Privacy Policy

Last updated: July 29, 2026

This Privacy Policy describes how Bookflexy (we, us, our) collects, uses, and discloses personal information collected through our website and services.

Information we collect

We collect personal information necessary to provide bookkeeping services, including: name, email, phone, business name, business size, accounting software, filing cadence, and financial transaction data shared with us through QuickBooks, Xero, or similar software.

How we use your information

We use your information to provide bookkeeping services, keep your books tax-ready ahead of filing deadlines, communicate with you about your engagement, send invoices, and improve our service.

Disclosure of your information

We do not sell your personal information. We may share information with: your CPA or EA where you have consented, software providers (QuickBooks, Xero) used to deliver services, service providers acting on our behalf (Google Analytics, Vercel Analytics, Resend, Calendly/SavvyCal), and regulators where required by law.

Storage and security

Your data is held in cloud accounting platforms with their own security controls, and within secure US-based cloud systems (Vercel). All data is transmitted over HTTPS.

Your rights

Depending on your state of residence, you may have rights to access, correct, or delete personal information we hold, and to opt out of certain data sharing. California residents have specific rights under the CCPA/CPRA; residents of other states may have similar rights under their state's privacy law. To make a request, email hello@bookflexy.com.

Cookies

This website uses cookies for analytics and to remember your preferences. See our Cookie Policy for details.

Marketing emails

Marketing emails include a working unsubscribe link and honor opt-outs promptly, consistent with the CAN-SPAM Act.

Updates

We may update this policy. The latest version is always at this URL.