Thistle Guard Bookkeeping — Privacy Policy
Last Updated: 11/30/2025
Thistle Guard Bookkeeping (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains what information we collect, how we use it, and how we protect it. By using our services, websites, or submitting information to us, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information in order to provide bookkeeping and financial organization services:
Personal Information
Name, address, email, phone number
Business name and business contact information
Identification information necessary for account setup
Financial Information
Bank statements and transaction history
Accounting software data
Invoices, receipts, and expense documentation
Payroll records (if applicable)
Merchant account and payment processor reports
Technical Information
IP address
Device/browser details
Website usage analytics (if applicable)
Other Information
Any additional information you choose to provide to help us perform bookkeeping, reporting, or related services.
2. How We Use Your Information
We only use your information for business-related purposes, including:
Providing bookkeeping and financial services
Reconciling accounts and preparing financial reports
Managing your client account and service subscription
Communicating with you regarding your account, updates, or support
Improving our processes, services, and client experience
Meeting legal, regulatory, or tax-related obligations
We do not sell your information, and we do not use it for unrelated marketing purposes.
3. How We Share Information
We may share your information only under specific and necessary circumstances:
Approved Service Providers
Accounting software (e.g., QuickBooks, Xero, Wave)
Payment processors
Secure storage/document tools
Payroll or HR systems (if applicable)
All third-party vendors are required to maintain confidentiality and safeguard your data.
Legal or Regulatory Reasons
We may share information if required to:
Comply with federal, state, or local laws
Respond to subpoenas, audits, or lawful investigations
Protect against fraud, security threats, or illegal activity
We never share your information without a legitimate reason.
4. Data Security
We take data security seriously and implement the following:
Encrypted storage and secure transmission protocols
Restricted, need-to-know access only
Secure password-protected systems
Regular data backups
Use of reputable, security-focused accounting platforms
While no system is 100% breach-proof, we follow industry best practices to protect your data.
5. Data Retention
We retain records for as long as necessary to provide services, comply with legal and tax obligations, and maintain accurate historical financial data.
Upon termination of services, you may request a copy of your data within 30 days, after which we may delete archived copies unless required by law to retain them.
6. Your Rights
Depending on your location, you may have rights regarding your data, including:
The right to request access to your information
The right to correct inaccurate data
The right to request deletion (when legally permissible)
The right to request limits on data use
The right to withdraw consent for certain types of data processing
To submit a data request, contact us directly using the information below.
7. Cookies & Website Tracking
If you use our website, we may use cookies or analytics tools to:
Improve website performance
Track usage metrics
Enhance your user experience
You can disable cookies in your browser settings if you prefer.
8. Third-Party Links
Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices of those external sites.
9. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updated versions will be posted with a new “Last Updated” date.
11. Contact Information
For questions about this Privacy Policy, data requests, or security concerns, please contact:
Thistle Guard Bookkeeping
Email: [email protected]
Phone:
Business Address: South Nano, Mesa, AZ 85212
11/30/2025
