Privacy Policy
Last updated: June 18, 2026
WeAccounted respects the privacy of clients, prospects, and website visitors. This policy explains what information we collect, how we use it, and how we protect it when you contact us or work with us.
Information We Collect
We may collect information you choose to share with us, including your name, business email, phone number, company name, service needs, messages, and documents or financial information needed to evaluate or deliver our services.
How We Use Information
- To respond to inquiries and schedule discovery calls.
- To understand your finance operations needs.
- To prepare proposals, onboarding plans, and service recommendations.
- To deliver AR, AP, bookkeeping, reporting, cash-flow, and finance operations support.
- To maintain internal records, quality checks, and client communication.
Financial And Business Data
If you become a client, we may receive access to accounting systems, reports, invoices, vendor records, payment status information, or other operational data. We use this information only for the agreed scope of work and handle it with professional care and limited-access principles.
Sharing Information
We do not sell personal or business information. We may share information only with service providers or tools required to operate our business, comply with legal obligations, or deliver agreed services. Where appropriate, access is limited to what is necessary.
Security
We use reasonable administrative and technical safeguards to protect information. No online transmission or storage method can be guaranteed completely secure, but we work to reduce risk through careful access, documentation, and review practices.
Retention
We retain information for as long as needed to respond to inquiries, provide services, maintain business records, resolve disputes, and meet operational or legal requirements.
Your Choices
You may ask us to update, correct, or delete information where legally and operationally possible. Some records may need to be retained for legitimate business or compliance reasons.
Contact
For privacy questions, contact us at hello@weaccounted.com.