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Privacy Policy

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Heather Saunders Bookkeeping
Last Updated: October 11, 2025

 

1. Introduction

Heather Saunders Bookkeeping (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you interact with us—whether through our website, email, phone, SMS text messages, or other communication channels.

By using our services or providing your information, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We may collect and maintain the following types of information:

  • Personal and Contact Information: Your name, phone number, email address, mailing address, and business name.

  • Financial and Business Information: Information you provide to us for bookkeeping or accounting services.

  • Communication Data: Records of emails, calls, or text messages you exchange with us.

  • Website Data: When visiting our website, we may automatically collect limited information such as your browser type, IP address, and device information through standard analytics tools (e.g., cookies).

3. How We Use Your Information

We use your personal information for purposes including:

  • Providing bookkeeping and related services.

  • Sending important updates, invoices, reminders, or appointment confirmations.

  • Communicating with you by email, phone, or SMS when you have opted in.

  • Responding to inquiries and providing client support.

  • Maintaining accurate records and complying with legal, tax, or regulatory obligations.

  • Improving our website, services, and communications.

4. SMS Communications

By providing your mobile number and opting in, you consent to receive text messages from Heather Saunders Bookkeeping.

  • Message types: You may receive updates, appointment reminders, and service notifications.

  • Frequency: Message frequency varies.

  • Opt-out: You may opt out at any time by replying STOP to any text message.

  • Help: Reply HELP for assistance.

  • Message and data rates may apply.

  • We do not sell or share your phone number with third parties for marketing purposes.

Your consent to receive SMS messages is not a condition of purchasing or using our services.

5. Data Protection and Security

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, misuse, or disclosure. However, please note that no system or method of data transmission over the internet or wireless network is completely secure.

6. Sharing of Information

We do not sell, rent, or trade your personal information.
We may share information only when necessary to:

  • Provide services through trusted vendors (such as secure accounting or communication software).

  • Comply with applicable laws, court orders, or legal processes.

  • Protect our rights, safety, or property.

All vendors or service providers who access your data are required to handle it securely and in compliance with applicable laws.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, or as required by tax, legal, or regulatory obligations.

8. Your Rights and Choices

You have the right to:

  • Access, correct, or request deletion of your personal information.

  • Withdraw consent for SMS or marketing communications at any time.

  • Request information about how your data is used and shared.

To exercise these rights, contact us at heather@heathersaundersbookkeeping.com.

9. Children’s Privacy

Our services are intended for adults and business clients. We do not knowingly collect or maintain information from anyone under the age of 18.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on our website with the updated effective date. Continued use of our services after updates means you accept the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Heather Saunders Bookkeeping
📍 15781 Lava Dr.
La Pine, OR 97739
📞 (541) 287-7939
✉️ heather@heathersaundersbookkeeping.com
🌐 www.heathersaundersbookkeeping.com

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