Legal

Privacy Policy

Profit Solutions Pro, Inc., a Florida corporation. Last updated November 15, 2026. Replaces the policy dated July 1, 2026 and all earlier versions.

We are a bookkeeping, accounting, payroll and tax firm. Protecting client information is not a marketing point for us; it is the job. This policy explains, in plain language, what we collect, how we use it, who sees it, and the choices you have. It covers profitsolutions.com, go.profitsolutions.com, and our services.

What we collect

Information you give us. Contact details (name, email, phone, mailing address); information about your business; and, for clients, the financial and tax records needed to do the work, such as bank and credit card statements, accounting records, payroll information including employee names and pay details, sales records, prior tax returns, and taxpayer identification numbers.

Sign-up and payment information. When you sign up on go.profitsolutions.com we record the plan you chose, your business and contact details, your electronic signature with its date, time and IP address, and the type of payment method you provided. Your card or bank account number is entered directly into our payment processor’s secure fields; we receive and keep only a token and the last four digits.

Account access you create. When you create read-only access for us on a bank, card, loan or payroll platform, or authorize a statement-retrieval service, we receive the statements and transaction data that access provides. We do not receive or keep your personal online-banking password where a read-only option exists.

Information collected automatically. Standard website analytics: pages visited, browser and device type, referring pages, and, where you arrived from a link with tracking tags, those tags. We do not sell this information or use it to build advertising profiles.

How we use it

We use client information to deliver the services in your engagement letter: keeping books, running payroll, filing sales tax, preparing financial statements, preparing and filing tax returns, meeting with you about your numbers, billing you, and communicating with you about the work. We use contact information from inquiries to respond to you. We use sign-up information to create your account, send your receipt and set up your kickoff. We use website analytics to keep the site working well.

We do not sell personal information, and we do not share it with anyone for their own marketing. We do not use or disclose tax return information except as the law permits or requires. Where the law requires your written consent first, including under Internal Revenue Code section 7216 for certain uses and disclosures of tax return information, we obtain it before acting.

Who we share it with

Only as needed to do the work and run the firm:

Service providers who work under written confidentiality and data-protection obligations, for example accounting and tax software, secure document exchange, email and cloud hosting, our payment processor, and personnel or service providers who perform work on our instructions, some of whom may be located outside the United States. Anyone who handles client information for us may use it only to perform work for us and is bound in writing to protect it.
Professionals you authorize us to coordinate with, such as your attorney, banker or financial advisor.
Government authorities where the law requires it, for example filing your returns and responding to lawful requests.
A successor to our practice, if the firm or your engagement is transferred, in which case you will be told in writing and the successor is bound by this policy.

How we protect it

We use encrypted transmission and storage for client records, access limited to the people who need it for your work, role-based logins that are revoked when someone leaves, and secure document exchange rather than ordinary email for sensitive items like tax ID numbers and account numbers. Social Security numbers are masked wherever the work allows. No system is perfectly secure; if we learn of a breach affecting your information, we will notify you as Florida law requires.

We keep client records as long as needed to serve you and as the law and our professional standards require, generally at least seven years for tax and accounting records, and then dispose of them securely.

Your choices and rights

You may ask what personal information we hold about you, ask us to correct it, or ask us to delete it, subject to legal retention requirements for tax and accounting records. You may opt out of any marketing email with one click or one reply, and you may ask us to stop text messages at any time. You may revoke account access you created for us at any time from your own bank or platform. Florida and other state laws may give you additional rights; we honor verified requests as those laws require. We do not treat you differently for exercising your rights.

To make a request, contact us using the information below. We may need to verify your identity before acting on it.

Cookies and analytics

Our sites use basic analytics and may set cookies or similar tools to remember your session on the sign-up page and to understand how the site is used. You can block cookies in your browser; the sign-up page may not work with cookies fully blocked.

Children

Our services are for businesses and adults. We do not knowingly collect personal information from anyone under 18, except employee information a client gives us for payroll.

Changes

If we update this policy, we will post the new version here with a new “last updated” date and, for a material change, tell current clients by email.

Contact

Profit Solutions Pro, Inc. · 300 E. University Ave., Suite 410B, Gainesville, FL 32601 · (352) 448-0221 · support@profitsolutions.com