Privacy Policy

Last updated: April 2026

Handled ("we," "us," or "our") operates bookshandled.com and provides bookkeeping services for small businesses. This Privacy Policy explains how we collect, use, and protect your information.

1. Information We Collect

We collect information you provide directly to us, including:

• Name and business name
• Email address
• Payment information (processed securely by Stripe — we do not store card details)
• Financial data from your QuickBooks account, accessed with your explicit authorization
• Business financial documents you upload (bank statements, receipts, invoices)

2. How We Use Your Information

We use the information we collect to:

• Provide monthly bookkeeping services
• Deliver your monthly financial reports
• Process payments via Stripe
• Communicate with you about your account and books
• Send document reminders and status updates
• Improve our service

3. Financial Data

We access your QuickBooks account data solely to perform bookkeeping services on your behalf. We do not sell, share, or use your financial data for any purpose other than delivering your bookkeeping service. Your QuickBooks data remains in your QuickBooks account — you own it and control it at all times.

4. Data Storage and Security

Your data is stored securely on Microsoft Azure infrastructure in the United States. We use industry-standard encryption for data in transit and at rest. Payment processing is handled by Stripe, which is PCI DSS compliant.

5. Data Sharing

We do not sell your personal information. We share your data only with:

• Stripe — for payment processing
• Intuit QuickBooks — to access your authorized financial data
• Microsoft Azure — for secure data storage

We do not share your financial data with any other third parties.

6. Data Retention

We retain your data for as long as your account is active and for 7 years after cancellation, as required for tax and accounting compliance purposes. You may request deletion of your personal data by emailing [email protected].

7. Your Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data (subject to legal retention requirements)
• Export your QuickBooks data at any time directly from QuickBooks
• Cancel your subscription at any time with no cancellation fee

8. Cookies

Our website uses minimal cookies necessary for basic functionality. We do not use advertising or tracking cookies.

9. Children's Privacy

Our service is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email. Continued use of our service after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at:
[email protected]
bookshandled.com