Privacy Policy

Last Updated: March 22, 2025 · Ver en Español

1. Introduction

Audit Monkey ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.theauditmonkey.com or engage our professional services.

By using our website or services, you consent to the practices described in this Privacy Policy. If you do not agree with this policy, please do not use our website or services.

2. Information We Collect

Information You Provide Directly:

  • Contact information (name, email address, phone number, business address)
  • Business information (company name, industry, number of employees)
  • Financial records and documents provided for bookkeeping, payroll, or audit services
  • Information submitted through our contact form or consultation requests
  • Communications via email, phone, or other channels

Information Collected Automatically:

  • Website usage data (pages visited, time spent, referring URLs)
  • Device and browser information (IP address, browser type, operating system)
  • Cookies and similar tracking technologies (see Section 6)

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve our bookkeeping, payroll, and audit services
  • Communicate with you about your account, services, and inquiries
  • Process payments and maintain billing records
  • Comply with legal obligations, including tax reporting and regulatory requirements
  • Send service updates, newsletters, and business tips (you may opt out at any time)
  • Analyze website usage to improve our online presence and SEO performance
  • Protect against fraud and ensure the security of our systems

4. How We Share Your Information

Audit Monkey does not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

  • Service Providers: Third-party vendors who assist in delivering our services (e.g., payroll processors, accounting software providers, cloud storage) under strict confidentiality agreements.
  • Insurance Carriers: When required to complete insurance audit preparation services on your behalf, with your authorization.
  • Legal Requirements: When required by law, court order, or government authority, or to protect the rights and safety of Audit Monkey, our clients, or others.
  • Business Transfers: In the event of a merger, acquisition, or sale of business assets, with appropriate notice to affected clients.

5. Data Security

We implement industry-standard security measures to protect your information, including:

  • Encrypted data transmission (SSL/TLS)
  • Secure cloud storage with access controls
  • Limited employee access on a need-to-know basis
  • Regular security reviews and updates

While we take reasonable precautions, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security of your information.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience and analyze website traffic. Types of cookies we use include:

  • Essential Cookies: Required for basic website functionality.
  • Analytics Cookies: Help us understand how visitors interact with our website (e.g., page views, traffic sources). We use privacy-focused analytics tools.

You can control cookies through your browser settings. Disabling cookies may affect some website functionality.

7. Your Rights and Choices

You have the right to:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request correction of inaccurate or incomplete information.
  • Deletion: Request deletion of your personal information, subject to legal retention requirements.
  • Opt-Out: Unsubscribe from marketing communications at any time by contacting us or clicking "unsubscribe" in our emails.
  • Portability: Request your data in a portable format where technically feasible.

To exercise these rights, contact us at [email protected].

8. Data Retention

We retain client financial records and personal information for a minimum of seven (7) years as required by Florida law and IRS regulations. Website contact form data is retained for up to two (2) years. You may request earlier deletion of non-legally-required data by contacting us.

9. Children's Privacy

Our services are intended for business owners and adults. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected such information, please contact us immediately.

10. Florida Privacy Rights

Florida residents have additional rights under Florida law, including the Florida Information Protection Act (FIPA). We comply with all applicable Florida privacy regulations and will notify affected individuals in the event of a data breach as required by Florida law.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify clients of material changes via email and update the "Last Updated" date at the top of this page. Continued use of our services after changes constitutes acceptance of the updated policy.

12. Contact Us

For privacy-related questions, requests, or concerns, please contact our Privacy Officer:

Audit Monkey — Privacy Officer

PO Box 417, Pineland, FL 33945

Email: [email protected]

Phone: 305-204-2164