Privacy Policy

Welcome to MyGoToBookkeeper.com. Write There LLC, a North Carolina limited liability company, doing business as MyGoToBookkeeper.com ("Company," "we," "our," or "us") is committed to protecting the privacy and security of the information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, https://www.mygotobookkeeper.com, or engage our bookkeeping and financial management services.

​

By using our website or services, you agree to the practices described in this Privacy Policy.

​

1. Information We Collect

​

Personal Information

​

We may collect personal information that you voluntarily provide, including:

​

• Name

• Business name

• Email address

• Phone number

• Mailing address

• Tax identification information

• Financial and accounting records

• Banking information necessary for bookkeeping services

• Any information submitted through contact forms, client portals, or email communications

 

Automatically Collected Information

​

When you visit our website, we may automatically collect:

​

• IP address

• Browser type and version

• Device information

• Pages visited

• Time and date of access

• Referring website addresses

• Website usage data through cookies and analytics tools

 

In the course of providing bookkeeping and financial management services, we may collect and process the following categories of information:

​

Client Information

​

• Name, business name, and contact information

• Billing and payment information

• Financial records and accounting data

• Tax-related documents and information

• Bank account and transaction information

• Payroll information

• Vendor and customer records

• Business financial statements

• Supporting financial documentation uploaded through our client portal

 

Information Collected Through Connected Financial Platforms

 

With your authorization, we may access or receive information from third-party financial and accounting platforms, including bookkeeping software, payroll providers, banking institutions, and payment processors.

This information may include:

​

• Bank transactions

• Account balances

• Income and expense records

• Payroll information

• Vendor and customer data

• Financial reports and reconciliations

 

We only access information necessary to perform the services you have requested.

 

Client Portal Information

 

When you use our secure client portal, we may collect:

​

• Login credentials

• Uploaded files and documents

• Communications exchanged through the portal

• Activity logs related to portal usage

 

Please note that your use of third-party platforms may also be governed by those providers' privacy policies and terms of service.

​

2. How We Use Your Information

​

We use information collected to:

​

• Provide bookkeeping and financial services

• Communicate with clients and prospective clients

• Respond to inquiries and service requests

• Maintain client accounts and records

• Process payments and invoices

• Improve our website and services

• Comply with legal and regulatory obligations

• Protect against fraud, unauthorized access, or misuse

 

3. How We Share Information

​

We do not sell personal information.

​

We may share information with:

​

• Service providers who assist in operating our business

• Payment processors and financial institutions

• Cloud storage and software providers

• Professional advisors, including attorneys and accountants

• Government agencies or regulators when required by law

• Successors in the event of a merger, acquisition, or business transfer

 

4. Third-Party Software and Service Providers

​

To provide our services, we may utilize trusted third-party platforms and service providers, including accounting, document management, cloud storage, payment processing, communication, and client portal providers.

​

These providers may process or store information on our behalf. Examples may include:

​

• QuickBooks Online and related Intuit services

• Secure client portal platforms

• Cloud document storage providers

• Electronic signature providers

• Payment processing services

• Email and communication platforms

 

We only share information with service providers when necessary to deliver services and operate our business. These providers are contractually or legally obligated to maintain appropriate confidentiality and security safeguards.

​

Please note that your use of third-party platforms may also be governed by those providers' privacy policies and terms of service.

​

5. Data Security

​

Protecting financial information is a core part of our business. We maintain administrative, technical, and physical safeguards designed to protect personal and financial information.

​

These safeguards may include:

​

• Secure client portals

• Encrypted transmission of sensitive information

• Password-protected systems and accounts

• Multi-factor authentication where available

• Restricted employee access based on business need

• Secure cloud-based storage systems

• Routine software updates and security monitoring

 

We encourage clients to protect their own credentials and avoid sending sensitive financial information through unsecured email whenever possible.

​

Although we take reasonable precautions to protect information, no electronic storage system or internet transmission can be guaranteed to be completely secure.

​

6. Data Access and Authorization

​

By engaging our services and providing access to your accounting software, financial institutions, or other business systems, you authorize us to access, review, and process information necessary to perform the agreed-upon bookkeeping and accounting support services.

​

We will use such access solely for legitimate business purposes related to the services we provide and will not use client financial information for any unrelated purpose.

​

7. Confidentiality Commitment

​

We recognize the sensitive nature of financial information. All client information received in connection with our bookkeeping services is treated as confidential and will not be disclosed except:

​

• With your authorization

• As necessary to provide services

• To trusted service providers acting on our behalf

• When required by law, court order, or regulatory obligation

• To protect our legal rights or prevent fraud

 

We do not sell, rent, or trade client financial information to third parties.

​

8. Data Retention

​

We retain personal information only as long as necessary to:

​

• Provide services

• Maintain business records

• Comply with legal, tax, and regulatory requirements

• Resolve disputes and enforce agreements

 

When information is no longer needed, it will be securely deleted or destroyed in accordance with applicable laws.

​

9. Cookies and Tracking Technologies

​

Our website may use cookies and similar technologies to:

​

• Improve website functionality

• Analyze website traffic

• Remember user preferences

• Enhance user experience

 

You may configure your browser settings to refuse cookies; however, some website features may not function properly.

​

10. Third-Party Services

​

Our website may contain links to third-party websites or utilize third-party applications. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.

​

11. Your Privacy Rights

​

Depending on your location and applicable law, you may have rights regarding your personal information, including:

​

• Access to personal information we hold about you

• Correction of inaccurate information

• Deletion of personal information

• Restriction or objection to certain processing activities

• Data portability where applicable

 

To exercise these rights, please contact us using the information below.

 

12. Children's Privacy

​

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

​

13. Compliance with Legal Obligations

​

As a bookkeeping firm, we may be required to retain, disclose, or process certain information to comply with tax, accounting, anti-fraud, legal, or regulatory requirements.

​

14. Changes to This Privacy Policy

​

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website or services after changes are posted constitutes acceptance of the revised policy.

​

15. Contact Us

​

If you have questions about this Privacy Policy or our privacy practices, please contact:

​

MyGoToBookkeeper.com
Email: support@mygotobookkeeper.com
Website: https://www.mygotobookkeeper.com

​

 

By using this website or engaging our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.