Privacy Policy
[EDIT before publishing: confirm your legal/business name, the state or country whose law governs this policy, and whether you use any website analytics. This is a general template, not legal advice — for a business that handles financial records, it's worth a quick review by a qualified attorney.]
This Privacy Policy explains how Floscribe ("Floscribe," "we," "us," or "our") collects, uses, shares, and protects information when you visit our website or engage our bookkeeping, accounting, and tax services.
Who we are
Floscribe provides outsourced bookkeeping, accounting, and tax services to small and medium businesses, startups, and CPA firms. You can reach us at [email protected].
Information we collect
We collect information you provide directly and a limited amount of information automatically:
- Contact and scheduling details you share when you book a consultation or email us — such as your name, email address, phone number, company name, and anything you choose to tell us about your needs.
- Client engagement information, if you become a client — the financial and business records necessary to perform our services (for example, bank and transaction data, invoices, payroll inputs, and tax documents).
- Basic technical information your browser sends automatically, such as device and browser type and general location, used to keep the site secure and working.
How we use your information
- To respond to enquiries, schedule and hold consultations, and provide quotes.
- To deliver, manage, and improve our bookkeeping, accounting, and tax services.
- To communicate with you about your engagement and send relevant updates.
- To meet legal, tax, and regulatory obligations, and to protect our rights and yours.
Confidentiality of client financial data
We treat client financial and tax information as strictly confidential. We access it only to perform the services you've engaged us for, limit access to team members who need it, and do not sell it or use it for unrelated purposes. Client engagements are covered by confidentiality agreements.
How we share information
We do not sell your personal information. We share it only as needed to run our business and serve you:
- With trusted service providers who help us operate — for example, our scheduling tool (Calendly), email and productivity provider (Google Workspace), and website host (Cloudflare) — who are permitted to use the information only to provide services to us.
- With accounting, payroll, and tax software you authorize us to use on your behalf.
- When required by law, regulation, or valid legal process, or to protect rights, safety, and property.
International data processing
Our team may access and process information from outside the United States. Wherever your information is handled, we apply the same confidentiality and security standards described in this policy.
Data retention
We keep personal and client information only as long as needed for the purposes described here, to maintain accurate books and records, and to meet legal, tax, and professional obligations. When it's no longer needed, we securely delete or anonymize it.
How we protect your information
We use encrypted document exchange, access controls, and least-privilege handling to safeguard your data. No method of transmission or storage is completely secure, but we work to protect your information using appropriate technical and organizational measures.
Your choices and rights
Depending on where you live, you may have the right to access, correct, or delete your personal information, or to object to or limit certain processing. To make a request, email us at [email protected] and we'll respond as required by applicable law.
Cookies and scheduling widget
Our site uses minimal cookies needed for it to function. Our booking section embeds Calendly, which may set its own cookies when you interact with it; your use of Calendly is also subject to Calendly's own privacy policy. If we add website analytics in future, we'll update this policy to say so.
Third-party links
Our site may link to third-party websites we don't control. This policy doesn't apply to those sites, and we encourage you to read their privacy policies.
Children's privacy
Our services are intended for businesses and are not directed to children under 16. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. When we do, we'll revise the "Last updated" date above, and significant changes will be noted on this page.
Contact us
Questions about this policy or your information? Email [email protected].