Privacy Policy for TopTier Bookkeeping

Effective Date: August 17, 2025

Welcome to TopTier Bookkeeping, a website owned and operated by TopTier Bookkeeping. Your privacy and the security of your personal and financial information are of paramount importance to us. This Privacy Policy outlines how we collect, use, protect, and share information about you, along with your rights regarding your personal information.

This policy applies to information we collect when you use our virtual bookkeeping services, cloud-based accounting solutions, visit our website at https://www.toptierbookkeeping.com, or interact with us in other ways.

Information We Collect

We collect information about you in various ways when you use our services. This includes:

1. Personal Information: Such as your name, address, email address, telephone number, and other information you provide when you use our services, fill out forms, or communicate with us.
2. Financial Information: Including details necessary to manage your bookkeeping records, financial reports, transactions, or other accounting services you request.
3. Usage Information: We may automatically collect information about your interactions with our website, including IP addresses, browser types, and pages viewed, to improve our services.

How We Use Your Information

Your information is used to:

1. Provide, maintain, and improve our bookkeeping and accounting services.
2. Process transactions and send related information, including invoices and confirmations.
3. Send technical notices, updates, security alerts, and support messages.
4. Respond to your comments, questions, and requests.
5. Communicate about services, offers, and updates related to TopTier Bookkeeping.

SMS Privacy Disclosure

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

AI Agent Disclosure

We may use AI-based chat or voice agents (“AI Agents”) to enhance customer service and provide automated responses. By interacting with these agents, you acknowledge that:

1. You are communicating with an automated system, not a human.
2. Conversations may be stored and analyzed to improve service quality.
3. AI-generated responses are not a substitute for professional financial advice.
4. You may opt out of AI Agent interactions by requesting to speak with a human where available.

Advertising Integrations

We may use tracking tools such as Google Analytics and Meta (Facebook Pixel) to gather data on user interactions for analytics and advertising purposes.

1. These tools may use cookies to collect anonymized usage data.
2. You may manage ad preferences or opt out via your browser settings or the respective platform’s privacy tools:

Google: https://policies.google.com/privacy
Meta: https://www.facebook.com/privacy/policy

Sharing of Information

We do not sell or rent personal information to third parties. We may share your information as follows:

1. With service providers who carry out work on our behalf under confidentiality agreements.
2. In response to legal requests or if required by law or regulation.
3. To protect the rights, property, and safety of TopTier Bookkeeping or others.
4. In connection with a merger, sale, or acquisition of our business.
5. Between and among our affiliates or entities under common ownership.

Your Rights and Choices

You have certain rights regarding your personal information, including access, correction, deletion, or restriction of use, depending on your location. You can exercise these rights by contacting us directly.

Data Security

We take reasonable measures to protect your personal and financial information from unauthorized access, loss, misuse, or disclosure. However, no system is 100% secure.

International Transfers

Your information may be transferred and maintained on systems located outside your jurisdiction where data protection laws may differ.

Changes to the Privacy Policy

We may update this Privacy Policy from time to time. Changes will be reflected by updating the effective date at the top of this page.

Contact Us

TopTier Bookkeeping
🌐 https://www.toptierbookkeeping.com
+1 (346) 537-8050