Privacy Policy

We may collect the following categories of information:

• Account details: your name, email address, phone number, login credentials, and information associated with your account.
• Business and financial data: company details, accounts, transactions, contacts, classifications, notes, supporting records, and other information you enter into the ledger.
• Billing information: subscription, payment, transaction, and billing-contact details. Payment card information may be handled directly by our payment processor rather than stored by us.
• Support communications: messages, questions, call notes, and other information you provide when requesting help or communicating with us.
• Technical and usage data: device and browser information, IP address, log records, pages and features used, timestamps, diagnostics, and cookie or similar technology data.

We collect information directly from you when you create an account, enter data, submit a form, make a payment, or contact us. We also collect certain technical and usage information automatically as you use the website and application. We may receive information from service providers that support authentication, hosting, database services, payment processing, communications, analytics, and product operations.

We use information to provide and operate the bookkeeping service; create and authenticate accounts; maintain ledger functionality; process billing and payments; provide customer support; send service, security, billing, and account notifications; respond to questions; monitor reliability and prevent misuse; improve the product; enforce our agreements; and meet legal, regulatory, tax, and accounting obligations.

We may share information with service providers and subprocessors that perform services for us, such as hosting, database infrastructure, authentication, payment processing, communications, support, and analytics. These providers receive information only as needed to perform contracted services and are subject to appropriate confidentiality and data-protection obligations.

We may also disclose information when required by law, legal process, or a valid government request; to protect rights, safety, and security; or in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transfer. Customer financial and ledger data is never sold.

We retain account, business, financial, support, and technical information for as long as reasonably necessary to provide the service, maintain accurate records, comply with legal and contractual obligations, resolve disputes, prevent fraud, and enforce our agreements. Retention periods vary by the type of information and the reason it is held. When information is no longer required, we take reasonable steps to delete or de-identify it, subject to lawful backups and recordkeeping requirements.

We use reasonable administrative, technical, and organizational safeguards designed to protect information, including access controls, authentication, encryption in transit, restricted service-provider access, monitoring, and backup practices. No method of storage or transmission is completely secure, so we cannot guarantee absolute security.

You may request access to your personal information, correction of inaccurate information, deletion of information, or a copy of information associated with your account. Some requests may be limited by legal, security, operational, or recordkeeping requirements. To submit a request, use the contact information below. We may need to verify your identity before completing it.

We and our service providers may use cookies and similar technologies to keep you signed in, remember settings, secure the service, understand usage, diagnose problems, and improve performance. You can control cookies through your browser settings, but disabling essential cookies may prevent parts of the service from working.

Tailor My Books is a business service and is not directed to anyone under 18. We do not knowingly collect personal information from children under 18. If you believe a child has provided personal information to us, contact us so we can review and delete it as appropriate.

Tailor My Books is operated in the United States and is intended for United States businesses and users. Information may be stored and processed in the United States and other locations where our contracted service providers operate. If you access the service from outside the United States, you understand that your information may be transferred to and processed in jurisdictions with different data-protection laws.

We may update this Privacy Policy as our practices, services, or legal obligations change. We will post the revised policy on this page and update the “Last updated” date. When appropriate, we may also provide notice through the service or by email.

For privacy questions, requests, or SMS assistance, contact: