Effective Date: September 17, 2026
Last Updated: September 17, 2026
At Safe Hands Bookkeeping, LLC, protecting the confidentiality and security of client information is an important part of how we operate.
Bookkeeping records can contain sensitive financial, personal, and business information. We therefore use administrative, technical, and organizational safeguards designed to protect the information entrusted to us.
Confidentiality
Client financial and business information is treated as confidential.
We do not sell or rent client personal or financial information.
We use and disclose client information only as reasonably necessary to:
- Provide the services agreed upon with the client
- Operate and support the systems and services necessary to provide those services
- Communicate with the client and authorized parties
- Work with third parties authorized by the client, such as the client's tax professional
- Maintain appropriate business and accounting records
- Protect our systems, business, clients, and legal rights
- Comply with applicable legal or regulatory requirements
Additional information about how personal information may be collected, used, and shared is provided in our Privacy Policy.
Secure Handling of Client Information
We use reasonable safeguards designed to protect sensitive client information from unauthorized access, disclosure, alteration, loss, or misuse.
Depending upon the information and systems involved, these safeguards may include measures relating to:
- Secure electronic transmission of sensitive documents
- Password and access controls
- Multi-factor authentication where available and appropriate
- Security software and system protections
- Secure cloud-based accounting and business systems
- Limiting access to information according to legitimate business need
- Appropriate data backup and recovery practices
- Secure handling and disposal of information
Security practices may be reviewed and updated as technology, risks, and our business operations change.
Secure Document Exchange
Clients should not send passwords, Social Security numbers, complete bank or credit card account information, tax documents, financial statements, or other sensitive financial records through general website contact forms or unsecured communication methods.
When confidential documents or information need to be exchanged, Safe Hands Bookkeeping provides or identifies an appropriate secure transmission method.
Clients are encouraged to use the secure methods provided rather than ordinary email when transmitting sensitive financial information.
Access to Client Information
Access to client information is limited to Safe Hands Bookkeeping and service providers or other authorized parties who have a legitimate need for access in connection with providing or supporting agreed services.
Where appropriate, we select service providers with consideration for their security and privacy practices.
Clients may also authorize us to share information with designated third parties, such as their tax professional, attorney, financial advisor, lender, or other professional.
Third-Party Systems and Service Providers
Providing modern bookkeeping services requires the use of third-party technology and service providers, which may include accounting platforms, financial institutions, secure document-transfer systems, cloud services, communications providers, payment processors, and other business applications.
Although we take reasonable care in selecting and using these services, third-party systems operate under their own security, privacy, and availability practices.
No electronic system or method of transmitting or storing information can be guaranteed to be completely secure.
Client Responsibilities
Information security is a shared responsibility.
Clients can help protect their information by:
- Using strong, unique passwords
- Enabling multi-factor authentication when available
- Keeping login credentials confidential
- Using the secure document-transfer methods provided
- Avoiding transmission of sensitive financial information through ordinary email or general website forms
- Maintaining appropriate security on their own computers, mobile devices, networks, and email accounts
- Promptly notifying Safe Hands Bookkeeping if they suspect unauthorized access to information or accounts relevant to our services
Data Retention and Disposal
Client information is retained for as long as reasonably necessary to provide services, maintain appropriate business records, meet contractual obligations, and comply with applicable legal, accounting, or regulatory requirements.
When information is no longer reasonably required, it may be securely deleted, destroyed, or otherwise disposed of in accordance with our business practices and applicable requirements.
No Guarantee of Absolute Security
Safe Hands Bookkeeping takes reasonable measures designed to protect information in our possession or control. However, no method of electronic transmission, computer system, cloud service, or information-storage system can be guaranteed to be completely secure.
Accordingly, while we take information security seriously, we cannot guarantee absolute protection against every possible security incident or unauthorized access.
Questions About Data Security
If you have questions about how Safe Hands Bookkeeping handles confidential information or the secure transmission of documents, please contact:
Safe Hands Bookkeeping, LLC
Email: info@safehandsbookkeeping.com