Privacy Policy

In accordance with the Federal Trade Commission rule, Privacy of Consumer Financial Information, Ash Tree Bookkeeping is required to inform clients of our policy regarding the privacy of client information.

Confidentiality Commitment
We understand that all information provided by clients is sensitive personal and financial information. We are committed to maintaining the strictest level of confidentiality regarding such information. This includes, but is not limited to, financial documents, data contained in accounting systems, and information provided orally or in writing by the client. We will not disclose any information to any third party without the prior written consent of the client, except as required or permitted by law.

Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us directly by you or obtained from third parties with your authorization. This may include:

Contact information (name, address, phone number, email)
Financial records and documents
Tax and accounting information
Other information relevant to the services we provide

Parties to Whom We Disclose Information
For both current and former clients, we do not disclose any nonpublic personal information obtained during our engagement except as required or permitted by law. Permitted disclosures may include:

Providing information to our employees who need it to assist in delivering services to you
In limited situations, sharing information with unrelated third parties who require it to support our service delivery (such as software providers or consultants) In all such cases, we emphasize the confidential nature of the information being shared and require recipients to uphold the same standards of confidentiality.

Electronic Data Communication and Storage
To facilitate our services, we may send data over the Internet, store electronic data via computer software applications hosted remotely (cloud services), or allow access to data through secure third-party portals. Confidential data may be transmitted or stored using these methods. We may use third-party service providers (such as tax software or bookkeeping platforms) for these purposes.

We use reasonable efforts and industry-standard security measures to keep your data secure, and we require all third-party vendors to do the same. However, by engaging our services, you acknowledge and accept that we have no control over unauthorized interception or breaches of communications or data once it has been sent or accessed, despite our best efforts and those of our vendors.

Your Consent
By using our services, you consent to our use of electronic communications and applications as described above.

Privacy Policy

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