Privacy Policy

Roots and Revenue is committed to protecting your privacy and the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our business or use our services.

Last Updated: December 2025

Information We Collect

We may collect the following types of information:

Personal Information: This includes information that identifies you as an individual, such as name, email address, phone number, billing information, farm/business details, and documents or financial records you share with us for bookkeeping purposes.

Usage Information: When you visit our website, we may collect non-identifying information, such as browser type, pages viewed, time spent on the site, and general location.

How We Use Your Information

We only collect information that is necessary to deliver our services or to meet regulatory requirements.

Roots and Revenue uses your information to:

Provide bookkeeping and related services
Communicate with you about your account or inquiries
Prepare reports, filings, or financial documents at your request
Improve our services and website experience
Maintain internal records and comply with legal obligations

Sharing Your Information

We do not sell, rent, or trade your personal information.

We may share information only in the following situations:

With your permission, when collaborating with accountants, financial advisors, or other professionals involved in your farm operation
With service providers that support our business operations (such as AgExpert or secure cloud platforms), following appropriate privacy safeguards
When required by law, such as responding to a court order or regulatory request

All third parties are required to maintain strict confidentiality and protect your data.

Data Storage and Security

We take the security of your information seriously. Roots and Revenue uses:

Secure, encrypted systems for storing financial records
Password-protected devices and accounts
Industry-standard security practices to prevent unauthorized access, disclosure, or loss

Despite our efforts, no method of data transmission or storage is 100 percent secure. We commit to taking all reasonable steps to protect your information.

Your Choices and Rights

You have the right to:

Access the personal information we hold about you
Request corrections to inaccurate or incomplete information
Withdraw consent for certain processing activities
Request deletion of your information, subject to legal requirements

To make a request, please contact us using the information below.

Retention of Information

We retain your information only as long as necessary to:

Provide services
Maintain business records
Comply with financial, legal, or regulatory obligations

When information is no longer needed, it is securely deleted or destroyed.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact us at: rootsandrevenue@hotmail.com