Privacy Policy

What Personal Information Is Collected

We may collect the following types of personal information when you interact with our business:

  • Name

  • Business name

  • Email address

  • Phone number (including for SMS communication)

  • Billing and payment information

  • Service details, transaction history, and notes related to your account

  • Any information you choose to provide through contact forms, emails, or conversations

We only collect information that is necessary to provide our services and communicate with you.

How Personal Information Is Used

Your personal information may be used to:

  • Provide bookkeeping, consulting, or other requested services

  • Communicate with you about your account, appointments, invoices, and updates

  • Send SMS or email notifications you have opted into

  • Process payments and maintain accurate financial records

  • Improve our services and customer experience

  • Comply with legal, tax, or regulatory requirements

We do not use your information for purposes unrelated to our services without your consent.

We may share personal information only with:

  • Trusted service providers necessary to operate our business (e.g., payment processors, accounting software, email/SMS platforms)

  • Government or regulatory agencies when required by law

  • Professional advisors such as accountants or attorneys when necessary

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

SMS consent is not shared with third parties or affiliates.

SMS & Communication Consent

By providing your phone number and opting in to SMS messages, you consent to receive text messages related to your services, appointments, billing, and account updates. Message frequency varies. Standard message and data rates may apply. You may opt out at any time by replying STOP or contacting us directly.

SMS consent is not shared with third parties.

Data Security

We take reasonable measures to protect your information from unauthorized access, loss, or misuse, including secure software platforms, password protection, and limited access to sensitive data. FeatherNote Bookkeeping Services, LLC is not responsible for monitoring the data security of third-party vendors such as payment processors, accounting software, email/SMS platforms, etc.

Your Rights

You may request to:

  • View the personal information we have about you

  • Correct inaccurate information

  • Withdraw consent for marketing communications

  • Request deletion of your data where legally permitted

Contact Information

For questions about this Privacy Policy or your personal information, please contact: office@feathernotebooks.com

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