Disclaimers

Policies and legal disclaimers.

Privacy Policy

A legal disclaimer

Velura Bookkeeping (“Velura,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and protect information across all Velura-operated websites, applications, and services (collectively, the “Properties”).

This policy applies to all users, clients, and visitors of Velura Bookkeeping, including any sub-brands or digital platforms affiliated with our company.

1. Information We Collect

We collect information to deliver our services effectively and to meet legal and professional obligations. This includes:

A. Information You Provide

Name, contact details (email, phone, address)
Business name, entity type, and industry
Financial documents, transaction records, tax IDs
Communication content (emails, messages, and inquiries)
Payment information when services are purchased

B. Information Collected Automatically

IP address and browser type
Device information
Website usage data (pages visited, time on site, etc.)
Cookies and analytics tracking tools (see Section 6)

2. How We Use Your Information

We use your information for the following purposes:

To provide and manage bookkeeping and financial services
To communicate with you about services, scheduling, and updates
To maintain internal records and client files
To process payments and send invoices
To improve user experience across our digital platforms
To comply with legal, tax, or regulatory obligations

3. How We Share Information

We do not sell your personal information. We may share information with:

Trusted third-party vendors (e.g., payment processors, CRM tools, accounting software)
Legal and tax advisors, when necessary for compliance
Government entities or law enforcement, when required by law
Contractors or team members providing services on behalf of Velura, under confidentiality obligations

4. Your Rights Under California Law

Under the California Consumer Privacy Act (CCPA), California residents have the right to:

Request the categories and specific pieces of personal information we collect
Request deletion of your personal information (with some legal exceptions)
Opt-out of the sale of personal data (we do not sell your data)
Not be discriminated against for exercising your privacy rights

To make a request, email us directly.

5. Data Security

We use industry-standard administrative, technical, and physical safeguards to protect your information, including secure data storage, encrypted platforms, and access controls. No system is 100% secure, but we take reasonable steps to reduce risk.

6. Cookies + Analytics

We use cookies and third-party analytics tools (such as Google Analytics) to understand how visitors use our website. This helps us improve functionality and content. You can adjust your browser settings to disable cookies, though this may limit some features of our site.

7. Data Retention

We retain your information only as long as needed to:

Deliver services
Meet legal and tax obligations
Resolve disputes and enforce agreements

When no longer needed, data is securely deleted or anonymized.

8. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect or store information from children.

9. Changes to This Policy

We may update this Privacy Policy occasionally. If changes are made, we will update the “Effective Date” above and post the revised version on our website. Continued use of our Properties constitutes agreement to the updated policy.

10. Contact Us

If you have questions about this policy or how your information is used, please contact us directly.