At RocketBooks ("we," "us," or "our"), we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered bookkeeping service (the "Service"). Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the Service.

We reserve the right to make changes to this Privacy Policy at any time and for any reason. We will alert you about any changes by updating the "Last Updated" date of this Privacy Policy. You are encouraged to periodically review this Privacy Policy to stay informed of updates.

1 Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us when you register for the Service, express an interest in obtaining information about us or our products and services, or otherwise contact us. The personal information we collect may include:

Name and business information
Email address and phone number
Billing and payment information
Tax identification numbers (EIN, SSN for sole proprietors)
Business entity information and structure

Financial Data

To provide our bookkeeping services, we collect and process your financial information, including:

Bank account transactions and balances
Credit card transactions
Invoices, receipts, and expense documentation
Income and expense records
Tax-related documents and information

Automatically Collected Information

When you access our Service, we automatically collect certain information about your device, including:

IP address and browser type
Operating system and device information
Usage data and analytics
Cookies and similar tracking technologies

2 How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain our bookkeeping services
Process your financial transactions and maintain accurate books
Generate financial reports, tax estimates, and business insights
Communicate with you about your account and provide customer support
Train and improve our AI models to enhance service quality
Detect, prevent, and address technical issues or fraudulent activity
Send you marketing communications (with your consent)
Comply with legal obligations and enforce our terms

3 How We Share Your Information

We do not sell your personal or financial information. We may share your information in the following circumstances:

With Your Consent

We may share your information with your accountant, CPA, or other financial professionals you've authorized to access your account.

Service Providers

We work with third-party service providers who perform services on our behalf, including:

Banking and payment processors (e.g., Plaid, Stripe)
Cloud infrastructure providers (e.g., AWS, Google Cloud)
AI and machine learning service providers
Customer support and communication platforms

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to protect the rights, property, or safety of RocketBooks, our users, or others.

4 Data Security

We implement industry-standard security measures to protect your information, including:

Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
Access Controls: Strict role-based access and multi-factor authentication
Regular Audits: Security assessments and penetration testing
Secure Infrastructure: SOC 2 compliant hosting providers
Monitoring: 24/7 security monitoring and incident response

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

5 Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations:

Active Accounts: We retain your data while your account is active and for the duration of our service agreement
Financial Records: We retain financial records for 7 years after account closure to comply with IRS requirements
Account Closure: Upon request, we will delete your personal information within 30 days, except where retention is required by law

6 Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

Access: Request a copy of your personal information
Correction: Request correction of inaccurate information
Deletion: Request deletion of your information (subject to legal requirements)
Portability: Request transfer of your data to another service
Opt-Out: Unsubscribe from marketing communications
Restriction: Request limitation on how we process your data

To exercise these rights, please contact us at [email protected]. We will respond to your request within 30 days.

7 California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Right to know what personal information we collect, use, and share
Right to delete personal information (with certain exceptions)
Right to opt-out of the sale of personal information (we do not sell your data)
Right to non-discrimination for exercising your privacy rights

To submit a CCPA request, email us at [email protected] with "CCPA Request" in the subject line.

8 European Privacy Rights (GDPR)

If you are located in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR). We process your data based on the following legal grounds:

Contract Performance: To provide bookkeeping services as agreed
Legitimate Interests: To improve our services and prevent fraud
Legal Compliance: To meet tax and regulatory requirements
Consent: For marketing communications and non-essential cookies

You may lodge a complaint with your local data protection authority if you believe we have not complied with GDPR requirements.

9 Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience. Types of cookies we use include:

Essential Cookies: Required for the Service to function properly
Analytics Cookies: Help us understand how users interact with our Service
Preference Cookies: Remember your settings and preferences
Marketing Cookies: Track your visits to show relevant advertisements

You can control cookies through your browser settings. Note that disabling certain cookies may limit functionality of the Service.

10 Third-Party Links

Our Service may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policy of every site you visit.

11 Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately, and we will take steps to delete such information.

12 International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws different from those of your country. We take appropriate safeguards to ensure your data is protected in accordance with this Privacy Policy, including using Standard Contractual Clauses approved by the European Commission for transfers from the EEA.

13 Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically for any changes. Changes are effective when posted on this page.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

RocketBooks

[email protected]