BLACKSHAW BOOKKEEPING
Privacy Policy
Effective date: September 28, 2026
Your financial information is personal. I’m Samuel Blackshaw, and I take the responsibility of handling your business records seriously. This policy explains how Blackshaw Bookkeeping collects, uses, shares, and protects information through this website, the client portal, and my bookkeeping services.
Information I collect
I collect information you provide when you contact me, schedule a call, become a client, or use the portal. Depending on the services you request, this may include:
- Your name, business name, email address, phone number, and other contact details.
- Information about your business, bookkeeping needs, and service arrangements.
- Financial records such as bank and credit card statements, receipts, invoices, payroll reports, tax-related records, and financial statements. These records may contain information about your customers, employees, or vendors.
- Portal account information, messages, document requests, uploaded files, and file details such as names, sizes, and upload dates.
Website, scheduling, email, and portal providers may also process technical information such as IP addresses, browser and device details, access times, and diagnostic or security logs.
How I use your information
I use information to respond to inquiries, arrange calls, provide bookkeeping services, organize and review records, prepare reports, communicate with you, manage client accounts, and support the operation and security of the website and portal. I may also use relevant information to maintain business records, meet legal obligations, and address disputes.
Account invitations and password-reset emails support your use of the portal. Please provide only information relevant to your service needs and only records you are authorized to share. Do not send online banking passwords, payment-card security codes, or other account passwords through portal messages or ordinary email.
How information is shared
I do not sell or rent your personal information or client financial records. Information may be shared:
- With service providers that support bookkeeping, hosting, authentication, document storage, scheduling, and email. Current website and portal services include Sites hosting, Supabase for portal accounts and private file storage, and Google services for scheduling and email. QuickBooks Online is used when applicable to your bookkeeping engagement.
- With your authorization, such as when coordinating records with your CPA, tax preparer, payroll provider, or another professional you designate.
- When legally required or appropriate to respond to lawful requests, protect rights or safety, investigate suspected misuse, or resolve a dispute.
Service providers process information under their own terms and privacy policies. I limit disclosures to information relevant to the purpose of the disclosure.
Security of client portal documents and information
The portal uses invitation-based accounts and authenticated access. Access rules are enforced by the database and file-storage service so that a client account can access its assigned workspace, rather than another client’s documents, messages, or requests. As the owner, I can access client workspaces to provide services and manage records.
Uploaded documents are stored in a private storage area, separate from public website images and pages. Downloads require an authorized account. Connections to the portal services use HTTPS/TLS encryption in transit, and Supabase states that customer data is encrypted at rest. The portal also limits accepted file types and sizes and clears its signed-in view after a period of inactivity.
These measures help protect confidentiality, but no website, transmission method, or storage system can guarantee absolute security. The portal does not currently perform automatic malware scanning of uploaded files. Keep your devices and security software updated, use a strong and unique password, do not share your login, and sign out when finished—especially on a shared device. Contact me promptly if you suspect unauthorized account access.
Cookies, embedded services, and external links
Essential session and security technologies help the website and portal function. Embedded Google appointment scheduling and linked third-party services may process information or use cookies under their own policies. Your browser settings can limit cookies, although doing so may affect some features.
When you follow a link to another service, its privacy policy governs information you provide there. You can review Google’s Privacy Policy, Supabase’s Privacy Policy, and Intuit’s Privacy Statement.
Retention and your choices
I retain information for as long as reasonably needed to provide services, maintain appropriate business records, resolve disputes, and meet applicable legal obligations. The length of time depends on the record and the engagement. Some records may need to be retained after services end. Please keep your own copies of important documents; the portal is not a substitute for your own recordkeeping.
You may contact me to request access to, correction of, or deletion of information I hold about you, or to discuss closing your portal account. I may need to verify your identity and authority before acting. Requests are handled subject to applicable law, recordkeeping requirements, and the rights of other people whose information appears in business records.
Children’s information
This website and portal are intended for adult business clients and are not directed to children under 13. I do not knowingly collect personal information directly from children under 13 through these services. Contact me if you believe a child has provided information through the website.
Changes to this policy
I may update this policy as services or information practices change. The current version will be posted here with an updated effective date. Any additional notice or consent required by applicable law will be provided when necessary.
Questions or privacy requests
Contact Samuel Blackshaw at Blackshaw Bookkeeping using the email link below, or send me a message through your client portal. Please avoid including sensitive financial information in an ordinary email.