Privacy Policy
Last Updated: April 2026
At TallyTru Bookkeeping, your privacy matters to us. This Privacy Policy explains what information we collect, how we use it, who we may share it with, and how we protect it. By using our website or engaging in our services, you agree to the practices described in this policy.
1. Who We Are
Business Name: TallyTru Bookkeeping
Location: Ocean County, New Jersey
Website: www.TallyTru.com
Contact: hello@tallytru.com
TallyTru Bookkeeping provides professional bookkeeping and financial organization services to small businesses and entrepreneurs. This Privacy Policy applies to our website and all services we provide.
2. Information We Collect
We collect information in the following ways:
A. Information You Provide Directly
When you interact with our website or engage our services, you may provide us with personal information such as:
• Your name, email address, phone number, and business name
• Information submitted through our contact form or inquiry form
• Information provided when booking a discovery call or appointment
• Your email address when signing up for our newsletter or email list
• Financial documents, records, statements, and data shared with us as part of your bookkeeping services
• Any other information you choose to share with us directly
B. Information Collected Automatically
When you visit www.TallyTru.com, certain information is collected automatically through cookies and tracking technologies, including:
• Your IP address and general geographic location
• Browser type, device type, and operating system
• Pages visited, time spent on pages, and referring URLs
• Interactions with our website content
3. Cookies & Tracking Technologies
Our website uses cookies and third-party tracking tools to understand how visitors use our site and to improve our marketing efforts. We currently use the following:
Google Analytics
We use Google Analytics to collect anonymous data about website traffic and visitor behavior. This helps us understand which pages are most visited and how users navigate our site. Google Analytics may use cookies to collect this information. You can opt out of Google Analytics tracking by using the Google Analytics Opt-Out Browser Add-On available at tools.google.com/dlpage/gaoptout.
Facebook / Meta Pixel
We use the Meta Pixel to track the effectiveness of our advertising and to better understand our audience. The Meta Pixel may collect information about your activity on our website and associate it with your Facebook or Instagram profile if you are logged in. You can manage your Meta ad preferences at www.facebook.com/ads/preferences.
Other Tracking Tools
We may use additional analytics, marketing, or performance tracking tools from time to time to help us operate and improve our website and services. These tools may also use cookies or similar technologies.
Managing Cookies
Most web browsers allow you to control cookies through their settings. You may choose to disable cookies; however, doing so may affect the functionality of certain parts of our website. Please refer to your browser's help documentation for instructions on managing cookie preferences.
4. How We Use Your Information
We use the information we collect for the following purposes:
• To respond to inquiries and contact form submissions
• To schedule and confirm discovery calls and appointments
• To send our newsletter and service-related communications to subscribers
• To provide, manage, and improve our bookkeeping services
• To communicate with clients regarding their accounts and deliverables
• To process payments through our payment processors
• To comply with applicable legal and regulatory requirements
• To analyze website traffic and improve the user experience on our site
• To run and measure the effectiveness of our marketing campaigns
5. How We Share Your Information
TallyTru Bookkeeping does not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:
Your CPA or Tax Professional
With your explicit authorization, we may share your financial records or reports directly with your designated CPA, tax preparer, or other financial professional to support tax filing or advisory services.
Subcontractors and Team Members
We may work with trusted subcontractors or team members who assist in delivering our bookkeeping services. These individuals are bound by confidentiality obligations and are only permitted to access your information to the extent necessary to perform their work on your behalf.
Payment Processors
We use Stripe and/or Anchor to process payments. These platforms may collect your payment information directly and are governed by their own privacy policies. TallyTru Bookkeeping does not store your full payment card details.
Service Providers & Software Platforms
We use QuickBooks as our primary accounting platform, along with other project management, communication, and data collection tools to deliver our services. These platforms may process your data on our behalf and are subject to their own privacy policies and data security practices.
Legal Requirements
We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe in good faith that such disclosure is necessary to protect the rights, property, or safety of TallyTru Bookkeeping, our clients, or others.
6. Data Security
We take the security of your information seriously. TallyTru Bookkeeping uses commercially reasonable administrative, technical, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction.
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security. You share information with us at your own risk, and we encourage you to take appropriate precautions when transmitting sensitive financial information.
7. Data Retention
We retain your personal and financial information for as long as necessary to provide our services, maintain our business records, and comply with applicable legal, tax, and regulatory obligations. When information is no longer needed, we will securely dispose of it in accordance with our internal data management practices.
If you wish to request deletion of your information, please see the Your Rights section below.
8. Your Rights
Depending on your location and applicable law, you may have certain rights regarding your personal information. As a resident of New Jersey or elsewhere in the United States, you may have the right to:
• Know what personal information we have collected about you
• Request a copy of your personal information
• Request correction of inaccurate personal information
• Request deletion of your personal information, subject to certain legal exceptions
• Opt out of marketing emails at any time by clicking the unsubscribe link in any email we send
• Opt out of certain data collection by adjusting your browser or cookie settings
To exercise any of these rights, please contact us at hello@tallytru.com. We will respond to your request within a reasonable timeframe and in accordance with applicable law.
9. Children's Privacy
Our website and services are intended for adults and business owners only. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us at hello@tallytru.com and we will promptly delete it.
10. Third-Party Links
Our website may contain links to third-party websites, tools, or resources. These links are provided for your convenience only. TallyTru Bookkeeping has no control over the content or privacy practices of third-party sites and is not responsible for their privacy policies. We encourage you to review the privacy policy of any third-party site you visit.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or business practices. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.
12. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how TallyTru Bookkeeping handles your information, please contact us:
Email: hello@tallytru.com
Website: www.TallyTru.com
Location: Ocean County, New Jersey
TallyTru Bookkeeping | hello@tallytru.com | www.TallyTru.com | Ocean County, New Jersey