Privacy Policy

Effective Date: May 7, 2026

Welcome to SquadBooks (“Company,” “we,” “our,” or “us”). This Privacy Policy explains how we collect, use, protect, and share information collected through our website and services.

By using our website or submitting information through our forms, you agree to the practices outlined in this Privacy Policy.

Information We Collect

When you interact with SquadBooks, we may collect personal information you voluntarily provide to us. This may include your name, business name, email address, phone number, mailing address, and financial or bookkeeping-related information necessary to provide our services.

We may also collect information when you:

  • Submit a contact form
  • Schedule a consultation
  • Request pricing or service information
  • Communicate with us by phone, email, or text
  • Sign up for newsletters or updates

In addition, certain information may be collected automatically when you visit our website, including your IP address, browser type, device information, pages visited, and general website usage data through cookies and analytics tools.

How We Use Your Information

The information we collect is used to operate and improve our services, communicate with you, and provide a better customer experience.

We may use your information to:

  • Respond to inquiries and provide support
  • Deliver bookkeeping and financial services
  • Send important updates regarding your account or services
  • Improve website performance and user experience
  • Provide marketing or promotional communications
  • Maintain internal business records and compliance obligations

We only collect information that is reasonably necessary to provide our services effectively.

Confidentiality & Financial Information

At SquadBooks, protecting your financial information is extremely important to us. We use secure systems, software, and reasonable safeguards to protect sensitive data from unauthorized access, disclosure, or misuse.

Access to client information is limited only to authorized personnel or trusted service providers who require access to perform business-related functions.

While we take strong security measures, no online transmission or storage system can be guaranteed to be 100% secure. By using our website and services, you acknowledge this inherent risk.

Cookies & Analytics

Our website may use cookies and similar technologies to improve functionality and analyze website traffic. Cookies help us understand how visitors interact with our website so we can improve content, navigation, and overall user experience.

We may use third-party analytics services such as Google Analytics to collect aggregated website usage data. These tools do not provide us with sensitive financial information.

You can adjust your browser settings to refuse cookies if preferred.

Third-Party Services

We may work with trusted third-party providers to support our business operations, including accounting and bookkeeping software providers, payment processors, scheduling platforms, email communication services, website hosting providers, analytics tools, and marketing tools.

These third parties are only given access to the information necessary to perform their services and are not permitted to use your information for unrelated purposes.

SMS & Text Messaging

If you choose to communicate with SquadBooks via text message, you consent to receive communications related to your account, appointments, reminders, or services.

Message frequency may vary. Standard message and data rates may apply depending on your carrier.

You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us directly. SMS consent information is not shared with third parties for marketing purposes.

Sharing of Information

SquadBooks does not sell your personal information.

We may share information only in limited circumstances, including:

  • With trusted service providers assisting our operations
  • To comply with legal obligations or lawful requests
  • To protect our legal rights or prevent fraud
  • In connection with a business transfer, merger, or acquisition

Any shared information is limited to what is reasonably necessary.

Your Rights & Choices

You may request to:

  • Review the personal information we have about you
  • Correct inaccurate information
  • Request deletion of your information where legally permitted
  • Opt out of marketing communications

To make a request regarding your personal data, please contact us using the information below. Certain privacy rights may vary depending on your state or country of residence.

Links to Other Websites

Our website may contain links to third-party websites. SquadBooks is not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our services, technology, or legal requirements. Updated versions will be posted on this page with a revised effective date. Continued use of our website after updates constitutes acceptance of the revised policy.

Contact Us

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

SquadBooks
[email protected]