This policy explains what information Handled collects, how we use it, and what rights you have. We do not sell your personal information or share it with third parties for marketing purposes.
1. Who we are
Handled is a bookkeeping service operated at bookshandled.com. References to "we," "us," or "Handled" in this policy refer to the operator of bookshandled.com. You can reach us at [email protected].
2. Information we collect
Information you provide directly
- Your name, email address, and business name when you sign up or contact us.
- Billing information processed by Stripe. We do not store your credit card number — Stripe handles all payment data on their PCI-compliant infrastructure.
- Business financial information you share with us to enable bookkeeping services, including transaction data, account statements, and supporting documents.
Information collected through connected accounts
- When you authorize a QuickBooks Online connection, we receive read and write access to your QuickBooks account to categorize transactions and maintain your books. We access only the data necessary to perform bookkeeping services.
- When you connect bank or credit card accounts, we receive read-only transaction data through secure bank connectivity. We do not have the ability to initiate transactions or move money.
Information collected automatically
- Standard web server logs including IP address, browser type, pages visited, and referring URL. This data is used for security monitoring and service improvement.
- Cloudflare Web Analytics collects anonymized page view data. This is privacy-preserving analytics — no cookies are used and no personal data is collected by the analytics tool.
3. How we use your information
- To provide bookkeeping services — categorizing transactions, reconciling accounts, and preparing monthly financial reports.
- To communicate with you — delivering monthly reports, responding to questions, and sending service-related notices.
- To process payments — through Stripe, which handles payment processing independently under its own privacy policy.
- To maintain and improve the service — diagnosing technical issues and improving operational processes.
We do not use your financial data to train AI models, sell to data brokers, or use for any purpose other than providing the services described.
4. Information sharing
We do not sell your personal information. We share data only in the following limited circumstances:
- Service providers — We use Stripe for payment processing, QuickBooks Online for bookkeeping infrastructure, and Cloudflare for website hosting and security. Each provider processes only the data necessary to perform their function.
- Legal requirements — We may disclose information if required by law, court order, or other legal process, or to protect the rights and safety of Handled, our clients, or the public.
- Business transfers — In the event of a merger, acquisition, or sale of business assets, your information may be transferred. We will notify you in advance if this occurs.
5. Data retention
We retain your financial and account data for as long as your account is active and for a reasonable period thereafter to satisfy legal, accounting, and record-keeping requirements. Under New York law, we retain business financial records for a minimum of seven years.
When you cancel your subscription, you retain access to your QuickBooks file and all reports we have delivered. We will provide you with a copy of your records in a standard format upon request within 30 days of cancellation.
6. Security
We use industry-standard security measures including encrypted connections (HTTPS/TLS), access controls, and secure credential management. Bank account connections are read-only and are established through financial-grade API integrations.
No method of electronic transmission or storage is 100% secure. We will notify you promptly in the event of a security incident that affects your personal information.
7. Third-party services
This service integrates with the following third-party providers, each governed by their own privacy policies:
8. Your rights
You have the right to:
- Request a copy of the personal information we hold about you.
- Request correction of inaccurate information.
- Request deletion of your personal information, subject to legal retention requirements.
- Revoke your QuickBooks or bank account authorization at any time through those services' settings.
To exercise any of these rights, email [email protected]. We will respond within 30 days.
9. Children's privacy
This service is intended for business use by adults. We do not knowingly collect personal information from individuals under the age of 18.
10. Changes to this policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice on bookshandled.com at least 14 days before the changes take effect. The effective date at the top of this policy will always reflect the most recent version.
11. Contact
Questions about this Privacy Policy or your data can be directed to:
Handled
[email protected]
bookshandled.com
This policy is governed by the laws of the State of New York.