Privacy Policy

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1. Introduction

This Privacy Policy explains how Keeley Accounting (“the Firm,” “we,” “our,” or “us”) collects, uses, stores, and protects personal information provided by clients and visitors to our website. By using our website or engaging our services, you consent to the practices described in this Policy.

2. Information We Collect

We may collect the following types of information:

• Personal information: name, address, email, phone number, date of birth, Social Security number, and other identifying information required for tax and accounting services.
• Financial information: income documents, bank statements, payroll data, bookkeeping records, and other financial materials you provide.
• Technical information: IP address, browser type, device information, and usage data collected through cookies or analytics tools.
• Communication information: messages sent through email, SMS, phone, or client portal.

3. How We Use Your Information

We use personal information only for legitimate business purposes, including:

• Preparing tax returns and providing tax planning
• Delivering bookkeeping, payroll, and advisory services
• Communicating about appointments, document requests, and service updates
• Maintaining accurate client records
• Meeting legal, regulatory, and compliance obligations
• Improving our website and client experience

We do not sell or share personal information with third parties for marketing purposes.

4. SMS Communication

By providing your mobile number, you consent to receive SMS messages related to:

• Scheduling and appointment reminders
• Tax preparation and document requests
• Bookkeeping or payroll updates
• Important service notifications

Keeley Accounting does not share mobile information, opt‑in data, or SMS consent with third parties. Mobile information will not be sold, rented, or shared for marketing purposes.

Message frequency varies. Standard message and data rates may apply.

Reply STOP to opt out or HELP for assistance.

SMS is used only for client service communication and not for marketing.

5. How We Protect Your Information

We use industry‑standard security measures to safeguard personal and financial information, including:

• Encrypted client portals
• Secure document storage
• Access controls and authentication
• Regular system monitoring

Despite these measures, no system is completely secure, and clients are responsible for protecting their own devices and login credentials.

6. Sharing of Information

We may share information only in the following circumstances:

• With your explicit authorization
• With tax authorities or government agencies as required by law
• With third‑party service providers who support our operations (e.g., secure portal providers), bound by confidentiality obligations
• To comply with legal processes or protect our rights

We do not share information with unrelated third parties.

7. Cookies and Website Tracking

Our website may use cookies or analytics tools to improve functionality and understand how visitors use the site. You may disable cookies in your browser settings, though some features may not function properly.

8. Data Retention

We retain client information for as long as necessary to provide services and comply with legal and regulatory requirements. When information is no longer needed, it is securely destroyed.

9. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold
• Request corrections
• Request deletion where legally permissible
• Limit certain types of processing

Requests can be submitted using the contact information below.

10. Third‑Party Links

Our website may contain links to third‑party sites. We are not responsible for the privacy practices or content of those sites.

11. Updates to This Policy

We may update this Privacy Policy periodically. The most current version will always be posted on this page. Continued use of our website or services constitutes acceptance of any updates.

12. Contact Information

Keeley Accounting

875 N Michigan Ave 31st Floor

Chicago, IL 60611

info@KeeleyAccounting.com

(312) 989-2886