Privacy Policy for Open Books Accounting

Last Updated: December 2025

Open Books Accounting (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with our content. By using this website, you agree to the practices described in this policy.

1. Information We Collect

a. Information You Provide to Us

We may collect personal information that you voluntarily provide when you:

  • Complete a contact form

  • Download a resource or lead magnet

  • Subscribe to our email list

  • Book a consultation call

  • Purchase a product or service

This information may include:

  • Name

  • Email address

  • Phone number (optional)

  • Business details

  • Any messages or notes you submit

b. Automatically Collected Information

When you visit our website, certain information is automatically collected, including:

  • IP address

  • Browser type

  • Device information

  • Pages viewed

  • Time spent on pages

  • Referring website

We use this information to improve website performance, understand user behavior, and enhance your experience.

2. Use of Hotjar

We use Hotjar to better understand how visitors interact with our website. Hotjar provides insights such as heatmaps, session recordings, and traffic patterns.

Hotjar may collect:

  • Device and browser information

  • Pages visited

  • Click, scroll, and movement activity

  • Session duration

Hotjar does not collect personally identifiable information unless you intentionally provide it through a form.

Hotjar’s privacy policy: https://www.hotjar.com/privacy/

You can opt out of Hotjar tracking at any time: https://www.hotjar.com/policies/do-not-track/

3. Cookies and Tracking Technologies

We use cookies to:

  • Personalize your experience

  • Improve website functionality

  • Analyze website traffic (including Hotjar and analytics tools)

You can modify your cookie settings in your browser at any time.

4. Email Marketing (Flodesk)

If you subscribe to our email list or download a resource, your information may be stored in Flodesk, our email marketing provider.

We use your email address to:

  • Send newsletters

  • Deliver educational content

  • Share updates, promotions, and service offerings

You can unsubscribe at any time using the link at the bottom of any email.

Flodesk’s privacy policy: https://www.flodesk.com/privacy

5. How We Use Your Information

We use collected information to:

  • Respond to inquiries

  • Provide accounting-related resources and services

  • Deliver lead magnets and free downloads

  • Improve website performance and user experience

  • Analyze engagement and traffic patterns

  • Send marketing communications (with your consent)

  • Maintain the security and functionality of our website

6. Sharing Your Information

We do not sell your personal information.

We may share your information with:

  • Trusted third-party service providers (e.g., Squarespace, Flodesk, Hotjar)

  • Legal authorities if required by law

All third-party providers maintain their own privacy and security policies.

7. Data Security

We take reasonable measures to protect your information, including:

  • Secure website hosting

  • Encrypted connections (HTTPS)

  • Limited access to personal data

  • Professional compliance with accounting privacy standards

However, no internet-based system is ever 100% secure.

8. Data Retention

We retain personal information only as long as necessary to:

  • Provide requested services

  • Comply with legal and tax obligations

  • Maintain business records

You may request deletion of your personal information at any time.

9. Your Rights

Depending on your location, you may have rights to:

  • Request access to your personal information

  • Request corrections

  • Request deletion

  • Opt out of email communications

  • Limit certain data uses

To submit a request, email us at: [your email]

10. Links to Other Websites

Our website may link to external sites. We are not responsible for the content, privacy practices, or security of those websites.

11. Children’s Privacy

This website is not intended for individuals under the age of 18. We do not knowingly collect data from children.

12. Updates to This Policy

We may update this policy from time to time. The “Last Updated” date at the top will reflect the most recent revision.

13. Contact Us

If you have questions about this Privacy Policy, please contact:

Open Books Accounting
Email: lorin@openbooks.llc
Website: www.openbooks.llc