Privacy Policy
Effective November 5, 2026
In short: we collect only what we need to respond to you and to do your bookkeeping. We never sell your information. If you connect QuickBooks, we use that data only to provide services to you, and you can disconnect at any time.
Who we are
Bennett Strategies LLC ("Bennett Strategies," "we," "us") is a bookkeeping and financial systems firm based in the Dallas–Fort Worth area of Texas. This policy explains how we handle information collected through bennettstrategies.com and through our QuickBooks integration.
Information you give us
When you fill out our intake form, we collect what you enter: your name, business name, email, phone number (optional), the service you're interested in, preferred language, whether you use QuickBooks Online, how many bank and card accounts you have, and your description of what's going on with your books.
We use it only to reply to you, schedule a fit call, and prepare a proposal. Form submissions are stored in a private Google Workspace account that only Bennett Strategies can access.
QuickBooks data (clients who connect)
Clients may authorize our application to connect to their QuickBooks Online company through Intuit's secure sign-in. Nothing is connected unless the business owner or an authorized user approves it.
- What we access: accounting data in the connected company, such as accounts, transactions, vendors, customers, attachments and reports.
- Why: only to provide the services in your engagement letter, for example reviewing expenses, preparing month-end checklists, and producing reports for you.
- What we don't do: we don't sell your data, use it for advertising, or share it with anyone except as described in this policy or as you direct.
- Access keys: the connection keys Intuit issues are stored securely and are never shown publicly. We never see or store your Intuit password.
- Disconnecting: you can disconnect at any time from QuickBooks Online (Settings → Apps / connected apps) or by emailing us. Once disconnected, we can no longer access your company.
Information collected automatically
Our website does not use advertising or analytics trackers. Like most websites, our hosting provider (Netlify) keeps standard server logs, such as IP address, browser type and pages requested, for security and reliability. The site loads fonts from Google Fonts, which may receive your IP address. Your language choice is saved in your own browser so the site remembers it.
Who we share information with
We share information only with service providers that help us run the business, and only as needed:
- Netlify (website hosting)
- Google (form storage and email)
- Intuit (QuickBooks, when you connect)
- Your CPA or other professionals, when you ask us to
We may also disclose information if required by law.
How long we keep it
Intake form submissions are kept while we're discussing work with you and for up to two years afterward, then deleted. Client records are kept for the length of the engagement and as long as needed for legal, tax, or professional record-keeping. Reports created from QuickBooks data are kept as part of your client file and deleted when no longer needed.
How we protect it
We use reputable providers with encryption in transit, keep access limited to Bennett Strategies, and protect business accounts with strong sign-in security. No system is perfectly secure, but we take reasonable steps to protect your information and will notify affected clients of any breach as required by law.
Your choices
You can ask us to see, correct, or delete the information we hold about you, or to stop contacting you, by emailing admin@bennettstrategies.com. We'll respond within 30 days.
Children
Our services are for businesses. We don't knowingly collect information from anyone under 18.
Changes to this policy
If we change this policy, we'll update the effective date above. Significant changes affecting clients will be shared by email.
Contact
Bennett Strategies LLC · Dallas–Fort Worth, Texas · admin@bennettstrategies.com