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Privacy Policy

Apex Bookkeeping Plus LLC ("Apex Bookkeeping Plus," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have, including with respect to SMS/text messaging communications.

Information We Collect

We may collect information you provide directly, such as your name, business name, email address, phone number, and mailing address when you contact us, request services, or communicate with us through our website, chat widget, phone, or text message. We may also collect financial and business information necessary to provide bookkeeping and tax preparation services.

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our bookkeeping, tax preparation, payroll, and advisory services
• Respond to inquiries and communicate with you about your account or engagement
• Send appointment reminders, service updates, and account-related notices
• With your consent, send occasional promotional messages about our services
• Comply with legal and regulatory obligations

SMS / Text Messaging Terms

By providing your mobile phone number and opting in through our website chat widget, you consent to receive text messages from Apex Bookkeeping Plus LLC. Depending on the option you select, messages may include appointment reminders, account or service updates, and occasional promotional offers.

• Message frequency may vary depending on your interactions with us.
• Message and data rates may apply.
• You may opt out at any time by replying STOP to any text message. You will receive a one-time confirmation that you have been unsubscribed, after which you will no longer receive messages from us unless you opt in again.
• For help, reply HELP to any text message, or contact us directly using the information below.
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors for support services, such as customer service, is permitted where necessary to operate our business.
• Carriers are not liable for delayed or undelivered messages.

How We Share Information

We do not sell your personal information. We may share information with service providers who assist us in operating our business, such as software or payment processing providers, and only to the extent necessary for them to perform those services. We may also disclose information if required by law or to protect our legal rights.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect the personal and financial information you share with us. While no method of transmission or storage is completely secure, we work to protect your information from unauthorized access, use, or disclosure.

Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal and tax record-keeping obligations, and resolve disputes.

Your Choices

You may opt out of text messages at any time as described above. You may also contact us to request access to, correction of, or deletion of your personal information, subject to any legal or regulatory retention requirements.

Children's Privacy

Our services are intended for business owners and individuals over the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy, please contact us:

• Apex Bookkeeping Plus LLC
• 221 North Hogan Street, Ste 370, Jacksonville, FL 32202
• Phone: (904) 637-8219
• Email: [email protected]

This website, go.apexbookkeepingplus.com, is owned and managed by Apex Bookkeeping Plus LLC.