Effective Date: 28 August 2026
Last Updated: 28 August 2026
Travis Shepard Bookkeeping ("we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy outlines how we collect, use, safeguard, and disclose your information when you visit our website https://tvsbookkeeping.com or https://www.tvsbookkeeping.com or engage our bookkeeping and financial services.
1. Information We Collect
We collect information directly from you, automatically through your use of our website, and from third-party services you authorize.
Personal Identifiers: Name, email address, phone number, physical address, business name, and job title.
Financial & Business Data: Bank account numbers, credit card details, Tax ID/SSN, payroll information, tax documents, general ledgers, and invoice records required to perform bookkeeping services.
Website Usage Data: IP address, browser type, device information, operating system, pages viewed, and referral URLs collected via cookies and analytics tools.
2. How We Use Your Information
We use the collected information exclusively for legitimate business purposes:
Delivering, managing, and maintaining professional bookkeeping and accounting services.
Processing payments, invoicing, and managing billing.
Communicating regarding account updates, service inquiries, or customer support requests.
Sending administrative notices, newsletters, or promotional updates (you may opt out at any time).
Ensuring compliance with legal, regulatory, tax, and anti-money laundering obligations.
3. How We Share Your Information
We do not sell, rent, or trade your personal or financial information to third parties. We share data only under the following strict conditions:
Third-Party Service Providers: Verified software partners necessary to deliver our services (e.g., QuickBooks, Xero, cloud storage hosts, encrypted file portals, and payment processors).
Legal & Regulatory Obligations: When required by law, subpoena, court order, or IRS/state regulatory authority inquiries.
Business Transfers: In connection with a merger, acquisition, or sale of company assets, provided the acquiring entity honors this policy.
4. Data Security & Storage
Because bookkeeping involves highly sensitive data, we implement industry-standard physical, technical, and administrative safeguards:
256-bit SSL/TLS encryption for data in transit and at rest.
Secure, password-protected cloud storage and client portals utilizing Multi-Factor Authentication (MFA).
Strict internal access controls limiting data visibility to authorized personnel only.
Note: While we apply commercially reasonable precautions, no internet transmission or electronic storage method is 100% secure.
5. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience and analyze traffic. You can adjust your browser settings to refuse cookies or alert you when cookies are sent; however, disabling cookies may impair certain website functionalities.
6. Your Rights & Choices
Depending on your jurisdiction (such as California under the CCPA/CPRA), you may hold specific privacy rights regarding your data:
Access & Portability: Request details about or copies of the personal data we hold about you.
Correction & Deletion: Request corrections to inaccurate data or request deletion of personal information, subject to legal and tax retention requirements.
Opt-Out: Unsubscribe from marketing communications at any time using the "Unsubscribe" link in our emails.
7. Children's Privacy
Our website and services are intended solely for adult business owners and representatives. We do not knowingly collect personal information from children under 13.
8. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Travis Shepard Bookkeeping
Address: 16764 Brunswick Ave SE / Prior Lake, MN 55372-2942
Email: travis@tvsbookkeeping.com
Phone: +1 (763) 226-8021