Privacy Policy

Last Updated: March 1, 2026

Latch Back Office LLC ("Latch," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at golatch.com, use our bookkeeping, payroll, tax filing, and financial management services, or otherwise interact with us.

By accessing or using our services, you agree to this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use our services.

1. Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you register for an account, request a consultation, subscribe to our services, or communicate with us. This may include:

  • Full name, email address, phone number, and mailing address
  • Business name, entity type, EIN, and state of incorporation
  • Financial records including bank statements, receipts, invoices, and transaction data
  • Payroll information such as employee names, Social Security numbers, wage data, and tax withholding details
  • Tax-related information including prior returns, estimated payments, and filing status
  • QuickBooks Online or other accounting software credentials and access tokens
  • Payment information such as credit card or ACH details for billing purposes
  • Any other information you choose to provide through forms, emails, or file uploads

Information We Collect Automatically

When you visit golatch.com or interact with our platform, we may automatically collect:

  • Device information (browser type, operating system, device identifiers)
  • IP address and approximate geographic location
  • Pages visited, time spent on pages, and navigation paths
  • Referring URLs and search terms
  • Cookies and similar tracking technologies (see Section 6)

Information From Third Parties

We may receive information about you from third-party sources, including:

  • Accounting platforms (e.g., QuickBooks Online) when you authorize integrations
  • Banking and financial institutions when you connect accounts
  • Identity verification services
  • Business data providers and public records
  • Marketing and advertising partners

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our bookkeeping, payroll, tax, and financial management services
  • Process transactions, prepare financial statements, and generate reports
  • File tax returns and manage payroll on your behalf
  • Communicate with you about your account, services, and support requests
  • Send you updates, newsletters, and marketing communications (with your consent)
  • Detect, prevent, and address fraud, security issues, and technical problems
  • Comply with legal obligations, including tax and financial reporting requirements
  • Analyze usage trends to improve our website and service offerings
  • Train and improve our AI-powered bookkeeping and categorization tools using aggregated, de-identified data

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers

We share information with trusted third-party vendors who perform services on our behalf, such as cloud hosting, payment processing, email delivery, and customer support tools. These providers are contractually obligated to protect your data and use it only for the purposes we specify.

Financial and Tax Authorities

We may disclose your information to the IRS, state tax agencies, and other government authorities as required to file returns, process payroll, and fulfill our obligations as your bookkeeping and tax service provider.

Accounting Software Providers

When you authorize integrations with platforms like QuickBooks Online, we exchange data with those platforms to deliver our services.

Professional Advisors

We may share information with our attorneys, accountants, auditors, and insurance providers as needed for legal, compliance, and business purposes.

Business Transfers

If Latch is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.

Legal Requirements

We may disclose your information if required by law, subpoena, court order, or government regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

With Your Consent

We may share your information for any other purpose with your express consent.

4. Data Security

We implement industry-standard administrative, technical, and physical security measures to protect your personal and financial information. These include:

  • Encryption of data in transit (TLS/SSL) and at rest (AES-256)
  • Access controls and multi-factor authentication for internal systems
  • Regular security audits and vulnerability assessments
  • Employee training on data handling and privacy practices
  • SOC 2 Type II compliance for our infrastructure and operations

While we strive to protect your data, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to promptly addressing any breaches in accordance with applicable law.

5. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this policy. Specifically:

  • Active client data is retained for the duration of our service relationship
  • Financial records and tax documents are retained for a minimum of seven (7) years after the end of the applicable tax year, as required by IRS guidelines
  • Marketing and communication preferences are retained until you opt out
  • Website usage data is retained for up to twenty-four (24) months

When data is no longer needed, we securely delete or anonymize it in accordance with our data retention schedule.

6. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to enhance your experience on our website. These include:

  • Essential Cookies: Required for basic website functionality such as page navigation and secure areas access.
  • Analytics Cookies: Help us understand how visitors interact with our website by collecting anonymous usage data (e.g., Google Analytics).
  • Marketing Cookies: Used to deliver relevant advertisements and track campaign performance across platforms.

You can manage your cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of our website. We honor Do Not Track (DNT) browser signals and Global Privacy Control (GPC) signals where required by law.

7. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

All Users

  • 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

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including:

  • The right to know what personal information we collect, use, and disclose
  • The right to delete your personal information
  • The right to opt out of the sale or sharing of personal information (Latch does not sell personal information)
  • The right to non-discrimination for exercising your privacy rights
  • The right to correct inaccurate personal information
  • The right to limit the use of sensitive personal information

Other State Privacy Laws

Residents of Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and other states with comprehensive privacy laws may have similar rights. We will honor valid requests in accordance with applicable state law.

To exercise any of these rights, please contact us at support@golatch.com or use the contact information provided in Section 11.

8. Children's Privacy

Our services are designed for businesses and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete it promptly. If you believe a child has provided us with personal information, please contact us at support@golatch.com.

9. Third-Party Links

Our website may contain links to third-party websites, services, or applications that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will notify you by updating the "Last Updated" date at the top of this page and, where appropriate, by sending you an email or displaying a notice on our website.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Latch Back Office LLC
Email: support@golatch.com
Website: golatch.com/contact

For privacy-specific requests, please include "Privacy Request" in the subject line of your email, along with a description of your request and sufficient information for us to verify your identity.

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