Privacy Policy
Welcome to Books By Brittany. Your privacy and the security of your financial data are our highest priorities. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website, booksbybrittany.co, and engage with our firm.
Information We Collect
Because our website currently operates without a client portal, the personal information we collect directly through the site is strictly limited to what you voluntarily provide.
Contact Information: When you fill out our online contact form, we collect your name, email address, phone number, and any brief details you provide regarding your business or inquiry.
How We Use Your Information
The information you submit through our contact form is entered into our secure Customer Relationship Management (CRM) system. We use this information for the sole purpose of:
• Responding to your initial inquiry.
• Scheduling consultations or discovery calls.
• Following up regarding our accounting and tax services.
We do strictly prohibit the sale of your data. Books By Brittany does not sell, rent, trade, or otherwise share your personal information with third-party marketers or outside organizations. Your information is kept strictly confidential and is only shared if explicitly required by law (such as a valid subpoena).
Data Security & Secure Document Transfer
As a professional accounting and tax strategy firm, we adhere to strict data security protocols to protect your sensitive financial information.
Email Communication Policy: Standard email is not a secure method for transmitting sensitive data. Therefore, Books By Brittany maintains a strict policy against exchanging vital, personally identifiable, or sensitive financial information (including, but not limited to, Social Security Numbers, EINs, bank statements, payroll records, and tax forms) via standard email.
Secured File Sharing: All sensitive documents required for bookkeeping, tax preparation, or financial advisory services must be submitted exclusively through our designated, bank-level encrypted file-sharing software. Upon becoming a client, you will be provided with a secure, private link to upload and access your documents safely. Any sensitive documents sent to us via standard email will be deleted, and you will be asked to re-upload them through the secure software.
Cookies and Tracking Technologies
At this time, the Books By Brittany website does not utilize tracking cookies, marketing pixels, or invasive analytics tools to monitor your browsing behavior. If our website platform (or its essential plugins) utilizes baseline cookies strictly necessary for the site to function and load securely, they are not used to track your personal data.
Industry Compliance
We hold your data to the highest professional standards. Our internal data handling practices are designed to align with the privacy safeguards required of financial professionals and tax preparers, ensuring your business and personal data remain protected from unauthorized access.
Changes to This Policy
We may update this Privacy Policy periodically as our firm grows or as we implement new software (such as a secure client portal). Any changes will be posted directly to this page with an updated “Effective Date” at the top.
Contact Us
If you have any questions or concerns regarding this Privacy Policy or how your data is handled, please contact us at:
Email: info @ booksbybrittany.co
Location: Surprise, Arizona