Privacy Policy

Privacy policy

Do My Books USA respects your privacy. This policy explains what information may be collected through this website, how it is used, and how you can contact us about your information.

Effective date: April 1

Who this policy applies to

This policy applies to information submitted through the Do My Books USA website, including contact forms, quote request forms, and chatbot inquiry prompts.

Information we may collect

When you contact Do My Books USA, you may choose to provide:

  • Full name
  • Business name
  • Email address
  • Phone number (if voluntarily provided)
  • Business type and bookkeeping software details
  • How far behind your bookkeeping records are and related project notes

You may also contact Do My Books USA directly by email, in which case your email and the information you include are received and retained in normal business correspondence.

How your information is used

Information is used to:

  • Respond to your inquiry
  • Assess fit and scope for bookkeeping services
  • Prepare guidance on next steps and possible pricing approach
  • Provide client support and follow-up communication

Information is not sold to third parties.

Form and chatbot submissions

This website uses Formspree to process inquiry submissions from website forms and chatbot lead capture. Information you submit through these tools is transmitted to Formspree and then routed to Do My Books USA for follow-up.

Please avoid submitting highly sensitive personal identifiers (for example, government ID numbers) through website forms or chatbot messages.

Third-party services

This website may rely on third-party services for core operations, including website hosting, form delivery, fonts, and email communication. Those providers process data according to their own privacy terms.

Where this site links to external websites (for example, LinkedIn), their privacy practices apply once you leave this site.

Data retention

Inquiry information is retained for as long as reasonably needed to manage communications, service requests, recordkeeping, and legitimate business operations, unless a longer retention period is required by law or professional obligations.

Confidentiality and security

Do My Books USA uses reasonable administrative and technical safeguards to protect business information shared through normal communication channels. No internet transmission or storage method can be guaranteed to be completely secure.

NDA requests are welcome where appropriate before detailed record sharing.

Your choices

You may request that Do My Books USA update or delete inquiry information that you previously submitted, subject to legal, professional, or recordkeeping requirements.

Children's privacy

This website and services are intended for business owners and adults. They are not directed to children under 13.

Policy updates

This privacy policy may be updated from time to time to reflect operational, legal, or service changes. The effective date at the top of this page will be updated when changes are made.

Contact

If you have questions about this privacy policy or your information, contact justina@domybooksusa.com.