Privacy Policy

Last Updated:  September 14, 2025

Breadbooks (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what data we collect, how we use it, and the choices you have when interacting with our website, services, and client portal.

We may collect the following types of information when you interact with us:

• Personal Information – Name, email address, phone number, business name, mailing address.
   
• Financial & Tax Information – Documents, payroll data, tax identification numbers, and other information you upload for us to provide accounting and tax services.
   
• Portal & Website Usage Data – Login credentials, IP address, browser type, pages visited, and actions taken within the client portal.
   
• Payment Information – Limited billing details when you pay for services (handled securely by our payment processor — we do not store full credit card numbers).
   

We use your information to:

• Provide accounting, bookkeeping, payroll, and tax preparation services.
   
• Process payments and deliver invoices.
   
• Communicate with you about your account, upcoming deadlines, and service updates.
   
• Improve and secure our website and client portal.
   
• Comply with legal, regulatory, and professional obligations.
   

We do not sell your personal information to third parties.

We only share your information as needed to deliver our services, including with:

• Trusted Service Providers – Client portal platform, secure document storage, payment processors, and other vendors who process data on our behalf.
   
• Professional Partners – CPAs, financial advisors, and specialists we work with at your request.
   
• Legal/Regulatory Authorities – When required by law or to respond to valid legal process.
   

All third parties are required to protect your information and use it only for the purposes we specify.

We use commercially reasonable safeguards to protect your personal and financial data, including encryption, secure connections, and restricted access. However, no system is 100% secure, and we cannot guarantee absolute security of information transmitted to us.

We retain your information as long as necessary to provide services, meet legal and tax record-keeping requirements, and resolve disputes.

You may:

• Request access to the personal information we hold about you.
   
• Request corrections or updates to your information.
   
• Request deletion of certain data (subject to legal record-keeping obligations).
   
• Opt out of marketing communications at any time.
   

To exercise these rights, contact us at [insert contact email].

Our website and portal may use cookies or similar technologies to improve user experience, keep you logged in, and analyze site traffic. You can adjust cookie preferences through your browser settings.

Our services are not directed to children under 13, and we do not knowingly collect information from them.

We may update this Privacy Policy periodically. When we do, we will revise the “Last Updated” date and post the new version on our website.

If you have any questions about this Privacy Policy or how we handle your data, contact us at:

Breadbooks
Email: bradm@breadbooks.net

Breadbooks (“we,” “our,” or “us”) uses cookies and similar technologies on our website and client portal to enhance your experience, analyze traffic, and provide secure services. This Cookie Policy explains what cookies are, how we use them, and your choices regarding cookies.

Cookies are small text files stored on your device by your browser when you visit a website. They help websites remember your preferences, login status, and other information to improve your experience.

a. Essential Cookies – Required for our website and client portal to function properly, including logging in and securely uploading documents.

b. Functional Cookies – Remember your preferences and settings to personalize your experience.

c. Analytics & Performance Cookies – Collect information about how visitors use our site, such as pages visited, time spent, and traffic sources. This helps us improve our services.

d. Third-Party Cookies – We may use third-party services (e.g., Google Analytics) that place cookies to help monitor website performance. These providers adhere to their own privacy policies.

Cookies help us to:

• Provide secure access to your client portal and personalized services.
   
• Understand how our website and portal are used and improve usability.
   
• Analyze traffic patterns to improve content and marketing.
   

Most browsers allow you to manage cookies through browser settings. You can:

• Accept all cookies.
   
• Block or delete cookies.
   
• Receive alerts when a cookie is being set.
   

Please note that blocking certain cookies may affect functionality of our website or client portal.

We may update this Cookie Policy from time to time. When changes are made, the “Last Updated” date at the top will reflect the most recent version.

If you have any questions about our use of cookies, contact us at:

Breadbooks
Email: bradm@breadbooks.net