Best Numbers Privacy Policy

Best Numbers provides accounting, bookkeeping, QuickBooks support, payroll coordination, tax planning support, company formation support, nonprofit organization support, and related client portal services. This policy explains how Best Numbers collects, uses, protects, and shares information through this website and client portal.

Information We Collect

We may collect contact details, company details, project requests, bookkeeping information, payment records, uploaded files, messages, task replies, service selections, review submissions, and account activity. This may include names, email addresses, phone numbers, business names, entity details, transaction questions, invoices, receipts, statements, payroll records, tax-related documents, and QuickBooks-related workflow information.

How We Use Information

We use information to respond to inquiries, manage client accounts, organize projects and tasks, request documents, communicate with clients, track payment status, support bookkeeping and accounting workflows, prepare client-facing updates, improve the portal, and maintain security records.

QuickBooks and Payment Integrations

If Best Numbers connects QuickBooks Online, the portal may use Intuit APIs to support accounting workflow features such as customer records, invoices, payment status, and related sync activity. QuickBooks passwords are not stored by this website. Payments may be handled by third-party payment processors such as Helcim or other methods selected by Best Numbers. The website is not intended to store full credit card numbers.

Files and Sensitive Documents

Clients may upload documents connected to specific projects, tasks, comments, or requests. Best Numbers uses controlled access so client files are intended to be available only to the client account connected to the file and approved Best Numbers administrators. Clients should not upload information that is not needed for their service request.

How Information Is Shared

Best Numbers may share information with service providers that help operate the website, hosting, storage, payment processing, email delivery, security, and accounting integrations. We may also share information when required by law, to protect the website, to prevent fraud or abuse, or with the client's direction as part of providing services.

Security

Best Numbers uses administrative access controls, client-specific portal access, private server-side configuration for integration credentials, file type limits, upload limits, and access checks for file downloads. No website or storage system can guarantee absolute security, but Best Numbers works to use reasonable safeguards for business and financial information.

Retention

Best Numbers keeps client information and uploaded files for as long as needed to provide services, maintain records, meet legal or business obligations, and support client continuity. Clients may request review, correction, or deletion of certain information, subject to recordkeeping requirements.

Contact

Questions about privacy or client information can be sent to petra.ogh@bestnumberstx.com.