Privacy Policy

Scope of This Privacy Policy

This Privacy Policy applies to personal information processed by Bookkeeper Growth through BookkeeperGrowth.com, membership enrollment, account access, forms, support requests, email and SMS communications, billing workflows, automation, and related services connected with the 1791 Partner Program.

This policy does not govern independent third-party websites, platforms, products, or services that have their own privacy policies.

Information We Collect

Depending on how you interact with Bookkeeper Growth, we may collect:

• name, email address, mobile phone number, and other contact information;
• business name, website, location, business profile, and firm-related information you provide;
• membership plan, trial status, subscription status, cancellation status, and account-access information;
• billing records, transaction amounts, payment status, renewal status, and related purchase information;
• messages, support requests, survey responses, form submissions, and other communications;
• website usage information such as browser, device, pages visited, referral source, and interaction data;
• information you provide when requesting resources, support, training, or partner-program information;
• other information you voluntarily submit to us.

Sources of Personal Information

We may receive information:

• directly from you when you complete a form, enroll, purchase, or contact us;
• from your interactions with the Bookkeeper Growth website and account environment;
• from payment processors and billing platforms regarding transaction and subscription status;
• from CRM, automation, communications, analytics, hosting, and other service providers supporting the Services;
• from referral partners or other sources when permitted by law and appropriate for the interaction.

How We Use Personal Information

We may use personal information to:

• process signups, trial enrollment, memberships, renewals, and cancellations;
• create, provision, maintain, and support your Bookkeeper Growth account;
• provide membership tools, resources, training, automation, and support;
• process and track payments, billing status, and subscription changes;
• send transactional emails and messages about account access, trials, renewals, billing, payment issues, and cancellations;
• respond to questions, support requests, and account-related inquiries;
• improve the website, membership experience, systems, and services;
• detect fraud, misuse, security issues, or violations of our Terms of Service;
• comply with legal, regulatory, accounting, tax, or recordkeeping obligations;
• send marketing communications where permitted and where required consent has been provided.

Account and Membership Information

When you enroll in Bookkeeper Growth, we may create or maintain a record associated with your membership, plan, trial, subscription status, account access, support history, and lifecycle stage.

Bookkeeper Growth may use tags, custom fields, pipeline stages, automation, internal notifications, and related CRM functionality to manage onboarding, active memberships, renewals, payment issues, cancellations, and account access.

We use this information to operate your membership and to help our team understand what support or action may be required.

Payment and Billing Information

Payments may be processed through third-party payment processors or billing platforms. Bookkeeper Growth may receive transaction details such as the product purchased, amount, payment status, subscription status, renewal status, and limited billing information.

Full payment-card details are generally collected and processed by the applicable payment processor rather than stored directly by Bookkeeper Growth.

Payment processors handle payment information according to their own privacy and security practices.

Email, SMS, and Service Communications

We may use your email address and phone number to send communications related to your signup, trial, account access, membership, billing, payment status, renewals, cancellation, support requests, security, and other service-related matters.

If you consent to marketing communications, we may also send educational, promotional, membership, or program-related messages. You may unsubscribe from marketing emails using the unsubscribe method provided in the message.

Where SMS consent is required, Bookkeeper Growth will use the consent obtained through the relevant form or signup process. Message and data rates may apply. Opting out of marketing messages does not prevent us from sending necessary transactional or account-related communications where permitted.

Cookies, Analytics, and Website Technology

BookkeeperGrowth.com may use cookies, pixels, local storage, analytics tools, and similar technologies to operate the website, remember preferences, understand usage, measure performance, improve content, and support marketing or attribution.

Depending on your browser and location, you may be able to control certain cookies through browser settings, device settings, or a cookie-consent tool if one is made available on the website.

Disabling some technologies may affect website functionality.

How We Share Personal Information

We may share personal information only as reasonably necessary for the purposes described in this policy, including with:

• hosting, website, CRM, automation, communications, analytics, and technical service providers;
• payment processors, billing platforms, and financial-service providers involved in processing transactions;
• contractors, personnel, and support providers who need information to perform services for Bookkeeper Growth;
• professional advisers such as legal, accounting, tax, or compliance advisers;
• government authorities or other parties where disclosure is required by law or reasonably necessary to protect rights, safety, security, or prevent fraud;
• a successor or acquiring organization in connection with a merger, acquisition, financing, reorganization, sale, or transfer of business assets.

Third-Party Services and Links

Bookkeeper Growth relies on third-party technology and services for functions such as CRM, automation, website hosting, email, SMS, scheduling, payment processing, analytics, and account management.

Our website may also link to independent third-party websites or partner providers. Their collection and use of information are governed by their own privacy policies and terms.

We encourage you to review the privacy practices of third-party services you use.

Data Retention

We retain personal information for as long as reasonably necessary to provide the Services, maintain account and billing records, resolve disputes, comply with legal obligations, enforce agreements, protect against fraud, and support legitimate business operations.

Retention periods may vary depending on the type of information, your membership status, contractual requirements, legal obligations, and operational needs.

When information is no longer reasonably necessary, we may delete, anonymize, or securely archive it as appropriate.

Data Security

Bookkeeper Growth uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

No website, transmission method, storage system, or online service can be guaranteed to be completely secure. You are responsible for protecting your account password and promptly notifying us if you believe your account has been compromised.

Your Privacy Choices and Rights

Depending on where you live and applicable law, you may have rights concerning your personal information, which may include the ability to request access, correction, deletion, restriction, portability, or information about how your data is processed.

You may also have the right to withdraw certain consent or opt out of certain marketing communications.

To submit a privacy request, contact [email protected]. We may need to verify your identity before completing a request. Certain information may be retained where required or permitted by law.

Children's Privacy

Bookkeeper Growth is intended for business professionals and is not directed to children. We do not knowingly collect personal information from children through the Services for the purpose of offering Bookkeeper Growth memberships.

If you believe a child has provided personal information to us inappropriately, contact us so we can review the matter.

International Users and Data Transfers

If you access Bookkeeper Growth from outside the location where our service providers operate, your information may be processed in another country.

Privacy laws may differ between jurisdictions. Where required, we will take reasonable steps to use appropriate safeguards for cross-border processing.

Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our Services, technology, legal requirements, or business practices.

The updated policy will be posted on this page with a revised effective date. Where required, we may provide additional notice of material changes.

Contact Us

If you have questions about this Privacy Policy or want to submit a privacy request, contact: