Privacy Policy
Last updated: August 16, 2026
What We Collect
When you use this site or become a client, we may collect:
- Contact information you provide (name, business name, email, phone number)
- Financial documents you upload or share (bank statements, receipts, tax returns, spreadsheets, and similar records)
- Information submitted through consultation or intake forms
- Basic website usage data (pages visited, general location, device type) if analytics tools are enabled
How We Use It
Information you provide is used to:
- Evaluate whether PlainlyBooked is a good fit for your business
- Scope and provide bookkeeping services, once an engagement agreement is in place
- Respond to your inquiries and follow up on consultation requests
- Meet legal and professional recordkeeping obligations
We do not sell your information to third parties.
How Financial Documents Are Handled
Documents you upload are used solely to evaluate or perform bookkeeping work for your business. An initial document upload is a first look to help scope the engagement — it does not by itself create an ongoing service relationship, which begins only after a signed engagement agreement.
Access to your financial data is limited to the individuals directly performing work on your account.
Third-Party Services
We use the following third-party services to operate this business, each with their own privacy practices:
- QuickBooks Online / Xero — accounting software used to perform bookkeeping work
- Credly — used to verify professional certification credentials
- A secure form or document intake service, once connected, for handling consultation requests and document uploads
Data Security
We take reasonable steps to protect information you share with us, including limiting access to authorized personnel and using reputable, secure software platforms. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Choices
You can ask us at any time what information we hold about you, request corrections, or request deletion of information we are not otherwise required to retain for legal or professional recordkeeping purposes.
Changes to This Policy
We may update this policy from time to time. Material changes will be reflected by updating the date at the top of this page.
Contact
Questions about this policy can be sent to hello@plainlybooked.com.
Written to reflect how this site and business actually operate. As with any legal document, have it reviewed by an attorney for your specific situation.