Home » Privacy Policy

Privacy Policy

Effective Date: 03/11/2025
Applicable To The Following Website:
bookkeepingbyprismaticjess.com

Article 1 – DEFINITIONS:

a) Applicable Website: This Privacy Policy applies to the website listed above (“Website”), which may also refer to any associated mobile application or digital service.

b) Effective Date: The date this Privacy Policy comes into force and effect.

c) Parties: The parties to this Privacy Policy are Prismatic Jess, LLC (“Data Controller”) and you, the user of this Website. Collectively, these are referred to as the “Parties.”

d) Data Controller: Prismatic Jess, LLC is the owner and operator of the Website, responsible for collecting, processing, and safeguarding user data. References to “we,” “us,” or “our” refer to Prismatic Jess, LLC.

e) You: As the user of this Website, you will be referred to as “you” or “your” in this Privacy Policy.

f) Services: “Services” refers to the accounting, bookkeeping, and financial consulting services offered on the Website.

g) Personal Data: “Personal Data” refers to any information capable of identifying you, such as your name, email address, phone number, payment details, or business financial data.

Article 2 – GENERAL INFORMATION:

This Privacy Policy describes how we collect, use, and protect your Personal Data when you visit our Website, engage with our Services, or communicate with us.

By continuing to use our Website, you acknowledge that you have read, understood, and agree to this Privacy Policy. If you do not agree, please discontinue use of our Website immediately.

Article 3 – CONTACT INFORMATION:

The Data Controller for this Website is:

If you have any questions or requests regarding your Personal Data, you may contact us using the details above.

Article 4 – DATA COLLECTION & USE:

1. Personal Data We Collect:

We may collect the following types of Personal Data:

  • Contact Information: Name, email, phone number, business name
  • Financial Data: Accounting and bookkeeping-related documents provided for our services
  • Billing Information: Credit card details, billing addresses (processed securely via third-party payment providers)
  • Technical Information: IP addresses, browser type, device information, and cookies (see Article 7 – Cookies & Tracking)
  • Communication Data: Email correspondence, chat messages, and support inquiries

2. How We Use Your Data:

We use your Personal Data for the following purposes:

  • Providing Services – To deliver bookkeeping and accounting services
  • Customer Support – To respond to inquiries, troubleshoot issues, and improve our services
  • Billing & Transactions – To process payments and provide invoices
  • Security & Fraud Prevention – To detect and prevent unauthorized access or fraudulent transactions
  • Marketing & Communication – To send newsletters, promotional offers, or updates (opt-in required)

Article 5 – THIRD-PARTY DATA PROCESSORS:

We may share certain Personal Data with trusted third-party service providers that help us operate our business securely and efficiently, including:

  • Payment processors (Stripe, PayPal)
  • Cloud storage and accounting software (QuickBooks Online, Xero, Google Drive)
  • Email marketing services (Mailchimp, ConvertKit)
  • Analytics providers (Google Analytics, Facebook Pixel)

Each third-party provider adheres to industry-standard security and privacy regulations. Your data is never sold, leased, or shared beyond what is necessary to provide our services.

Article 6 – DATA SECURITY & RETENTION:

1. How We Protect Your Data

We implement industry-standard security measures to protect your Personal Data from unauthorized access, disclosure, or misuse, including:

  • SSL encryption for secure transactions
  • Access controls to restrict data access
  • Regular security audits to detect vulnerabilities

2. Data Retention Policy

We retain your data only for as long as necessary to fulfill our services and comply with legal requirements. Our retention periods are as follows:

  • Financial records: Retained for seven years for tax and compliance purposes
  • Customer support inquiries: Retained for up to two years
  • Marketing data: Retained until you unsubscribe

After the retention period, data is securely deleted or anonymized.

Article 7 – COOKIES & TRACKING TECHNOLOGIES:

We use cookies and tracking technologies to:

  • Enhance website functionality
  • Analyze site performance and user interactions
  • Provide relevant marketing content (opt-in required)

1. Your Choices Regarding Cookies

You can control or disable cookies through your browser settings. However, disabling cookies may affect your experience on our Website.

For more information on managing cookies, visit:

Article 8 – YOUR PRIVACY RIGHTS (CPRA & GDPR COMPLIANCE):

Depending on your location, you may have the following rights regarding your Personal Data:

  • Right to Access – Request a copy of your Personal Data
  • Right to Correction – Update incorrect or incomplete data
  • Right to Deletion – Request data removal (subject to legal requirements)
  • Right to Opt-Out – Decline marketing communications
  • Right to Data Portability – Receive a copy of your data in a standard format

How to Exercise Your Rights

To exercise any of your rights, email us at privacy@bookkeepingbyprismaticjess.com.

Article 9 – INTERNATIONAL DATA TRANSFERS:

As a U.S.-based, online accounting and bookkeeping business, we may transfer your data internationally if required by law or to fulfill our services. If you reside in the European Economic Area (EEA), we ensure that:

  • Your data is transferred securely
  • GDPR-compliant measures are in place

Article 10 – POLICY UPDATES & CHANGES:

We may update this Privacy Policy periodically to reflect:

  • Changes in privacy laws (CPRA, GDPR, U.S. federal laws)
  • Updates in our data practices or security measures

How You’ll Be Notified

We will notify you via:

  • A notice on our website
  • An email update (if subscribed)

Article 11 – CONTACT US:

If you have questions or concerns about this Privacy Policy, you can reach us at:

We are committed to protecting your privacy and ensuring the highest level of security in our bookkeeping and accounting services.