Privacy Policy

1. Who We Are

BizBoox, LLC (“BizBoox,” “we,” “our,” or “us”) provides tax, bookkeeping, payroll, accounting, and related business support services. This Privacy Policy applies to personal information collected through our website, communications, onboarding, and service delivery.

2. Information We Collect

We may collect the following categories of information:

• Contact information: name, email address, phone number, mailing address, company name, and similar identifiers.
• Client and financial information: tax documents, bookkeeping records, payroll data, transaction details, account-related information, government notices, and other information needed to provide requested services.
• Communications: messages, consultation requests, intake submissions, uploaded files, and other correspondence with us.
• Usage and device information: IP address, browser type, device information, pages viewed, referring URLs, and similar website analytics information.
• Billing and administrative information: invoicing details, payment status, service history, and engagement records.

3. How We Collect Information

We collect information directly from you, automatically when you use our website, from service providers supporting our operations, and from documents or records you authorize us to review or receive in connection with your engagement.

4. How We Use Information

We use personal information to:

• respond to inquiries and schedule consultations;
• prepare and deliver tax, bookkeeping, payroll, advisory, and related services;
• communicate with clients and prospective clients;
• process billing, invoices, and administrative matters;
• maintain records, prevent fraud, secure our systems, and manage risk;
• comply with legal, regulatory, tax, and professional obligations; and
• improve our website, workflows, and client experience.

5. Legal Bases for Processing

Where applicable under data protection law, we process personal information based on one or more of the following: performance of a contract or steps taken at your request before entering a contract, compliance with legal obligations, our legitimate interests in operating and improving our business, and your consent where consent is required.

6. How We Share Information

We do not sell personal information. We may share personal information with: (a) service providers that host, store, secure, transmit, analyze, or process data for us; (b) tax, bookkeeping, payroll, communications, and document management platforms used to deliver services; (c) government agencies, courts, regulators, or tax authorities when required or permitted by law; and (d) professional advisors or counterparties involved in a business transaction, subject to appropriate safeguards where applicable.

7. Third-Party Service Providers

We may use third-party providers such as website hosting, analytics, cloud storage, communications tools, tax software, payroll platforms, bookkeeping platforms, and payment processors. These providers may process personal information on our behalf subject to their own terms and privacy practices.

8. Confidentiality and Sensitive Financial Information

Because our services often involve financial, tax, payroll, and business records, we limit use of that information to service delivery, administration, legal compliance, security, and related operational purposes. We expect clients to share only information reasonably necessary for the requested service.

9. Data Security

We use administrative, technical, and physical safeguards designed to protect personal information, including access controls, vendor management, authentication measures, secure storage practices, and other reasonable safeguards appropriate to the nature of the information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain business and tax records, enforce agreements, resolve disputes, and comply with legal, regulatory, insurance, and professional obligations. Retention periods may vary depending on the type of record, but certain tax, accounting, and engagement records may be retained for several years.

11. Your Privacy Rights

Depending on where you live, you may have rights to request access to personal information we hold about you, request correction of inaccurate information, request deletion of certain information, obtain a copy of certain information, object to or restrict certain processing, or withdraw consent where processing is based on consent. These rights are subject to legal and contractual exceptions. To make a request, contact us using the information below.

12. California Privacy Notice

If you are a California resident, you may have rights under California law to know what categories of personal information we collect, use, disclose, or retain, and to request deletion or correction of certain information. BizBoox does not sell personal information and does not share personal information for cross-context behavioral advertising as those terms are defined under California law.

13. Cookies and Analytics

We may use cookies, pixels, local storage, and similar technologies to operate the website, remember preferences, understand website traffic, and improve performance. You can control certain cookies through your browser settings, but disabling some technologies may affect site functionality.

14. Children’s Privacy

Our website and services are not directed to children under 18, and we do not knowingly collect personal information from children under 18 through the website.

15. External Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy, security, or content practices of third parties.

16. Legal Disclosures and Subpoenas

We may disclose personal information when we believe disclosure is necessary or appropriate to comply with law, legal process, professional obligations, enforce our rights, protect safety, respond to subpoenas or summonses, or prevent fraud or misuse. Where appropriate and lawful, we may notify affected individuals before responding.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time by posting a revised version on this website. The updated version becomes effective when posted unless otherwise stated.

18. Contact Us

If you have questions about this Privacy Policy or would like to exercise applicable privacy rights, contact BizBoox, LLC at jason@bizboox.com.