Privacy Policy
Effective June 1, 2026
Information We Collect
We collect information you provide directly (name, email, business information, financial data), information from connected financial accounts via Plaid (bank transactions, balances), and usage data about how you use the Platform.
How We Use Your Information
- To provide bookkeeping, tax, and accounting services
- To generate financial reports, forecasts, and analyses
- To communicate with you about your account
- To improve our platform and services
- To comply with legal obligations
Data Security
We use industry-standard encryption for data storage and transmission. Bank credentials are never stored, we use Plaid's secure OAuth connection. Access tokens are encrypted using AES-256-GCM before storage.
Data Sharing
We do not sell your personal information. We share data only with service providers necessary to deliver our services (Plaid for banking, Supabase for database hosting, Vercel for hosting) and as required by law.
Your Rights
You may request access to, correction of, or deletion of your personal data at any time by contacting us. Data deletion requests will be honored within 30 days, except where retention is required by law (e.g., tax records).
SMS / Text Messaging
Better Ways Accounting & Tax, LLC uses SMS text messaging solely to send one-time login verification codes to users who choose to sign in by phone number. We do not send marketing or promotional messages via SMS.
- Message frequency: Message frequency varies. You will receive at most one SMS per login attempt that you initiate.
- Message and data rates: Standard message and data rates from your mobile carrier may apply.
- Opt-out: Reply STOP to any message to opt out of future SMS from us. After opting out, you will no longer be able to use SMS-based login and must use email/password authentication instead.
- Help: Reply HELP to any message or contact us at contact@betterwaysaccounting.com or (602) 880-1290 for assistance.
- No third-party sharing: We do not share your phone number or SMS opt-in consent with any third parties for marketing purposes.
- Supported carriers: Participating carriers include AT&T, T-Mobile, Verizon, and most major US carriers. Carrier support is not guaranteed.
Contact
Privacy questions: contact@betterwaysaccounting.com
© 2026 Better Ways Accounting & Tax, LLC