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Privacy Policy

Last updated: 10/7/2025

Information We Collect

At MyTallyBee, we collect information necessary to provide our QuickBooks Online bookkeeping services:

  • Business information (company name, contact details, tax ID)
  • Financial data from your QuickBooks Online account (read-only access)
  • Bank and credit card transaction data for reconciliation
  • Communication records related to our services

How We Use Your Information

We use your information solely for:

  • Providing bookkeeping and accounting services
  • Preparing financial reports and reconciliations
  • Communicating about your account and services
  • Compliance with legal and regulatory requirements

Data Security

MyTallyBee takes data security seriously and follows industry best practices:

  • Bank-level encryption for all data transmission
  • Secure, read-only access to your QuickBooks Online account
  • Regular security audits and updates
  • Limited access on a need-to-know basis
  • Secure storage of all client information

Information Sharing

We do not sell, trade, or rent your personal information. We may share information only in these circumstances:

  • With your explicit consent
  • To comply with legal obligations
  • To your designated CPA or tax professional (with your authorization)

Your Rights

You have the right to:

  • Access your personal information
  • Request corrections to your data
  • Request deletion of your information (subject to legal requirements)
  • Withdraw consent for processing
  • Data portability

Contact Us

If you have questions about this privacy policy or our data practices, please contact us through our contact form or schedule a consultation.