Privacy Policy

Privacy Policy

Effective Date: May 1st, 2024

Keystone Accounting Services LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, store, and protect your personal and financial information. By using our services, including our client portal, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We collect personal and financial information that is necessary to provide our services. This may include:

  • Personal Information: Name, address, phone number, email address, and other contact information.

  • Financial Information: Bank account details, payroll information, tax filings, and business financial records.

  • Communication Information: Messages, documents, and data exchanged through our secure client portal.

  • Usage Data: Information on how you use our website and services, including IP addresses, browser type, and activity data.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, payroll management, tax filing, and incorporation services.

  • Communicate with you regarding your account and services.

  • Process payments and transactions securely.

  • Maintain and improve our services, including customer support.

  • Comply with legal obligations and ensure our services meet regulatory requirements.

3. How We Protect Your Information

We take the security of your personal and financial information seriously. We use encryption, secure servers, and other industry-standard security measures to protect your data, particularly when you access our client portal.

  • Client Portal: All communications through the client portal are encrypted to ensure confidentiality. You are responsible for keeping your login information secure.

  • Physical and Administrative Safeguards: We maintain strict access controls and limit the sharing of personal information to authorized personnel only.

4. Sharing Your Information

We will never sell, trade, or rent your personal or financial information to third parties. However, we may share your information in the following situations:

  • Service Providers: We may share your information with trusted third-party service providers who assist us in delivering our services (e.g., payroll processors, tax filing services). These providers are required to protect your information in accordance with applicable laws.

  • Legal Compliance: We may disclose your information when required by law, such as in response to a subpoena, court order, or government investigation.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Your Rights and Choices

As a client, you have certain rights regarding your personal data:

  • Access: You have the right to access the personal information we hold about you.

  • Correction: You may request corrections to any inaccurate or incomplete information.

  • Deletion: You may request that we delete your personal information, subject to applicable legal and business requirements.

  • Opt-Out: You may opt out of marketing communications at any time.

To exercise any of these rights, please contact us at [insert contact email].

6. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to improve the user experience on our website. Cookies are small files stored on your device that help us remember preferences and enhance your interactions with our site.

You can adjust your browser settings to block cookies, but this may affect your ability to use some features of our website.

7. Data Retention

We retain your personal and financial information for as long as necessary to provide our services and comply with legal, regulatory, and business requirements. After this period, we will securely delete or anonymize your information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date. We encourage you to review this policy periodically for any updates.

9. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to exercise your rights regarding your personal information, please contact us at:

Keystone Accounting Services LLC
4101B Broadway 120, Astoria, NY 11103
Inqire@Keystone-accountingServices.com
+1(929) 933-7094