Privacy Policy
What this service is
BookkeeperNudge is missing-document client checklist and email/SMS reminder (“nudge”) software for bookkeepers and small accounting firms. Reminders point clients to your existing portal — TaxDome, ShareFile, Google Drive, Dropbox, SmartVault, or similar.
What we never collect
We never collect, receive, store, scan, or open your clients’ financial or tax documents. That means no bank statements, tax returns, W-9s, IDs, receipts, or uploaded files of any kind. Clients upload only to your firm’s portal.
What we do store (minimal metadata)
- Firm account info (your name, firm name, work email, billing contact)
- Client names and client email addresses (and optional SMS numbers you provide)
- Portal URLs you configure
- Checklist item names and checklist/reminder status
Encryption & security
- Encryption in transit: the website and app use HTTPS; reminder email is delivered over TLS.
- Encryption at rest: stored account and checklist metadata is encrypted at rest on our cloud infrastructure.
Retention & deletion
- Email hello@bookkeepernudge.com to delete any single client record or your entire firm workspace — we complete deletion within 2 business days.
- Client and checklist data is automatically purged 30 days after trial expiration or subscription cancellation.
- We retain only standard billing/tax invoices where required by law.
Trial & form submissions
Website trial forms post over HTTPS to our form processor (Web3Forms). We use that information only to set up your workspace and communicate about the trial or subscription.
Sharing
We do not sell your firm’s or clients’ data. Processors we use (hosting, email delivery, Stripe billing) receive only what they need to operate under their privacy terms.