At Priority Financials, your privacy is of utmost importance. This Privacy Policy outlines how we collect, use, and safeguard your information. By using our services, you agree to the terms of this policy.

1. Information We Collect

We collect various types of information to provide you with effective bookkeeping services, including but not limited to:

• Personal Information: Name, contact information, and financial details necessary to provide our services.
• Business Information: Company name, industry, financial records, and any other relevant data required for bookkeeping and payroll management.
• Usage Information: Information about how you interact with our website, such as IP addresses, browser type, and access times.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our bookkeeping services.
• Communicate with you regarding your accounts, transactions, and any updates relevant to our services.
• Ensure compliance with applicable legal requirements.
• Protect against fraud, unauthorized access, and other security issues.

3. Data Protection and Security

Priority Financials takes data security seriously. We implement industry-standard security measures to protect your personal and financial information from unauthorized access, alteration, or disclosure. While we strive to use commercially acceptable means to protect your information, please be aware that no method of transmission or storage is 100% secure.

4. Sharing of Information

We do not share, sell, or rent your information to third parties, except in the following cases:

• With your consent.
• To comply with legal obligations, such as responding to a court order or subpoena.
• To protect the rights, property, or safety of Priority Financials, our clients, or others.
• In connection with a business transaction, such as a merger or acquisition, where client information may be transferred as part of the assets.

5. Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. Once data is no longer needed, we will securely delete or anonymize it.

6. Your Rights

You have the right to:

• Access, correct, or update your personal information.
• Request the deletion of your personal information, subject to legal and contractual obligations.
• Object to the processing of your personal data or withdraw consent where processing is based on consent.

If you wish to exercise these rights, please contact us at the email address provided below.

7. Updates to Our Privacy Policy

Priority Financials may update this Privacy Policy periodically. We will notify you of any significant changes by posting the updated policy on our website and updating the “Last Updated” date. Your continued use of our services after such changes indicates your acceptance of the new policy.

8. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Priority Financials
Email: ann@priorityfinancials.com

Last Updated: 6 November 2024

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This Privacy Policy offers transparency and security for your clients. Ensure that the email, phone, and 6/11/2024 date are completed based on your business details. Let me know if you’d like additional details!