🔒 Privacy Policy

Effective Date: 29 September 2026

Reconcile Point LLC (“we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our website or engage our fractional CFO, tax preparation, or bookkeeping services.

1. Information We Collect

We collect both personal and business information necessary to provide our fractional CFO, tax preparation, and bookkeeping services, including but not limited to:

• Full name and business name

• Contact information (email address, phone number, mailing address)

• Tax identification numbers (EIN, SSN if applicable)

• Financial data including bank statements, accounting records, and tax filings

• Login or authorization credentials for QuickBooks or related platforms (as securely shared by the client)

• Website usage data through tools like Squarespace, Calendly, or embedded forms (IP address, device type, session data)

2. How We Use Your Information

We use your information to:

• Provide accurate fractional CFO, tax preparation, and bookkeeping services

• Prepare financial reports, filings, and reconciliations

• Prepare and file tax returns and tax-related documentation • Communicate with you regarding your services

• Improve our internal operations and client experience

• Meet legal and regulatory obligations under federal and South Carolina state law

3. Third-Party Tools and Data Sharing

We only share your information with trusted third-party providers necessary for service delivery, including:

• QuickBooks Online (data integration and software access)

• Google Mail/ Taxdome (email communication and secure document storage)

• Tax authorities as legally required

• Santa Barbara Tax Products Group and its partner bank, Green Dot Bank (tax preparation clients only). Information is shared only if you choose to pay your preparation fee from your refund; otherwise, nothing is shared with them.

• Calendly or similar scheduling tools for appointment management

We do not sell your data to third parties, nor do we disclose client information outside of required service use or legal obligations.

4. Data Security and Storage

We take reasonable administrative, technical, and physical safeguards to protect your information, including:

• Encrypted file storage through secure portals

• Password-protected and access-controlled platforms

• Client data access limited to authorized staff or representatives

• Regular software updates and vendor vetting for compliance

We retain client records for the period required by federal and state law (generally a minimum of 3–7 years), or as outlined in your engagement agreement.

5. Client Rights and Access

As a client, you have the right to:

• Request a copy of the personal or business data we hold

• Correct or update information on file

• Withdraw consent to non-essential communications

• Request deletion of non-essential data (if legally permitted)

To request access or changes, please contact us at:

📧 clients@reconcilepoint.com

6. South Carolina and Federal Compliance

We comply with applicable federal privacy laws including the FTC Safeguards Rule, GLBA (Gramm-Leach-Bliley Act) where relevant, and IRS Publication 4557 for tax preparers and financial data handlers.

As a South Carolina-based business, we also comply with the South Carolina Financial Identity Fraud and Identity Theft Protection Act, and take appropriate measures for any data breach notifications, encryption practices, and secure disposal of sensitive records.

7. Policy Updates

We may update this Privacy Policy from time to time. All changes will be posted to this page with the “Effective Date” updated accordingly. We encourage you to review this policy periodically.

8. Contact Us

If you have any questions about this policy or our data practices, you may contact:

Reconcile Point LLC

📍 Summerville, South Carolina

📧 clients@reconcilepoint.com

📞 (843) 603-3804