Privacy policy
Last modified: October 4, 2024
Information We Collect
At Gnesist LLC, we are committed to safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect your information in connection with our accounting, bookkeeping, and tax services. By using our services, you consent to the practices described in this policy.
We may collect various types of information from you to provide our services effectively, including:
- Personal Information: Name, address, phone number, email, and other identifying details.
- Financial Information: Business and personal financial records, income statements, balance sheets, tax identification numbers, and bank account details.
- Tax Information: Tax documents, tax returns, and any other tax-related data necessary for filing and compliance.
- Communication Data: Calls, texts, emails, and other communications through services like RingCentral.
How We Use Your Information
We collect and use your information for the following purposes:
- Service Provision: To provide accounting, bookkeeping, and tax services, including tax preparation via ProConnect and bookkeeping through QuickBooks.
- Communication: To contact you via phone, email, or text to discuss your account, share updates, or send reminders using platforms like RingCentral and, TaxDome.
- Billing and Payments: To manage invoicing, payments, and client records through our firm’s billing system, Ignitionapp and WooCommerce.
- Compliance: To meet legal obligations such as filing tax returns or providing financial reports in accordance with state and federal regulations.
Data Sharing and Disclosure
We take the confidentiality of your information seriously and will only share your data in the following circumstances:
- With Your Consent: We will share information with third parties only with your explicit permission.
- Service Providers: We may share information with third-party vendors, such as QuickBooks, ProConnect, and RingCentral, to deliver the services you request.
- Legal Requirements: We may disclose your information if required to do so by law, such as in response to a court order, subpoena, or other legal process.
We do not sell, rent, or trade your personal information with any third parties for marketing purposes.
Data Security
We implement a variety of security measures to ensure the safety of your personal and financial data. This includes:
- Encryption: Sensitive data, such as financial and tax information, is encrypted both in transit and at rest.
- Secure Access: Only authorized personnel at Gnesist LLC have access to your information, and access is restricted to those who need it to perform their job functions.
- Third-Party Protections: We use trusted software like QuickBooks, ProConnect, and RingCentral, which adhere to industry-standard security protocols to protect your data.
Despite these measures, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
Your Data Rights
You have the right to:
- Access Your Data: Request a copy of the personal and financial data we hold about you.
- Correct Your Data: Request corrections or updates to any inaccurate or incomplete data.
- Delete Your Data: Request the deletion of your personal data, subject to any legal requirements or obligations.
- Restrict Processing: Request limitations on how we use your data, such as opting out of certain communications.
- Data Portability: Request that we transfer your data to another service provider, where applicable.
To exercise any of these rights, please contact us at the information provided below.
Data Retention
We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including for legal, accounting, and reporting purposes. When your data is no longer required, it will be securely deleted or anonymized.
Cookies and Tracking
We may use cookies or similar tracking technologies on our website to enhance your experience and improve our services. These cookies may collect information about your browsing habits, but we do not use them for targeted advertising.
Third-Party Links
Our website or communications may include links to third-party websites. Gnesist LLC is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.
Ring Central SMS Communication
At Gnesist, we respect your privacy and comply with SMS regulations. By providing your mobile number, you consent to receive SMS updates, reminders, and promotions. Your number is securely stored and used only for these purposes.
Consent:
We will only send SMS messages with your explicit consent, obtained through an opt-in process.
Opt-Out:
You may stop receiving messages at any time by replying “STOP” to any text we send.
Message Frequency & Costs:
The number of messages will vary based on your interactions with us. Standard message and data rates may apply as per your carrier.
Data Protection:
We safeguard your information and will not share it without your permission, except as required by law.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on our website or contacting you directly.
Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us: info@gnesist.com