Privacy Policy

What Information We Collect

When You Browse Our Website

We collect basic usage data about how you interact with our website. This can include details like pages visited, time spent on pages, and clicked links. We use this information to enhance and personalize your experience on our site.

When You Schedule a Consultation

To schedule and hold your consultaton, we ask for more detailed information, including:

• Your full name
• Your email address
• Your phone number

When You Become a BookedKeeper Client

If you decide to use BookedKeeper's services, we'll collect additional information needed to effectively market your bookkeeping practice. These include:

• Information about your bookkeeping practice, such as client count and specializations
• Your business address and billing details
• Information about your ideal client profile
• Your capacity and preferences for taking on new bookkeeping clients
• Your preferred communication methods
• Any additional information relevant to tailoring our service to your practice

We gather this information directly from you via forms, phone calls, emails, video calls, and interactions throughout our marketing processes. Rest assured, all personal and business details you provide will remain confidential and handled in strict compliance with applicable laws.

How We Use Your Information

We use your information exclusively to provide and continuously improve your BookedKeeper experience—including website development, marketing services, client communications, and ongoing support. Occasionally, we may communicate directly by email or phone regarding updates, services, and relevant inquiries.

Third-party Tools

We currently use Google Analytics, Google Ads, and Microsoft Advertising Universal Event Tracking (UET) to understand visitor behavior, measure advertising performance, and improve our website. These tools place cookies that collect anonymized usage data, such as pages viewed, referrer URLs, and device information.

You can disable or delete these cookies at any time through your browser settings. You can also opt out specifically through the Google Analytics Opt-out Browser Add-on, or adjust your advertising preferences through Microsoft's Ad Settings page.

For more information about how these services handle your data, please view the Google Privacy Policy and Microsoft Privacy Statement. If we adopt similar additional tools in the future, we’ll update this Privacy Policy accordingly and promptly inform you of any significant adjustments.

Your Data Security

Protecting your data is paramount. We use robust, industry-standard measures to safeguard your personal information from unauthorized access or disclosure. We never sell your personal data with anyone for marketing purposes.

Your Rights

You have full control over your personal data. At any time, you can request to view, update, or delete your stored information. To exercise these rights, simply contact us, and we’ll promptly assist you.

Changes to This Policy

Periodically we might update this Privacy Policy to reflect changes in our service or for legal compliance. We'll promptly notify you by email or prominently post a notice on our website when significant changes are made.

Questions or Concerns

Have questions about this policy or data privacy matters? We are here and happy to assist. Please feel free to contact us anytime.