Privacy Policy

Privacy Policy

Last updated: 1/1/2026

Information We Collect

Personal details: name, email address, phone number, mailing address.
Business details: company name, business address, financial records (for clients only).
Technical information: IP address, browser type, pages visited (via cookies and analytics tools).

How We Use Your Information

Provide bookkeeping services and communicate with you.
Respond to your inquiries.
Improve our website and services.
Send updates or offers if you’ve opted in.

How We Protect Your Information

Encrypted storage for financial data.
Secure password management tools.
Restricted access to sensitive info.

Sharing Your Information

We never sell or rent your data. We only share it:

With your written consent.
If required by law.
With trusted service providers who are bound by confidentiality.

Cookies & Tracking

We use cookies to improve site performance. You can disable cookies in your browser settings.

Your Privacy Rights

You may request access, corrections, or deletion of your data by emailing kat@phantomfinancialservices.com.

Third-Party Links

We’re not responsible for the privacy practices of other sites we link to.

Changes to This Policy

We may update this Privacy Policy and will post the new date at the top.