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Privacy Policy

How we collect, use, and protect your information.

Last updated: [DATE]

Note: This is a working template, not legal advice. Please have it reviewed by a qualified lawyer and replace every bracketed placeholder before publishing. Items needing real detail are marked [like this].

This Privacy Policy explains how Zie Pie LLC ("ZiePieBooks", "we", "us") handles personal data when you use our website and platform.

1. Who we are

The data controller is Zie Pie LLC, [registered address], [country]. For any privacy question, contact us at privacy@ziepiebooks.ai.

2. Information we collect

  • Information you give us. Your name, work email, firm name, and anything you include when you sign up or contact us.
  • Account and usage data. If you use the platform, the data your firm enters and how you interact with the product.
  • Technical data. IP address, device and browser type, and similar information collected automatically. See our Cookie Policy for details.

3. How we use it

  • To provide, operate, and improve the platform.
  • To verify your email and respond to your enquiries.
  • To send you beta updates and service messages (you can opt out of marketing at any time).
  • To keep the service secure and meet our legal obligations.

4. Legal bases for processing

Where [applicable data protection law, e.g. UK GDPR / EU GDPR] applies, we rely on: performance of a contract, your consent, our legitimate interests in running and improving the service, and compliance with legal obligations.

5. Sharing your information

We don't sell your personal data. We share it only with service providers who help us run the platform (for example hosting, email delivery, and bank connectivity via Plaid), under contracts that require them to protect it, and where required by law.

6. Data retention

We keep personal data only as long as needed for the purposes above or as required by law. Your firm's own records are kept for as long as you choose and can be exported on request.

7. Your rights

Depending on where you live, you may have the right to access, correct, delete, or port your data, and to object to or restrict certain processing. To exercise these, contact privacy@ziepiebooks.ai. You may also have the right to complain to your local data protection authority.

8. International transfers

[Describe where data is stored and any safeguards used for cross-border transfers, e.g. Standard Contractual Clauses.]

9. Security

We use technical and organisational measures to protect your data, including encryption in transit and at rest, firm-level isolation, and role-based access. Read more on our Security page.

10. Changes to this policy

We may update this policy from time to time. We'll post the new version here and update the date above.

11. Contact

Questions about this policy? Email privacy@ziepiebooks.ai or visit our contact page.

ZiePieBooks

Firm management and bookkeeping in one place, built for accounting firms running many clients.

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