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Zen Bookkeeping
Privacy Policy

Last Updated: September 2024
 
Your privacy is important to us. This Privacy Policy describes how Zen Bookkeeping (“we” or “us”) collects, uses, and shares your personal information when you use our website, www.zenbookkeeping.net and any of our subdomains (the “Website”). We also describe the rights you have over your personal information.
 
Please read this Privacy Policy carefully. By using our Services (as defined below), you acknowledge that you have read, understand and agree to be legally bound by this Privacy Policy and other policies incorporated herein by reference.
 
Zen Bookkeeping reserves the right to modify this Privacy Policy at any time at our discretion. We may notify you of changes to this policy in one of the following ways: (i) by sending an email to the address you provided when accessing our services, or (ii) by updating the ‘last updated’ date at the top of this policy. Unless otherwise stated, changes will take effect immediately upon posting the updated Privacy Policy on our website. By continuing to use our website, subscribe to newsletters, or engage with any of our services, you accept and agree to the revised Privacy Policy. If you do not agree with the changes, you must cease using our website and unsubscribe from newsletters, email communications, text messages, and all other relevant services immediately.
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​Our Services and How This Privacy Policy Applies
 
Zen Bookkeeping provides a range of professional bookkeeping services, including cloud-based bookkeeping, financial diagnostic reviews and audits, financial records clean-up and updates, monthly financial bookkeeping reviews, payroll, tax services, and related communication.
Our website serves primarily as an informational platform. It provides details about our services, allows visitors to schedule discovery calls through Calendly, and collects visitor information for marketing newsletters and communication purposes.
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Please note the following:
 

  • No Direct Access to QuickBooks Online: Our website does not include direct access to QuickBooks Online. Client interactions with QuickBooks Online occur separately from our website.
     

  • Third-Party Services: We utilize third-party service providers, including Calendly for scheduling and email marketing platforms for communications. These providers assist us in delivering our services and communicating with you.
     

  • Data Collection: Information collected through our website is used to provide you with relevant information, schedule appointments, send newsletters and updates, and conduct business operationally.
     

  • We do not sell or rent this information to any third parties.​

    This Privacy Policy applies to our website and all interactions you may have with Zen Bookkeeping, including visiting our site, engaging with customer service, receiving newsletters, and communicating through email, VOIP, and text messaging. We collectively refer to these methods as “Services.”

    By using our Services and interacting with Zen Bookkeeping, you consent to the collection and use of your personal information as described in this Privacy Policy. Personal information is defined as any data that can identify you directly or indirectly, or that can be used to contact you.​

    Our Services may include links to websites, products, or services that are not owned or operated by us. If you choose to share your data or personal information with any third-party service (such as Calendly), please be aware that these third parties have their own privacy policies and terms of use. The handling of your information by these third parties is governed by their respective policies. We encourage you to review their privacy policies and terms carefully, as Zen Bookkeeping is not responsible for the practices or content of these external services.​

    Our Services are not designed for use by children and are intended only for individuals who are at least 18 years old and using our Services for business purposes. If we discover that we have unintentionally collected personal information from anyone under the age of 18, we will take immediate action to delete the information as soon as possible. If you become aware that a child has provided us with personal information in violation of this Privacy Policy, please notify us via email ​

    This Privacy Policy covers how we handle and protect the information you provide through our website and in interactions with our third-party service providers.​

    Policy Overview
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  • Information We Collect: Details about the personal information we gather from you.

  • Usage of Your Personal Information: How we utilize the personal information we collect.

  • Sharing Your Personal Information: Information on how and with whom we share your personal data.

  • Data Storage and Security: How we store and protect your data.

  • Email Communication: How we handle your email marketing preferences.

  • VOIP and SMS Communication: Details on how we use VOIP and SMS for communication.

  • Advertising and Tracking: How we use behavioral advertising and tracking technologies.

  • Your Privacy Rights: Information on your data protection rights and how to exercise them.

  • Links to Third-Party Sites: Information on our website’s links to external sites.

  • Policy Updates: How we notify you of changes to this privacy policy.

  • Contact Information: How you can reach us with questions or concerns.​

    What We Collect, Why We Collect It, and How We Use It​​​​Personal Information: ​​

    Website Visitors:
     
    When you visit our website, we automatically gather certain details about your device, such as your web browser, IP address, time zone, and cookies. Additionally, as you browse our site, we collect data on the web pages or products you view, how you were referred to our site, and how you interact with it. This automatically collected data is referred to as “Device Information.”​​​

    We collect Device Information using the following technologies:​

    Cookies: Data files placed on your device, often including an anonymous unique identifier. For more information about cookies and how to disable them, visit All About Cookies(http://www.allaboutcookies.org).​

    Log Files: Track actions on our site, including IP address, browser type, ISP, referring/exit pages, and date/time stamps.​

    Web Beacons, Tags, and Pixels: Electronic files used to record browsing behavior.

Information We Collect

  • Device Information (e.g., IP address, browser type, cookies)

Why We Collect It

  • Functionality: To recognize you on our website and remember your preferences, such as language and location.
     

  • Analytics and Improvements: To gather data on your visit, content viewed, links followed, and information about your device and IP address. 

How We Use It

  • Functionality: To provide a personalized experience on our website.

     

  • Analytics and Improvements: To better improve the content and user experience of our Website for our website visitors.
     

  • Provided Information (e.g., name, email address, phone number, billing details)

  • Services/Order Fulfillment: To process your orders/services, including payment and delivery. 
     

  • Communication: To interact with you, respond to inquiries, and provide customer support.
     

  • Risk and Fraud Screening: To identify and mitigate potential risks or fraudulent activities.
     

  • Marketing: To send information or advertisements related to our products or services based on your preferences.
     

  • Registration or Orders: Information collected during online registration or orders.
     

  • Surveys and Feedback: Data from surveys, feedback forms, or direct communication.
     

  • Email Subscriptions: Information from signing up for newsletters or other content.
     

  • Forms: Data from intake or application forms for services or programs.
     

  • Scheduling: Information from signing up/scheduling meetings, appointments, discovery calls, etc.

  • Services/Order Fulfillment: To complete and manage your transactions.
     

  • Communication: To keep you informed and assist with customer service.
     

  • Risk and Fraud Screening: To protect against fraudulent activities.
     

  • Marketing: To provide relevant information and offers based on your interests and preferences.

     

  • Registration or Orders: To process registration or orders of the services you select.
     

  • Surveys and Feedback: To improve our services and customer experience.
     

  • Email Subscriptions: To keep you updated with our content and offers.
     

  • Forms: To process requests and applications.

     

  • Scheduling: To schedule meetings, appointments, and discovery calls.

You can set your browser to refuse cookies; however, some features of our website may not function properly if cookies are disabled. We do not alter our data collection practices in response to “Do Not Track” signals from browsers.
 

When we refer to “Personal Information” in this Privacy Policy, we mean both Device Information and Provided Information.

How we share your Personal Information 

We share your Personal Information with third parties to help us use your Personal Information, as described above.

For example, we use Google Analytics to help us understand how our visitors use the Website to make improvements to our website - you can read more about how Google uses your Personal Information here: https://www.google.com/intl/en/policies/privacy/. You can also opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout.
 
The types of third parties with whom we might share elements of your Personal Information include:
 

  • Payment processors engaged by us to securely store and handle payments information, such as credit or debit card information

  • Providers of email management and distribution tools

  • Providers of security and fraud prevention tools and services

  • Providers of data aggregation and analytics software services that allow us to effectively monitor and optimize our site to improve the user experience, aesthetics, and functionality

  • Providers of client management systems to help us track and communicate with potential clients

  • Providers of scheduling software, such as Calendly

 
We may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights. 
 
How your data is stored
 
We process and store your data using the following providers:
 

  • Wix (website hosting & cloud storage)

  • Email Provider 

  • Mail Chimp

  • Google (website analytics)

  • Calendly (scheduling)

  • TWIPLA (website analytics)

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Please visit their individual websites for information on the physical location of their servers where your information is stored. We use commercially reasonable security measures to protect against unauthorized access to or unauthorized alteration, disclosure or destruction of any information that may be stored on our servers.

Of course, no computer network or data transmission on the internet can be guaranteed to be 100% secure and so you submit your information at your own risk. We will maintain your Personal Information for our records unless and until you ask us to delete this information. 

Email Marketing
 
If you make a purchase on this Website, download a free resource in exchange for your email address, and/or opt in to receive emails, you agree to receive email communications from this site, including but not limited to newsletters, site updates, promotions, and other announcements and correspondence.  We are not responsible for the receipt of any such emails. You are responsible for ensuring that our email address(es) are not blocked or forwarded to your spam folder.
 
You have the right at any time to stop us from contacting you for marketing purposes. If you opt to unsubscribe from receiving emails, you understand that you may no longer receive information or updates from this Website, including promotions or product updates.

Communication via VOIP and SMS Communication

By providing your telephone number to Zen Bookkeeping, you consent to receive communication from us through SMS text messages, including messages sent via VOIP (Voice Over Internet Protocol) services. This communication may include appointment reminders, service updates, and other business-related information.
 
Message Frequency: Message frequency may vary based on your interactions and the services provided by Zen Bookkeeping.

Charges: Standard message and data rates may apply according to your mobile carrier’s plan.

Opting Out: You can opt out of receiving text messages at any time by replying "STOP" to any SMS message. This will unsubscribe you from future communications via text.

Help and Support: If you need more information or assistance, you can reply "HELP" to any SMS message or contact Zen Bookkeeping directly.

Data Sharing: Your phone number will not be shared with third parties for marketing purposes without your explicit consent. However, we may share your contact information with third-party service providers who assist us in delivering SMS communications (e.g., VOIP and messaging services) solely for operational purposes. All such third parties are required to comply with our privacy standards and applicable laws, ensuring the security and confidentiality of your data.

Data Handling: We take the protection of your data seriously. All communications will be handled in accordance with applicable privacy and data protection laws, including the Telephone Consumer Protection Act (TCPA) and relevant regulations.
 
Behavioral Advertising 
 
We do NOT use your personal information for targeted advertising.

If you would like to know more about how targeted advertising works and to opt-out, you can visit the Network Advertising Initiative’s (“NAI”) educational page at http://www.networkadvertising.org/understanding-online-advertising/how-does-it-work 

You can opt out of targeted advertising by using the links below: 
 

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Note: Google includes YouTube ads and Meta includes Facebook & Instagram ads

Additionally, you can opt out of some of these services by visiting the Digital Advertising Alliance’s opt-out portal at http://optout.aboutads.info/
 
Your Data Protection Rights 

If you are a European resident, you have the right to access personal information we hold about you and to ask that your personal information be corrected, updated, or deleted. Under certain conditions, you may also have the right to restrict or object to our processing of your data, and to request that we transfer your Personal Information to another organization. If you would like to exercise any of these rights, please contact us through the contact information below. 

Additionally, if you are a European resident, we note that we are processing your information to fulfill contracts we might have with you (for example if you make an order through the Website), or otherwise to pursue our legitimate business interests listed above. Please note that your information will be transferred outside of Europe, including to Canada and the United States. 

California Privacy Rights
 
Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents have specific rights concerning the collection, use, and sharing of their personal information. This section outlines those rights and how California residents can exercise them.

1. Right to Know
 
California residents have the right to request details regarding the personal information we have collected and how we use it. Upon receiving and confirming a verifiable request, we will provide:
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  • The categories of personal information we collected about you in the past 12 months.

  • The categories of sources from which the personal information was collected.

  • The business or commercial purposes for collecting, selling, or sharing personal information.

  • The categories of third parties with whom we share or disclose personal information.

  • Specific pieces of personal information we have collected about you.

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2. Right to Delete

 
You have the right to request the deletion of any personal information we have collected, subject to certain legal exceptions. Once we receive and verify your request, we will delete (and instruct our service providers to delete) your personal information from our records unless an exception applies, such as:

  • Completing a transaction for which the personal information was provided.

  • Detecting security incidents, protecting against malicious activities, or prosecuting those responsible for illegal actions.

  • Complying with a legal obligation or applicable law.
     

3. Right to Correct Inaccurate Information
 
California residents can request corrections of inaccurate personal information maintained by us. Once we confirm your identity and verify the information in question, we will update or rectify the inaccurate data as necessary.
 
4. Right to Opt-Out of the Sale or Sharing of Personal Information
 
You have the right to opt out of the sale or sharing of your personal information. We do not sell personal information; however, should our practices change, we will provide a clear "Do Not Sell My Personal Information" link on our website.
 
5. Right to Limit the Use of Sensitive Personal Information
 
If we collect sensitive personal information (such as precise geolocation, racial or ethnic origin, or financial account login), you have the right to limit its use for purposes outside those allowed by the CPRA.
 
6. Right to Non-Discrimination
 
We will not discriminate against you for exercising your CCPA/CPRA rights. This means we will not:

  • Deny you access to our services.

  • Charge you different prices or rates for services, including through the use of discounts or penalties.

  • Provide a different level or quality of services.

  • Suggest that you may receive a different price or level of service if you exercise your rights.
     

7. Exercising Your Rights
 
To exercise any of the rights described above, California residents may submit a verifiable request by:

Please include enough detail in your request for us to understand, evaluate, and respond to it. We may need to request additional information to verify your identity before processing your request. You may make a verifiable consumer request for access or deletion up to twice within a 12-month period.
 
8. Authorized Agents
 
California residents may designate an authorized agent to make requests on their behalf. To do so, we may require written permission from you and verification of the agent's identity. We may deny a request from an agent who does not submit proof that they have been authorized to act on your behalf.
 
9. "Do Not Track" Signals
 
We do not currently respond to "Do Not Track" (DNT) signals sent by your browser. For more information about DNT signals, you can visit allaboutdnt.com.
 
10. Minors' Privacy Rights
 
We do not knowingly collect or sell personal information from minors under the age of 16 without prior consent. If you are a parent or guardian and believe your child has provided us with personal information in violation of this policy, please contact us to request deletion of the information.
 
How to Contact Us
 
If you have any questions or concerns about this California Privacy Rights section or wish to exercise your rights, please reach out to us:

 
Third Party Websites
 
Our privacy policy applies only to our website. We are not responsible for the data collection, privacy practices or policies of any third-party site to which we may provide a link or that may link to our site. We encourage you to read the privacy statement and terms of use of other sites.
 
Changes 

We may update this privacy policy from time to time to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons. The date of the last revision will be indicated by the “Last updated” date at the top of this page. Any such changes are effective immediately upon publication on our Website.
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Complaints
 
Please contact us if you have any complaints about how we use your Personal Information so we can resolve the issue whenever possible. Residents of the European Union also have the right to lodge a complaint with your local data protection regulator, such as the Information Commissioner’s Office in the UK.  California residents can contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, California 95834 or by telephone at (800) 952-5210 or (916) 445-1254.
 
Contact us 

For more information about our privacy practices, if you have questions, or if you would like to exercise your data protection rights, please do not hesitate to contact us.
 
Email us: EMAIL
Call us:  PHONE
Write to us: 3616 N Meridian Ave Ste Z  Oklahoma City, OK 73112
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