Legal
Privacy Policy
Last updated: July 21, 2026
Simple Clear Books ("we," "us," or "our") helps small businesses with bookkeeping and tax-ready financials. We take your privacy seriously and keep this policy in plain English so you always know what happens with the information you share.
Information we collect
When you fill out our contact form, email us, or work with us as a client, we may collect:
- Your name and business name
- Your email address and phone number (if you provide it)
- Information about your business you choose to share with us
- Financial and bookkeeping records you provide as part of our services
- Basic technical information from your visit (browser type, pages viewed) through standard website logs
How we use your information
We use the information you share to:
- Respond to your inquiries and provide the services you've requested
- Prepare your books, financial statements, and tax-ready reports
- Communicate with you about your account, our services, and updates
- Improve our website and services
- Comply with legal and tax obligations
How we share your information
We do not sell your information. Ever. We only share information when necessary:
- With trusted service providers (such as QuickBooks, Xero, and secure hosting providers) who help us deliver our services
- With your CPA or tax preparer, only at your direction
- When required by law, subpoena, or government request
How we protect your information
We use industry-standard security practices to protect the information you share with us, including encrypted connections and access controls. No system is 100% secure, but we treat your financial information with the care it deserves.
Cookies and analytics
Our website may use basic cookies and analytics to understand how visitors use the site. You can disable cookies in your browser settings at any time.
Your choices
You can ask us at any time to:
- See what information we have about you
- Correct or update your information
- Delete your information (subject to legal record-keeping requirements)
- Unsubscribe from any marketing emails
Just email us at hello@simpleclearbooks.com and we'll take care of it.
Children's privacy
Our services are intended for business owners. We do not knowingly collect information from children under 13.
Changes to this policy
We may update this policy from time to time. When we do, we'll update the "Last updated" date at the top of this page.
Contact us
Questions about this policy or your information? Email us at hello@simpleclearbooks.com.