Introduction
SDT Accounting ("we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This policy explains what we collect, how we use it, and the choices you have.
Information We Collect
We collect information you provide directly — such as your name, email, phone number, business details, and any financial records you share so we can perform bookkeeping, tax preparation, or consulting services. We may also receive limited technical information (such as IP address and browser type) when you visit this website.
How We Use Your Information
We use your information solely to deliver the services you've engaged us for, communicate with you about your account, prepare and file required documents, and comply with our legal and professional obligations.
Confidentiality
Your financial information is treated with the highest level of confidentiality. We use reputable, industry-standard tools (such as QuickBooks Online and Xero) to store and transmit data securely, and access is limited to authorized personnel who need it to serve you.
We Do Not Sell Your Data
We do not sell, rent, or trade your personal or financial information. We only share information with third parties when required by law, when necessary to perform the services you've requested (for example, e-filing a tax return), or with your explicit consent.
Data Retention
We retain client records for as long as needed to provide services and to meet legal, tax, and professional record-keeping requirements. After that period, records are securely deleted or anonymized.
Your Rights
You may request access to, correction of, or deletion of your personal information at any time, subject to legal record-keeping requirements. To make a data request, email us at info@sdtaccounting.com.
Changes to This Policy
We may update this policy from time to time. Material changes will be reflected on this page with a revised "last updated" date.
Contact
Questions about this policy? Email info@sdtaccounting.com.