1. Introduction

Welcome to Soreng & Co. ("we," "our," or "us"). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our bookkeeping and finance operations services, or interact with us in any way.

By accessing or using our services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this policy, please do not access our website or use our services.

2. Information We Collect

We collect information that you provide directly to us, as well as information collected automatically when you use our services.

Personal Information You Provide

• Contact Information — Name, email address, phone number, business address, and mailing address
• Business Information — Business name, business type, industry, tax identification number, and financial account details
• Financial Data — Bank account information, transaction records, income and expense data, payroll information, and tax documents necessary for providing bookkeeping services
• Account Credentials — Login credentials for accounting software (e.g., QuickBooks, Xero) that you authorize us to access
• Communication Data — Any messages, inquiries, or documents you send through our contact form or email

Information Collected Automatically

• Device Information — Browser type, operating system, device type, and screen resolution
• Usage Data — Pages visited, time spent on pages, referring URLs, and navigation patterns
• Log Data — IP address, access times, and error logs

3. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery — To provide bookkeeping, accounting, and finance operations services as agreed upon in our service engagement
• Communication — To respond to your inquiries, send service updates, and communicate about your account
• Financial Reporting — To prepare financial statements, tax reports, and other financial documents as part of our services
• Improvement — To improve our website, services, and client experience
• Legal Compliance — To comply with applicable laws, regulations, and legal obligations
• Security — To protect against unauthorized access, fraud, and security incidents

4. Data Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers — With trusted third-party service providers who assist us in delivering our services (e.g., cloud hosting providers, accounting software platforms), subject to strict confidentiality obligations
• Professional Advisors — With your CPA, attorney, or other professional advisors when necessary to provide coordinated services, with your explicit consent
• Legal Requirements — When required by law, court order, or governmental authority, or when necessary to protect our rights or safety
• Business Transfers — In connection with a merger, acquisition, or sale of business assets, with prior notice to you
• With Your Consent — Any other sharing occurs only with your explicit prior consent

5. Data Security

We take the security of your financial and personal data seriously. We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit and at rest
• Secure, access-controlled cloud storage for all client documents
• Multi-factor authentication on all accounting and financial platforms
• Regular security audits and access reviews
• Limited employee access to client data on a need-to-know basis
• Secure disposal of physical documents containing sensitive information

While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your data to the best of our ability.

6. Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Specifically:

• Active Clients — Data is retained for the duration of the service engagement
• Former Clients — Financial records are retained for a minimum of 7 years in accordance with tax and accounting regulations, after which they are securely deleted
• Website Visitors — Analytics data is retained for up to 26 months

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access — The right to request copies of your personal data that we hold
• Correction — The right to request correction of inaccurate or incomplete data
• Deletion — The right to request deletion of your personal data, subject to legal and regulatory retention requirements
• Restriction — The right to request restriction of processing of your data
• Portability — The right to request transfer of your data to another organization
• Withdrawal of Consent — The right to withdraw consent at any time where we rely on consent to process your data

To exercise any of these rights, please contact us at info@soreng.co. We will respond to your request within 30 days.

8. Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small text files stored on your device that help us analyze website usage and improve our services.

You can control cookie settings through your browser preferences. Please note that disabling cookies may affect the functionality of certain features on our website.

9. Third-Party Services

Our website and services may contain links to third-party websites or integrate with third-party platforms (e.g., QuickBooks, Xero, Shopify, Stripe). These third-party services have their own privacy policies, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party services you access through our platform.

10. Children's Privacy

Our services are intended for business use and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal data from a child without parental consent, we will take steps to delete that information promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: