Privacy Policy

At TaxBook Solutions, we are committed to protecting your privacy and handling your personal information with the utmost care.

Who we are

We are an outsourcing firm specializing in accounting, bookkeeping, tax preparation, financial reporting, and related services, primarily for clients in the United States. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website (taxbooksolutions.com) or interact with our services. We’ve put this together to be transparent about our practices, in line with U.S. laws like the Gramm-Leach-Bliley Act (GLBA) and other relevant regulations.

By using our site or services, you’re agreeing to the terms outlined here. If you don’t agree, please don’t provide us with your information or use our website. We might update this policy from time to time, so check back occasionally, we’ll post any changes right here and update the effective date.

What Information Do We Collect?

We only collect information that’s necessary to provide our services and improve your experience. Here’s what we might gather:

• • Personal Information You Provide Directly: When you fill out our contact form, we ask for your name, email address, mobile number, the services you’re interested in (like accounting, bookkeeping, US tax filing, financial reporting, digital marketing, or corporate training), any message details, and optional attachments (such as documents for consultations). This helps us respond to your inquiries and potentially start working together.
  • Payment-Related Information: If you make payments through our site or linked services (like PayPal or direct payment links), we collect billing details. But we don’t store your full credit card info, that’s handled securely by our payment processors.
  • Automatically Collected Information: Like most websites, we might log technical details when you visit, such as your IP address, browser type, device info, pages viewed, and timestamps. We don’t use advanced tracking cookies right now, but if we add features like analytics in the future, we’ll update this policy.
  • Information from Our Services: If we work with you on bookkeeping, tax filing, or other tasks, you might share financial data, business records, or tax documents via secure platforms. We treat this as highly sensitive and only use it for the agreed-upon services.

We don’t collect information from children under 13, and our services aren’t directed at kids. If we learn we’ve accidentally collected data from a minor, we’ll delete it immediately.

How Do We Use Your Information?

We use your info to deliver the high-quality, efficient services we’re known for. Specifically:

• • To respond to your inquiries, schedule consultations, or provide quotes for our pricing tiers (like our monthly bookkeeping packages from $80 to $1000 based on transaction volume).
  • To perform the services you’ve requested, such as preparing US tax returns (forms like 1040, 1065, or 1120), managing accounts receivable/payable, payroll, or financial reporting.
  • To communicate with you about your account, updates, or service-related matters via email, phone, or secure platforms like Slack or Microsoft Teams.
  • For internal purposes, like improving our website, analyzing trends (anonymously), or complying with legal requirements.

We won’t use your data for marketing unless you opt in, and we never sell it to third parties for their own advertising.

Who Do We Share Your Information With?

We keep sharing to a minimum and only when it’s essential for our operations or required by law. Here’s when and with whom:

• • Service Providers: We use trusted third-party tools for collaboration and document sharing, such as, Drake, Intuit, TaxAct, TaxSlyer, H&R Block, Wave Accounting, Xero, Kashflow, Google Drive, Microsoft OneDrive, Box, Corvee, Slack, Crypho, or Microsoft Teams. These platforms are chosen for their strong security features, like end-to-end encryption. Your info is shared only to facilitate our work with you, and they’re bound by strict confidentiality agreements.
  • Payment Processors: For transactions, we rely on PayPal or direct bank transfer similar secure providers. They handle your payment details directly, and we don’t access sensitive card info.
  • Professional Partners: In delivering tax or accounting services, we might share data with certified professionals on our team (like our CPAs) or, if needed, with regulatory bodies like the IRS for compliance.
  • Legal Requirements: If we’re compelled by law, such as a court order, audit, or to prevent fraud, we may disclose information. We’ll notify you if possible, unless prohibited.

Since our team is based in different countries but serves US clients, some data may be transferred internationally. We ensure these transfers comply with US standards, using safeguards like standard contractual clauses where applicable.

How Do We Protect Your Information?

Security is a big deal for us, especially handling financial data. We follow industry best practices and comply with GLBA requirements to safeguard your info:

• • We use encryption for data in transit and at rest on our secure platforms.
  • Access is limited to authorized team members who need it for their roles, and they’re trained on privacy protocols.
  • We regularly review our systems for vulnerabilities and use firewalls, secure servers, and other measures to prevent unauthorized access.

That said, no system is 100% foolproof, so we can’t guarantee absolute security, but we do everything we can to minimize risks.

Your Privacy Rights

Under US laws like the California Consumer Privacy Act (CCPA) if you’re a California resident, or the new CFPB Personal Financial Data Rights rule, you have rights over your data:

• • Access and Know: You can request details about what personal info we hold about you and how we use it.
  • Deletion: Ask us to delete your data (though we may need to keep some for legal or service reasons, like tax records).
  • Opt-Out of Sharing: You can opt out of us sharing your info with third parties (beyond what’s necessary for services).
  • Correction: If something’s inaccurate, let us know, and we’ll fix it.
  • Limit Use: For sensitive financial data, we only use it for the purposes you requested.

To exercise these rights, just contact us (details below). We’ll respond within the required timelines, usually 45 days for CCPA requests. We won’t discriminate against you for using your rights.

If you’re outside the US, we respect similar rights under applicable laws, but this policy focuses on our US-oriented services.

Cookies and Tracking Technologies

Our site is pretty straightforward and doesn’t use cookies for tracking or advertising at this time. If you’re logged into third-party services (like Google), they might place their own cookies, we don’t control those, so check their policies. If we add any tracking features later, we’ll disclose it here and get your consent where needed.

Changes to This Privacy Policy

We might tweak this policy as our business evolves or laws change. If the updates are significant (like new data uses), we’ll email you or post a notice on the site. Your continued use after changes means you accept them.

Contact Us

If you have questions, want to exercise your rights, or need more info, reach out, we’re here to help.

TaxBook Solutions Email: partner@taxbooksolution.com

Thanks for trusting us with your information. We’re dedicated to keeping it safe while helping your business thrive.