Privacy
Privacy Policy
Effective date: March 15, 2026. Douglas Peters Bookkeeping is a private bookkeeping and financial management application operated by Douglas Peters.
Information We Collect
We may collect and process account and transaction data obtained through Plaid with authorized user permission, along with bookkeeping categorizations, notes, reporting data, and limited technical information needed to operate and secure the application.
How Information Is Used
Data is used to connect authorized financial accounts, import transactions and balances, support bookkeeping workflows, generate summaries and reports, and maintain the application’s reliability and security posture.
Data Sharing
Consumer financial data is not sold. Information is only shared with service providers needed to operate the application, when authorized by the user, or when required by law.
Retention
Data is retained only as long as needed for bookkeeping, reporting, security, operational continuity, and applicable legal or tax obligations.
Security
Administrative, technical, and organizational safeguards are used to protect stored information, including restricted access, MFA on critical administrative systems, secure credential handling, and encrypted communications in transit.
User Choices
Connected account access may be revoked through Plaid. Deletion requests will be handled where applicable, subject to legitimate legal, security, bookkeeping, tax, and operational retention requirements.
Contact
For privacy questions or requests, contact the operator using the support details on the support page linked below.