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Privacy · Financial data protection

Privacy policy and financial data protection.

How Clearcurrent protects read-only bank feeds, payroll records, W-9 forms and confidential financial statements.

Information collected

The enquiry form collects a name, email address, optional telephone number, service choice, message and consent. The subscription form collects an email address. The public forms are not designed for bookkeeping files, payroll data, account numbers or other sensitive records.

How it is used

Enquiry details are used to answer your questions, arrange a free books review and prepare a proposal. Subscription details are used to send the bookkeeping notes you asked for.

Sharing and processors

Clearcurrent does not sell personal information. We use hosting, form-delivery and email providers to run this site, and we share records with your CPA or payroll provider only when you ask us to.

Security and retention

Client records are shared through read-only bank access and agreed secure transfer methods, never through the public forms, and we never ask for shared banking passwords. No online system can be guaranteed completely secure.

Your choices

You may request access, correction or deletion subject to applicable obligations. Subscription messages must include an unsubscribe method.

Privacy contact

Email [email protected], telephone (000) 000-0000, or write to 123 this street, TR 12345.

Effective: .

Photography credits

Site photography is licence-cleared material from Wikimedia Commons. Photographs published under a Creative Commons Attribution licence are credited below.

  • Boxes of documents on repository shelving at The National Archives.jpg — The National Archives (United Kingdom), via Wikimedia Commons, CC BY 3.0. Cropped and re-encoded.

Clearcurrent notes

Occasional back-office guidance.

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What the price includes
The price includes 5 hours of extra work to change the colours, the font family and the font size, add or remove pictures and paragraphs, and add visual effects and other tweaks. The design is 100% finished before anything is paid. Guaranteed.