Privacy Policy

Effective Date: July 3, 2025

At TrueWest Financial, we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, business information, and payment details when you fill out forms, make a purchase, or contact us.
Usage Data: Browser type, IP address, pages visited, time on site, and other analytics collected through cookies or third-party tools like Google Analytics.
Client Data: If you engage our bookkeeping services, we may access financial data necessary to perform the service.

2. How We Use Your Information

We use the information we collect to:

Provide and manage bookkeeping and financial services
Respond to inquiries and customer support requests
Process payments and deliver invoices
Improve our website and offerings
Send updates, marketing communications, or service notices (you can opt out anytime)

3. Sharing Your Information

We do not sell your personal data. We may share your information with:

Trusted third-party service providers (e.g., payment processors, CRM tools) only as necessary to perform our services
Legal authorities if required by law, to protect our rights, or prevent fraud

4. Data Security

We implement industry-standard measures to protect your information. While no method is 100% secure, we take reasonable steps to ensure your data is safeguarded.

5. Cookies & Tracking

Our website uses cookies and similar technologies to improve user experience and analyze website traffic. You can control cookie preferences through your browser settings.

6. Your Rights

You may:

Request access to or correction of your personal data
Ask us to delete your data (unless required by law to retain it)
Opt out of marketing communications at any time

To exercise these rights, contact us at: [insert your email address]

7. Third-Party Links

Our website may link to third-party sites. We are not responsible for their privacy practices. Please review their privacy policies separately.

8. Policy Updates

We may update this policy from time to time. Changes will be posted on this page with an updated effective date.