Privacy Policy — Influen|ting.co

Last updated: [08-18-2026]

Influen|ting.co ("we," "us," or "our") provides bookkeeping and related financial services. This Privacy Policy explains how we collect, use, and protect information about clients and website visitors ("you"). By using our website or engaging our services, you agree to the practices described here.

1. Information We Collect

Information you provide to us:

• Contact details (name, email address, phone number)

• Payment information (processed via our third-party payment processor)

• Financial and bank records necessary to perform bookkeeping services

• Tax identification numbers (e.g., SSN or EIN), where required for tax-related work

Information collected automatically:

• Basic website usage data (e.g., pages visited, browser type)

2. How We Use Your Information

We use the information we collect to:

• Provide bookkeeping, reconciliation, reporting, and related financial services

• Communicate with you about your account or engagement

• Process payments for services rendered

• Comply with legal and tax-reporting obligations

• Improve our services and website

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

3. How We Share Information

We may share information with:

• Service providers who help us operate our business, including QuickBooks, Stripe, Gusto, Google Workspace, and client-specific secure portals

• Government or tax authorities, when required to prepare filings or comply with law

• Professional advisors (e.g., your CPA or attorney), only with your authorization

4. Data Security

We take reasonable administrative, technical, and physical measures to protect your financial and personal information, including secure file storage and restricted access. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain client financial records for as long as necessary to provide services and to comply with applicable tax and legal recordkeeping requirements (typically a minimum of [3–7 years, consult a professional for your specific requirement]).

6. Your Rights

You may request to:

• Access the personal information we hold about you

• Correct inaccurate information

• Request deletion of your information, subject to our legal recordkeeping obligations

To make a request, contact us using the information below.

7. Cookies

Our website does not use cookies to track visitors.

8. Children's Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

10. Contact Us

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

Influen|ting.co Email: hello@influenting.co Phone: 813-469-7465 Website: https://www.influenting.co/ Location: Florida, USA