At PlentyBooks LLC, accessible from plentybooks.com, your privacy is important to us. This Privacy Policy explains what information we collect, how it is used, and the choices you have regarding your personal data.

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

Information We Collect

We may collect personal information when you interact with our website, services, or communication tools. This may include:

• Name

• Business name

• Email address

• Phone number

• Mailing address

• Information submitted through contact forms, scheduling tools, or client portals

• Messages or documents you choose to provide

We may also automatically collect limited technical information such as:

• IP address

• Browser type

• Device information

• Pages visited

• Date and time of visits

This information helps us operate and improve our website.

How Your Information Is Used

We use collected information to:

• Provide, operate, and maintain our services

• Respond to inquiries and client communications

• Deliver bookkeeping, payroll, tax preparation, and advisory services

• Improve website performance and user experience

• Send service-related emails and updates

• Send SMS messages when you have opted in

• Communicate important account or scheduling information

• Prevent fraud and protect our systems

• Comply with legal and regulatory requirements

We do not sell your personal data.

SMS Opt-In and Messaging

If you provide your phone number and opt in to receive SMS messages, you agree to receive text messages from PlentyBooks LLC related to:

• Appointment reminders

• Service updates

• Requests for information

• Client communication and support

Message frequency may vary based on your interaction with our services.

Messages may include transactional, informational, and service-related communications.

Message and data rates may apply depending on your mobile carrier plan.

By providing your phone number and opting in, you expressly consent to receive text messages from PlentyBooks LLC. You may opt out at any time by replying STOP to any message. You may request help by replying HELP.

Reply HELP for assistance or additional information.

SMS consent is not a condition of purchasing services.

Mobile Information Sharing Statement

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

All mobile opt-in data and consent information is kept confidential and used solely for communication related to PlentyBooks services.

Cookies and Tracking Technologies

PlentyBooks uses cookies and similar technologies to improve website functionality and understand visitor behavior.

Cookies may be used to:

• Remember user preferences

• Analyze website traffic

• Improve site performance

You can choose to disable cookies through your browser settings. Disabling cookies may affect certain website features.

Data Security and Handling

We take reasonable administrative, technical, and physical measures to protect your personal information.

This includes:

• Secure systems and access controls

• Limited internal access to sensitive data

• Use of reputable third-party software providers

While no system can be guaranteed 100 percent secure, we work diligently to safeguard your information.

Sharing of Information

We do not sell, rent, or trade your personal information.

We may share information only when necessary to:

• Provide contracted services

• Comply with legal obligations

• Work with trusted service providers who assist in operations under confidentiality agreements

User Rights

Depending on your location, you may have the right to:

• Request access to your personal data

• Request correction of inaccurate information

• Request deletion of personal data where permitted

• Object to certain processing activities

• Request data portability

To exercise these rights, please contact us using the information provided on our website.

California Privacy Rights (CCPA)

California residents may request:

• Disclosure of personal information collected

• Deletion of personal information

• Confirmation that personal data is not sold

Requests will be responded to within the time allowed by law.

GDPR Data Protection Rights

Users located in the European Economic Area have the right to:

• Access personal data

• Correct inaccurate data

• Request erasure under certain conditions

• Restrict or object to processing

• Request data portability

Requests may be submitted through our contact information.

Children’s Information

PlentyBooks does not knowingly collect personal information from children under the age of 13.

If you believe a child has provided personal information through our website, please contact us and we will promptly remove it.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements.

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

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us through our website.