Privacy Policy
Last updated: May 21, 2026
Overview
Branch Bookkeeping ("Branch," "we," "us," or "our") is committed to protecting the privacy of our clients and users. This Privacy Policy explains how we collect, use, and safeguard information in connection with our bookkeeping and financial advisory services, including any integrations with third-party platforms such as QuickBooks Online.
Information We Collect
We collect information you provide directly to us, including business financial data, transaction records, and contact information necessary to perform bookkeeping and CFO advisory services. We may also access financial data through authorized integrations with accounting platforms you expressly connect to our services.
How We Use Your Information
We use your information solely to provide the bookkeeping, reporting, and financial advisory services you have engaged us for. We do not sell, rent, or share your financial data with third parties except as required to deliver our services or as required by law.
Data Security
We implement industry-standard security measures to protect your financial information. Access to your data is limited to authorized personnel and systems directly involved in delivering your services.
Third-Party Integrations
Our services may integrate with third-party platforms including QuickBooks Online. Your use of those platforms is governed by their respective privacy policies. We access only the data necessary to perform the services you have authorized.
Your Rights
You may request access to, correction of, or deletion of your data at any time by contacting us at the information below.
Contact
Branch Bookkeeping