Privacy Policy

Locus Point Accounting Services ("Locus Point," "we," "us") respects your privacy. This policy explains what information we collect through this website and in the course of our services, how we use it, and the choices you have.

Information we collect

• Information you give us: your name, email address, phone number, business name and anything you include when you book a call, email us or engage our services.
• Client information: financial, bookkeeping and tax-related records you or your CPA firm share with us so we can perform the services you request.
• Website usage information: basic technical data such as browser type, pages visited and general location, collected automatically through cookies and analytics tools provided by our website platform.

How we use information

• To provide bookkeeping, tax preparation, cleanup and advisory services
• To schedule calls, respond to questions and send service updates
• To operate, secure and improve this website
• To meet legal, regulatory and professional obligations

How we share information

We do not sell your personal information, and we do not share it with third parties for their marketing.

We share information only with:

• Service providers that help us operate, such as our website host, scheduling tool, secure cloud environment and file-sharing systems, who may use it only to provide services to us
• The CPA firm we are working for, when we are engaged by a firm on your behalf
• Authorities, when required by law, court order or to protect our legal rights

Text messages (SMS)

We do not currently send text messages. If we offer text messaging in the future, we will only text people who opt in, message frequency will vary, and message and data rates may apply. You will be able to opt out at any time by replying STOP, or get help by replying HELP. Mobile numbers and text opt-in information will never be shared with third parties for marketing.

How we protect information

We use administrative, technical and physical safeguards to protect your information, including secure portals, encrypted file sharing, multi-factor authentication and confidentiality agreements for everyone who handles client data. No method of transmission or storage is completely secure, but we work to protect your information and limit access to those who need it.

How long we keep information

We keep information only as long as needed to provide our services and meet legal, tax and professional record-keeping requirements.

Your choices and rights

• You may request to review, correct or delete the personal information we hold about you by emailing us. We will respond within a reasonable time, subject to records we are legally required to keep.
• You can set your browser to refuse cookies, though some parts of the site may not work as intended.
• Do Not Track: our website does not currently respond to browser "Do Not Track" signals.

Children's privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from them.

Links to other websites

Our site may link to other websites, such as our scheduling page. Those sites have their own privacy policies, and we are not responsible for their practices.

Changes to this policy

We may update this policy from time to time. Changes will be posted on this page with a new effective date.

Contact us

Questions or requests: Expertsupport@locuspointaccounting.com