Privacy Policy
Last updated: October 2026
Overview
Tapestry Bookkeeping ("we") respects your privacy. This policy explains what information we collect through this website and while providing bookkeeping services, how we use it, and the choices you have. Because our work involves your business's financial information, confidentiality and security are central to everything we do.
Information we collect
We collect information you voluntarily provide through our contact and quote request forms, such as your name, email address, phone number, company name, industry, and revenue range. If you engage us, we also receive your financial account data through secure software integrations (such as QuickBooks Online, Digits, and bank feeds) as needed to provide the service. We may also receive basic technical information automatically, such as your browser type and the pages you visit on this site.
How we use information
We use the information you provide to respond to your inquiry, prepare your quote, and provide and improve our bookkeeping services. We do not sell your information, and we do not use your business's financial data for anything other than delivering your service.
Confidentiality & security
We treat all client information as confidential. Access to your financial data is limited to the team members assigned to your account, and connections to your accounts are made through secure, reputable software with appropriately scoped permissions. See our Confidentiality page for more on how we protect client information.
Data retention
We retain information you submit for as long as needed to respond to your inquiry and for the duration of any service relationship. Certain financial records may be retained as required by law or professional obligations. If you ask us to delete your information, we will do so where we are not legally required to retain it.
Your choices
You may contact us at any time to request access to, correction of, or deletion of the personal information you have provided. You can also unsubscribe from any communications by following the instructions in the message or by emailing us.
Contact
If you have questions about this policy or how we handle your information, please contact us at info@tapestrybookkeeping.com.