Privacy Policy

Welcome to White Glove Accounting. This policy explains how TaDa Accounting, a California firm doing business as White Glove Accounting, collects, uses, shares, and protects information when you use our website or our bookkeeping services.

White Glove Accounting is a bookkeeping firm — not a licensed CPA firm, public accountancy firm, or registered tax preparer. We keep your books clean so your CPA or tax preparer can do their job.

Information We Collect

• Contact and account information: name, business name, email, phone, mailing address, entity type, and industry.
• Client financial records: accessed only when you authorize the connection or send them to us — transactions, journal entries, chart of accounts, bank and credit-card activity, reports (P&L, balance sheet, trial balance, general ledger, AR/AP aging), vendor and customer records, and payroll totals supplied by your payroll provider.
• Technical data: IP address, device and browser information, session analytics, and marketing campaign parameters.

We do not collect protected health information. Where we serve medical or dental practices, we handle the practice's financial records only — never patient health information.

How We Use Your Information

• To perform bookkeeping, cleanup, reconciliation, and reporting for the client who engaged us
• To prepare financial statements from the records you provide
• To communicate with you, schedule consultations, and send invoices
• To improve our website and service offerings
• To comply with legal, security, and financial-record obligations

We access your accounting file only with your authorization, established through the platform's authorization flow and our engagement with you. You may withdraw that authorization at any time.

Information Sharing and Sale

We do not sell your personal or financial information, and we do not use client financial data to train third-party AI models.

We share information only with: (a) the accounting, payroll, and document platforms needed to deliver your service, under those platforms' API terms; (b) service providers and subprocessors who help us operate — including our email delivery provider, database host, payment processor, and analytics providers — under written confidentiality obligations limiting them to our instructions; (c) your own CPA, enrolled agent, or tax preparer, at your direction; and (d) authorities where required by law.

You may opt out of non-essential sharing using the cookie banner, a Global Privacy Control (GPC) browser signal, or our Contact form.

Your Rights

• Request access to the personal information we hold about you
• Request correction or deletion
• Opt out of sharing or processing
• Withdraw an accounting-platform authorization at any time
• Receive your records in a readily usable format

California residents have additional rights — see our CPRA notice. Because we are a California-based firm, we extend those protections to all clients and visitors.

Cookies and Tracking

We use cookies and third-party analytics and advertising tools to measure traffic and improve your experience. You can accept, decline, or customize these through the cookie banner, and we honor Global Privacy Control signals automatically.

You can also disable cookies in your browser, but some features may not work properly.

Data Security and Retention

We apply reasonable administrative, technical, and physical safeguards, including access controls, encryption in transit, and least-privilege access to client accounting files. Access credentials are stored on firm-controlled systems and are not shared. No system is completely immune to risk.

We retain client financial records for as long as needed to provide the service and to meet legal and financial-record obligations — generally seven years after an engagement ends, since you and your CPA may need them over that period. Website and marketing data is retained for up to 24 months. After that we delete or de-identify it.

Children's Privacy

Our services are directed to businesses and adults. We do not knowingly collect personal information from anyone under 16.

Changes to This Privacy Policy

We may update this policy periodically. Changes will be reflected on this page with an updated date.

This policy was last updated on August 8, 2026.

Contact Us

Questions? Reach out via our Contact form or email us at privacy@whitegloveaccounting.com. TaDa Accounting d/b/a White Glove Accounting, 5929 Yarmouth Ave, Encino, CA 91316.