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Privacy Policy

How DPC Bookkeeper collects, uses, and protects your information.

Last updated: March 2026

DPC Bookkeeper ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at dpcbookkeeper.com or engage with our services.

1. Information We Collect

We may collect the following types of information:

  • Contact information you provide voluntarily, such as your name, email address, phone number, and practice name when you fill out our contact form or book a consultation.
  • Communications you send us via email or through our contact form.
  • Usage data automatically collected when you visit our website, including your IP address, browser type, pages visited, and time spent on pages (via analytics tools such as Google Analytics, if enabled).
  • Scheduling data collected through third-party tools like Calendly when you book a consultation, which is governed by their respective privacy policies.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide the services you request.
  • Schedule and conduct consultations.
  • Send relevant communications about our services (you may opt out at any time).
  • Improve our website and service offerings.
  • Comply with applicable laws and professional obligations.

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

3. Financial and Client Data

For clients who engage our bookkeeping and financial services, we handle sensitive financial data (bank statements, tax records, payroll information, etc.) in accordance with our engagement letter and applicable professional standards. This data is used solely to provide the services you have contracted us for, and is never shared with third parties except as required to fulfill those services (e.g., your accounting software provider or payroll processor) or as required by law.

4. Third-Party Services

Our website and services may use third-party tools including:

  • Calendly: for scheduling consultations (governed by Calendly's Privacy Policy)
  • Google Fonts: for typography
  • Google Analytics: for website analytics (if enabled; you can opt out via Google's opt-out tools)
  • Formspree: for contact form submissions (if enabled)

These services have their own privacy policies, and we encourage you to review them.

5. Cookies

Our website may use cookies to improve your browsing experience. You can instruct your browser to refuse all cookies or indicate when a cookie is being sent. Third-party services embedded on our site (such as Calendly) may also set cookies according to their own policies.

6. Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law or professional obligations (for example, tax and financial records may be retained for seven years in accordance with IRS guidelines).

8. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your personal information (subject to our legal and professional obligations).
  • Opt out of marketing communications at any time.

To exercise any of these rights, please contact us at daniel@dpcbookkeeper.com.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

11. Contact Us

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

DPC Bookkeeper
Austin, TX
daniel@dpcbookkeeper.com

DPC Bookkeeper - Built for Direct Primary Care

Expert bookkeeping, tax, and financial services built exclusively for Direct Primary Care practices. Serving DPCs nationwide from Austin, TX.

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