✅ Keystone Financial – Privacy Policy
Effective Date: May 4, 2025

At Keystone Financial, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your information when you use our services or visit our website.

1. Information We Collect
We may collect the following information:

  • Name, email address, phone number

  • Business and financial data (for bookkeeping/tax services)

  • Insurance application details (if applicable)

  • Documents uploaded via client portals

  • Payment and billing information

2. How We Use Your Information
We use your information to:

  • Provide bookkeeping, tax, insurance, and advisory services

  • Communicate with you about your account or services

  • Send invoices, updates, and client communications

  • Maintain legal and regulatory compliance

We do not sell or rent your personal information to third parties.

3. Data Protection
We use secure third-party tools (such as Super.so, Notion, and Microsoft 365) to store and manage client data. Your information is encrypted where applicable and only accessible to authorized team members.

4. Third-Party Services
We may integrate with secure platforms such as:

  • Microsoft Outlook and OneDrive

  • Stripe or Square (for payments)

  • Notion and Super.so (for client portals)

Each third-party service has its own privacy practices. We do our best to ensure they meet high security standards.

5. Client Portals
Each client is assigned a private portal with password-protected access. Clients are responsible for maintaining the confidentiality of their credentials.

6. Cookies and Analytics
We may use cookies or analytics tools (such as Google Analytics or Squarespace’s built-in analytics) to improve site performance. You can adjust your browser settings to block cookies if preferred.

7. Your Rights
You may request access, correction, or deletion of your personal data at any time by emailing:
📧 info@keystonefinancial.online

8. Policy Updates
We may update this Privacy Policy from time to time. Changes will be posted here with an updated effective date.

9. Contact
If you have questions about this Privacy Policy, please contact:
Keystone Financial
📧 info@keystonefinancial.online
📞 832-941-1995