Website Legal Policies for Bookkeepers

Do you need a privacy policy?

Chances are, the primary goal of your bookkeeping website is to generate leads.

Whether it be because of contact forms, embedded appointment schedulers, website analytics tools, or an email signup form, your website is constantly collecting the personal information of its users.

If you have any of the website features mentioned above, you need a privacy policy.

Can you copy someone else’s or use a free template?

Technically, yes – but you shouldn’t.

The same way every chart of accounts you create for a client is customized to fit their specific business needs, so are website legal policies. There’s no “one size fits all”.

While templates can be a great place to start and are better than having nothing at all, you won’t be fully protected when the laws change and policies are added and updated every year.

This means, you could be leaving yourself open to being fined or sued.

My recommended privacy policy solution

Having a privacy policy in place is one thing, but keeping it up-to-date is an entirely differenct story.

This is why I encourage all of my clients to consider not only having a Privacy Policy, but also a strategy to keep it up to date over time.

Termageddon is the privacy policy generator I personally use and recommend because it not only helps you quickly generate a Privacy Policy for your website, but their team monitors privacy laws and can automatically update your policies when the laws change.

Termageddon details

  1. Investment: $10/month or $99/year
  2. Includes an auto-updating Privacy Policy, Terms & Conditions, Disclaimer and more for your website
  3. Your policies stay up to date automatically
  4. You receive updates directly from Termageddon when new privacy laws are going into effect
  5. You also receive notifications when new questions need to be answered to ensure you are compatible with new required disclosures
  6. Attorney friendly – Invite your attorney to review the policies and even ‘override’ sections of each policy to their liking if they wish.
  7. Future updates will be suggested by Termageddon, but they won’t override what your attorney changed without your permission.

If this sounds like the right solution for you, you can sign up for Termageddon using my referral link to save 10%.

If you have any questions about privacy policies or need help adding them to your website, please don’t hesitate to reach out and schedule a free 15-minute consultation. I’m always happy to help!

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