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Updated on August 9, 2024

Privacy Policy

At BookedKeeper, we respect your privacy. This policy explains how we handle your information.

What we collect

When you browse our website

We collect basic usage data about how you interact with our pages. This includes information like which pages you visit, how long you stay on each page, and what links you click. We use this data to improve your experience on our site.

When you sign up for a discovery call

To schedule your call and provide you with the best possible service, we collect more detailed information. This includes:

  • Your full name and email address
  • Your phone number
  • Your business name and website (if applicable)
  • Information about your current bookkeeping practice, such as the number of clients you serve and your areas of specialization
  • Any specific questions or concerns you'd like to discuss during the call

When you become a BookedKeeper client

If you decide to use our services, we'll need additional information to serve you effectively:

  • Your business address and billing information
  • Details about your ideal client profile to help us match you with appropriate leads
  • Information about your capacity to take on new clients
  • Your preferred methods of communication
  • Any other relevant details about your practice that help us tailor our service to your needs

We collect this information directly from you through forms, emails, phone calls, and your interactions with our service. We use this data solely for the purpose of providing and improving our services to you.

Rest assured, we treat all the information you provide with the utmost confidentiality and in accordance with applicable data protection laws.

How we use your information

We use the information we collect to provide and improve our services. This includes personalizing your experience and developing new features. We may also use your contact information to communicate with you about our services, including updates, offers, and responses to your inquiries.

Third-party tools

Currently, we use Google Analytics and Crisp to understand how visitors use our site. These tools helps us analyze traffic patterns, improve our website, and offer customer support functionality. In the future, we may add other similar tools to help us enhance our service and your experience. We'll update this policy accordingly if we make any significant changes to our data collection practices.

Your data security

Protecting your information is important to us. We use industry-standard security measures to safeguard your data against unauthorized access, alteration, or disclosure. Rest assured, we do not sell your personal data to anyone.

Your rights

You have control over your personal information. You can request to see, change, or delete your personal information at any time. If you'd like to exercise these rights, please contact us using the information provided below.

Changes to this policy

We may update this privacy policy from time to time. If we make significant changes to how we handle your data, we'll notify you through our website or via email.

Questions or concerns

If you have any questions or concerns about your privacy or this policy, please don't hesitate to contact us. We're here to help.