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Rockwood Accounting
Privacy Policy

Most recent update: January 10, 2025

At Rockwood Accounting, we value your privacy and are committed to protecting your personal information. This privacy policy outlines the types of information we collect, how we use it, and the steps we take to ensure it remains secure. By using our website and services, you agree to the collection and use of your personal information in accordance with this policy.

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1. Information We Collect

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We collect the following personal information:

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  • Names

  • Emails

  • Phone Numbers

 

We collect this information through the following methods:

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  • Website forms

  • Social media interactions

  • Phone calls

 

Our website uses cookies to enhance user experience and collect analytics data, which helps us improve our services.

 

2. How We Use Your Information

 

We use the information we collect to:

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  • Provide the bookkeeping services you request

  • Communicate with you about your account and services

  • Send promotional and marketing emails (with the option to opt-out)

 

Your personal information is stored securely in our CRM, HoneyBook, and used solely for the purposes stated above.

 

3. Consent

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By submitting your personal information to us via our website forms, social media, or phone calls, you consent to the collection, use, and disclosure of your personal data as outlined in this privacy policy.

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4. Data Storage, Retention, and Deletion

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Your information is securely stored in HoneyBook and QuickBooks Online. We retain your information for as long as you are a client and will delete it upon request when you are no longer a client. You have the right to request access to, correction of, or erasure of your personal data at any time. Please contact us directly to make such requests.

We periodically review our data retention practices and may anonymize or delete inactive client information as part of our routine business operations.

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5. PIPEDA and U.S. Privacy Compliance

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As we collect and manage personal data from Canadian residents, we comply with the Personal Information Protection and Electronic Documents Act (PIPEDA). We also adhere to applicable U.S. privacy regulations, including the California Consumer Privacy Act (CCPA), and GDPR for U.S. clients.

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We ensure that your personal information is:

  • Collected only for reasonable and necessary purposes

  • Used and disclosed only for the purposes for which it was collected

  • Stored securely and protected against unauthorized access or misuse

  • Retained only as long as necessary for business purposes

 

Under the CCPA and GDPR, California residents and European Union citizens have the right to:

  • Request access to their personal information

  • Request deletion of their personal information

  • Opt out of the sale of their personal information (if applicable)

  • Correct inaccurate personal information

 

If you are a U.S. resident or EU citizen and have concerns or inquiries about your rights under CCPA or GDPR, please contact us directly.

 

6. Communications

 

We communicate with clients primarily via email and SMS. We also send promotional and marketing emails, which you can opt out of at any time through the provided unsubscribe link in those emails.

 

7. Third-Party Services

 

We use third-party services, including HoneyBook, QuickBooks, Adobe, and Stripe, to store and manage client data. These services are trusted partners in providing our bookkeeping services and comply with privacy and security best practices.

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Your personal information may be shared with these third-party providers in order to process transactions, deliver services, or for necessary business functions. Adobe and Stripe, specifically, may collect and process payment and personal information in compliance with their own privacy policies. We recommend reviewing their privacy policies for further details.

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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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8. Payment Processing

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Payments are processed through HoneyBook and Stripe using secure credit card transactions or via e-transfer. All transactions are protected by SSL encryption to ensure the security of your payment details.

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9. Data Breach Notification

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In the event of a data breach that compromises your personal information, we will notify you as soon as reasonably possible, in compliance with applicable laws, including PIPEDA, CCPA, and GDPR.

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10. Changes to This Privacy Policy

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We may update this privacy policy from time to time. Any changes will be posted on this page, with an updated revision date. Please review this policy periodically to stay informed of how we are protecting your information.

 

Contact Us

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If you have any questions about this privacy policy or how we handle your personal information, please contact us at:

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