Privacy policy & sms terms

Effective Date: October 23, 2026

Motivate Accounting (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and business information entrusted to us. This Privacy Policy explains what information we collect, how we use it, and when it may be shared.

Information We Collect

Depending on how you interact with us, we may collect the following types of information:

• Contact information: Name, business name, mailing address, email address, and telephone number.

• Business and financial information: Information necessary to provide bookkeeping, accounting, tax preparation, payroll, human resources, and related business services.

• Communications: Information you provide when contacting us by phone, email, text message, website forms, or other communication channels.

• Website information: Certain technical information, such as IP address, browser type, and website usage data, may be collected through cookies or similar technologies, depending on our website settings.

We collect information that you provide directly to us and information reasonably necessary to perform our professional services.

How We Use Your Information

We may use the information we collect to:

• Provide and manage accounting, bookkeeping, tax preparation, payroll, human resources, and related services.

• Communicate with clients regarding services, appointments, deadlines, missing documents, account matters, and requests.

• Send text messages to individuals who have provided the appropriate consent.

• Respond to inquiries and website submissions.

• Process payments, maintain business records, and meet applicable legal and regulatory obligations.

• Maintain the security and operation of our business and website.

We use personal and financial information only for legitimate business purposes consistent with our professional responsibilities and applicable law.

How We Share Information

Motivate Accounting does not sell personal information.

We may share information with trusted service providers when reasonably necessary to operate our business or provide requested services. These providers may include accounting and tax software providers, payroll platforms, secure document-sharing services, payment processors, website service providers, and business communications providers.

We may also disclose information when required by law, to comply with legal obligations, or to protect our rights and the security of our business and clients.

Mobile information and SMS consent: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except with service providers necessary to deliver messaging services or as required by law. All other categories of information-sharing exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Text Message Communications

If you provide consent to receive text messages from Motivate Accounting, we may send messages relating to our services, including client communications, appointment reminders, document requests, deadlines, account notifications, and other business-related matters.

Message frequency may vary. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. For assistance, reply HELP or visit www.motivateaccounting.com.

Consent to receive text messages is not a condition of purchasing any goods or services. We do not sell or share SMS consent with third parties or affiliates for their marketing purposes.

Cookies and Website Technologies

Our website may use cookies or similar technologies to support website functionality, understand website traffic, or improve the user experience. You may be able to manage cookies through your browser settings. The availability and use of these technologies depend on our website configuration and any third-party services we use.

Data Security and Confidentiality

We take reasonable steps to safeguard the information entrusted to us and to limit access to authorized individuals and service providers who need the information for legitimate business purposes.

No method of electronic transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

Please use our designated secure document-sharing methods when transmitting sensitive financial or tax documents.

Data Retention

We retain information for as long as reasonably necessary to provide our services, maintain business and tax records, meet legal and regulatory requirements, resolve disputes, and enforce our agreements.

Your Choices and Rights

Depending on applicable law, you may have rights concerning your personal information, including requesting access, correction, or deletion where appropriate.

You may opt out of SMS messages at any time by replying STOP. You may also contact us with questions about the personal information we maintain.

Children's Privacy

Our services and website are intended for business owners, adults, and individuals seeking professional accounting or related services. We do not knowingly collect personal information directly from children through our website for marketing purposes.

Changes to This Policy

We may update this Privacy Policy from time to time. Any revisions will be posted on this page with an updated effective date.

Contact Us

For questions about this Privacy Policy or our information practices, contact:

Motivate Accounting
Email: kelsey@motivateaccounting.com
Website: www.motivateaccounting.com