Privacy Policy

Effective Date: June 2026

Mahala Bookkeeping ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information provided through our website, client portal, email communications, phone calls, and text messaging services.

Information We Collect

We may collect the following information:

  • Name

  • Business name

  • Email address

  • Phone number

  • Mailing address

  • Financial and tax-related information provided for bookkeeping or tax preparation services

  • Information submitted through contact forms, scheduling forms, and client onboarding forms

How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping, accounting support, advisory, and tax preparation services

  • Respond to inquiries and service requests

  • Communicate regarding appointments, deadlines, document requests, and project updates

  • Deliver customer support

  • Improve our services and website

We do not transfer, share, sell, rent, or disclose consumer data, including mobile opt-in data and consent information, to any external organizations under any circumstances, even with user consent, except where required by law.

Text Messaging Communications

By providing your phone number and consenting to receive text messages, you agree to receive informational SMS communications from Mahala Bookkeeping related to:

  • Appointment reminders

  • Document requests

  • Service updates

  • Account notifications

  • Customer support communications

Message frequency may vary.

Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to any text message. For assistance, reply HELP or contact us directly.

Data Sharing

Customer information is not sold, rented, or shared with third parties for marketing or promotional purposes.

Mobile opt-in data and consent information will not be shared with third parties for marketing purposes.

Information may be shared only when necessary to provide requested services, comply with legal requirements, or work with trusted service providers supporting our business operations.

Data Security

We take reasonable measures to protect client information from unauthorized access, disclosure, alteration, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Third-Party Services

We may utilize third-party providers such as bookkeeping software, tax preparation software, scheduling systems, payment processors, document storage providers, and communication platforms to deliver services. These providers maintain their own privacy policies and security practices.

Your Rights

You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory record retention requirements.

Contact Information

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Mahala Bookkeeping LLC
Email: Kelsey@mahalabookkeeping.com
Phone: (610) 885-5515

Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.