Prime Entry Bookkeeping, LLC

Privacy & Security at Prime Entry

At Prime Entry Bookkeeping, we believe trust is earned — and protected. This page outlines how we safeguard your data, honor confidentiality, and operate with integrity across every engagement.

How We Protect Your Information

We respect your privacy and never sell or share your data.

  • No use of financial data for marketing
  • No sharing of client information without written consent, including on social media
  • Secure storage and access protocols
  • No client data is shared with AI platforms

Respecting Your Confidentiality

We offer a Mutual Non-Disclosure Agreement to protect sensitive business information on both sides.

  • Covers financial data, business operations, and client communications
  • Available for signing during before Clarity Call, if requested
  • Reinforces our commitment to discretion and professionalism

Secure Document Sharing

We’ve heard from many clients that they prefer not to access their private documentation and financial data via vendor portals due to risk of unauthorized access. We agree. Prime Entry uses encrypted, access controlled folders via Google Drive to share and receive documents. If clients prefer receiving documents by e-mail, we will utilize password-protected software.

  • Each client receives a private Google Drive folder
  • Only you and our team have access
  • No third-party access
  • Password protection available.

For agreements and onboarding documents, we use secure electronic signature platforms such as Dropbox Sign or DocuSign. This ensures your documents are signed quickly, safely, and with full legal compliance.

Disclaimers

  • Prime Entry Bookkeeping is not a CPA firm, tax preparer, or legal advisor
  • All financial insights are for individual client consumption and should be considered for informational purposes only
  • AI-generated visuals or content are used with transparency and disclaimers
  • We may use AI-assisted tools to support design, workflow, or draft content. All outputs are reviewed internally and used with discretion
  • We do not file taxes, process payroll, or offer legal advice

Trust Begins with Transparency

Contact us for your free Clarity Call.

Ph: 239-421-7799

Prime Entry Bookkeeping, LLC

© 2025 Prime Entry Bookkeeping, LLC. All rights reserved.

Terms of Use. By using this website, you agree to our Terms of Service, which outline acceptable use, content ownership, and limitations of liability. These terms apply to all visitors, whether or not a formal client relationship exists. For details on how we protect your data, see our Privacy Policy

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