Privacy Policy

Last updated: February 2026

This Privacy Policy describes how Rooted Number Co. ("we," "us," or "our") collects, uses, and protects your information when you visit our website or engage our accounting, bookkeeping, and tax services.

We are committed to protecting your privacy and handling your information with care, transparency, and professionalism.

Information We Collect

We may collect the following types of information:

Personal Information

Information you voluntarily provide, including but not limited to:

Name
Email address
Phone number
Business name
Information submitted through contact forms, intake forms, or scheduling tools

Financial and Sensitive Information

As part of providing accounting or tax services, we may collect sensitive financial information such as:

Income and expense data
Tax identification numbers
Bank or payment-related information

This information is collected only when necessary to perform services you request and is handled with strict confidentiality.

Automatically Collected Information

When you visit our website, certain information may be collected automatically, including:

IP address
Browser type
Pages visited
Date and time of access

This data is used for website functionality, analytics, and performance improvements.

How We Use Your Information

We use the information collected to:

Provide and manage accounting, bookkeeping, and tax services
Communicate with you regarding inquiries or services
Schedule appointments and consultations
Maintain internal records
Improve our website and services
Comply with legal and regulatory requirements

We do not sell, rent, or trade your personal information.

How We Protect Your Information

We take reasonable administrative, technical, and physical measures to safeguard your information. These measures may include:

Secure digital storage systems
Limited access to confidential data
Use of encrypted platforms for communication and document sharing when appropriate

While we strive to protect your information, no method of electronic transmission or storage is 100% secure.

Sharing of Information

Your information may be shared only in the following circumstances:

With trusted service providers who assist in operating our business (such as secure client portals or scheduling platforms)
When required by law, regulation, or legal process
With your explicit consent

All third parties are expected to maintain the confidentiality of your information.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may adjust your browser settings to refuse cookies; however, some features of the website may not function properly.

Your Rights and Choices

Depending on your location, you may have the right to:

Request access to your personal information
Request correction or deletion of your data
Withdraw consent for data processing where applicable

To exercise these rights, please contact us using the information below.

California and U.S. Privacy Rights

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to request access to, correction of, or deletion of your personal information, subject to certain legal limitations.

We do not sell or share personal information for advertising purposes.

Residents of other U.S. states may have similar rights under applicable privacy laws. We will honor valid privacy rights requests in accordance with the law.

To make a privacy-related request, please contact us using the information below. Identity verification may be required.