Effective Date: [Insert Date]

 

1. Introduction
   TriUnity Bookkeeping respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, and safeguard the data you provide.

2. Information We Collect
   > Contact information (name, email, phone)
   > Financial records (invoices, receipts, account data)
   > Tax-related documents
   > Login credentials for secure access to the client portal (TaxDome)

3. How We Use Your Information
   > To deliver our bookkeeping and advisory services
   > To communicate with you via email or client portal
   > To comply with legal and regulatory obligations
   > To improve our services
4. How We Share Your Information
   We do not sell or rent your information. We may share information with trusted third parties only when necessary (e.g., software providers like TaxDome or as required by law).
5. Security
   We use industry-standard encryption and secure platforms (including TaxDome) to protect your data. Access to your information is limited to authorized personnel only.
6. Your Rights
   You have the right to:
   > Access your personal data
   > Request correction or deletion
   > Withdraw consent (where applicable)
   > To exercise your rights, contact us at [Insert Contact Email].
7. Data Retention
   We retain your data for as long as necessary to provide services and comply with legal obligations.
8. Changes to This Policy
   We may update this Privacy Policy from time to time. The most current version will always be posted on our website.