Privacy Policy

Effective Date: October 22, 2026

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At The Greener Book, we respect your privacy and are committed to protecting the personal and business information you share with us. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, schedule appointments, subscribe to communications, or use our bookkeeping services.

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By using our website, you acknowledge the practices described in this Privacy Policy.

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1. Information We Collect

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We may collect the following types of information:

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Personal and Contact Information

• Full name

• Email address

• Phone number

• Business name

• Information submitted through contact forms, appointment bookings, and inquiries

 

Business and Financial Information

When providing bookkeeping services, we may receive business records, financial reports, transaction information, accounting records, and other information necessary to perform the services requested.

 

Appointment Information

When you schedule an appointment, we may collect your contact information, selected service, appointment date and time, and any additional information you voluntarily provide.

 

Website Usage Information

Our website and service providers may automatically collect certain technical information, including IP address, browser type, device information, pages visited, and interactions with our website through cookies and similar technologies.

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2. How We Use Your Information

 

We may use collected information to:

• Respond to inquiries and provide customer support.

• Schedule, confirm, and manage appointments.

• Provide bookkeeping, QuickBooks support, financial reporting, and related services.

• Communicate about services, appointments, and account updates.

• Send newsletters, bookkeeping tips, and promotional communications when you have subscribed or otherwise permitted us to do so.

• Improve our website, services, and customer experience.

• Maintain business records and meet applicable legal obligations.

• Protect against fraud, unauthorized access, and misuse of our services.

 

We do not sell your personal information.

 

3. How We Share Information

We may share information with trusted third-party service providers when necessary to operate our business and deliver services.

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These providers may include:

• Wix: Website hosting, online forms, appointment scheduling, and website management.

• Google: Email, calendar, and virtual meeting services, where applicable.

• QuickBooks/Intuit: Accounting and bookkeeping software, when used in connection with client services.

• Email service providers: Delivery of appointment confirmations, newsletters, and business communications.

• Other authorized service providers: Technology and administrative services necessary to support our operations.

 

These providers process information according to their applicable agreements and privacy practices.

We may also disclose information when required by law, to protect our legal rights, or with your authorization.

 

4. Financial Information and Confidentiality

We understand that bookkeeping services involve sensitive business and financial information.

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We take reasonable administrative and technical precautions to protect information entrusted to us and limit access to individuals or service providers who need it for legitimate business purposes.

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We encourage clients to use approved, secure methods for exchanging financial records and account information.

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Please do not submit passwords, banking credentials, Social Security numbers, or sensitive financial documents through general website contact forms or appointment booking forms.

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5. Online Appointments and Booking

Our website uses Wix Bookings to allow visitors and clients to schedule appointments.

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When you book an appointment, your information may be processed through Wix and integrated communication or calendar services to facilitate scheduling, confirmations, reminders, and meetings.

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If you create a website member account, account information may also be processed by Wix to provide account access and appointment management features.

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6. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, remember preferences, understand website traffic, and improve visitor experience.

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Some cookies may be placed by third-party services integrated into our website.

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Where required by applicable law, we will request consent before using nonessential cookies.

You can manage cookies through your browser settings and any cookie preference tools provided on our website.

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7. Email Communications and Newsletters

If you subscribe to our newsletter or opt in to marketing communications, we may send bookkeeping tips, business resources, service updates, and promotional information.

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You may unsubscribe from marketing emails at any time by selecting the unsubscribe link included in those communications or contacting us directly.

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Unsubscribing from marketing emails will not prevent us from sending necessary appointment confirmations or service-related communications.

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8. Data Security

We use reasonable measures intended to protect personal and business information against unauthorized access, disclosure, alteration, and loss.

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However, no website, electronic transmission, or data storage system can be guaranteed completely secure.

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9. Data Retention

We retain personal and business information for as long as reasonably necessary to provide services, maintain business records, resolve disputes, comply with legal obligations, and fulfill legitimate business purposes.

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Retention periods may vary depending on the type of information, contractual requirements, and applicable laws.

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When information is no longer required, we take reasonable steps to delete, anonymize, or securely dispose of it, as appropriate.

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10. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information we maintain about you.

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You may also request to update your contact information or change your marketing communication preferences.

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To submit a privacy-related request, contact us using the information below. We may need to verify your identity before fulfilling certain requests.

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11. Third-Party Websites and Services

Our website may contain links to third-party websites, applications, or services.

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We are not responsible for the privacy practices or content of third-party websites. We encourage visitors to review the privacy policies of any external services they use.

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12. Children's Privacy

Our website and bookkeeping services are intended for adults and business owners.

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We do not knowingly collect personal information directly from children under the age of 13 through our website. If we become aware that such information has been collected without appropriate authorization, we will take reasonable steps to delete it.

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13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, website features, service providers, or legal requirements.

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Any updates will be posted on this page with a revised effective date.

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14. Contact Us

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

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The Greener Book

Email: info@greenerbook.com

Phone: 954-300-3567

Website: www.greenerbook.com