Privacy Policy

Effective date: June 29, 2026

ClearClose Books is the public brand of CurrentClose Books LLC ("ClearClose," "we," "us," or "our"). This Privacy Policy explains how we collect, use, store, disclose, and protect information when you visit our website, contact us, use our client portal, request services, or become a client.

1. Information We Collect

We may collect:

Contact information, including name, business name, email address, phone number, mailing address, and service-area details.
Business information, including entity type, industry, bookkeeping status, accounting-system status, tax filing needs, transaction volume, revenue ranges, and operational facts you provide.
Financial and bookkeeping records, including bank and credit card statements, accounting-system data, reconciliations, sales records, invoices, receipts, payroll summaries, merchant processor records, sales tax records, exports, spreadsheets, and related workpapers.
Tax-related records, including tax forms, prior returns, organizer responses, tax identification information, income records, deduction support, and filing status information when separately scoped.
Portal, proposal, contract, billing, and support records, including messages, uploaded files, signed documents, invoices, payment authorizations, service selections, and account activity.
Payment information processed through our payment providers. We do not intentionally store full card numbers on our own website.
Website and technical data, including IP address, browser type, device data, pages visited, referral source, timestamps, form submissions, security logs, and cookie or similar tracking data where used.

2. Sensitive Information And Secure Upload Rules

Do not submit SSNs, Social Security numbers, EIN notices, bank credentials, tax returns, identity documents, payroll records, full account numbers, or other sensitive financial records through the public website, text message, social media, or ordinary email.

Sensitive records must be provided through the approved secure client portal, approved accounting platform access, or another secure method we specifically authorize in writing. We may refuse to open, process, or act on sensitive information sent through unapproved channels.

You are responsible for maintaining your own accounting software, bank, payment processor, email, and portal credentials. ClearClose will not ask you to send bank passwords by email, text, public form, or social media message.

3. How We Use Information

We use information to:

Review fit and eligibility for services.
Prepare proposals, engagement terms, invoices, and onboarding steps.
Provide bookkeeping, records intended to support tax work, an eligible plan's accepted covered return, stand-alone or extra-scope tax work, advisory, sales tax, and related services.
Maintain client files, workpapers, records, and service history.
Communicate through the website, email, phone, portal, and approved service channels.
Process payments, manage subscriptions, and collect amounts owed.
Operate, secure, test, improve, and troubleshoot our website, portal, workflows, and business systems.
Prevent fraud, unauthorized access, misuse, illegal activity, and restricted-client activity.
Comply with tax, accounting, security, professional, contractual, regulatory, law enforcement, and legal obligations.
Enforce our agreements, terms, payment rights, and service boundaries.

4. Legal And Business Bases

We process information when needed to evaluate or perform services, operate our business, communicate with you, comply with law, protect our rights, protect our systems, prevent misuse, or act with your consent where consent is required.

We may share information with service providers and platforms that help operate the business, including client portal providers, e-signature tools, accounting platforms, QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books, Sage, NetSuite, Excel, custom ledgers or related bookkeeping systems, payment processors, email providers, hosting providers, cloud storage providers, tax software providers, document tools, security vendors, professional advisers, and contractors assisting with approved work.

We may also disclose information:

To comply with law, subpoena, court order, audit, tax authority request, regulator request, or legal process.
To protect our rights, clients, systems, accounts, payment rights, safety, or business.
In connection with a business transfer, merger, sale, restructuring, financing, or similar transaction.
With your direction or consent.

We do not sell client financial records or tax records. We do not use client records for unrelated public marketing without permission.

Tax-return information covered by Internal Revenue Code Section 7216 or similar rules will be used or disclosed only as allowed by law, the accepted tax engagement, required service workflows, or a separate consent where a separate consent is required. General website analytics, service operations, and non-tax bookkeeping communications do not replace any separate consent required for covered tax-return information.

6. Third-Party Platforms

Your use of QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books, Sage, NetSuite, Excel, Stripe, SuiteDash, Cloudflare, Microsoft, Google, tax software, banks, payment processors, social platforms, or other third-party tools is also governed by those providers' own terms, privacy policies, security settings, uptime, retention, and support practices.

ClearClose is not responsible for third-party outages, data exports, bank-feed errors, platform policy changes, login issues, unauthorized activity caused by your credentials, or provider-side acts or omissions.

7. Cookies, Analytics, And Website Tracking

We may use cookies, server logs, analytics tools, form tools, or similar technologies to operate the site, improve performance, detect security issues, measure campaigns, and understand general visitor behavior. Current site operations may include Cloudflare logs/security tools, Stripe checkout status, SuiteDash portal links, Brevo email delivery records, and basic attribution parameters submitted with forms. If optional advertising pixels or additional analytics tools are added later, this policy should be updated before those tools are used. You can limit cookies through your browser settings, but some site functions may not work correctly.

8. Data Security

We use administrative, technical, and procedural safeguards appropriate for a small professional services firm that handles bookkeeping and tax-related records. These may include secure portals, access controls, MFA where available, limited access, encrypted transmission where supported, security reviews, vendor selection, and record-handling procedures.

No website, portal, email system, cloud tool, payment system, bank feed, or internet transmission is guaranteed to be perfectly secure. You accept that electronic communication and online services carry risk, and you are responsible for using secure devices, strong passwords, MFA, accurate email addresses, and approved upload channels.

9. Retention

We retain information as long as reasonably necessary for service delivery, business records, legal compliance, tax and accounting support, dispute defense, payment collection, security, backups, professional recordkeeping, and legitimate business needs. Retention periods vary based on the type of record, client relationship, applicable law, and platform settings.

We may preserve archival, backup, billing, security, audit, tax, and legal records even after an account closes or a deletion request is made, where permitted or required by law.

10. Your Choices

You may contact us to request access, correction, deletion, or restriction of certain information. We will review requests under applicable law and may deny or limit a request where we need the record for legal, tax, accounting, contract, payment, security, backup, professional, or dispute-related reasons.

You may unsubscribe from marketing messages where an unsubscribe option is provided. Service, billing, security, portal, legal, and transaction communications may still be sent.

11. Children

Our services are for business owners and adults. We do not knowingly collect information from children under 13 through the public website.

12. State, Federal, And Professional Requirements

Because bookkeeping and tax-related records can include sensitive financial information, our workflows are designed around secure record handling, client identity boundaries, and approved channels. Additional requirements may apply depending on the services you purchase, your state, the tax year, and the platforms involved.

13. Changes To This Policy

We may update this Privacy Policy at any time. The updated version will be posted with a new effective date. Continued use of the website, portal, or services after changes are posted means you accept the updated policy to the extent permitted by law.

14. Contact

ClearClose Books
Legal entity: CurrentClose Books LLC
Public brand: ClearClose Books
Support email: [email protected]
Legal notices before a signed engagement: email [email protected] with a plain-language notice request only. Do not send sensitive records by email.
Legal notices after a signed engagement: use the notice method stated in the signed engagement or client portal instructions.