REVI BOOKKEEPING

Privacy Policy

Effective Date: March 29, 2026

Last Updated: March 29, 2026

This Privacy Policy describes Our policies and procedures on the collection, use, and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.

We use Your Personal Data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

INTERPRETATION AND DEFINITIONS

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

Account means a unique account created for You to access our Service or parts of our Service.

Business, for the purpose of the CCPA (California Consumer Privacy Act), refers to the Company as the legal entity that collects Consumers’ personal information and determines the purposes and means of the processing of Consumers’ personal information, or on behalf of which such information is collected and that alone, or jointly with others, determines the purposes and means of the processing of consumers’ personal information, that does business in the State of California.

Company (referred to as either “the Company,” “We,” “Us,” or “Our” in this Agreement) refers to REVI Bookkeeping, Charlotte, North Carolina. For the purpose of the GDPR, the Company is the Data Controller.

Consumer, for the purpose of the CCPA (California Consumer Privacy Act), means a natural person who is a California resident. A resident, as defined in the law, includes (1) every individual who is in the USA for other than a temporary or transitory purpose, and (2) every individual who is domiciled in the USA who is outside the USA for a temporary or transitory purpose.

Cookies are small files that are placed on Your computer, mobile device, or any other device by a website, containing the details of Your browsing history on that website among its many uses.

Data Controller, for the purposes of the GDPR (General Data Protection Regulation), refers to the Company as the legal person which alone or jointly with others determines the purposes and means of the processing of Personal Data.

Device means any device that can access the Service such as a computer, a cellphone, or a digital tablet.

Do Not Track (DNT) is a concept that has been promoted by US regulatory authorities, in particular the U.S. Federal Trade Commission (FTC), for the Internet industry to develop and implement a mechanism for allowing internet users to control the tracking of their online activities across websites.

Personal Data is any information that relates to an identified or identifiable individual. For the purposes of GDPR, Personal Data means any information relating to You such as a name, an identification number, location data, an online identifier, or one or more factors specific to the physical, physiological, genetic, mental, economic, cultural, or social identity. For the purposes of the CCPA, Personal Data means any information that identifies, relates to, describes, or is capable of being associated with, or could reasonably be linked, directly or indirectly, with You.

Sale, for the purpose of the CCPA (California Consumer Privacy Act), means selling, renting, releasing, disclosing, disseminating, making available, transferring, or otherwise communicating orally, in writing, or by electronic or other means, a Consumer’s personal information to another business or a third party for monetary or other valuable consideration.

Service refers to the Website.

Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service, or to assist the Company in analyzing how the Service is used. For the purpose of the GDPR, Service Providers are considered Data Processors.

Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).

Website refers to REVI Bookkeeping, accessible from www.revibookkeeping.com.

You means the individual accessing or using the Service, or the company or other legal entity on behalf of which such individual is accessing or using the Service, as applicable. Under GDPR, You can be referred to as the Data Subject or as the User as You are the individual using the Service.

TYPES OF DATA COLLECTED

Personal Data

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, but is not limited to:

  • Contact information such as name, email address, mailing address, and phone number

  • Scheduling details and appointment preferences (collected via Calendly)

  • Business information relevant to Your bookkeeping needs

  • Preferences and communication or marketing preferences

  • Usage activity about how You interact with Us, such as what content You viewed and which areas of Our Site You visited

Client Financial Information

As part of delivering Our bookkeeping services, We may collect and process sensitive financial data, including bank statements, transaction records, payroll information, and other financial documents. This information is provided directly by You or Your authorized representative and is used solely to perform the services You have engaged Us to provide. This information is processed within QuickBooks Online and is subject to Intuit’s security and privacy practices.

Usage Data

Usage Data is collected automatically when using the Service. Usage Data may include information such as Your Device’s Internet Protocol address (e.g., IP address), browser type, browser version, the pages of Our Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.

When You access the Service by or through a mobile device, We may collect certain information automatically, including, but not limited to, the type of mobile device You use, Your mobile device unique ID, the IP address of Your mobile device, Your mobile operating system, the type of mobile Internet browser You use, unique device identifiers, and other diagnostic data.

We may also collect information that Your browser sends whenever You visit Our Service or when You access the Service by or through a mobile device.

Information from Third-Party Services

Our Site uses third-party services including Calendly for appointment scheduling and Mailchimp or a similar email marketing platform for communications. If You interact with these services through Our Site, those providers may collect Personal Data in accordance with their own privacy policies. We encourage You to review the privacy policies of any third-party services You use in connection with Our Site.

TRACKING TECHNOLOGIES AND COOKIES

We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. Tracking technologies used include beacons, tags, and scripts to collect and track information and to improve and analyze Our Service.

Cookies can be “Persistent” or “Session” Cookies. Persistent Cookies remain on Your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close Your web browser.

We use both Session and Persistent Cookies for the purposes set out below:

Cookie Type

Duration

Administered By

Purpose

Necessary / Essential Cookies

Session

Us

These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. Without these Cookies, the services that You have asked for cannot be provided.

Cookies Policy / Notice Acceptance Cookies

Persistent

Us

These Cookies identify if users have accepted the use of cookies on the Website.

Functionality Cookies

Persistent

Us

These Cookies allow Us to remember choices You make when You use the Website, such as remembering your preferences. The purpose is to provide You with a more personal experience.

Tracking and Performance Cookies

Persistent

Third-Parties (Google Analytics)

These Cookies are used to track information about traffic to the Website and how users use the Website. We use Google Analytics to monitor and improve Our Service.

You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of Our Service.

For more information about Google Analytics and how to opt out, please visit: https://tools.google.com/dlpage/gaoptout

USE OF YOUR PERSONAL DATA

The Company may use Personal Data for the following purposes:

  • To provide and maintain our Service, including to monitor the usage of Our Service.

  • To manage Your consultation requests: to respond to inquiries submitted through Our contact form and to schedule consultation calls via Calendly.

  • To perform bookkeeping services: to access, organize, and manage Your financial records within QuickBooks Online as part of the services You have engaged Us to provide.

  • To contact You: to contact You by email or phone regarding updates, service-related communications, or security notices.

  • To send marketing communications: to provide You with newsletters, service updates, or general information about Our services, where You have opted in to receive such communications. You may opt out at any time.

  • To analyze and improve Our Service: to understand how visitors use Our Website and to improve Our content, user experience, and marketing efforts.

  • To comply with legal obligations: to fulfill Our legal and regulatory obligations, including applicable accounting and tax record-keeping requirements.

  • For business transfers: We may use Your information to evaluate or conduct a merger, acquisition, or transfer of some or all of Our assets, in which Personal Data held by Us may be among the assets transferred.

SHARING YOUR PERSONAL DATA

We do not sell Your personal information. We may share Your personal information in the following situations:

  • With Service Providers: We share Your Personal Data with the following third-party service providers who assist Us in operating Our business:

      – QuickBooks Online (Intuit Inc.) – cloud-based bookkeeping and financial record management

      – Calendly – online appointment scheduling

      – Mailchimp (or equivalent email platform) – email marketing and newsletters

      – Google LLC – website analytics via Google Analytics

  • For business transfers: We may share or transfer Your personal information in connection with, or during negotiations of, any merger, sale of Company assets, financing, or acquisition of all or a portion of Our business to another company.

  • For legal requirements: We may disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

  • With Your consent: We may disclose Your personal information for any other purpose with Your explicit consent.

RETENTION OF YOUR PERSONAL DATA

The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with Our legal obligations (for example, if We are required to retain Your data to comply with applicable laws), resolve disputes, and enforce Our legal agreements and policies.

Client financial records are retained in accordance with applicable accounting, tax, and regulatory record-keeping requirements, which may require retention for a minimum of seven (7) years.

Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of Our Service, or We are legally obligated to retain this data for longer periods.

TRANSFER OF YOUR PERSONAL DATA

Your information, including Personal Data, is processed at the Company’s operating offices and in any other places where the parties involved in the processing are located. This means that this information may be transferred to — and maintained on — computers located outside of Your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of Your jurisdiction.

Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.

The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy, and no transfer of Your Personal Data will take place to an organization or country unless there are adequate controls in place including the security of Your data and other personal information.

DISCLOSURE OF YOUR PERSONAL DATA

Business Transactions

If the Company is involved in a merger, acquisition, or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.

Law Enforcement

Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

Other Legal Requirements

The Company may disclose Your Personal Data in the good faith belief that such action is necessary to:

  • Comply with a legal obligation

  • Protect and defend the rights or property of the Company

  • Prevent or investigate possible wrongdoing in connection with the Service

  • Protect the personal safety of Users of the Service or the public

  • Protect against legal liability

SECURITY OF YOUR PERSONAL DATA

The security of Your Personal Data is important to Us. We implement industry-standard technical and organizational security measures to protect Your Personal Data, including secure cloud storage through QuickBooks Online and encrypted communications. However, please be aware that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.

DETAILED INFORMATION ON THE PROCESSING OF YOUR PERSONAL DATA

The Service Providers We use may have access to Your Personal Data. These third-party vendors collect, store, use, process, and transfer information about Your activity on Our Service in accordance with their Privacy Policies.

Analytics

Google Analytics

Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of Our Service. This data is shared with other Google services. You can opt out of having your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on.

For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy

Scheduling

Calendly

We use Calendly to allow prospective and current clients to schedule consultation calls. Calendly collects personal information such as Your name, email address, and scheduling preferences. For more information, please visit Calendly’s Privacy Policy: https://calendly.com/privacy

Bookkeeping Platform

QuickBooks Online (Intuit Inc.)

We use QuickBooks Online to manage client financial records. Client financial data entered into or shared through QuickBooks Online is subject to Intuit’s Privacy Policy. For more information, please visit: https://www.intuit.com/privacy/statement/

Email Marketing

We may use Your Personal Data to contact You with newsletters or informational communications that may be of interest to You. You may opt out of receiving any or all of these communications from Us by following the unsubscribe link or instructions provided in any email We send, or by contacting Us directly at info@revibookkeeping.com.

GDPR PRIVACY

Legal Basis for Processing Personal Data under GDPR

We may process Personal Data under the following conditions:

  • Consent: You have given Your consent for processing Personal Data for one or more specific purposes.

  • Performance of a contract: Provision of Personal Data is necessary for the performance of an agreement with You and/or for any pre-contractual obligations thereof.

  • Legal obligations: Processing Personal Data is necessary for compliance with a legal obligation to which the Company is subject.

  • Legitimate interests: Processing Personal Data is necessary for the purposes of the legitimate interests pursued by the Company.

Your Rights under the GDPR

The Company undertakes to respect the confidentiality of Your Personal Data and to guarantee You can exercise Your rights. You have the right under this Privacy Policy, and by law if You are within the EU, to:

  • Request access to Your Personal Data. The right to access, update, or delete the information We have on You.

  • Request correction of Your Personal Data. You have the right to have any incomplete or inaccurate information We hold about You corrected.

  • Object to processing of Your Personal Data. This right exists where We are relying on a legitimate interest as the legal basis for Our processing.

  • Request erasure of Your Personal Data. You have the right to ask Us to delete or remove Personal Data when there is no good reason for Us to continue processing it.

  • Request the transfer of Your Personal Data. We will provide to You, or to a third-party You have chosen, Your Personal Data in a structured, commonly used, machine-readable format.

  • Withdraw Your consent. You have the right to withdraw Your consent for the use of Your Personal Data at any time. Please be aware that withdrawing consent may affect Your access to certain functionalities of the Service.

Exercising Your GDPR Data Protection Rights

You may exercise Your rights by contacting Us at info@revibookkeeping.com. Please note that We may ask You to verify Your identity before responding to such requests. We will try Our best to respond to You as soon as possible and within 30 days of receiving Your request.

You have the right to complain to a Data Protection Authority about Our collection and use of Your Personal Data. For more information, if You are in the European Economic Area (EEA), please contact Your local data protection authority.

CCPA PRIVACY

This privacy notice section for California residents supplements the information contained in Our Privacy Policy and it applies solely to all visitors, users, and others who reside in the State of California.

Categories of Personal Information Collected

We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular Consumer or Device. The following is a list of categories of personal information which We may collect or may have been collected from California residents within the last twelve (12) months.

Category

Collected

Category A: Identifiers

Examples: Name, postal address, email address, IP address, account name, or other similar identifiers.

Yes

Category B: Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e))

Examples: Name, address, telephone number, financial information.

Yes

Category C: Protected classification characteristics under California or federal law

Examples: Age, race, sex, national origin.

No

Category D: Commercial information

Examples: Records and history of products or services purchased or considered.

Yes

Category E: Biometric information

Examples: Fingerprints, faceprints, voiceprints.

No

Category F: Internet or other similar network activity

Examples: Interaction with Our Service or advertisement.

Yes

Category G: Geolocation data

Examples: Approximate geographical location.

Yes

Category H: Sensory data

Examples: Audio, electronic, visual, or similar information.

No

Category I: Professional or employment-related information

Examples: Current or past job history.

No

Category J: Non-public education information.

No

Category K: Inferences drawn from other personal information

Examples: Profile reflecting a person’s preferences or characteristics.

No

Sources of Personal Information

We obtain the categories of personal information listed above from the following categories of sources:

  • Directly from You. For example, from the contact form You complete on Our Website, scheduling information You provide through Calendly, or financial records You share with Us as part of Our bookkeeping services.

  • Indirectly from You. For example, from observing Your activity on Our Service.

  • Automatically from You. For example, through cookies We or Our Service Providers set on Your Device as You navigate through Our Service.

  • From Service Providers. For example, third-party vendors such as Google Analytics that monitor and analyze the use of Our Service.

Your Rights under the CCPA

The CCPA provides California residents with specific rights regarding their personal information. If You are a resident of California, You have the following rights:

  • The right to notice. You have the right to be notified which categories of Personal Data are being collected and the purposes for which the Personal Data is being used.

  • The right to request. Under CCPA, You have the right to request that We disclose information to You about Our collection, use, sale, and disclosure of personal information.

  • The right to say no to the sale of Personal Data (opt-out). You have the right to direct Us to not sell Your personal information. We do not sell personal information.

  • The right to delete Personal Data. You have the right to request the deletion of Your Personal Data, subject to certain exceptions, including legal retention obligations.

  • The right not to be discriminated against. You have the right not to be discriminated against for exercising any of Your consumer rights under the CCPA.

Exercising Your CCPA Data Protection Rights

If You are a California resident and wish to exercise any of the rights described above, please contact Us:

We will respond to verifiable consumer requests within 45 days of receipt. The time period may be extended once by an additional 45 days where reasonably necessary, with prior notice.

Do Not Sell My Personal Information

We do not sell the personal information of Consumers. If You have any questions about this, please contact Us at info@revibookkeeping.com.

“DO NOT TRACK” POLICY AS REQUIRED BY CALOPPA

Our Service does not respond to Do Not Track signals. However, You can set Your preferences in Your web browser to inform websites that You do not want to be tracked. You can enable or disable DNT by visiting the preferences or settings page of Your web browser.

DATA DELETION REQUEST PROCESS

You have the right to request the deletion of Your personal data that We hold. To make this request, please send an email to info@revibookkeeping.com with the subject line “Request for Data Deletion.” In Your email, provide Your name and the email address associated with Your account to help Us verify and process Your request promptly.

Upon receiving Your request, We will verify Your identity to ensure the security of Your data. Once Your identity is verified, We will delete Your personal data from Our active databases and inform You when the deletion is completed, subject to any legal retention obligations that may require Us to retain certain records.

CHILDREN’S PRIVACY

Our Service is not directed to children under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13. If You are a parent or guardian and You are aware that Your child has provided Us with Personal Data, please contact Us. If We become aware that We have collected Personal Data from anyone under the age of 13 without verification of parental consent, We take steps to remove that information from Our servers.

LINKS TO OTHER WEBSITES

Our Service may contain links to other websites that are not operated by Us, including Calendly and QuickBooks Online. If You click on a third-party link, You will be directed to that third party’s site. We strongly advise You to review the Privacy Policy of every site You visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

CHANGES TO THIS PRIVACY POLICY

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top of this Privacy Policy. Where material changes are made, We will endeavor to notify You via email or a prominent notice on Our Website prior to the change becoming effective.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

CONTACT US

If You have any questions about this Privacy Policy, You can contact Us: