Privacy Policy

Effective Date: 4-22-25
Last Updated: 7-31-25

At Bookli, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website or use our services.

1. Information We Collect

We collect personal information that you voluntarily provide to us, including:

  • Name, email address, and phone number

  • Business information (such as company name, industry, and accounting needs)

  • Payment and billing information (if applicable)

  • Any documents or data you upload or share during onboarding

We may also automatically collect certain information when you visit our website, such as your IP address, browser type, and browsing behavior.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping and related services

  • Communicate with you about your account or inquiries

  • Improve our website, services, and customer experience

  • Send important updates, newsletters, or promotional materials (only if you opt-in)

3. How We Share Your Information

We do not sell or rent your personal data.

We may share your information only with:

  • Trusted service providers who assist in delivering our services (e.g., QuickBooks, secure cloud storage)

  • Legal authorities if required by law or to protect our rights

  • Partners or advisors with your explicit consent

All third-party providers are contractually obligated to protect your information.

4. Data Security

We take data security seriously. We use secure servers, encryption, and industry-standard safeguards to protect your information from unauthorized access, disclosure, or misuse.

However, no method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

5. Your Rights and Choices

You have the right to:

  • Request access to your personal data

  • Ask for corrections or deletion of your data

  • Withdraw consent for communications at any time

To exercise your rights, please contact us at hello@bookli.co.

6. Cookies and Analytics

We use cookies to enhance your experience on our site and gather analytics data to improve our services. You can manage your cookie preferences through your browser settings.

7. Changes to This Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you on our website or via email.

8. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact:

Bookli, LLC
📧 hello@bookli.co
🌐 www.bookli.co