Privacy notice

Your financial information deserves deliberate protection.

Effective September 14, 2026

Information collected through this website

The initial inquiry collects your name, email address, business name, and a brief description of what is not working and what you would like taken off your plate. It may also collect optional telephone, business-type, approximate-revenue, and referral information. If Honeybee invites you to complete the Client Business Scope Questionnaire after a conversation, we may also receive your preferred name, optional mailing and household details, communication preferences, entity information, activity ranges, current systems, service needs, deadlines, and other operating context.

Client information sheet

If Honeybee shares its client information link with you, the form may collect the personal, household, business, ownership, system, service, record, and deadline details you choose to provide. Date of birth and the last four digits of a business EIN are optional. Do not enter Social Security numbers, passwords, security codes, full bank or card numbers, direct-deposit details, or identity-document information. Use the separate secure upload portal only when Honeybee asks for official identity, tax, or financial documents.

Invited encrypted intake

The separate invited encrypted intake may collect full Social Security numbers or ITINs, business EINs, dates of birth, relevant bank routing and account numbers, and authorized household information when needed for the requested service. Use only your personal invitation, sign in with the account Honeybee invited, and provide information only for people and entities you are authorized to represent. Never provide passwords, PINs, authentication codes, or card security codes. Do not put sensitive details in ordinary inquiries, email, text messages, or the basic client information sheet.

On this invited form, the sensitive record is encrypted in your browser before transmission and stored as an encrypted temporary record. Honeybee retains its decryption key separately. Invitation links expire after seven days and allow one receipt. The website keeps opaque scope and receipt references, hashed invitation and sign-in identifiers, timestamps, and audit status. Alerts contain receipt metadata and a protected review link, not form answers. These intake pages do not load the homepage video, analytics, or session replay.

Honeybee verifies and files the encrypted record in its approved client/entity record hub before removing the temporary copy through an authorized review. The permanent record follows the applicable engagement retention schedule and legal holds. A submission does not authorize payment, account changes, payroll, or tax filings.

Optional personal and family information

Relationship status, spouse or partner name, children's first names and ages, birthday month and day, and mailing address are optional. Honeybee requests these details only to understand the owner's household context and build a more thoughtful working relationship. Do not provide children's birth dates, Social Security numbers, or other sensitive identity information in the ordinary questionnaires. Supply necessary dependent information only through an invited encrypted intake and with authority to do so.

Secure document upload

Honeybee provides a separate, one-way upload portal for records it has specifically requested. Do not send financial documents through the discovery questionnaire or ordinary email. Never submit usernames, passwords, authentication codes, or other account credentials. Uploading documents does not create a client relationship or expand an existing engagement.

How information is used

Inquiry information may be used to evaluate whether Honeybee may be able to help, respond to your request, schedule a conversation, prepare a proposed scope, understand related businesses and household context, and maintain ordinary business records. Honeybee does not sell personal information.

Storage and access

Questionnaire responses are stored using Honeybee's website service provider. A completed client information sheet is generated as a confidential record and placed in the same isolated, private temporary-storage workflow used for secure uploads. Access is limited to authorized Honeybee personnel. After Honeybee verifies the correct client and legal entity, confirms the approved internal destination, and attests that the complete record was filed there, the temporary website copy is removed. Limited routing and audit details—including the submitter, receipt reference, time, transfer status, and deletion date—may be retained for business, security, and legal purposes.

Service providers

Honeybee may use specialized providers for accounting systems, payments, signatures, document storage, communication, security, and business operations. Information is shared only as reasonably necessary for the requested or engaged service and subject to applicable agreements and controls.

Optional homepage background video

The homepage keeps a local poster image as its fallback. Unless your device requests reduced motion, a muted background video is requested automatically from YouTube's privacy-enhanced player when the homepage loads. Visitors who request reduced motion see the poster unless they choose to play the video. Google or YouTube may receive ordinary technical information about the request under their terms. Honeybee does not send inquiry or form-submission data to the video player, and you may pause or resume the video at any time.

Client records

Client records and taxpayer information are governed by the applicable engagement agreement, professional requirements, security procedures, and legal obligations. This public website notice does not replace those terms.

Questions

Questions about this notice may be sent through the contact method provided on the Honeybee website. Do not include sensitive information in the message.