Privacy policy.

Effective Date: 07/20/2025
Business Name: Books by Cammi
Contact: bookkeeper@booksbycammi.com | 208-721-4880

1. Commitment to Privacy

Books by Cammi is committed to protecting the privacy and confidentiality of client information. This policy outlines how information is collected, used, stored, and safeguarded in accordance with applicable privacy laws and professional ethical standards.

2. Information Collected

The following types of information may be collected in the course of providing bookkeeping and accounting services:

  • Personal Information: Name, address, phone number, email address

  • Business Information: Company name, business address, EIN, financial statements

  • Financial Data: Bank statements, payroll records, invoices, receipts, and tax documents

  • Login Credentials (if authorized): Access credentials for accounting software or financial platforms

3. How Information Is Used

Information is collected and used solely for the purpose of providing professional bookkeeping and accounting services, including but not limited to:

  • Accurate financial reporting and recordkeeping

  • Payroll processing and tax filings

  • Client communication and support

  • Legal and regulatory compliance

4. Information Sharing

Client information is never sold, rented, or shared with third parties for marketing purposes.

Information may be shared only in the following circumstances:

  • With client authorization

  • As required by law (e.g., IRS requests, court orders)

  • With trusted service providers (e.g., software platforms) strictly for operational purposes, under confidentiality agreements

5. Data Security

Books by Cammi takes reasonable and appropriate measures to safeguard all client data:

  • Secure password-protected systems

  • Encrypted cloud storage and backups

  • Limited access to client files

  • Regular review and updates to security protocols

6. Data Retention

Client data is retained only as long as necessary to fulfill the purposes outlined above or as required by law. Upon request, client data can be returned or securely deleted.

7. Client Rights

Clients have the right to:

  • Access personal or business data held on file

  • Request corrections or updates

  • Withdraw consent (subject to legal or contractual obligations)

To exercise these rights, please contact: bookkeeper@booksbycammi.com

8. Updates to This Policy

This Privacy Policy may be updated occasionally to reflect changes in law or service practices. Any changes will be posted on the official website with an updated effective date.

Contact

Questions or concerns about this policy can be directed to:
📧 bookkeeper@booksbycammi.com
📱 208-721-4880
🌐 www.booksbycammi.com