Privacy Policy

PM Bookkeeper ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our bookkeeping services.

1. Information We Collect

We collect information you provide directly through our website forms, including your name, email address, phone number, company name, and portfolio size. We also collect usage data automatically through analytics tools, such as pages visited, time spent on pages, and referring URLs.

2. How We Use Your Information

We use the information we collect to provide and improve our bookkeeping services, respond to your inquiries and requests, send service-related communications such as onboarding instructions and monthly reporting notifications, and improve the functionality and content of our website.

3. AppFolio Data

When you engage us for bookkeeping services, we access your AppFolio instance using credentials you provide under your authorization. We work directly within the AppFolio platform and do not copy, export, or store your AppFolio data outside of the platform except as necessary for specific reporting deliverables you have requested, such as financial statements or owner reports.

4. Data Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information with service providers who assist our operations, such as email delivery and website analytics platforms, and as required by law or in response to valid legal requests from government authorities.

5. Data Security

We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. All team members sign non-disclosure agreements as a condition of employment, and access controls are enforced to ensure that only authorized personnel can access client data.

6. Cookies

Our website uses essential cookies required for site functionality and analytics cookies provided by Vercel Analytics to help us understand how visitors use our site. We do not use advertising cookies or tracking pixels from third-party ad networks.

7. Your Rights

You have the right to request access to, correction of, or deletion of your personal information at any time. To exercise these rights, please contact us at privacy@pmbookkeeper.com. We will respond to your request within 30 days.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this page periodically.

9. Contact

If you have any questions about this Privacy Policy or our data practices, please contact us at privacy@pmbookkeeper.com.