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Privacy Policy

HK Advisory Group PLLC and HK Accounting and Bookkeeping Services LLC Privacy Policy

Effective Date: October 1, 2025

At HK Accounting and Bookkeeping Services LLC, we are committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our accounting services, and specifically addresses our use of Google Workspace, QuickBooks Online, and Keeper.

1. Information We Collect

We collect various types of information necessary to provide our accounting services. This may include:

  • Contact Information: Name, address, email address, phone number.

  • Financial Information: Income, expenses, bank account details, investment information, tax returns, payroll information, credit card information (if applicable for payment processing).

  • Personal Identifiers: Social Security Number (SSN), Employer Identification Number (EIN), driver's license number, passport number.

  • Business Information: Company name, business structure, financial statements, transactional data.

  • Communication Data: Records of communications with us, including emails and other correspondence.

  • Technical Data: IP addresses, browser type, operating system, and other technical information when you interact with our online services (though we generally don't actively track individual technical data beyond what our software providers might collect for their own service provision).

2. How We Collect Your Information

We collect information from various sources, including:

  • Directly from You: When you provide information to us verbally, through forms, emails, or during meetings.

  • From Third Parties: With your consent, we may collect information from financial institutions, government agencies, or other third-party service providers as necessary for our services.

  • Through Our Systems: When you upload documents to our shared drives (Google Drive), provide access to your financial data via QuickBooks Online, or share secure information via Keeper.

3. How We Use Your Information

We use your information solely for the purpose of providing professional accounting, tax, and advisory services to you, including:

  • Preparing financial statements and reports.

  • Preparing and filing tax returns.

  • Processing payroll.

  • Providing bookkeeping services.

  • Offering financial advice and consulting.

  • Communicating with you regarding your services.

  • Complying with legal and regulatory obligations.

  • Billing and payment processing.

4. How We Share Your Information

We understand the sensitive nature of your information and do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

  • With Your Consent: When you explicitly authorize us to share your information with third parties.

  • Third-Party Service Providers: We use trusted third-party service providers to assist us in delivering our services. These providers are contractually obligated to protect your information and only use it for the purposes for which we disclose it to them. This specifically includes:  

  1. Google Workspace: For email communication ([yourfirm@yourfirm.com]), document storage (Google Drive), calendar management, and secure     collaboration. Google's privacy policy can be found at [https://policies.google.com/privacy]. We utilize features such as two-factor authentication and access controls within Google Workspace to protect your data.

  2. QuickBooks Online: For accounting, bookkeeping, and financial management. Your financial data is stored and processed within QuickBooks Online's secure environment. Intuit's (QuickBooks' parent company) privacy statement can be found at [https://www.intuit.com/privacy/]. We rely on QuickBooks Online's robust security measures and features like user permissions to control access to your financial information.

  3. Keeper: For secure document exchange and password management. Keeper is a zero-knowledge security platform designed to encrypt data at the device level, meaning only you (or authorized users with your permission) can decrypt your data. Keeper's security statement and privacy policy can be found at [https://Keeper/security-statement/] and [https://Keeper/privacy-policy/]. We use Keeper to securely share sensitive documents, login credentials, and other confidential information with our clients, minimizing risk.

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  • Legal and Regulatory Requirements: When required by law, subpoena, court order, or governmental regulation, or to protect our rights, property, or safety, or the rights, property, or safety of others.

  • Successor Entities: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity, subject to their commitment to a similar privacy policy.

5. Data Security

We implement a variety of security measures to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include:

  • Administrative Safeguards: Employee training on data privacy and security, strict internal policies and procedures for data handling.

  • Technical Safeguards: 

  1. Google Workspace: We utilize strong passwords, two-factor authentication (2FA) for all accounts, and role-based access controls within Google Workspace to limit access to sensitive documents and communications. All data stored in Google Drive is encrypted in transit and at rest.

  2. QuickBooks Online: We leverage QuickBooks Online's built-in security features, including multi-factor authentication, encryption of data in transit and at rest, and regular security audits conducted by Intuit. We also configure user permissions within QuickBooks Online to ensure only authorized personnel have access to specific financial data.

  3. Keeper: As a zero-knowledge platform, Keeper encrypts all data (including documents and passwords) locally on the user's device before it leaves for Keeper's Cloud Security Vault. This ensures that even Keeper employees cannot access your data. We utilize Keeper's features like AES 256-bit encryption, two-factor authentication, and secure sharing capabilities to protect information exchanged with clients.

  4. Network Security: Firewalls, antivirus software, and regular security updates on our internal systems.

  5. Data Encryption: We use encryption for transmitting sensitive information where appropriate.

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  • Physical Safeguards: Secure office premises and restricted access to physical documents.

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While we strive to protect your information, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. This typically includes retaining tax returns and supporting documentation for [e.g., 7 years or as required by IRS/local regulations]. After this period, we securely dispose of or anonymize your information.

7. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

  • Right to Access: To request a copy of the information we hold about you.

  • Right to Rectification: To request corrections to inaccurate or incomplete information.

  • Right to Erasure (Right to be Forgotten): To request the deletion of your personal information, subject to legal and contractual obligations.

  • Right to Restrict Processing: To request that we limit the processing of your information under certain circumstances.

  • Right to Data Portability: To receive your information in a structured, commonly used, and machine-readable format.

  • Right to Object: To object to the processing of your information under certain circumstances.

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To exercise any of these rights, please contact us using the contact information provided below. We will respond to your request in accordance with applicable laws.

8. Third-Party Links

Our website or communications may contain links to third-party websites or services that are not operated by us. This Privacy Policy does not apply to the practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website or by other appropriate communication channels. Your continued use of our services after such modifications constitutes your acknowledgment of the updated policy.

10. Contact Us

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

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