Privacy policy.
Privacy Policy
Effective Date: 4/18/2025
Ezra Lortz LLC respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our services.
1. Information We Collect
We may collect the following types of information when you use our bookkeeping services:
Personal Identifying Information: Name, email address, phone number, business name, mailing address.
Financial Data: Bank statements, invoices, receipts, payroll records, tax documents, and other financial information required for bookkeeping.
Usage Information: Information about how you use our services, communication preferences, and interactions with us.
2. How We Use Your Information
We use the information collected for the following purposes:
To provide monthly and clean-up bookkeeping services.
To communicate with you about your account or our services.
To maintain accurate records and meet compliance requirements.
To improve the quality and functionality of our services.
To send administrative emails and updates related to our services.
3. How We Share Your Information
We do not sell, trade, or rent your personal information to others. We may share your information with:
Service Providers: Third-party vendors who assist in the delivery of our services (e.g., accounting software platforms, cloud storage providers), under strict confidentiality agreements.
Legal Requirements: If required to do so by law or in response to valid legal requests (e.g., subpoena or court order).
Business Transfers: In the unlikely event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
4. Data Security
We implement industry-standard security measures to protect your data, including encryption, secure file sharing, and restricted access to sensitive information. However, no method of transmission over the internet or electronic storage is 100% secure.
5. Data Retention
We retain your information only as long as necessary to provide services and comply with our legal obligations. Once the data is no longer needed, we securely delete or anonymize it.
6. Your Privacy Rights
Depending on your location, you may have the right to:
Access the personal data we hold about you.
Request correction of inaccurate information.
Request deletion of your data, subject to our legal obligations.
Opt out of certain communications.
To exercise any of these rights, contact us at help@ez-b.com.
7. Third-Party Links
Our website or communication tools may contain links to third-party websites or platforms. We are not responsible for the privacy practices of those third parties.
8. Children’s Privacy
Our services are intended for business use and are not directed to children under the age of 13. We do not knowingly collect information from children.
9. Updates to This Privacy Policy
We may update this Privacy Policy periodically. We will notify you of significant changes by updating the "Effective Date" at the top of this page. Continued use of our services after such changes constitutes your acceptance of the new policy.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact:
Ezra Lortz LLC DBA EZ Bookkeeping
Email: help@ez-b.com