Privacy Policy | Green Koala Bookkeep

A legal disclaimer

Privacy Policy – Green Koala Bookkeeping

Last updated: 02/07/2026

1. Introduction

Green Koala Bookkeeping (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect information when you use our bookkeeping services or visit our website.

This Policy is intended for clients and visitors located in the United States, particularly in Washington State. It does not constitute legal advice.

2. Information We Collect

We may collect the following types of information:

2.1 Contact Information

Name and business name
Email address
Phone number
Mailing or billing address

2.2 Business & Financial Information

Accounting data (invoices, receipts, bills, bank statements, payroll reports, general ledger data)
Bank or payment account details you provide access to for bookkeeping purposes
Tax-related documents you share with us

2.3 Website & Communication Information

Information you submit via contact forms or “Book Online” (e.g., preferred appointment times, service interests, messages)
Email correspondence, call notes, and other communications between you and us

2.4 Technical & Usage Data (Website)

IP address, browser type, device type, pages visited, time and date of visit
Data collected via cookies or similar technologies to help our website function and understand usage

We generally collect information directly from you, or from third parties only when you authorize or enable that (for example, giving us access to your accounting or banking platforms).

3. How We Use Your Information

We use your information to:

Provide, manage, and deliver our bookkeeping services
Set up and maintain your bookkeeping systems and records
Communicate with you about appointments, services, reports, invoices, and account updates
Prepare financial reports you request (e.g., profit & loss, balance sheet, reconciliations)
Maintain internal records and comply with Washington and U.S. legal, tax, and regulatory obligations
Improve our services, website, and client experience
Protect our rights, prevent fraud, and ensure security

We only use your information where we have a lawful basis, such as performing our contract with you, complying with legal requirements, or pursuing our legitimate business interests.

4. Sharing Your Information

We do not sell your personal information.

We may share information:

With trusted third‑party service providers who help us deliver services (e.g., accounting software, cloud storage, email and scheduling tools, payment processors), under contracts that require them to protect your data
With professional advisors (e.g., attorneys, accountants, or IT/security professionals) when needed
When required by law, subpoena, court order, or government request
When necessary to establish, exercise, or defend legal claims or protect our rights, property, or safety, or that of others

5. Data Security

We use reasonable administrative, technical, and physical safeguards to help protect your information from loss, misuse, or unauthorized access. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal and financial information for as long as reasonably necessary to:

Provide bookkeeping services to you
Maintain accurate business and financial records
Comply with Washington State and U.S. federal recordkeeping, tax, and legal obligations
Resolve disputes and enforce our agreements

After that, information may be securely deleted, archived, or anonymized as appropriate.

7. Your Rights & Choices

Depending on applicable law, you may have the right to:

Request access to the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of certain personal information, subject to legal and contractual requirements
Object to or restrict certain types of processing, where allowed by law

To exercise these rights, contact us using the details in Section 11. We may need to verify your identity before responding. Some requests may be limited where we must retain data to comply with law or our legitimate business needs.

You can also control cookies and tracking tools through your browser settings; note that disabling certain cookies may affect how our website functions.

8. Cookies and Website Tracking

Our website may use cookies and similar technologies to:

Help the site function properly
Remember certain preferences
Understand how visitors use the site so we can improve it

You can typically manage cookies through your browser settings. Check your browser’s “Help” or “Settings” section for instructions.

9. Children’s Privacy

Our services and website are not directed to children under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate steps.

10. Third‑Party Websites

Our website may contain links to third‑party websites or services that we do not control. This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third‑party sites you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable law. The “Last updated” date at the top indicates the latest revision. Your continued use of our website or services after changes are posted means you accept the updated Policy.