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Privacy Policy

Last updated: May 19, 2026

A1 AI Bookkeeping, Payroll & Tax Services ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, and business details you provide through our contact forms or during consultations.
  • Financial Information: Bank statements, transaction records, payroll data, tax documents, and other financial records necessary to provide bookkeeping, payroll, and tax services.
  • Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.
  • Cookies: Small data files stored on your device to improve your browsing experience. You can disable cookies in your browser settings.

2. How We Use Your Information

We use the information we collect to:

  • Provide and maintain our bookkeeping, payroll, and tax preparation services
  • Communicate with you about your account, appointments, and service updates
  • Process payments and send invoices
  • Improve our website and services
  • Comply with legal obligations and regulatory requirements
  • Prevent fraud and ensure the security of our systems

3. How We Share Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

  • Service Providers: Trusted third parties who assist us in operating our business, such as cloud storage providers, payment processors, and software vendors (e.g., QuickBooks Online, GHL). These providers are contractually obligated to protect your data.
  • Legal Requirements: When required by law, court order, or governmental authority, or to protect our rights, property, or safety.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Security

We implement industry-standard security measures to protect your data, including encryption, secure servers, and access controls. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.

5. Third-Party Services

Our website and services may integrate with third-party platforms:

  • Calendly: For appointment scheduling. Your booking information is subject to Calendly's privacy policy.
  • QuickBooks Online: For accounting and bookkeeping integration. Subject to Intuit's privacy practices.
  • GHL (Go High Level): For contact forms and customer relationship management.
  • Social Media: Links to our Facebook and Instagram profiles may set cookies according to their respective policies.

6. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access, correct, or delete your personal information
  • Opt out of certain data collection or marketing communications
  • Request a copy of the data we hold about you
  • Restrict or object to our processing of your data

To exercise these rights, please contact us using the information below.

7. Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records are typically retained for at least seven years in accordance with tax and accounting regulations.

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: