Privacy Policy | Tenet Bookkeeping

Effective Date: January 1, 2026

Last Updated: June 10, 2026

Tenet Bookkeeping (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, store, disclose, and safeguard your information when you visit our website, tenetbookkeeping.com, use our bookkeeping, payroll, and consulting services, or interact with us in any other way.

Please read this policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or utilize our services.

1. What Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked with you or your household (“Personal Information”). Over the past 12 months, we may have collected the following categories of Personal Information:

Identifiers: Name, business name, postal address, email address, phone number, IP address, and unique online identifiers.
Commercial Information: Billing details, transaction history, payroll records, service history, and accounting records necessary to fulfill our bookkeeping services.
Financial & Professional Information: Bank account numbers, credit card details, employer identification numbers (EINs), tax details, and financial statements required for full-charge bookkeeping, AP/AR, or migration services.
Internet/Network Activity: Session data, page response times, length of visits, page interaction information, and methods used to browse away from our site.
Sensitive Personal Information: If you utilize our payroll services, we may collect government identifiers (such as Social Security Numbers for independent contractors or employees) solely to comply with federal, state, and local tax laws.

2. How We Collect Your Information

We collect information through three primary pathways:

Information You Provide to Us: When you fill out a contact form, schedule a consultation, subscribe to our newsletter, onboard as a client, or upload files to our client portal.
Information Collected Automatically: When you browse our website, we automatically collect tracking data (like cookies and IP addresses) using web analytics tools.
Third-Party Sources: If you connect your accounting tools, e-commerce stores (e.g., Shopify, Stripe), or donor management tools (e.g., Tithe.ly) to our systems, we ingest data through those secure integrations to perform our services.

3. Why We Process Your Information (Legal Bases)

If you are located in the European Economic Area (EEA) or United Kingdom, our legal basis for collecting and using your personal data depends on the data context. Under the GDPR, we process your data based on:

Performance of a Contract: To fulfill our onboarding, accounting, and payroll obligations to you.
Legitimate Interests: To improve our services, respond to inquiries, monitor website performance, and protect our site against fraud.
Compliance with Legal Obligations: To fulfill tax reporting, legal accounting requirements, and anti-money laundering regulations.
Consent: When you explicitly opt-in to receive our marketing emails or newsletters.

4. How We Store, Share, and Disclose Information

Our website is hosted on the Wix.com platform. Wix.com provides us with the online infrastructure that allows us to present our services to you. Your data may be stored through Wix.com's data storage, databases, and the general Wix.com applications on secure servers behind a firewall.

We do not sell your personal information. We only share your data with trusted third parties to execute our business functions:

Financial Infrastructure: All direct payment gateways we utilize adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council.
Service Providers: Sub-processors like cloud accounting software (QuickBooks Online, Xero), payroll providers, or secure document portals (e.g., Keeper, Canopy) that have strict confidentiality agreements.
Legal Authorities: When required by law, subpoena, or government regulation.

5. Cookies and Tracking Tools

We use cookies and similar tracking technologies to analyze website traffic, optimize your browsing experience, and ensure our site functions securely.

Third-party services, such as Google Analytics, may place cookies through our website. These external services maintain their own privacy policies. You can manage, block, or delete cookies through your browser settings at any time.

6. Data Retention

We retain your personal information only as long as necessary to provide you with our bookkeeping services, maintain accurate financial records, or satisfy legal, regulatory, tax, or reporting requirements. Under standard financial regulations, certain accounting and tax documents may be retained for up to 7 years.

7. Your Rights Under the GDPR (For UK & EU Residents)

If you are a resident of the European Union or the United Kingdom, you hold the following rights regarding your data:

Right of Access: Request a copy of the personal data we hold about you.
Right to Rectification: Request correction of inaccurate or incomplete data.
Right to Erasure (“Right to be Forgotten”): Request that we delete your data, subject to legal record-retention requirements.
Right to Restrict Processing: Request that we limit how we use your data.
Right to Data Portability: Request transfer of your data to another service provider.
Right to Object: Object to data processing based on our legitimate business interests.

To exercise these rights, please contact us at the email provided below.

8. Your Rights Under the CCPA/CPRA (For California Residents)

If you are a California resident, you have specific rights under California privacy laws:

Right to Know/Access: Request details about the categories and specific pieces of personal information we collected, used, and disclosed over the past 12 months.
Right to Delete: Request deletion of personal information collected from you (with legal/bookkeeping exceptions).
Right to Correct: Request correction of inaccurate personal information.
Right to Opt-Out: Because Tenet Bookkeeping does not sell or share your data for cross-context behavioral advertising, an opt-out link is unnecessary.
Right to Limit Use of Sensitive Personal Information: We only use your sensitive personal data (like SSNs for payroll) strictly to perform requested services and comply with tax law.
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

9. Children's Privacy

Our services are directed to business owners, nonprofits, and independent professionals. We do not knowingly collect or solicit personal information from children under the age of 13.

10. Privacy Policy Updates

We reserve the right to modify this privacy policy at any time to reflect changes in our practices or legal mandates. Changes will take effect immediately upon their posting to the website. If we make material structural changes to this policy, we will notify you here or via email so you remain fully informed.

11. Contact Information & Withdrawing Consent

If you have any questions about this Privacy Policy, wish to access or amend your information, or would like to withdraw your consent for future data processing, please contact us at:

Tenet Bookkeeping

Email: hello@tenetbookkeeping.com