Privacy Policy

1. Who We Are

Beyond Insite Bookkeeping ("Beyond Insite," "we," "us," or "our") is a bookkeeping and financial services firm based in Altamonte Springs, Florida, serving small businesses throughout the greater Orlando area and across the United States. Our website is located at beyondinsite.com.

2. Information We Collect

We collect information you provide directly to us, including:

• Contact form submissions: name, business name, email address, phone number, and any message you choose to send.
• Document uploads: financial documents or records you submit through our secure upload portal for bookkeeping or onboarding purposes.
• Client onboarding information: business details, accounting software credentials (where authorized), and financial records provided in the course of an engagement.

We also collect limited technical data automatically when you visit our website, including IP address, browser type, referring page, and pages visited. This data is used solely for website performance and security purposes.

3. Beyond Insite Proprietary Software

Beyond Insite has developed and operates proprietary software tools designed exclusively to support our client services. This software is used internally to process financial data, generate reports, prepare financial summaries, and deliver insights to our clients. Specifically:

• Client financial data processed through our systems is used solely for the purpose of generating the reports, dashboards, and deliverables agreed upon in your service engagement.
• Data processed by our proprietary software is not sold, licensed, or shared with third parties for advertising or marketing purposes.
• Access to client data within our systems is restricted to authorized Beyond Insite personnel working on your account.
• Reports and financial outputs generated by our software are delivered to the client and retained in accordance with applicable record-keeping requirements.

4. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide requested services
• Deliver bookkeeping, payroll, and CFO services to clients
• Generate financial reports and client deliverables using our proprietary software
• Communicate about your account, service updates, or relevant changes
• Comply with legal and regulatory obligations
• Improve our website and service offerings

We do not sell, rent, or trade your personal information to third parties.

5. Third-Party Services

In delivering our services, we may use third-party platforms including QuickBooks Online (Intuit), payroll processing services, and secure cloud storage providers. These services operate under their own privacy policies. We only share client data with third-party tools that are necessary to perform the services you have engaged us to provide, and only with your knowledge and where applicable, your authorization.

6. Data Security

We take the security of your financial information seriously. We use industry-standard security practices including encrypted connections (HTTPS), restricted access controls, and secure document handling procedures. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain client data for as long as necessary to fulfill the purposes described in this policy and to comply with applicable legal, accounting, and regulatory retention requirements. When data is no longer needed, it is securely deleted or anonymized.

8. Your Rights

You have the right to request access to, correction of, or deletion of personal information we hold about you (subject to legal retention requirements). To make a request, contact us at support@beyondinsite.com.

9. Children's Privacy

Our website and services are intended for business use by adults. We do not knowingly collect personal information from individuals under the age of 18.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact us:

Beyond Insite Bookkeeping
Altamonte Springs, Florida
Email: support@beyondinsite.com
Website: beyondinsite.com/contact