Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Name, email address, and phone number submitted through our contact or booking forms
• Business name and details you share during consultations
• Financial documents and records uploaded through the client portal
• Account credentials created for the client portal

2. How We Use Your Information

We use the information we collect to:

• Provide bookkeeping, payroll, and financial reporting services
• Schedule and confirm consultations
• Respond to inquiries and communicate with you about your account
• Send booking confirmations and service-related notifications
• Improve our services and website

3. How We Protect Your Information

Your financial data is handled with the highest level of care. Documents uploaded through the client portal are stored securely using Firebase, with access restricted exclusively to your account. We do not sell, rent, or share your personal information with third parties for marketing purposes.

4. Third-Party Services

We use the following trusted third-party services to operate our website and deliver our services:

• Firebase (Google) — secure document storage and client portal authentication
• Formspree — contact form submissions
• EmailJS — booking confirmation emails
• Zoom — video consultations

Each of these services has its own privacy policy and data handling practices.

5. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. You may request deletion of your data at any time by contacting us directly.

6. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your personal data
• Withdraw consent at any time

7. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us at info@antunesbookkeeping.com.