Privacy Policy

Privacy Policy

Effective Date: 4/24/2026

This Privacy Policy (“Policy”) describes how Houdini Bookkeeping (“Company,” “we,” “us,” or “our”), owned and operated by Matt Sweet, collects, uses, discloses, and protects information obtained from users (“you,” “your”) of the website located at:
https://houdinibookkeeping.com (the “Website”).

By accessing or using the Website or our services, you acknowledge that you have read, understood, and agree to be bound by this Policy.

1. Scope and Applicability

This Policy applies to all visitors, users, and clients of the Website and services. It governs information collected:

  • Through the Website
  • Via email, phone, or other communication channels
  • In the course of providing bookkeeping and related services

This Policy does not apply to third-party platforms, services, or websites not owned or controlled by the Company.

2. Categories of Information Collected

A. Personal Information

We may collect personally identifiable information, including but not limited to:

  • Name, business name, and contact details
  • Email address (matt@houdinibookkeeping.com)
  • Phone number (509-272-6657)
  • Billing and account information

B. Financial and Confidential Business Information

In connection with services, we may collect and process highly sensitive financial and business data, including:

  • Financial statements and transaction records
  • Bank account and payment data
  • Payroll and tax documentation
  • Accounting platform access and records

Such information is considered confidential and is handled in accordance with this Policy and applicable law.

C. Automatically Collected Data

We may automatically collect:

  • IP address and approximate location
  • Device identifiers and browser characteristics
  • Usage data, analytics, and referring URLs

3. Purpose and Legal Basis for Processing

We process information for legitimate business purposes, including:

  • Performance of contractual obligations
  • Provision of bookkeeping and financial services
  • Communication and customer support
  • Internal recordkeeping and business operations
  • Legal and regulatory compliance

GDPR Legal Bases (if applicable)

Where the General Data Protection Regulation applies, processing is based on:

  • Contractual necessity
  • Legitimate interests
  • Legal obligations
  • Consent (where explicitly obtained)

4. Disclosure of Information

We reserve the right to disclose collected information:

  • To service providers, contractors, and vendors necessary for operations
  • To financial institutions or software platforms as directed by the client
  • To comply with applicable laws, regulations, legal processes, or enforceable governmental requests
  • To protect the rights, property, or safety of the Company, its users, or others

We do not sell personal information as defined under applicable privacy laws.

5. Data Security and Disclaimer

We implement commercially reasonable administrative, technical, and physical safeguards to protect information. However:

  • No method of transmission over the Internet or electronic storage is guaranteed to be secure
  • The Company expressly disclaims any representation or warranty of absolute security
  • You acknowledge and accept the inherent risks associated with electronic data transmission

6. Data Retention

We retain information for as long as necessary to:

  • Fulfill the purposes outlined in this Policy
  • Comply with legal, tax, and accounting obligations
  • Enforce agreements and resolve disputes

Retention periods may extend beyond termination of services where required by law.

7. User Rights and Requests

A. GDPR Rights (EEA Residents)

You may have the right to:

  • Access, correct, or delete personal data
  • Restrict or object to processing
  • Request data portability

B. CCPA/CPRA Rights (California Residents)

You may have the right to:

  • Know what personal information is collected
  • Access or delete personal information
  • Correct inaccurate information
  • Opt out of the sale of personal information (not applicable, as we do not sell data)
  • Receive equal service regardless of exercising rights

Requests must be submitted via:

📧 matt@houdinibookkeeping.com
📞 509-272-6657

We reserve the right to verify your identity prior to fulfilling any request.

8. Cookies and Tracking Technologies

The Website may use cookies, pixels, and similar tracking technologies to enhance functionality and analyze usage. You may control cookie settings through your browser; however, disabling cookies may impact Website functionality.

9. Third-Party Services and External Links

The Website may contain links to third-party services or integrate third-party platforms (e.g., accounting software). We:

  • Do not control third-party privacy practices
  • Disclaim all liability related to third-party data handling
  • Encourage review of third-party privacy policies

10. Children’s Information

The Website and services are not directed to individuals under the age of 18. We do not knowingly collect personal data from minors.

11. Limitation of Liability

To the fullest extent permitted by law:

  • The Company shall not be liable for any indirect, incidental, consequential, or punitive damages arising from the use of the Website or services
  • The Company disclaims liability for unauthorized access, data breaches, or data loss except where required by law
  • Your use of the Website and services is at your own risk

12. Indemnification

You agree to indemnify, defend, and hold harmless the Company, its owner, affiliates, and contractors from and against any claims, liabilities, damages, losses, or expenses arising out of:

  • Your use of the Website or services
  • Your violation of this Policy
  • Your violation of any applicable laws or third-party rights

13. Changes to This Policy

We reserve the right to modify or update this Policy at any time without prior notice. Updates will be posted on this page with a revised effective date. Continued use of the Website constitutes acceptance of such changes.

14. Governing Law

This Policy shall be governed by and construed in accordance with the laws of the State of Washington, United States, without regard to conflict of law principles.

15. Contact Information

For questions, requests, or notices under this Policy:

Houdini Bookkeeping
Owner: Matt Sweet
📞 509-272-6657
📧 matt@houdinibookkeeping.com
🌐 https://houdinibookkeeping.com

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