Protecting your private information is our priority. This Statement of Privacy applies to Matanzas Bookkeeping, LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Matanzas Bookkeeping, LLC include Matanzas Bookkeeping. The Matanzas Bookkeeping website is a lead generating site. By using the Matanzas Bookkeeping website, you consent to the data practices described in this statement.

Collection of your Personal Information

In order to better provide you with products and services offered, Matanzas Bookkeeping may collect personally identifiable information, such as your:

– First and Last Name

– E-mail Address

– Phone Number

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Use of your Personal Information

Matanzas Bookkeeping collects and uses your personal information to operate and deliver the services you have requested. Matanzas Bookkeeping may also use your personally identifiable information to inform you of other products or services available from Matanzas Bookkeeping and its affiliates.

Use of QuickBooks Online Data

In the course of providing bookkeeping services, Matanzas Bookkeeping LLC connects to QuickBooks Online (a service provided by Intuit Inc.) on behalf of the firm itself and clients who have engaged us under a signed engagement letter. Connections are authorized using OAuth 2.0 and are limited to a read-only scope of the QuickBooks Online Accounting API.

What we access. When a connection is authorized, we may read company profile information, chart of accounts, customers, vendors, items, transactions (invoices, bills, journal entries, payments), and financial reports (such as profit and loss, balance sheet, and aging summaries) from the connected company’s QuickBooks Online file. We do not write, modify, or delete any data in the connected file.

How we use it. Data retrieved from QuickBooks Online is used solely to perform the bookkeeping services described in the applicable engagement letter — including, for example, reviewing transactions, preparing reports, reconciling accounts, and answering questions about the books. Data is processed in memory at the time of the request and is not retained in a separate database.

Authentication credentials. OAuth tokens that authorize our access to a connected QuickBooks Online file are stored on encrypted, firm-controlled infrastructure. Tokens are rotated automatically in accordance with Intuit’s token policies, and are immediately invalidated if a connection is revoked from the QuickBooks Online side.

AI-assisted processing. To assist the firm principal in reviewing and reasoning about bookkeeping data, requests to QuickBooks Online may be initiated by, and responses presented through, an AI assistant operated by the firm. The AI assistant transmits the relevant portion of QuickBooks Online data to a Large Language Model provider (currently Anthropic, PBC, and Inc.) for processing under that provider’s enterprise API terms. Under those terms, transmitted data is not used to train the provider’s models and is not retained by the provider beyond the immediate request. The AI assistant operates strictly within the read-only scope described above and cannot make changes to any QuickBooks Online file.

Sub-processors. The following third parties may process QuickBooks Online–derived data on our behalf in the course of providing bookkeeping services:

• Intuit Inc. — operator of QuickBooks Online (the data source itself).
• Anthropic, PBC — provider of the Claude family of Large Language Models, under an enterprise API agreement with zero-retention and no-training terms.
• OpenAI, OpCo, LLC — provider of GPT-family models, used occasionally under its commercial API terms with no-training-by-default.

A current list of sub-processors will be maintained and made available on request.

Your rights regarding QuickBooks Online data. If you are a client and you wish to revoke our access to your QuickBooks Online file at any time, you may do so directly from QuickBooks Online (My Apps → Disconnect) or by contacting us. Revocation immediately and permanently invalidates our OAuth tokens for your file. You may also request that we delete any locally cached information derived from your QuickBooks Online data; we will comply within a reasonable period, subject to any record-retention obligations imposed by applicable law.

Intuit’s own privacy practices. Our use of QuickBooks Online data is governed by this privacy policy and our engagement letter with you. Intuit’s own handling of QuickBooks Online data (including the data we access on your behalf) is governed by Intuit’s privacy policy, available at https://www.intuit.com/privacy/statement/.

Sharing Information with Third Parties

Matanzas Bookkeeping does not sell, rent or lease its customer lists to third parties. Matanzas Bookkeeping may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Matanzas Bookkeeping, and they are required to maintain the confidentiality of your information. Matanzas Bookkeeping may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Matanzas Bookkeeping or the site; (b) protect and defend the rights or property of Matanzas Bookkeeping; and/or (c) act under exigent circumstances to protect the personal safety of users of Matanzas Bookkeeping, or the public.

Tracking User Behavior

Matanzas Bookkeeping may keep track of the websites and pages our users visit within Matanzas Bookkeeping, in order to determine what Matanzas Bookkeeping services are the most popular. This data is used to deliver customized content and advertising within Matanzas Bookkeeping to customers whose behavior indicates that they are interested in a particular subject area.

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by Matanzas Bookkeeping. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Matanzas Bookkeeping website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security of your Personal Information

Matanzas Bookkeeping secures your personal information from unauthorized access, use, or disclosure. Matanzas Bookkeeping uses the following methods for this purpose: When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

– SSL Protocol

• Delete your personal information from our records; and

• Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

• Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract

between you and us;

• Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

• Debug to identify and repair errors that impair existing intended functionality;

• Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

• Comply with the California Electronic Communications Privacy Act;

• Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

• Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

• Comply with an existing legal obligation; or

• Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Retention
Information collected in the course of providing bookkeeping services is retained for the duration of our engagement and for any additional period required by applicable record-retention laws (typically seven years for tax-related records).

Security
Information is stored on firm-controlled infrastructure protected by full-disk encryption, multi-factor authentication, and a password manager for credential storage. Access is limited to the firm principal.

Children Under Thirteen

Matanzas Bookkeeping does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

E-mail Communications

From time to time, Matanzas Bookkeeping may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

If you would like to stop receiving marketing or promotional communications via email from Matanzas Bookkeeping, you may opt out of such communications by clicking on the UNSUBSCRIBE button.

Changes to this Statement

Matanzas Bookkeeping reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

Matanzas Bookkeeping welcomes your questions or comments regarding this Statement of Privacy. If you believe that Matanzas Bookkeeping has not adhered to this Statement, please contact Matanzas Bookkeeping at:

Matanzas Bookkeeping, LLC

Palm Coast, FL 32137

Email Address:

[email protected]

Telephone number:

(386) 387-8611

Effective as of May 20, 2026.