Privacy Policy

Last updated : August 21, 2025

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Introduction

We respect your privacy and are committed to protecting your personal information. This policy explains what we collect, why we collect it, how we use it, and the safeguards we take. By using our services or website, you agree to the practices described here.

Information we collect

  • Contact details (name, email, phone number, company)

  • Business and financial information you share with us for bookkeeping, advisory, or related services

  • SMS consent and communication preferences when you opt in to receive text messages

  • Usage data from our website (pages visited, forms submitted)

  • Technical data (IP address, browser/device type, cookies, analytics tools)

How we use information

  • Provide bookkeeping, advisory, and related services

  • Deliver and operate the Client Portal

  • Communicate with you about your account, reports, scheduling, and support

  • Send service-related updates and occasional helpful resources (you may opt out anytime)

  • Send SMS messages when you opt in (e.g., reminders, updates, confirmations)

  • Improve our website, services, and client experience

  • Meet legal and regulatory obligations

SMS Terms of Service

By opting in to receive SMS communications from Blue Collar Ledger, you agree to the following terms:

Types of Messages You May Receive

  • Appointment confirmations and reminders

  • Account notifications and updates

  • Service alerts related to your bookkeeping or advisory account

  • Occasional helpful resources or announcements related to your account (no promotional spam)

Messaging Details

  • Message frequency may vary depending on your interactions with us.

  • Message and data rates may apply based on your mobile carrier plan.

  • You may opt out of SMS communications at any time by replying STOP to any message.

Privacy and SMS

  • SMS consent is used only to send you messages as described above.

  • SMS consent is not shared with third parties or affiliates.

Sharing

We don’t sell your data. We share it only with service providers that help us run our business (hosting, analytics, scheduling, document exchange) under confidentiality agreements, or when required by law.

We may share information only with:

  • Service providers under confidentiality agreements who support our business (e.g., hosting, analytics, scheduling, document exchange, communication platforms).

  • Accounting/tax software providers you authorize us to use (e.g., QuickBooks Online, payroll platforms).

  • As required by law, regulation, or legal process.

Security

We use administrative, technical, and physical safeguards appropriate to the sensitivity of the data we handle. No method of storage or transmission is 100% secure, but we take reasonable steps to protect your information.

Retention

We retain information as long as necessary to:

  • Provide services to you

  • Comply with applicable tax, financial, and legal obligations

  • Resolve disputes and enforce agreements

You may request deletion of personal information where legally applicable.

Your Rights

Depending on your location (including rights under the California Consumer Privacy Act, CCPA), you may have the right to:

  • Access, correct, or delete personal information we hold about you

  • Request information about how your data is used and shared

  • Opt out of marketing communications (including SMS and email)

Requests can be submitted to privacy@bluecollarledger.com.

Children

Our services are not directed to children under 13.

Changes to This Policy

We may update this privacy policy from time to time. The most current version will always be posted on our website.

Contact

Questions about this policy? Email privacy@bluecollarledger.com.

Note

This is general information, not legal advice. Please have your counsel review for your jurisdiction (e.g., California/CCPA).