Owner review: This policy is a practical website privacy disclosure prepared for Upswing Bookkeeping and should be reviewed by qualified legal counsel as the business, services, vendors, and applicable laws change.
Effective date: June 24, 2026
Upswing Bookkeeping (“Upswing,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit upswingbookkeeping.com, contact us, or use the tools made available through this website.
Information we collect
Information you provide
We may collect information you choose to provide through our contact form or by email, including your name, business name, email address, optional phone number, the type of bookkeeping help you are seeking, and the contents of your message.
Please do not send Social Security numbers, bank-account credentials, passwords, payment-card information, tax identification numbers, or other highly sensitive financial information through the website contact form or ordinary email.
Financial Health Score
The Financial Health Score is calculated within your browser. Your answers and score are not submitted to or stored by Upswing through the assessment itself. If you separately contact us after viewing your result, the information you include in that communication will be handled as described in this policy.
Information collected automatically
When you use the website, our hosting provider and website software may automatically receive limited technical information such as your Internet Protocol address, browser type, device type, referring page, requested pages, timestamps, and diagnostic or security logs. This information is generally used to operate, secure, troubleshoot, and improve the website.
How we use information
- Respond to inquiries and communicate about requested bookkeeping services.
- Evaluate the type of support that may be appropriate for a prospective client.
- Operate, maintain, secure, and troubleshoot the website.
- Prevent spam, abuse, fraud, and other harmful activity.
- Comply with applicable legal, regulatory, tax, accounting, or recordkeeping obligations.
- Protect the rights, safety, and property of Upswing, our clients, website visitors, and others.
How we disclose information
We do not sell personal information. We do not share personal information for cross-context behavioral advertising.
We may disclose information to service providers that support website hosting, website maintenance, security, email delivery, and other business operations. These providers may process information only as needed to provide services to us or as permitted by their agreements and applicable law.
We may also disclose information when required by law, legal process, or a valid government request; when reasonably necessary to prevent harm or protect legal rights; or in connection with a merger, financing, acquisition, reorganization, or sale of all or part of the business, subject to appropriate protections.
Cookies and similar technologies
The website may use essential cookies or similar technologies required for website security, administration, preferences, and reliable operation. WordPress may set cookies for signed-in administrators. We do not currently use advertising cookies or behavioral advertising technologies on this website.
Browser “Do Not Track” signals are not interpreted consistently across the web. Because we do not currently engage in cross-site behavioral tracking or sell personal information, the website does not provide a separate response to those signals.
Data retention
We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining business records, resolving disputes, enforcing agreements, and satisfying legal obligations. Retention periods vary based on the type of information, the context in which it was collected, and applicable requirements.
Data security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, email system, or method of transmission is completely secure, and we cannot guarantee absolute security. You are responsible for using an appropriate secure method when sharing confidential financial documents or credentials.
Your choices and privacy requests
You may ask to access, correct, or delete personal information you previously provided through this website, subject to identity verification and legal exceptions. Depending on where you live and which privacy laws apply to Upswing, you may have additional rights concerning your personal information.
To submit a privacy request, email Info@upswingbookkeeping.com with “Privacy Request” in the subject line. We will not discriminate against you for making a privacy request.
Third-party websites and social media
The website may link to social media platforms and other third-party websites. Their privacy practices are governed by their own policies, and Upswing is not responsible for those third-party practices.
Children’s privacy
This website is intended for business owners and other adults. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website. If you believe a child has provided personal information, please contact us so we can review and, where appropriate, delete it.
Visitors outside the United States
Upswing is based in New York, United States. If you access the website from another country, information may be processed in the United States, where privacy laws may differ from those in your location.
Changes to this policy
We may update this Privacy Policy to reflect changes in our website, services, vendors, or legal obligations. The effective date at the top of this page indicates when the policy was last revised. Material changes will be posted on this page.
Contact us
Upswing Bookkeeping
Based on Long Island, New York
Serving businesses nationwide
Info@upswingbookkeeping.com