Privacy Policy

This Privacy Policy is provided for general informational purposes only and does not constitute legal advice. Boxwood Bookkeeping LLC is not a law firm, and nothing in this policy should be construed as legal counsel regarding data privacy, compliance, or any other legal matter. We recommend consulting a licensed attorney to ensure this policy meets the specific legal requirements applicable to your business and jurisdiction. Boxwood Bookkeeping LLC makes no warranties, express or implied, regarding the completeness or accuracy of this policy and assumes no liability for reliance on its contents.

Privacy Policy - the basics

Boxwood Bookkeeping LLC ("Boxwood," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us through our website, boxwoodbookkeeping.com (the "Site"), and in connection with our bookkeeping, payroll, tax preparation, and advisory services.

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1. Information We Collect
We may collect the following types of information:

• Information you provide directly: name, email address, phone number, business name, and any details submitted through contact forms, booking requests, or the Client Portal.

• Financial and business information: data shared in the course of providing bookkeeping, payroll, or tax preparation services, handled under the terms of your signed Service Agreement.

• Automatically collected information: IP address, browser type, device information, and site usage data collected through cookies and analytics tools.

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2. How We Use Your Information
We use the information we collect to:

• Respond to inquiries and provide requested services

• Deliver bookkeeping, payroll, tax, and advisory services under a signed engagement

• Send newsletters, updates, or marketing communications (only if you've opted in)

• Improve our website and understand how visitors use it

• Comply with applicable federal and Texas state laws

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3. How We Protect Your Information
We use secure, industry-trusted platforms — including QuickBooks Online, Gusto, Anchor, and Microsoft 365 — to safeguard client and site data. While no method of transmission or storage is 100% secure, we take reasonable steps to protect your information from unauthorized access, disclosure, or misuse.

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4. Cookies & Analytics
Our Site may use cookies and similar tracking technologies to understand site traffic and improve user experience. You can control cookies through your browser settings.

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5. Third-Party Services
Our Site may link to or integrate with third-party platforms (such as QuickBooks Online, Gusto, or our Client Portal). Those platforms have their own privacy policies, and we are not responsible for their practices. We encourage you to review their policies directly.

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6. Information Sharing
We do not sell your personal information. We may share information with trusted service providers who help us operate our business (e.g., payroll processors, accounting software), and only as necessary to provide our services or comply with the law.

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7. Your Choices
You may opt out of marketing communications at any time by using the unsubscribe link in our emails or contacting us directly. You may also request that we delete personal information we hold about you, subject to any recordkeeping obligations under law or your Service Agreement.

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8. Children's Privacy
Our Site and services are not directed to individuals under 18, and we do not knowingly collect personal information from children.

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9. Changes to This Policy
We may update this Privacy Policy from time to time. The "Effective Date" above reflects the most recent revision.

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10. Contact Us
Questions about this Privacy Policy can be directed to:
Boxwood Bookkeeping LLC
210 North First Street, Lufkin, TX 75901
info@boxwoodbookkeeping.com
936.299.2993