Privacy Policy

Effective Date: 08/27/25

At Horizon Accounting Services (“we,” “our,” or “us”), we value and respect the privacy of our clients. This Privacy Policy explains how we collect, use, and protect your personal and financial information when you engage with our accounting, bookkeeping, payroll, and related services — including use of our mobile application.

1. Information We Collect

In the course of providing professional accounting and mobile services, we may collect:

Personal Information: such as your name, business name, mailing address, email address, phone number, and other identifying details.

Financial Information: including bank account details, payroll records, tax identification numbers, invoices, receipts, and other financial data necessary to perform accounting services.

Business Records: such as contracts, employee information (for payroll processing), and tax-related documents.

Mobile App Data: if you use our Horizon Accounting Services mobile app, we may collect photos or files that you voluntarily upload (for example, pictures of receipts, invoices, or documents). These uploads are stored securely and used only to support bookkeeping and accounting functions.

2. How We Use Your Information

We use the information we collect to:

Provide bookkeeping, payroll, and accounting services.

Prepare and organize financial records for your tax professional.

Communicate with you regarding your account and services.

Maintain accurate business and financial records on your behalf.

Comply with legal, regulatory, and professional obligations.

Enable the functionality of our mobile app, such as securely receiving uploaded receipts and documents.

3. Sharing of Information

We do not sell or rent your personal information to third parties. Mobile phone contact information will not be shared or sold to third parties for marketing purposes.

We may share information only in these limited situations:

Service Providers: with trusted partners (such as payroll platforms, tax software providers, or IT support) strictly for service delivery.

Legal Obligations: if required by law, regulation, or court order.

With Your Consent: if you authorize us to share information with other professionals (e.g., your CPA or tax preparer).

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect sensitive client data against unauthorized access, disclosure, or misuse. Our mobile app uses encrypted (HTTPS) connections and secure cloud services (such as Firebase or Google Drive) for all uploads. While we take precautions, no system is 100% secure, and we cannot guarantee absolute protection.

5. Data Retention

We retain your personal and financial information only for as long as necessary to provide services, comply with legal requirements, and maintain business records consistent with professional accounting standards.

6. Your Rights

You may request access, corrections, or deletion of your personal data (subject to legal and regulatory requirements). To exercise these rights, please contact us directly.

7. Cookies and Website Use

Our website may use cookies or similar technologies to enhance your browsing experience and analyze usage. You can manage cookie settings through your browser.

8. Mobile App Usage

The Horizon Accounting Services mobile app allows clients to upload receipts and documents directly from their mobile devices. The app does not automatically collect data, track users, or request unnecessary device permissions. Uploads occur only when you choose to submit a file or photo, and these are used exclusively for client bookkeeping purposes.

9. Disclaimer Regarding Tax Preparation

While Horizon Accounting Services provides bookkeeping, accounting, and payroll support, we are not a tax preparation or tax advisory firm. We organize and prepare financial records to make tax filing easier for your chosen tax professional. All tax returns, filings, and related legal responsibilities remain with you and your designated tax preparer.

10. Updates to This Policy

We may update this Privacy Policy periodically. Any updates will be posted on our website with the revised effective date.

11. Contact Us

Horizon Accounting Services

info@horizonaccountingservices.com

904-600-3533

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