Privacy Policy

Effective Date: 3/19/2026
Last Updated: 3/19/2026

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Launch BPO Solutions, LLC (“Firm,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information we collect in connection with our accounting, advisory, financial reporting, systems, and related professional services.

 

This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, engage us for services, make payments to us, connect financial accounts through Stripe, communicate with us, or otherwise interact with us.

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By using our website or services, you agree to the practices described in this Privacy Policy.

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1. Scope

This Privacy Policy applies to information we collect from:

• clients and prospective clients;

• representatives of business entities we serve;

• visitors to our website;

• persons who communicate with us by email, phone, forms, or other channels; and

• persons who make payments to us or authorize access to financial account data through Stripe or related service providers.

This Privacy Policy does not apply to information collected by third parties through services we do not control, except as otherwise described here.

 

2. Information We Collect

We may collect the following categories of information.

A. Contact and Identity Information

• name;

• business name or entity name;

• email address;

• phone number;

• mailing or billing address;

• job title or role;

• tax identification number or employer identification number;

• other identifying information you provide to us.

B. Client Service Information

• accounting and bookkeeping records;

• financial statements and supporting schedules;

• bank and brokerage account information;

• transaction records;

• balances and account history;

• ownership and account verification information;

• documents and records you provide to us in connection with our services;

• communications, instructions, and notes related to your engagement.

C. Payment and Billing Information

• invoice and billing details;

• payment method details;

• payment status;

• transaction amount and date;

• ACH-related information;

• refund and chargeback information;

• limited payment-related records necessary to administer our client relationship.

We do not store full payment card numbers on our own systems unless you separately authorize us to store payment information elsewhere in connection with another payment platform or workflow, such as QuickBooks Payments.

D. Financial Account Data Collected Through Stripe

Where you authorize us to do so, we may use Stripe Financial Connections or related Stripe services to receive financial account data from linked accounts, including bank and brokerage accounts. Depending on the permissions granted and the connected account, this information may include:

• account number and routing number;

• account type and institution information;

• current and pending balances;

• transaction history;

• account ownership details;

• account verification information; and

• related information made available through the Stripe integration and your authorization. Stripe’s documentation for Financial Connections and support materials describe access to account details, balances, transactions, and ownership details, subject to end-user consent.

E. Website and Technical Information

If you use our website, we may collect:

• IP address;

• browser type and device information;

• operating system;

• pages viewed;

• referring URLs;

• usage patterns;

• cookie and similar technology data.

F. Communications Information

• emails, messages, and call records;

• support requests;

• form submissions;

• engagement-related correspondence.

 

3. How We Collect Information

We collect information:

• directly from you;

• from your representatives or authorized users;

• from documents or records you upload or provide;

• from payment processors and service providers;

• from Stripe when you make payments or authorize financial account connections;

• automatically through website technologies; and

• from other sources you authorize us to use in connection with our services.

 

4. How We Use Information

We may use your information to:

• evaluate and onboard clients;

• provide accounting, bookkeeping, advisory, financial reporting, systems, and related professional services;

• prepare financial statements and related reports;

• process invoices, payments, refunds, and ACH transactions;

• verify financial account ownership and payment instructions;

• review balances, transactions, and other financial data you authorize us to access;

• communicate with you regarding services, billing, and support;

• maintain engagement records;

• improve our services, internal operations, and systems;

• detect, prevent, and investigate fraud, unauthorized activity, or security incidents;

• comply with legal, tax, accounting, regulatory, contractual, and professional obligations; and

• enforce our agreements and protect our rights.

 

5. Stripe Payment Processing and Financial Account Data

We use Stripe and related Stripe services to process client payments and, where authorized by the client, to collect certain financial account information necessary to provide our services.

A. Payments

We may use Stripe for:

• payment links;

• ACH payments;

• saved payment methods; and

• related payment processing services.

When you make a payment, Stripe may process personal and transaction data such as your name, email address, billing address, payment method information, transaction amount, transaction date, payment status, merchant details, and related support or dispute information. Stripe describes these categories of data in its Privacy Policy and related legal materials.

B. Financial Connections

Where you provide authorization, we may use Stripe Financial Connections to collect and receive financial account data from your linked bank or brokerage accounts for purposes such as:

• preparing financial statements;

• supporting bookkeeping and accounting workflows;

• verifying account ownership;

• facilitating authorized ACH-related functions; and

• providing related financial analysis and reporting services.

Stripe states that Financial Connections allows users to securely share their financial data with a business and supports use cases involving bank account verification, balances data, ownership details, and transactions data. Stripe’s support documentation also states that, with your consent, Stripe may access and store copies of account details, balances, transactions, and ownership details from linked financial accounts.

Stripe’s support materials further state that Stripe and its service providers may store financial institution login credentials so they can connect to a financial account and regularly collect updated data that the user has agreed to share. Accordingly, if you maintain a linked account connection, updated financial data may continue to be refreshed while that connection remains active, subject to your permissions and Stripe’s controls.

C. Stripe’s Role

Depending on the context, Stripe may act as a processor or service provider on our behalf for certain activities and may also act as a controller for certain independent purposes such as compliance, security, fraud prevention, and related lawful business operations. Stripe explains that its role depends on the specific context of processing.

D. Stripe Documentation

Additional information about Stripe’s privacy and data practices is available through Stripe’s official privacy and legal documentation.

 

6. Consent and Authorization

Where required, we rely on your consent or authorization to access and use financial account information through linked account services such as Stripe Financial Connections.

By connecting an account or authorizing account access, you represent that:

• you are authorized to provide that consent;

• the information you provide is accurate;

• you understand that linked financial data may be accessed and refreshed as permitted by the applicable service and authorization; and

• you authorize us to use that information for the purposes described in this Privacy Policy and our engagement with you.

You may be able to revoke or modify linked account permissions through the applicable platform or institution process, though revocation may affect our ability to provide some services.

 

7. How We Share Information

We do not sell your personal information. We may share information as follows:

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A. Service Providers

We may share information with third-party service providers that support our business operations, including:

• payment processors;

• financial data connection providers;

• cloud storage providers;

• document management providers;

• communications providers;

• software providers;

• bookkeeping, reporting, and workflow tools; and

• other vendors reasonably necessary to deliver our services.

B. Professional and Business Purposes

We may share information with:

• your authorized representatives;

• affiliated service providers assisting with your engagement;

• accountants, advisors, contractors, or consultants working under obligations of confidentiality;

• institutions or counterparties where needed to carry out authorized instructions.

C. Legal and Compliance Disclosures

We may disclose information:

• to comply with law, subpoena, court order, or regulatory request;

• to establish, exercise, or defend legal claims;

• to protect our rights, property, systems, or safety;

• to investigate fraud, security incidents, or unlawful conduct.

D. Business Transfers

If we are involved in a merger, acquisition, reorganization, financing, sale of assets, or similar transaction, information may be transferred as part of that transaction subject to applicable confidentiality and legal protections.

 

8. Data Retention

We retain personal information for as long as reasonably necessary to:

• provide services;

• maintain client and business records;

• comply with legal, tax, accounting, regulatory, insurance, and professional obligations;

• resolve disputes; and

• enforce agreements.

Because our services involve accounting, financial reporting, and related professional functions, some records may be retained for extended periods consistent with applicable legal, tax, or professional recordkeeping requirements.

We may also retain backup, archival, and audit-log information for legitimate business and compliance purposes.

 

9. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.

 

10. Your Choices

You may choose not to provide certain information, but doing so may limit our ability to provide services.

Subject to applicable law and our professional obligations, you may request to:

• access certain personal information we maintain about you;

• correct inaccurate information;

• update account or contact information;

• withdraw a consent you previously gave, where processing is based on consent; or

• request deletion of certain information, where appropriate.

We may deny or limit requests where permitted or required by law, professional obligations, contractual requirements, fraud prevention needs, security concerns, or record retention requirements.

 

11. Cookies and Website Technologies

If our website uses cookies, analytics, or similar technologies, we may use them to:

• operate and secure the website;

• understand traffic and usage patterns;

• improve functionality and user experience; and

• support communications and service delivery.

You may be able to manage cookie settings through your browser. Disabling cookies may affect website functionality.

 

12. Third-Party Websites and Services

Our website or communications may include links to third-party websites, portals, or services. We are not responsible for the privacy, security, or content practices of third parties. Your use of those services is governed by their own terms and privacy policies.

 

13. Children’s Privacy

Our services are intended for businesses, business owners, and adults acting on behalf of businesses or entities. We do not knowingly collect personal information directly from children under 13.

 

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date above. Your continued use of our website or services after changes become effective constitutes acceptance of the revised Privacy Policy, to the extent permitted by law.