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Privacy Policy
A legal disclaimer
Privacy Policy
PaperTrail Pro, LLC
PaperTrail Pro respects your privacy and is committed to protecting the personal, financial, and business information you share with us.
We may collect information such as your name, contact details, business information, tax-related documents, and website usage data to provide accounting, bookkeeping, tax preparation, and business consulting services.
Your information may be used to:
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provide requested services
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communicate with you
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process payments
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comply with legal and regulatory requirements
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improve our services
For your protection, please do not submit Social Security Numbers, tax documents, banking information, or sensitive financial records through standard website contact forms or unsecured email. Sensitive information should only be shared through our secure client portal or approved secure methods.
We do not sell or rent your personal information. Information may be shared only with trusted service providers, tax authorities, or others as required by law to provide services.
We implement reasonable safeguards to protect your information, including secure systems and access controls.
Our website may use cookies or analytics tools to improve functionality and user experience.
If you have questions about this Privacy Policy, please contact:
PaperTrail Pro, LLC
909-728-0161
maria.santos@papertrailpro.net