Privacy Policy

DK360 Business Services
Effective date: October 12, 2026 | Last updated: October 12, 2026

Privacy at a glance

• We collect only the information needed to respond to your enquiries, deliver our services and improve
our website.
• We do not sell your personal information, and we do not share it for cross-context behavioral
advertising.
• We use industry-standard safeguards, and we limit access to people who need it to do their work.
• You can ask us to access, correct or delete your personal information at any time by writing to
info@dk360bs.com.

1. Introduction and scope

DK360 Business Services (“DK360”, “we”, “us” or “our”) is an outsourced accounting and finance
operations firm that provides bookkeeping and accounting, payroll support, compliance support, virtual
CFO and reporting, virtual accounting assistants, and books cleanup and catch-up services to businesses
and accounting firms.

This Privacy Policy explains how we handle personal information when you visit dk360bs.com and related
pages (the “Website”), contact us, book a consultation, subscribe to our updates, or interact with our
content and social media channels. It applies to website visitors, prospective clients, business contacts,
job applicants and partners.

Information that clients share with us while receiving our services, such as accounting records, payroll data
and tax documents, is handled under the written engagement agreement we sign with each client, together
with the commitments in Section 14 below.

2. Who we are and how to contact us

DK360 Business Services is the business responsible for the personal information described in this policy.
• Email: info@dk360bs.com
• Phone (US): +1 (312) 600-3686
• Phone (India): +91 95122 31990
• Address: 5 Penn Plaza, 14th Floor, New York, NY 10001, United States

3. Information we collect

DK360 Business Services is the business responsible for the personal information described in this policy.
• Email: info@dk360bs.com
• Phone (US): +1 (312) 600-3686
• Phone (India): +91 95122 31990
• Address: 5 Penn Plaza, 14th Floor, New York, NY 10001, United States

3. Information we collect

Information you provide to us

Contact details such as your name, business name, job title, email address, phone number and
location.
• Details you include in forms, emails, calls or messages, such as your accounting platform, the services
you need, the size of your business and your timelines.
• Scheduling information when you book a consultation or call.
• Subscription preferences if you ask to receive our insights, guides or updates.
• Career information such as your resume, work history and contact details if you apply for a role or
partnership with us.

Information collected automatically

• Device and browser information, such as IP address, browser type, operating system, screen size and
language settings.
• Usage information, such as pages viewed, links clicked, time on page, referring website and the date
and time of your visit.
• Approximate location derived from your IP address.
•
Information collected through cookies and similar technologies, described in Section 6

Information from other sources

Publicly available business information, including professional profiles on platforms such as LinkedIn.
• Referrals from clients, partners or other professionals who suggest that we contact you.
• Analytics, advertising and review platforms that provide aggregated or pseudonymised insights about
how our content performs.

Information we ask you not to send through the Website

Please do not submit Social Security numbers, bank or card numbers, passwords, tax returns or other
sensitive financial records through the contact form or by ordinary email. If we need such information to
deliver services, we will request it through a secure channel after an engagement is in place

4. How we use your information

We use personal information to:
• Respond to enquiries, schedule consultations and prepare proposals.
• Provide, manage and improve our accounting and finance services.
• Operate, secure and improve the Website and our content.
• Send service communications, and, where permitted, insights, guides and updates that may interest
you.
• Measure the performance of our website and marketing.
• Detect, prevent and investigate fraud, abuse, security incidents and misuse of the Website.
• Meet our legal, tax, accounting and regulatory obligations and enforce our agreements.

We rely on one or more of the following grounds where the law requires one: performance of a contract or
steps you ask us to take before entering one, our legitimate business interests in running and improving
our services, compliance with legal obligations, and your consent, which you may withdraw at any time.

5. Marketing communications

We may send you business updates, guides and invitations related to our services. You can opt out at any
time by using the unsubscribe link in any message or by emailing info@dk360bs.com. We will still send
essential service messages related to an active engagement. We honor opt-out requests in line with
applicable email and messaging laws, including the CAN-SPAM Act.

6. Cookies and similar technologies

Cookies are small files stored on your device. We use them, along with similar technologies such as pixels
and local storage, in the following categories:
• Strictly necessary: keep the Website secure and functioning, for example by supporting form
submissions and page security.
• Preferences: remember settings such as your consent choices.
• Analytics and performance: help us understand how visitors use the Website so we can improve it.
These tools may include Google Analytics or similar services.
• Marketing and social: support measurement of our campaigns and enable content from social
platforms such as LinkedIn, Instagram and Facebook.
You can manage cookies through the banner on our Website, where available, and through your browser
settings. Blocking some cookies may affect how the Website works. We also respond to the Global Privacy
Control signal where required by law

7. How we share information

We share personal information only as needed and only with:
• Service providers that support our operations, such as website hosting, email, scheduling, customer
relationship management, analytics, document storage and secure communication tools. They may use
the information only to provide services to us and are bound by confidentiality and data protection
obligations.
• Affiliates, delivery partners and professional advisers that help us serve clients, including lawyers,
auditors and insurers, under written confidentiality terms.
• Authorities and other parties where we believe disclosure is required by law, regulation, legal
process or to protect rights, safety and security.
• Successors in connection with a merger, acquisition, financing, reorganization or sale of assets,
subject to confidentiality and with notice where required.
• Others with your direction or consent.
We do not sell personal information. We do not share personal information with third parties for
cross-context behavioral advertising.

8. International processing

DK360 serves clients in the United States and operates with teams and service providers in more than one
country. As a result, your information may be processed and stored in the United States and in other
locations where we or our providers operate. Where we transfer personal information across borders, we
use contractual, technical and organisational safeguards intended to give it a level of protection consistent
with this policy and applicable law.

9. Data retention

We keep personal information only for as long as needed for the purposes described in this policy,
including to meet legal, tax, accounting and reporting requirements, resolve disputes and enforce
agreements. Website enquiry data is generally kept for as long as the business relationship or reasonable
follow-up period requires. Client records are kept for the period set out in the engagement agreement and
applicable law. When information is no longer needed, we delete or anonymise it.

10. Security

We maintain administrative, technical and physical safeguards designed to protect personal information,
including access controls based on role, encryption in transit, secure document-sharing practices and
confidentiality commitments for our team. No method of transmission or storage is completely secure, so
we cannot guarantee absolute security. If we become aware of a breach affecting your personal
information, we will notify you and the relevant authorities as required by law.

11. Your privacy rights

Depending on where you live, including under U.S. state privacy laws such as those in California,
Colorado, Connecticut, Virginia, Texas and other states, you may have the right to:
• Know what personal information we collect, use and disclose.
• Access a copy of your personal information and, where available, receive it in a portable format.
• Correct inaccurate personal information.
• Request deletion of your personal information, subject to legal exceptions.
• Opt out of the sale or sharing of personal information, targeted advertising and certain profiling. As
stated above, we do not sell or share personal information for these purposes.
• Limit the use of sensitive personal information, where applicable.
• Appeal a decision if we decline your request.
• Not receive discriminatory treatment for exercising your rights.
If you are located in a region with additional data protection laws, you may also have the right to object to
or restrict certain processing and to lodge a complaint with your local supervisory authority.
How to make a request: email info@dk360bs.com with the subject line “Privacy Request” and tell us what
you would like us to do. We may need to verify your identity before acting on a request. You may use an
authorized agent, who must provide proof of authority. We aim to respond within 30 to 45 days, or sooner
where the law requires.

12. Children's privacy

Our Website and services are intended for businesses and professionals and are not directed to children
under 16. We do not knowingly collect personal information from children. If you believe a child has
provided us with personal information, please contact us and we will delete it.

13. Third-party websites and social media

Our Website and services are intended for businesses and professionals and are not directed to children
under 16. We do not knowingly collect personal information from children. If you believe a child has
provided us with personal information, please contact us and we will delete it.

13. Third-party websites and social media

The Website may link to third-party sites and social platforms, including LinkedIn, Instagram and
Facebook. Those sites have their own privacy practices, and we are not responsible for them. We
encourage you to review their policies before sharing information.

14. Client engagement data

When we provide services, we handle client financial and business records as a processor or service
provider acting on the client’s instructions. We use that information only to deliver the agreed services,
apply role-based access, work within the client’s own systems wherever possible, and return or delete it in
line with the engagement agreement. Where this policy and a signed engagement agreement differ for
client data, the engagement agreement prevails.

15. Changes to this policy

When we provide services, we handle client financial and business records as a processor or service
provider acting on the client’s instructions. We use that information only to deliver the agreed services,
apply role-based access, work within the client’s own systems wherever possible, and return or delete it in
line with the engagement agreement. Where this policy and a signed engagement agreement differ for
client data, the engagement agreement prevails.

16. Contact us

For questions about this policy or our privacy practices, contact DK360 Business Services at
info@dk360bs.com, +1 (312) 600-3686 (US) or +91 95122 31990 (India), or write to us at 5 Penn Plaza,
14th Floor, New York, NY 10001, United States.

Privacy FAQs

Does DK360 sell my personal information?

No. DK360 does not sell personal information and does not share it for cross-context behavioral
advertising

What information does DK360 collect through its website?

We collect the contact and business details you submit in forms, scheduling information, and technical and
usage data gathered through cookies and analytics tools.

How can I request deletion of my data?

Email info@dk360bs.com with the subject line “Privacy Request”. We will verify your identity and respond
within the timeframe required by law.

How does DK360 protect client financial data?

We use role-based access, encryption in transit, secure document sharing and confidentiality
commitments, and we work inside the client’s own systems wherever possible

Where is information processed?

Information may be processed in the United States and in other locations where our team and service
providers operate, under safeguards described in this policy