Last Updated: 12-27-2025
Introduction
Upgrade Bookkeeping LLC (“we,” “us,” or “our”) operates https://upgradebookkeeping.com. This Privacy Policy explains how information is collected, used, stored, and protected when you visit or interact with this website.
By using this website, you agree to the terms of this Privacy Policy.
Information we collect
We may collect the following types of information:
How information is used
Collected information may be used to:
Cookies and tracking
This website may use cookies or similar technologies to support functionality and analyze website usage. You may control cookie settings through your browser. Disabling cookies may limit certain features of the site.
Client accounts and secure access
If client accounts, portals, or secure login areas are offered in the future, information provided through those systems will be used solely for service delivery, communication, and recordkeeping. Users are responsible for maintaining the confidentiality of their login credentials.
Document uploads and client data
If documents or financial data are uploaded through the website, that information will be used only for providing requested services and maintaining professional records. Reasonable administrative and technical safeguards will be applied to protect uploaded information.
Payments
If payment functionality is made available, payment information will be processed securely through third-party payment processors. We do not store or have direct access to full payment card details.
Email communications
If you opt in to receive emails, newsletters, or updates, you may unsubscribe at any time using the link included in those communications. Email addresses are not sold or shared for marketing purposes.
Data processing
Personal information may be processed for business operations, service delivery, communication, compliance, security, and recordkeeping. Processing is limited to what is necessary and appropriate for these purposes.
Sharing of information
We do not sell or rent personal information. Information may be shared only:
Data security
Reasonable administrative, technical, and organizational safeguards are used to protect information. No method of transmission or storage can be guaranteed to be completely secure.
Data retention
Information is retained only for as long as necessary to fulfill the purposes described in this policy, or as required by law or professional standards.
Your rights
Depending on applicable law, you may request access to, correction of, or deletion of your personal information by contacting us using the information below.
Third-party links
This website may contain links to third-party websites or tools. We are not responsible for the content, policies, or practices of those third parties.
Changes to this policy
This Privacy Policy may be updated from time to time. Updates will be posted on this page with a revised effective date.
Contact information
Questions regarding this Privacy Policy may be directed to:
Upgrade Bookkeeping LLC
333 3rd Ave N, Suite 400 #3005
Saint Petersburg, FL 33701
United States
Email: support@upgradebookkeeping.com
Website: https://upgradebookkeeping.com