Privacy Policy | upWard Bookkeeping Solutions LLC

Privacy Policy
Effective Date: 1.1.2024
Last Updated: 8.26.2026

upWard Bookkeeping Solutions (“upWard,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, contact us, or use our virtual bookkeeping and related services.

Information We Collect

We may collect information you provide directly to us, including:

Your name, business name, email address, phone number, mailing address, and other contact details.
Information you submit through website forms, consultation requests, emails, or other communications.
Financial and business information needed to provide requested services, such as bookkeeping records, bank and credit-card transaction information, invoices, payroll information, tax forms, vendor details, and QuickBooks Online data.
Information related to payments, billing, and service history.

When you visit our website, we may also automatically collect limited technical information, such as your IP address, browser type, device information, pages viewed, referring website, and interaction data. This information may be collected through cookies or similar technologies.

How We Use Information

We may use your information to:

Provide bookkeeping, cleanup, QuickBooks Online setup, payroll, 1099, accounts receivable, accounts payable, and related services.
Respond to questions, inquiries, and consultation requests.
Communicate about appointments, services, invoices, updates, and important business notices.
Process payments and maintain our business records.
Improve our website, services, communications, and client experience.
Protect against fraud, unauthorized access, or misuse of our website and services.
Comply with legal, regulatory, tax, accounting, and recordkeeping obligations.

How We Share Information

We do not sell your personal information.

We may share information only as reasonably necessary to operate our business and deliver services, including with:

Trusted service providers that help us operate our website, communications, payments, file storage, accounting systems, or business operations.
Financial platforms or software you authorize us to use, including QuickBooks Online and related integrations.
Professional advisers, such as attorneys, accountants, or insurance providers, when necessary.
Government agencies, law enforcement, courts, or other parties when required by law or necessary to protect our rights, safety, clients, or business.

All third parties are expected to handle information appropriately and only for authorized purposes.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect the information we maintain. However, no online transmission, cloud platform, or storage system is completely secure. Please use care when sending sensitive information electronically and contact us promptly if you believe your information has been accessed without authorization.

Your Choices

You may request to:

Update or correct your contact information.
Ask questions about the personal information we maintain about you.
Opt out of non-essential marketing emails by using the unsubscribe link or contacting us directly.

Some information must be retained for legal, accounting, tax, contractual, and operational purposes.

Third-Party Links

Our website may link to third-party websites or services. We are not responsible for the privacy practices, content, or security of those external sites. Review the privacy policies of any third-party service before providing information.