Privacy Policy
RA Bookkeeping Solutions
Effective Date: 01/01/2025
At RA Bookkeeping Solutions ("we", "our", or "us"), protecting your privacy and safeguarding your personal and financial information is a top priority. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you engage with our bookkeeping and related financial services, including communication via text messaging (SMS).
1. Information We Collect
We may collect the following categories of personal information:
Contact Information: Name, email address, phone number, mailing address.
Financial Information: Bank statements, transaction histories, tax records, payroll details, and other bookkeeping-related documents.
Business Information: Company name, employer identification number (EIN), and financial statements.
Communication Records: Emails, texts, and call logs relating to services rendered.
2. How We Use Your Information
We use your personal and financial data for the following purposes:
To provide accurate and timely bookkeeping and financial services.
To communicate with you via email, phone, and text message (SMS) regarding service updates, document requests, appointment reminders, and urgent matters.
To comply with legal and regulatory requirements.
To improve our services and client experience.
3. Text Messaging (SMS) Policy
By providing your mobile number and agreeing to receive texts, you consent to receive text messages from RA Bookkeeping Solutions at 907-600-2831. These may include:
Account notifications
Customer service and document requests
Appointment reminders and scheduling
Service updates and time-sensitive alerts
Message frequency may vary. Message and data rates may apply.
You can:
Reply STOP to unsubscribe at any time
Reply HELP for assistance
Contact us directly at 907-600-2831 or support@rabookkeeping.com
Consent is not a condition of purchase.
Mobile opt-in information is never shared with third parties.
4. Data Sharing
Customer data is not shared with third parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing outlined elsewhere in this policy does not include mobile opt-in data.
We may share data only in the following limited circumstances:
With authorized employees and contractors who need access to perform services
With third-party service providers (e.g., payroll software, secure cloud platforms) under strict confidentiality agreements
When legally required to comply with subpoenas, court orders, or other legal obligations
5. Data Security
We implement industry-standard safeguards to protect your data, including:
Secure data storage and encrypted communication
Multi-factor authentication for sensitive systems
Routine audits and employee training on data handling
While we use reasonable efforts to protect your information, no transmission method is 100% secure. Please avoid sharing sensitive information via unsecured channels.
6. Data Retention
We retain your data as long as necessary to:
Provide services
Fulfill legal and compliance obligations
Resolve disputes or enforce agreements
You may request data deletion, subject to applicable laws and retention requirements.
7. Your Rights and Choices
You have the right to:
Access and update your personal information
Request a copy of records we maintain
Withdraw consent for communications (e.g., unsubscribe from SMS)
Request deletion of non-essential personal data
To exercise these rights, contact us at: support@rabookkeeping.com or call 907-600-2831.
8. Changes to This Policy
We may update this Privacy Policy periodically. When we do, we will post the updated policy on our website with the revised effective date. Continued use of our services indicates acceptance of any updates.
9. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact:
RA Bookkeeping Solutions
Phone: 907-600-2831
Email: support@rabookkeeping.com