Legal

Privacy Policy

Last updated: August 2026

Your Business Counts, Inc. ("we," "us," "our") respects your privacy. This policy explains what information we collect through this website and how we use it. It does not cover the tax, financial, or bookkeeping records you share with us as a client — that information is governed by our engagement agreement and by federal confidentiality law under Internal Revenue Code §7216, not by this page.

Information collected through this site

When you submit our contact form, we collect the name, email address, phone number, and message you provide. We use this information solely to respond to your inquiry and, if you become a client, to schedule and manage your engagement. We do not sell or rent this information to third parties.

QuickBooks Health Check

If you use our QuickBooks Health Check, you give us your name, email address, an optional business name, and how long it has been since a bookkeeper reviewed your books. While the check is running, those details are held in a signed, browser-only cookie rather than in a database. It expires after fifteen minutes and is cleared as soon as the check finishes.

When you connect your QuickBooks Online company, we read three things: your Balance Sheet, your Profit & Loss for the fiscal year to date, and whether a closing date has been set. We never create, edit, or delete anything in your QuickBooks. Access is used once and revoked immediately, so no standing connection to your account remains and we do not keep a token that would let us return later.

We do not store your accounting data. The results of the check are emailed to our team so that we can follow up with you, and that email includes the individual findings — which can name specific accounts and dollar amounts drawn from the reports above. Once you are a client, information you share with us is handled as described under "Client records" below.

Use of the health check is also subject to our End User License Agreement.

Third-party service providers

Our contact form and our new-client questionnaire are delivered to our inbox by Web3Forms, a third-party form delivery service, which receives what you typed into them. The health check results are delivered by Resend, a third-party email service, which receives the findings described above — including any specific account names and balances they reference. Each provider's handling of that data is governed by its own privacy policy.

The health check also involves Intuit, which operates QuickBooks Online. Intuit authenticates you, shows you the permission screen, and provides the report data we read. Intuit's handling of your information is governed by its own privacy policy and by your agreement with Intuit, not by this page.

Neither of these providers receives tax returns or client records prepared by our firm.

Cookies & analytics

This site does not set marketing or advertising cookies. If analytics tools are added in the future, this policy will be updated to describe what is collected and why.

Client records

Tax returns, financial statements, and supporting documents you provide as a client are retained according to IRS recordkeeping requirements and our firm's data retention policy, and are never shared with third parties without your written consent, except as required by law.

Contacting us

Questions about this policy can be directed to us at (503) 601-4520 or by mail at 15405 SW 116th Ave, Ste 200, King City, OR 97224.