Privacy Policy for Our Place Financial

Effective Date: 8.11.2025

Quick Summary — Your Privacy at a Glance

We respect your privacy and keep your information safe.

  • What we collect: Contact details, business info, payment info, and what you share with us.

  • Why we collect it: To provide bookkeeping/tax services, communicate with you, and improve your experience.

  • What we don’t do: We never sell your information.

  • Who we share with: Only trusted partners who help run our business (like QuickBooks and payment processors) or when legally required.

  • Your choices: You can update, delete, or ask us not to use your info for marketing anytime — just email us at info@ourplacefinancial.com.

Full Privacy Policy

Our Place Financial (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, www.ourplacefinancial.com, or use our services.

1. Information We Collect

A. Information You Provide to Us

  • Name, email address, phone number, mailing address.

  • Business name, industry, and financial details you choose to share.

  • Payment and billing information.

  • Any other information you provide via forms, emails, or calls.

B. Information Collected Automatically

  • IP address, browser type, operating system.

  • Pages visited and time spent on our site.

  • Cookies and similar tracking technologies.

2. How We Use Your Information

We use your information to:

  • Provide and manage bookkeeping, tax, and financial services.

  • Respond to your inquiries and communicate with you.

  • Process payments and maintain accurate records.

  • Improve website functionality and user experience.

  • Send marketing emails or updates (you can opt out anytime).

  • Comply with legal and regulatory requirements.

3. How We Share Your Information

We do not sell your personal information. We may share information only in these cases:

  • Service Providers: Trusted vendors who help us operate our business.

  • Legal Compliance: If required by law or government request.

  • Business Transfers: In the event of a merger, acquisition, or sale.

4. Cookies and Tracking Technologies

We use cookies and similar tools to improve your experience and analyze performance. You can disable cookies in your browser, but some features may not work properly.

5. Data Security

We take reasonable measures (like encryption and secure storage) to protect your information, but no method is 100% secure.

6. Your Rights

You may have the right to:

  • Access, update, or delete your personal information.

  • Opt out of marketing communications.

  • Limit certain types of data processing.

Contact us at info@ourplacefinancial.com to exercise your rights.

7. Third-Party Links

Our site may link to other websites. We’re not responsible for their privacy practices.

8. Children’s Privacy

We do not knowingly collect personal information from children under 18.

9. Changes to This Policy

We may update this policy from time to time. Updates will be posted here with a new effective date.

10. Contact Us

Our Place Financial
Email: info@ourplacefinancial.com
Website: www.ourplacefinancial.com