Privacy Policy | Evolve Bookkeeping

At Evolve Bookkeeping & Services, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our bookkeeping services. We are committed to complying with California privacy laws, including the California Consumer Privacy Act (CCPA).

1. Information We Collect

We may collect the following categories of personal information:

Contact Information: Name, phone number, email address, mailing address
Business Information: Company name, EIN, accounting records, financial statements
Billing Information: Payment method details, invoices, tax forms
Usage Information: IP address, browser type, and interaction with our website (if applicable)

2. How We Use Your Information

We use your information to:

Provide and manage bookkeeping, invoicing, payroll, and administrative services
Communicate with you about your account or services
Maintain internal records for compliance and legal purposes
Improve our services and customer experience
Send updates or promotional information, if you’ve opted in

3. Information Sharing

We do not sell your personal information. We may share your information only in the following situations:

With service providers who assist in delivering our services (e.g., tax software, payment processors)
When legally required, such as responding to a court order or regulatory request
In the event of a business transfer, merger, or sale

4. Data Security

We implement appropriate technical and organizational safeguards to protect your data. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Your California Privacy Rights

As a California resident, you have the right to:

Request access to the personal information we collect about you
Request deletion of your personal information, subject to legal exceptions
Opt out of the sale of your personal information (though we do not sell data)
Not face discrimination for exercising your privacy rights

To exercise any of these rights, please contact us at:
Email: mm@evolvebands.com
Phone: (805)556-7511
Mailing Address: 327 E. Plaza Dr., Ste.# 6, Santa Maria, Ca. 93454

6. Data Retention

We retain client information only as long as necessary to provide our services and to comply with legal obligations.

7. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the content or privacy practices of such websites.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the revised effective date.

9. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

Evolve Bookkeeping & Services
327 E. Plaza Dr., Ste.# 6, Santa Maria, Ca. 93454
mm@evolve
[Your Phone Number]