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Privacy Policy

Davis Bookkeeping Services
San Antonio, Texas
Effective Date: January 1, 2026

1. Introduction

Davis Bookkeeping Services ("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, use our services, or communicate with us.

By using our website or services, you consent to the practices described in this policy.

2. Information We Collect

We may collect the following types of information:

a. Personal Information

  • Name

  • Email address

  • Phone number

  • Business name

  • Business address

  • Billing information

  • Any information you provide through forms, email, or consultations
     

b. Financial Information

  • Bank and credit card statements (view-only)

  • Transaction data

  • Payroll and sales tax data (if applicable)

  • QuickBooks and accounting system data
     

c. Technical Information

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Time spent on site
     

3. How We Use Your Information

We use your information to:

  • Provide bookkeeping and related services

  • Communicate with you regarding services, invoices, and support

  • Process payments

  • Improve our website and services

  • Comply with legal and regulatory obligations

  • Respond to inquiries and requests
     

4. How We Share Your Information

We do not sell or rent your personal information.
We may share your information only with:

  • Your authorized CPA or tax professional

  • Payroll providers (if applicable)

  • Payment processors

  • Legal or regulatory authorities when required by law
     

All third parties are required to protect your information.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction.
Access to your financial systems is limited to authorized personnel only.

6. Client Confidentiality

All client information is treated as strictly confidential. We will never disclose your information without your consent, except as required by law.

7. Cookies & Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze site traffic. You may disable cookies through your browser settings.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

9. Your Rights

You have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of your information (subject to legal requirements)

  • Withdraw consent at any time
     

To exercise these rights, contact us using the information below.

10. Data Retention

We retain client information only as long as necessary to provide services and comply with legal and regulatory requirements.

11. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

12. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.

13. Contact Information

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

Davis Bookkeeping Services
San Antonio, Texas
Phone: (210) 380-7267
Email: info@davisbookkeepingservice.com
 

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