6. Data Security

We implement industry-standard measures to secure your personal and financial data. These include encryption, secure storage, and restricted access. However, no method of online transmission or storage is completely secure.

7. Your Rights

You have the right to:
  • Access and review your personal information.
  • Request updates or corrections to your data.
  • Request the deletion of your personal data, subject to legal obligations.
To exercise these rights, please contact us at clientservices@theworksbc.com.

8. Third-Party Links

Our website may include links to third-party websites. We are not responsible for the privacy practices of these websites and encourage you to review their policies.

9. Text Messaging (SMS) Opt-In and Opt-Out

Opting In:

By providing your phone number and explicitly consenting via our website form, you agree to receive text messages from us regarding our services, scheduling, and important updates. Standard message and data rates may apply.

Opting Out:

You may opt out of text messaging at any time by:

  • Replying STOP to any message you receive.

  • Contacting us at Clientservices@theworksbc.com to request removal from text communications.

Once you opt out, you will no longer receive text messages from us unless you opt in again.

10. Breach Notification

In the unlikely event of a data breach, we will notify affected users promptly in accordance with applicable laws.

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