Privacy Policy
A legal disclaimer
Katalyst Books is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, book a consultation, use our services, or interact with our content. By using this website or submitting information, you agree to the terms of this Privacy Policy.
Information We Collect
Personal Information: We collect information you provide directly to us, such as when you book a service, submit a form, or contact us. This may include your name, email address, phone number, business name, service preferences, booking information, and any messages or inquiries you send.
Financial & Business Information (Service Clients Only: : If you engage in bookkeeping, AI‑integration advisory, or income tax preparation services, we may collect financial records, accounting documents, receipts, invoices, statements, and information from your bookkeeping software. We only access financial platforms with your explicit permission. We do not store banking passwords or credit card numbers on this website.
Automatically Collected Information: When you visit our website, Wix and analytics tools may automatically collect information including your IP address, browser type, device details, pages viewed, session behavior, and cookies.
Third‑Party Links & Videos: Our website may include links to educational videos or external resources. These third-party sites collect information according to their own privacy policies. We are not responsible for their data practices.
How We Use Information
We use your information to provide and manage our services, including bookkeeping consultations, bookkeeping services, AI‑integration education, and tax preparation support. We also use your information to process bookings, communicate with you, respond to inquiries, improve our website, send confirmations, and comply with legal obligations. We do not sell or rent your personal information.
Legal Bases for Processing
Where required by law (such as in Canada, the EU, or UK), we process personal data based on your consent, the performance of a contract, compliance with legal requirements, or our legitimate interest in operating and improving our services.
Sharing of Information
We may share your information with trusted service providers such as Wix, analytics tools, form processors, booking systems, bookkeeping platforms, or tax professionals—with your permission. We may also share information as required by law or with contractors assisting in service delivery under confidentiality obligations. We do not sell your personal data.
Cookies and Tracking
Our website uses cookies to support functionality, bookings, analytics, and user experience improvements. You may control cookies through your browser settings.
Data Security
We take reasonable steps to protect your information, including administrative measures, technical safeguards provided by Wix, encrypted connections, and limited access controls. However, no online method is completely secure, and we cannot guarantee absolute protection.
Data Retention
We retain personal information only as long as needed to provide services, meet legal or tax obligations, maintain accurate records, or resolve disputes. You may request deletion of your information unless retention is legally required.
Your Rights
Depending on your location, you may have the right to access your personal information, request corrections, withdraw consent, request deletion, obtain a copy of your data, or limit how your information is used. To exercise these rights, contact us at kathy@katalystbooks.com.
Children's Policy
Our website and services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from minors.
External Links & Third-Party Content
We may provide links to external websites, resources, and educational videos. These third parties operate independently and have their own privacy practices. We are not responsible for the content or privacy policies of external sites.
Changes To This Policy
We may update this Privacy Policy periodically. The “Last updated” date at the top of this page indicates when the latest version was posted.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, you may contact us at:
Katalyst Books
Email: kathy@katalystbooks.com
Website: www.katalystbooks.com