ClearlyKept Privacy Policy
ClearlyKept LLC (“ClearlyKept,” “we,” “us,” or “our”) provides managed accounting, bookkeeping, controller, and fractional CFO services to small and mid‑sized businesses. This Privacy Policy explains how we collect, use, disclose, and protect information in connection with our website clearlykept.com (the “Site”), our services, and any other products or features that link to this Privacy Policy.
By using the Site or our services, you agree to the collection and use of information in accordance with this Privacy Policy.
1. Information We Collect
We may collect the following categories of information:
Information you provide to us: Name, business name, job title, postal address, email address, phone number, login credentials for client portals, financial records you choose to share, and any other information you submit through forms, contracts, or communications with us.
Business and financial information: Accounting records, bank and credit card transaction data, invoices, payroll and vendor information, tax documents, budgets, and other financial information we process in order to provide our services.
Usage and device information: IP address, browser type, device identifiers, pages visited, referring and exit pages, date/time stamps, and similar technical data collected via cookies and similar technologies when you visit the Site.
Communications: Records of emails, messages, support requests, meeting notes, and other communications with you.
If you provide information about another individual (for example, employees, vendors, or customers), you represent that you have the authority to do so and to permit us to use the information in accordance with this Privacy Policy.
2. How We Use Information
We use the information we collect for the following purposes:
To provide, operate, and improve our accounting and advisory services, including maintaining your books, preparing reports, and providing financial analysis.
To set up and manage your account, client portals, and user access permissions.
To communicate with you about our services, including onboarding, service updates, billing, and responding to inquiries and support requests.
To customize content and improve the Site, including analytics, troubleshooting, and security monitoring.
To send marketing communications about features, news, and events that may be of interest to you, where permitted by law and subject to your choices.
To comply with legal and regulatory obligations, enforce our agreements, protect our rights and the rights of others, and prevent fraud, abuse, and security incidents.
We process personal information only where we have a lawful basis under applicable data‑protection laws, which may include the performance of a contract, our legitimate business interests, your consent, or compliance with a legal obligation.
3. Cookies and Similar Technologies
We may use cookies, web beacons, and similar technologies to:
Recognize your browser or device.
Remember your settings and preferences.
Understand how visitors use the Site and measure the effectiveness of content and campaigns.
You can usually configure your browser to refuse all or some browser cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, some parts of the Site may become inaccessible or may not function properly.
4. How We Share Information
We do not sell your personal information. We may share information in the following limited circumstances:
Service providers: With third‑party vendors who perform services on our behalf, such as cloud hosting, data storage, analytics, client portals, email delivery, payment processing, customer‑relationship management, and professional services. These providers are authorized to use personal information only as necessary to provide services to us and are subject to confidentiality obligations.
Professional and integration partners: With independent professionals (such as tax advisors or legal professionals) or integrated software providers (such as accounting platforms or financial applications) when you request or authorize us to work with them.
Business transfers: In connection with any merger, sale of company assets, financing, or acquisition of all or a portion of our business, information may be transferred as part of that transaction, subject to appropriate confidentiality protections.
Legal and safety purposes: When we believe disclosure is necessary or appropriate to comply with applicable law or legal process; to respond to lawful requests from public or governmental authorities; to enforce our agreements or policies; or to protect the rights, property, or safety of ClearlyKept, our clients, or others.
We may use and share aggregated or de‑identified information that does not reasonably identify you, for research, analytics, and business purposes.
5. Data Security
We implement administrative, technical, and physical safeguards designed to protect personal information against loss, misuse, and unauthorized access, disclosure, alteration, and destruction, including encryption, access controls, and secure storage where appropriate. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, including for the duration of your relationship with us, for legitimate business needs, and as required or permitted by law (such as tax, audit, or accounting requirements). When information is no longer needed, we may delete, anonymize, or aggregate it in accordance with our data‑retention policies.
7. Your Choices and Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information, which may include the right to:
Access and obtain a copy of the personal information we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of your personal information, subject to legal or contractual obligations.
Object to or restrict certain processing, including for direct marketing.
Withdraw consent where our processing is based on your consent.
To exercise these rights, please contact us using the contact details in Section 11. We may need to verify your identity before fulfilling your request, and certain rights may be limited by applicable law.
If you receive marketing communications from us, you can opt out at any time by following the unsubscribe instructions in those communications or by contacting us. You will continue to receive transactional or service‑related communications.
8. International Data Transfers
If you access the Site or use our services from outside the United States, please be aware that your information may be transferred to, stored in, and processed in the United States and other countries where we or our service providers operate, which may have different data‑protection laws than those in your jurisdiction. Where required by law, we implement appropriate safeguards to protect personal information when it is transferred across borders.
9. Children’s Privacy
The Site and our services are intended for use by businesses and individuals acting in a business capacity and are not directed to children under 16 years of age. We do not knowingly collect personal information from children under 16. If we learn that we have collected such information, we will take reasonable steps to delete it as soon as practicable.
10. Third‑Party Sites and Services
The Site may contain links or integrations to third‑party websites, applications, or services that are not owned or controlled by ClearlyKept. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third‑party sites or services you visit or use.
11. Contact Us
If you have any questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, please contact us at:
ClearlyKept LLC
[Insert mailing address]
[Insert city, state, ZIP]
Email: [Insert privacy or support email]
Phone: [Insert phone number]
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other operational reasons. When we make changes, we will update the “Effective Date” at the top of this page and, where required by law, provide additional notice. Your continued use of the Site or our services after any changes become effective means that you accept the updated Privacy Policy.