Privacy Policy
Effective Date: March 4, 2026 · Last Updated: March 4, 2026
Overview
This Privacy Policy describes how Upkeepe LLC ("Upkeepe," "we," "us," or "our") collects, uses, and protects personal information when you visit upkeepe.com, use our professional services, complete our intake forms, or interact with us through any digital channel. Your privacy is important to us, and we are committed to being transparent about our data practices.
Information We Collect
We collect information you provide directly, as well as certain data gathered automatically when you use our website.
Information You Provide
When you fill out our intake form, subscribe to our newsletter, schedule a consultation, or engage our services, we may collect:
- Name, email address, and phone number
- Business information (business name, entity type, ownership percentage, revenue range)
- Tax and financial details relevant to your consultation (filing history, services needed, retirement accounts, financial advisor information)
- Any additional notes or information you choose to share
Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address and approximate geographic location
- Browser type, device type, and operating system
- Pages visited, time spent on pages, and referral source (e.g., Instagram, direct visit)
- Cookies and similar tracking technologies for site functionality
Information from Third-Party Services
Our website uses the following third-party services that may collect data:
- Calendly — When you book a consultation through our embedded scheduler, Calendly collects the information you provide during booking. Calendly's use of your data is governed by Calendly's Privacy Policy.
- Google Fonts — We load fonts from Google's servers, which may log your IP address. See Google's Privacy Policy.
How We Use Your Information
We use your personal data only for the purposes for which it was collected:
- To provide services — preparing for your consultation, delivering tax strategy, bookkeeping, and other professional services
- To communicate with you — responding to inquiries, sending appointment confirmations, and providing service updates
- To improve our website — understanding how visitors use our site to improve user experience and content
- To send newsletters — only if you subscribe; you can unsubscribe at any time
- To comply with legal obligations — meeting applicable tax, accounting, and regulatory requirements
We do not sell, rent, or trade your personal information to third parties for marketing purposes. We do not use your data for targeted advertising.
How We Protect Your Information
We take commercially reasonable measures to protect your personal data:
- Form submissions are transmitted over encrypted HTTPS connections
- Database access is restricted and protected with authentication credentials
- Rate limiting and input validation protect against automated attacks
- Access to client data is limited to Upkeepe team members who need it to provide services
No method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
Information Sharing and Disclosure
As a general rule, we do not disclose personal information about our clients or prospective clients to anyone. However, certain nonpublic information may be shared in the following circumstances:
- Service providers — Third parties who help us deliver services (e.g., our client portal provider TaxDome, email hosting), bound by confidentiality agreements
- Legal compliance — To comply with a valid subpoena, court order, or legal process
- Professional oversight — In connection with a review by a state or national licensing board
- Business transfers — In connection with a potential sale or merger of our practice, with appropriate confidentiality protections
- Legal proceedings — As necessary to file, pursue, or defend against legal claims
Cookies
Our website uses minimal cookies for essential site functionality. We do not use advertising cookies or tracking pixels. Third-party services embedded on our site (such as Calendly) may set their own cookies, governed by their respective privacy policies.
You can configure your browser to refuse cookies, though some site features may not function properly without them.
Your Rights
You have the right to:
- Access — Request a copy of the personal information we hold about you
- Correction — Request that we correct inaccurate or incomplete information
- Deletion — Request that we delete your personal information, subject to legal retention requirements
- Opt out — Unsubscribe from marketing emails at any time
To exercise any of these rights, contact us at the information below.
Data Retention
We retain personal information for as long as necessary to provide our services and comply with legal, tax, and regulatory requirements. Intake form data is retained to support ongoing client relationships. Newsletter subscriber data is retained until you unsubscribe.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us and we will promptly delete it.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The "Last Updated" date at the top of this page indicates when the policy was most recently revised. We encourage you to review this page periodically.
Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us: