Effective Date: September 2025
Your privacy matters to us. This Privacy & Cookies Policy explains how Okeybooks, LLC (“Okeybooks,” “we,” “our,” “us”) collects, uses, and protects your information when you visit our website https://okeybooks.com or use our services.
We collect personal and business information necessary to provide our services, including:
Name, email, phone number, and company details
Financial account data (e.g., QuickBooks or payroll integrations)
Tax-related information provided for filings
Communication and service records
We may also automatically collect technical data via cookies (see Section 6).
We use collected information to:
Deliver bookkeeping, payroll, and tax services
Communicate with you about your account
Process payments and invoices
Improve website functionality and client experience
Comply with legal and regulatory obligations
We do not sell or rent your personal data to anyone.
We only share your data with:
Authorized Okeybooks team members
Third-party service providers (e.g., QuickBooks, Gusto, IRS e-file systems) as needed to perform contracted services
Regulatory agencies, when required by law
All vendors we use are expected to maintain industry-standard security measures and comply with confidentiality obligations.
We implement reasonable physical, electronic, and procedural safeguards to protect your information, including:
Encrypted data transmission
Multi-factor authentication for financial systems
Limited employee access to sensitive data
Despite best efforts, no system is completely secure. You acknowledge and accept this inherent risk when sharing information electronically.
Our website uses cookies and similar technologies to:
Analyze site traffic
Improve user experience
Remember user preferences
You can manage or disable cookies in your browser settings. Some features may not function correctly if cookies are disabled.
We retain financial and tax records as required by law and in accordance with IRS and Maryland retention rules (typically 7 years).
After this period, data may be securely deleted or anonymized.
You have the right to:
Request access to your personal data
Request correction or deletion (where legally permitted)
Withdraw consent for marketing communications
To exercise these rights, contact legal@okeybooks.com.
Our services are intended for adults (18+). We do not knowingly collect or maintain data from minors.
Our website may link to third-party sites (e.g., QuickBooks, IRS). We are not responsible for their content or privacy practices.
We may update this Privacy & Cookies Policy periodically. Updates will be posted on this page with a new “Last Updated” date.
If you have questions or concerns about our privacy practices, contact us at:
📧 legal@okeybooks.com
📞 (301) 900-4660
