Last Updated: March 12, 2022

Keep Financials, LLC (“we,” “us,” “our”) works hard to build and maintain a relationship of trust with you. This Privacy Policy (the “Privacy Policy”) governs our collection, use, and disclosure of your Personal Information (as defined below) in connection with your use of our website(s) on which this Privacy Policy is linked (collectively, “Sites”), such as, and any services, transactions, or other engagements you might have with us (collectively, “Services”).

This Privacy Policy explains what information we collect about you, how we use or disclose such information, how to exercise any rights you may have with respect to your Personal Information (including any rights to opt-out of certain uses of your information), and the safeguards we have in place to reduce the risk of unauthorized access and use.

This Privacy Policy does not apply to our collection, use, or disclosure of Personal Information when performing services on behalf of our clients. It also does not apply to our collection, use, or disclosure of Personal Information related to job applicants, employees, or their dependents and beneficiaries, or the collection, use, or disclosure of Personal Information by third parties.

Please carefully read this Privacy Policy, which is part of our Terms of Use, before using our Sites and/or Services. If you do not agree with our Terms of Use or this Privacy Policy, you must refrain from using our Sites/Services. By accessing or using our Sites or Services, you agree to our use of your information consistent with our Terms of Use and this Privacy Policy.


Privacy Policy Changes

This Privacy Policy is subject to change. We encourage you to review this Privacy Policy frequently for any revisions or amendments. Changes to this Privacy Policy will be posted on the Sites and will be effective immediately upon posting. You will be deemed to have been made aware of and have accepted the changes by your continued use of our Sites or Services.

Commitment to Clients

Although this Privacy Policy does not apply to our collection, use, or disclosure of Personal Information when performing services on behalf of our clients, as a professional accounting firm we take our obligations of client confidentiality seriously and commit to the following with regard to confidential information we obtain from clients:

  1. We will use reasonable technical, administrative, and physical safeguards to protect client confidential information.
  2. We will never sell client confidential information.
  3. We will only disclose client confidential information as permitted by our agreement with our client (typically with your permission, in response to legal requests, to fulfill our ethical obligations, to a vendor that provides services to us and needs to know the information, or to a buyer of our firm).
  4. If you become a former client, we will continue to honor our commitment so long as we possess your confidential information.

Conflict Between this Policy and Laws and Regulations

When federal, state, or local laws and regulations or our ethical obligations require a higher level of protection for your Personal Information, they take precedence over this Privacy Policy. The specific requirements of this Privacy Policy apply unless disallowed by applicable laws or regulations.

Information We Collect

Personal Information

We collect information that personally identifies, relates to, describes, or is capable of being associated with you (“Personal Information”), including:

  • Unique Identifiers such as name, client number;
  • Contact Information such as mailing address, billing address, email address, phone number;
  • Financial Information such as credit card number, bank account number and routing number, transaction history;
  • Internet and Network Information such as IP address, device ID, browsing/search history, cookie preferences, browser type;
  • Inferences drawn from the above categories of Personal Information that relate to your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes (g., consumer response models, propensity to purchase models).

The specific Personal Information we collect about you may vary based on how you use the Sites and/or Services and your relationship with us.

Business Information

We also collect information about businesses that engage with us such as EIN, TIN, address, phone number, email address, and credit card or bank account information (collectively, “Business Information”). This information is generally not considered Personal Information because it relates to a business rather than an individual.

Usage Data and Sites Activity

We automatically collect information in connection with the actions you take on the Sites (“Usage Data”). For example, each time you visit our website, we may automatically collect the type of web browser you use, the type of device you use, your operating system, your Internet Service Provider, the pages you view, referring and exit pages, the date and time of your visit, and the number of clicks to, from, and within the Sites, and the duration of your visits to the Sites. If this information is reasonably capable of being associated with you, we treat it as Personal Information under the category Internet and Network Information. If this information is not reasonably capable of being individually associated with you, we treat it as Usage Data.

Communication Recordings

We may record calls and retain the content of text messages or other written/electronic communications between you and us. By communicating with us, you consent to our recording and retention of communications.

How We Collect Information

Voluntary Disclosure

We may ask you to provide us with Personal Information when you communicate with us (online or offline), use the Sites, and at other times. You are not required to provide us your Personal Information; however, if you choose not to provide the requested information, you may not be able to use some or all of the features of the Sites or Services or we may not be able to fulfill your requested interaction/request.

Third-Party Data Sources

We may collect Personal Information from third-party data sources such as marketing/advertising agencies, consumer reporting agencies, government-authorized databases, and third parties recommended by you.

Cookies and Other Automated Tools

We use cookies (a small text file placed on your computer to identify your computer and browser) and other automated tools such as tracking pixels to improve the experience of the Sites and Services, such as saving your preferences from visit to visit to present you with a customized version of the Website. Many web browsers are initially set up to accept cookies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent. However, certain features of the Sites may not work properly if you delete or disable cookies.

We use the following types of cookies:

  • Session Cookies: Session cookies keep track of you or your information as you move from page to page within the Sites and are typically deleted once you close your browser. For example, session cookies allow online calculators and communication forms to function properly.
  • Persistent Cookies: Persistent cookies reside on your system and allow us to customize your experience if you leave and later return to the Sites. For example, persistent cookies may allow us to remember your preferences.
  • Analytics Cookies: Analytics cookies help us understand how our Sites is working and who is visiting our Sites. Google Analytics is one tool we use, and you can learn more by reviewing Google’s Privacy Policy.
  • Functional Cookies: Functional cookies allow our Sites to work as intended such as by facilitating online forms and chat features.
  • Advertising Cookies: Advertising cookies allow us to market our Services and track interactions with our Sites for marketing and advertising purposes.

We employ software technology that enables us to track certain aspects of a user’s visit to the Sites or engagement with emails. This technology helps us better manage content by informing us what content is effective, how consumers engage with the Sites and emails, and how consumers arrive at and/or depart from the Sites. The software typically uses two methods to track user activity: (1) “tracking pixels” and (2) “tracking code.” Tracking pixels are pieces of executable code that are embedded in a web page or an email that track usage activity including which pages are viewed, when they are viewed, and how long the pages are viewed, and whether a user has engaged with an email. Tracking code is used for a similar purpose as tracking pixels but operates through a piece of javascript embedded in our Sites. User activity information may be associated with additional information about a user’s session and Personal Information, if provided by the user.

If you arrive at the Sites by “clicking through” from another website, then certain information about you that you provided to that other website, such as the terms you were searching that led you to the Sites, may be transmitted to us and we may use it. You should review the privacy policy of any website from which you reached the Sites to determine what information was collected by that website and for what purposes you agreed that website could use that information. We may retain information about you provided to us by other websites and will only use it in accordance with this Privacy Policy. Such information may be associated with other Usage Data or Personal Information.

Interest-Based Advertising

We work with third-party advertisers, search providers, and ad networks (“Advertisers”) to learn more about you and show you our ads or other of our content that we believe would be relevant to you. Advertisers may collect and use information about your use of the Sites or Services as well as other websites and services. These companies may use cookies and other online tracking technologies to collect and use your information. We and/or Advertisers may also append other data to the data collected by Advertisers to create an interest profile of individual users. Our Privacy Policy does not cover any use of information that an Advertiser may collect from you. Advertisements may be shown via the Sites, on third-party websites, or on social media properties. If you do not want to receive some interest-based advertising, please visit the Digital Advertising Alliance (“DAA”) Consumer Choice Page. The DAA website allows you to opt-out of one or more interest-based advertising networks. Opt-outs are device and browser specific; therefore, you will need to set your opt-out preferences for each device and browser. Deleting browser cookies can remove your opt-out preferences; however, the DAA offers browser extensions that help preserve the opt-out preferences you set on the DAA’s Consumer Choice Page. Please note that opt-outs only apply to interest-based advertising and not all advertising networks participate. You may still receive other types of online advertising.

Information from Advertisements

If you arrive at the Sites via an advertisement (e.g., banner ad), we may collect information regarding the advertisement with which you interacted and your interactions (e.g., item clicked, date, and time).

How We Use and Share Information


We use Personal Information for internal purposes, such as:

  • Provide you with the Sites and Services,
  • Account creation, fulfillment, servicing and customer support: to create client accounts, provide services, keep clients informed about the status of their services, respond to questions and address client concerns, and deliver updates, upgrades, and service improvement information;
  • Marketing and market research: to send communications and offers and place advertisements for our services, including offers based on the client’s or potential client’s interests, personal and business characteristics, and location, perform analytics for market and client research, trend analysis, financial analysis, and anonymization of Personal Information;
  • Other company communications: to provide clients and potential clients with information that may be of interest such as company newsletters, announcements, reminders, and service bulletins;
  • Sites and Services use and analytics: to provide you with access to and use of our Sites and Services, analyze use of our Sites and Services, including the use of third-party web analytics services which may utilize automated technologies to collect data (such as email and IP addresses);
  • Eligibility and pricing: to determine if clients or potential clients are eligible for certain services or offers and the pricing related to such services/offers;
  • Product research: to conduct research and analysis for maintaining, protecting, and developing our services, increase client satisfaction with our services, and prevent misuse;
  • Business operations: to evaluate, develop, and improve business operations and services offered, perform business administration and other normal business activities;
  • Compliance: to comply with applicable legal and ethical requirements, government requests, industry standards, contractual obligations, our policies, and take actions that we deem necessary to preserve and enforce our rights and the rights of others; and
  • Information security and fraud prevention: to operate information security and anti-fraud programs.

Testimonials and Stories

If you provide a testimonial or story, we may post it publicly on the Sites or in other advertising material. By providing a testimonial or story, you give us permission to use it in any manner and for any purpose, including in marketing and advertising communications, without any compensation to you. Unless prohibited by applicable law, we may also use your likeness and story on the Sites or in other advertising material.

Service Providers

We may establish a relationship with other businesses to provide services to us (“Service Providers”), including for:

  • Provision of the Sites and Services;
  • Facilitating marketing and non-marketing communications;
  • Marketing design and development;
  • Business analytics (both marketing and non-marketing related);
  • IT and network administration such as mobile application development, data storage and management, website hosting, and data security;
  • Identity verification;
  • Obtaining credit reports and other financial information;
  • Payment processing;
  • Professional services such as legal and accounting;
  • Obtaining legal records;
  • Collection of accounts; and
  • Day-to-day business operations such as courier services, facilities management, and document destruction.

We only provide our Service Providers with the Personal Information reasonably necessary for them to perform these services on our behalf. You may also be asked to provide Personal Information directly to a Service Provider. Each Service Provider is expected to use reasonable security measures appropriate to the nature of the information involved to protect your Personal Information from unauthorized access, use, or disclosure. Service Providers are prohibited from using Personal Information other than as specified by us.

Third-Party Selling

We do not sell your Personal Information to third-party companies for their direct marketing purposes or for any other purpose.



We recognize the importance of safeguarding Personal Information from loss, misuse, or alteration. Accordingly, we employ commercially reasonable administrative, technical, and physical safeguards to protect such Personal Information from unauthorized access, disclosure, and use. Even with these safeguards, no data transmission over the Internet or other network can be guaranteed 100% secure. As a result, while we strive to protect information transmitted on or through our Sites or Services, you do so at your own risk.

Other Websites

Please be aware that third-party websites accessible through the Sites or recommended through our Services may have their own privacy and data collection policies and practices. We are not responsible for any actions, content of websites, or privacy policies of such third parties. You should check the applicable privacy policies of those third parties when providing information.

Compliance with Laws and Law Enforcement

We cooperate with government and law enforcement officials and private parties to enforce and comply with the law. We may disclose Personal Information and any other information about you to government or law enforcement officials or private parties if, in our discretion, we believe it is necessary or appropriate to respond to legal requests (including court orders, investigative demands and subpoenas), to protect the safety, property, or rights of ourselves, consumers, or any other third party, to prevent or stop any illegal, unethical, or legally actionable activity, or to comply with law.

Other Transfers

We may share Personal Information and Usage Data with businesses controlling, controlled by, or under common control with us. If we are merged, acquired or sold, or in the event of a transfer of some or all of our assets, we may disclose or transfer Personal Information and Usage Data in connection with such transaction.

How Long We Retain Your Data

We retain your Personal Information for as long as we have a relationship with you. We also retain your Personal Information for a period of time after our relationship with you has ended where there is an ongoing business need to retain it. This includes retention to comply with our legal, regulatory, tax, and/or accounting obligations, and our document retention policies.

Children’s Privacy

The Sites and Services are not intended for children under the age of 18 and we do not knowingly collect Personal Information from children under the age of 18. If we become aware that we have inadvertently received Personal Information from a child under the age of 18, we will delete such information from our records.

California “Do Not Track” Disclosure

Do Not Track is a web browser privacy preference that causes the web browser to broadcast a signal to websites requesting that a user’s activity not be tracked. Currently, our Sites and Services do not respond to “do not track” signals.


If you have any questions about our Sites, Services, or this Privacy Policy, please contact us using the information below or via our contact us form.

Keep Financials, LLC
1201 Dublin Road
Suite 605
Columbus, Ohio 4312
Telephone: 800-240-4135
Email address: