Legal

Privacy Policy

This policy explains what information we collect through this website and during client engagements, how we use it, and the choices available to you.

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Information we collect

Details you submit through our contact, quote, consultation, newsletter and data deletion forms, such as name, email, phone, company and message content.
Business and financial records you share with us as part of an engagement.
Basic technical information collected by our hosting provider, such as IP address and browser type, for security and reliability.

How we use information

To respond to enquiries and prepare quotes and proposals.
To deliver the accounting services set out in your engagement agreement.
To send the newsletter, where you have asked to receive it.
To meet legal, tax and recordkeeping obligations.

We process contact form data on the basis of your request, engagement data on the basis of our contract with you, and newsletter data on the basis of your consent. You may withdraw consent to marketing email at any time.

We do not sell personal information. We share information only with service providers used to run our practice (for example accounting, payroll, email and secure file-storage platforms), with your own advisers where you direct us to, and where required by law.

Retention

Engagement records are retained for the period required by applicable law and professional recordkeeping practice. Enquiry data is retained only as long as needed to respond and maintain a record of the contact.

Your choices

Request a copy of the personal information we hold about you.
Ask us to correct inaccurate information.
Request deletion, subject to legal retention requirements, via our Data Deletion Request page.
Unsubscribe from marketing email at any time.

International clients

We work with clients outside the United States. Information may be processed in the United States. We do not claim GDPR certification; where local law grants you additional rights, contact us and we will respond to your request.

Contact us about this policy

Simple Book Solutions LLC, 5900 Balcones Dr, Austin, TX 78731, United States. Email info@simpletobook.com or call +1 844 (714)-2695.

This document is provided for information only and is not legal advice. Have it reviewed by a qualified attorney before publication.