Privacy Policy & Terms and Conditions

Policy Updates: We may periodically update this privacy policy. If we make material changes that have a substantive and adverse impact on your privacy, we will provide notice on this website prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

1. Introduction

Lock & Key Bookkeeping LLC ("we," "us," or "our"), located in Harris County, Texas, is committed to maintaining the confidentiality and security of your non-public personal information (NPI). This policy describes our practices regarding the collection, use, and protection of your data in accordance with Texas state law and federal standards.

2. Information We Collect

In the course of providing bookkeeping services, we collect information that identifies, relates to, or describes you or your business. This includes:

• Sensitive Personal Information: Social Security Numbers (SSN), Employer Identification Numbers (EIN), and driver's license numbers.
• Financial Account Information: Bank account numbers, credit/debit card numbers, and access credentials for accounting software.
• Business Records: General ledgers, tax returns, payroll records, and financial statements.
• Contact Information: Name, phone number, email address, and mailing address.

How We Collect Your Information

We collect your information through the following methods:

• Signed physical or digital engagement letters and service contracts.
• Email correspondence and direct communication with you.
• Accounting software portals (e.g., QuickBooks Online) that you grant us access to.
• In-person meetings or document handoffs.
• Contact or intake forms submitted through our website or office.
• Verbal opt-in during onboarding conversations with our staff.

3. Duty of Care & Data Security

In compliance with Texas Business & Commerce Code Chapter 521, we maintain a comprehensive information security program.

• Encryption: We use industry-standard encryption for all digital transmissions of sensitive data.
• Restricted Access: Access to your sensitive personal information is strictly limited to authorized personnel who require it to perform bookkeeping duties.
• Physical Security: Any physical documents containing sensitive information are stored in a secure, locked location and destroyed via professional shredding services when no longer needed.

Data Sharing

We do not sell, rent, or share customer information with third parties or affiliates for their own marketing or promotional purposes. We may disclose information to trusted service providers that process information on our behalf when reasonably necessary to operate our website, deliver communications, maintain accounting or bookkeeping systems, or provide the services you request. Examples may include website hosting, contact-form and email delivery services, cloud or document-storage providers, and accounting platforms such as QuickBooks Online. These providers may use information only as needed to perform services for us or as required by law. Mobile opt-in data and SMS consent are not shared with third parties or affiliates for their own marketing or promotional purposes.

Lock & Key Bookkeeping LLC Messaging Terms and Conditions

1. The messaging program consists of general conversational messaging to answer questions and provide support to customers.
2. You can cancel the SMS service at any time. Just text STOP to the phone number from which you received messages. After you send the SMS message STOP to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at kristina@lockandkeybookkeeping.com.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please review the Privacy Policy on this page.

4. How We Use Your Information

We use your information exclusively to:

• Perform bookkeeping, reconciliations, and financial reporting.
• Prepare and process payroll or 1099 filings.
• Facilitate communication regarding your business's financial health, including appointment reminders, account notifications, and service updates.
• Comply with IRS regulations and Texas state tax requirements.

5. No Sale of Information

Lock & Key Bookkeeping LLC does not sell, rent, or lease client lists or personal information. We do not disclose customer information to third parties or affiliates for their own marketing or promotional purposes. Limited disclosures to service providers acting on our behalf, disclosures made at your direction, and disclosures required by law are described below and are not sales of personal information.

6. Data Transfer and Disclosure Policy

We may disclose personal information only when reasonably necessary to provide the services you request, operate and secure our website and business systems, communicate with you, or comply with legal obligations.

• Service Providers: We may use trusted vendors to host our website, process contact-form submissions and email delivery, support bookkeeping or accounting platforms, provide cloud or document-storage services, or perform other business functions on our behalf. These providers may process information only as needed to perform services for us and are expected to protect it appropriately.
• At Your Direction: We may disclose information to a third party when you specifically request or authorize us to do so, such as when access is needed for an accounting, payroll, or related business platform.
• Legal Requirements: We may disclose information when required by applicable law, court order, subpoena, or other lawful process, or when reasonably necessary to protect rights, safety, or security.

We do not sell personal information, rent client lists, or disclose customer data to third parties or affiliates for their own marketing or promotional purposes. Mobile opt-in data and SMS consent are handled as described in the SMS Communication Policy below.

7. Disposal of Records

In accordance with Texas Business & Commerce Code § 72.004, we follow strict procedures for the disposal of business records. When your information is no longer required for legal or business purposes, we will take all reasonable steps to make the personal information unreadable or undecipherable through shredding, erasing, or otherwise modifying the data.

8. Data Breach Notification

In the unlikely event of a data breach involving your sensitive personal information, Lock & Key Bookkeeping LLC will notify you and the Texas Attorney General's office in accordance with the timelines and requirements set forth in Texas Business & Commerce Code § 521.053.

9. Your Rights

Under Texas law, you have the right to:

• Inquire about the categories of data we have collected about you.
• Request the correction of inaccurate financial or personal data.
• Withdraw consent for our access to your banking or software portals at any time.
• Request that we stop sending you SMS messages at any time by replying STOP to any message.

SMS Communication Policy

Last Updated: September 18, 2026

Program Description

Lock & Key Bookkeeping LLC uses SMS to provide you with timely updates regarding your account. Types of messages you may receive include appointment reminders, account notifications, and service updates. Additional messages may include requests for missing documents (receipts, bank statements), tax deadline alerts, payroll notifications, and brief responses to your bookkeeping inquiries.

How to Opt-In

Before Lock & Key Bookkeeping LLC sends recurring SMS messages, you must provide an affirmative written or electronic opt-in. You may opt in by signing a physical or digital engagement letter that includes an SMS consent clause, or by texting START to our business number at (832) 669-6300 from the mobile number you want us to use.

Providing a phone number by itself, or giving verbal consent during a phone call or onboarding conversation, does not enroll you in recurring SMS messages. If you initiate a text conversation with us without enrolling in recurring SMS, we may respond to that specific request; that response does not by itself enroll you in recurring messages.

Consent to receive recurring text messages is not a condition of purchasing our services.

How to Opt-Out

You have the right to stop receiving messages at any time. To opt out, simply reply STOP, UNSUBSCRIBE, or QUIT to any text message you receive from us. After you send STOP, we will send you one final SMS to confirm that you have been unsubscribed.

Help Instructions

If you are experiencing issues with the messaging program, reply with the keyword HELP for assistance, or contact us directly at kristina@lockandkeybookkeeping.com or (832) 669-6300.

Message Frequency & Rates

Message frequency varies based on your activity. You can typically expect 2–4 messages per month. Message and data rates may apply from your mobile carrier. Lock & Key Bookkeeping LLC is not responsible for any costs incurred by receiving or sending text messages. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

Privacy & Data Sharing

Lock & Key Bookkeeping LLC does not sell, rent, or share your phone number, mobile opt-in information, or SMS consent data with third parties or affiliates for their own marketing or promotional purposes. Service providers involved in delivering or supporting SMS communications may process information only as necessary to provide that service on our behalf and subject to applicable confidentiality and data-protection obligations. Mobile opt-in and consent data will not be used by third parties or affiliates for their own marketing or promotional purposes.

Questions About This SMS Policy

For questions about your SMS data, your privacy rights, or to request changes to your information, please contact us directly at kristina@lockandkeybookkeeping.com or call (832) 669-6300.

10. Contact Information

If you have questions regarding this policy or our data handling practices, please contact: