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A legal disclaimer
TruePath is committed to protecting your privacy. This Privacy Statement explains how we collect, use, and safeguard your personal information. We ensure that your data is handled responsibly and in accordance with applicable laws. By using our services, you agree to the terms outlined in this statement.
Privacy Policy
TruePath Financial & Bookkeeping Services LLC
Effective Date: September 12, 2026
Last Updated: September 12, 2026
TruePath Financial & Bookkeeping Services LLC (“TruePath,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and confidential information entrusted to us.
This Privacy Policy explains how we may collect, use, process, store, protect, and disclose information when you visit our website, submit an inquiry, schedule an appointment, request information, use our client services, or otherwise interact with TruePath.
1. Information We May Collect
Depending on how you interact with TruePath, we may collect information such as:
Name
Business or organization name
Mailing or business address
Email address
Telephone number
Information submitted through contact, consultation, appointment, or client intake forms
Information necessary to provide bookkeeping, financial support, consulting, notary, or other authorized services
Billing, payment, and transaction-related information
Business and financial records voluntarily provided by clients
Communications between you and TruePath
Website usage information, including browser, device, pages visited, referral source, and similar technical information
Information collected through cookies, analytics tools, advertising technologies, and other website functionality
We seek to collect only information reasonably necessary for legitimate business purposes and the services requested.
2. How We Use Information
TruePath may use information collected to:
Respond to inquiries and requests
Schedule and manage appointments
Provide requested services
Establish and maintain client relationships
Process payments and maintain business records
Communicate regarding services, appointments, documents, or account matters
Provide authorized marketing or informational communications
Improve our website, services, and client experience
Analyze website traffic and marketing effectiveness
Maintain appropriate business, accounting, legal, and compliance records
Protect TruePath, our clients, website visitors, and business systems from fraud, misuse, security threats, or unauthorized activity
Comply with applicable legal, regulatory, contractual, or governmental requirements
3. Financial and Client Information
Because TruePath provides bookkeeping, financial support, consulting, and related professional services, clients may provide sensitive business or financial information as part of an engagement.
TruePath treats client financial information as confidential and seeks to use such information only for authorized business purposes, providing contracted services, maintaining appropriate records, and meeting applicable legal or regulatory obligations.
Clients should use the secure communication, document-sharing, or client-access methods designated by TruePath when submitting sensitive financial or business records rather than transmitting highly sensitive information through ordinary website contact forms.
4. How Information May Be Shared
TruePath does not sell or rent personal information to third parties for their independent marketing purposes.
Information may be disclosed when reasonably necessary to service providers or technology platforms that assist TruePath with business operations, such as website hosting, scheduling, communications, cloud storage, analytics, payment processing, accounting software, marketing technology, or other operational services.
Information may also be disclosed when:
You authorize or request the disclosure;
Disclosure is necessary to provide a requested service;
Required by law, regulation, subpoena, court order, or other valid legal process;
Necessary to protect the rights, safety, security, or property of TruePath, our clients, or others; or
Necessary in connection with an authorized business transaction or professional relationship.
Third-party providers may maintain their own privacy practices and policies.
5. Cookies, Analytics, and Website Technologies
Our website may use cookies and similar technologies to operate website features, understand visitor activity, measure website performance, remember preferences, and support marketing and advertising activities.
TruePath may use website and marketing platforms that collect information regarding how visitors interact with our website.
Depending on your browser, device, and applicable law, you may be able to manage or disable certain cookies through your browser or available website privacy settings. Disabling cookies may affect the functionality of some website features.
6. Marketing Communications
If you voluntarily subscribe to TruePath communications or otherwise consent to receive marketing messages, we may use your contact information to provide business updates, educational information, service announcements, promotions, or other relevant communications.
You may unsubscribe from marketing emails by using the unsubscribe mechanism provided in the communication. Transactional, appointment-related, contractual, or service-related communications may still be sent when necessary.
7. Data Security
TruePath takes the confidentiality and security of client and visitor information seriously.
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, disclosure, alteration, or destruction.
However, no website, internet transmission, electronic storage system, or communication method can be guaranteed to be completely secure. Therefore, TruePath cannot guarantee absolute security of information transmitted electronically.
8. Data Retention
TruePath may retain personal, business, financial, and client information for as long as reasonably necessary to provide services, maintain appropriate business and financial records, fulfill contractual obligations, resolve disputes, enforce agreements, and satisfy applicable legal or regulatory requirements.
Information that is no longer reasonably required may be deleted, destroyed, anonymized, or otherwise handled in accordance with TruePath’s applicable record-retention practices.
9. Third-Party Websites and Services
The TruePath website may contain links to third-party websites, platforms, payment processors, scheduling services, social-media platforms, or other external resources.
TruePath is not responsible for the privacy practices, security, content, or policies of independently operated third-party websites or services. Visitors should review the privacy policies of those providers before submitting personal information.
10. Your Privacy Choices
Depending on applicable law and the nature of your relationship with TruePath, you may contact us to request information regarding personal information we maintain about you or to request that certain information be corrected, updated, or deleted.
Some information may need to be retained for contractual, accounting, regulatory, legal, security, or legitimate business purposes.
You may also opt out of eligible marketing communications at any time.
11. Children’s Privacy
TruePath’s website and professional services are not intended to solicit personal information directly from children. We do not knowingly seek to collect personal information from children through our website without appropriate authorization where required.
12. Changes to This Privacy Policy
TruePath may update this Privacy Policy periodically to reflect changes in our services, business practices, technology, website functionality, or applicable legal requirements.
When material changes are made, the revised policy will be posted on this website with an updated “Last Updated” date.
13. Contact TruePath
Questions, concerns, or requests regarding this Privacy Policy or TruePath’s handling of personal information may be directed to:
TruePath Financial & Bookkeeping Services LLC
Mebane, North Carolina
Email: tpfb.privacy@tpfbookkeepingservices.com
Phone: 336-459-9299
Website: www.tpfbookkeepingservices.com
Privacy Commitment
At TruePath Financial & Bookkeeping Services LLC, confidentiality is more than a policy—it is part of our professional standard. We are committed to handling the personal, business, and financial information entrusted to us with integrity, professionalism, accuracy, and appropriate care.
Professional. Confidential. Accurate. TruePath.
Important Notice
This Privacy Policy is intended to describe TruePath’s general privacy practices and should not be interpreted as legal advice. Privacy requirements vary based on jurisdiction, services offered, information collected, and technologies used. TruePath should periodically review this policy and its website practices with qualified legal counsel to ensure compliance with applicable privacy and data-protection requirements.
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