Privacy Policy

Effective Date: 10/21/2026

Welcome to QB Uni. We respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and safeguarding of your data when you visit our website and utilize our accounting and financial services for businesses and individuals. By accessing our platform, you acknowledge and agree to the terms outlined below.

1. Information We Collect

To provide accurate and comprehensive accounting services, we may collect several categories of information from you. The collection of data is performed lawfully and transparently, ensuring you are aware of what is being gathered.

Personal Identification Information: Full name, residential or business address, email address, telephone number, and government-issued identification numbers (such as Taxpayer Identification Numbers or Social Security Numbers) when required for tax and financial filings.
Financial Information: Bank account details, credit or debit card information, income statements, expense reports, balance sheets, ledger entries, and other related financial documents necessary for bookkeeping and tax preparation.
Technical and Usage Data: IP address, browser type, operating system, pages visited, time spent on the site, and referral URLs collected automatically through cookies and similar tracking technologies.

2. Purposes of Data Processing

We process your personal and financial data exclusively for legitimate business and operational purposes. These processing activities enable us to deliver high-quality professional services and maintain regulatory compliance. Specifically, our purposes include:

Fulfilling our contractual obligations to deliver accounting, bookkeeping, payroll, and tax consultation services.
Verifying your identity to prevent fraudulent activities and ensure financial security.
Communicating with you regarding service updates, document requests, billing, and important administrative notices.
Complying with applicable federal, state, and local legal obligations, including tax laws and financial reporting standards.
Improving our website functionality, user experience, and overall service delivery through internal analytics.

3. Legal Bases for Processing

Our processing of your personal data is grounded in established legal frameworks. We rely on the following legal bases to process your information:

Contract Performance: Most of our data processing is necessary for the execution and fulfillment of the service agreement established between you and QB Uni.

Legal Obligation: We are legally mandated to retain certain financial and transactional records to comply with government regulations, tax authorities, and statutory retention laws.

User Consent: In specific instances, such as subscribing to newsletters or optional marketing communications, we process data based on your explicit, freely given consent, which you may withdraw at any time.

4. Data Retention Periods

We retain your personal and financial data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Generally, client financial records, tax returns, and associated supporting documents are retained for a minimum of seven years to comply with statutory accounting and tax regulations. Once the retention period expires, your data is securely deleted, shredded, or anonymized to prevent unauthorized access or recovery.

5. Sharing and Disclosure of Information

We maintain strict confidentiality regarding your personal and financial information. We do not sell, rent, or lease your data to third parties. However, we may disclose your information under the following limited circumstances:

Service Providers: We may share data with trusted third-party vendors, IT support providers, and software partners who assist us in operating our website and delivering our accounting services, provided they adhere to strict confidentiality agreements.
Legal Authorities: We may disclose your information if required to do so by law, subpoena, court order, or governmental regulation, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In the event of a merger, acquisition, restructuring, or sale of company assets, your information may be transferred as part of the business assets, subject to continued adherence to this Privacy Policy.

6. Security Measures

Protecting your sensitive financial and personal data is of paramount importance to us. We implement robust technical, administrative, and physical security measures designed to safeguard your information against unauthorized access, alteration, disclosure, or destruction. These measures include advanced encryption protocols for data in transit and at rest, secure firewalls, multi-factor authentication, restricted employee access on a need-to-know basis, and regular security audits of our digital infrastructure.

7. Your Rights Regarding Your Data

Depending on your jurisdiction, you possess specific rights concerning the personal data we hold about you. You have the right to:

Access: Request copies of the personal and financial data we have collected about you.
Rectification: Request the correction of any inaccurate, incomplete, or outdated information.
Deletion: Request the erasure of your personal data, subject to legal and contractual retention limitations.
Restriction: Request the suspension of data processing under specific conditions.
Data Portability: Request the transfer of your data to another service provider in a structured, commonly used format.
Withdrawal of Consent: Withdraw your consent at any time where processing is based on consent, without affecting the lawfulness of processing based on consent before its withdrawal.

8. Changes to This Privacy Policy

We reserve the right to update, modify, or revise this Privacy Policy at any time to reflect changes in our operational practices, technological advancements, or legal requirements. Any modifications will be posted directly on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we protect your information.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, or if you wish to exercise your legal rights, please contact us using the information provided below:

Email: qb_uni_booking@yahoo.com

Phone: (361) 939-7488

Address: 2650 Waldron Rd, Corpus Christi, Texas 78418