Legal

Privacy Policy

Effective Date: August 18, 2026  |  Last Updated: August 18, 2026

1. Overview

San Juan Bookkeeping ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information and mobile phone data.

2. Information We Collect

When you provide your mobile phone number to us — through our website contact form, consultation form, or directly — we may collect:

  • Your mobile phone number
  • The content of SMS messages you send to us
  • Date and time of messages
  • Your opt-in or opt-out preferences

3. How We Use Your Mobile Number

We use your mobile phone number solely for the following purposes:

  • Responding to inquiries or consultation requests you submit
  • Sending appointment reminders or follow-up communications you have requested
  • Providing service updates directly related to your bookkeeping or payroll account
  • Sending important notices about your account (e.g., document requests, deadlines)

We do not use your mobile number for unsolicited marketing, promotional blasts, or third-party advertising campaigns.

4. Consent & Opt-In

By providing your mobile phone number on any form on our website or directly to our team, you consent to receive SMS communications from San Juan Bookkeeping related to your inquiry or services. We will not send you SMS messages without your prior consent. Message frequency varies based on your service needs.

5. How to Opt Out

You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. You may also contact us directly at [email protected] or (951) 290-8265 to request removal from SMS communications. After opting out, you will receive a final confirmation message and no further SMS messages will be sent.

6. Message & Data Rates

Standard message and data rates may apply depending on your mobile carrier and plan. San Juan Bookkeeping is not responsible for any charges imposed by your mobile carrier for receiving SMS messages.

7. Sharing of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your mobile number and SMS communications from unauthorized access, disclosure, or misuse. However, no method of electronic transmission is 100% secure, and we cannot guarantee absolute security.

9. Retention

We retain your mobile number and related SMS records only as long as necessary to fulfill the purposes described in this policy or as required by applicable law. When no longer needed, we securely delete or anonymize this information.

10. Children's Privacy

Our SMS communications are intended for adults 18 years of age and older. We do not knowingly collect mobile numbers from individuals under 18. If you believe we have inadvertently collected such information, please contact us immediately.

11. Changes to This Policy

We may update this Mobile & SMS Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our SMS communications after changes are posted constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions or concerns about this Mobile & SMS Privacy Policy, please contact us:

San Juan Bookkeeping

Wildomar, CA 92595

Phone: (951) 290-8265

Email: [email protected]

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San JuanBookkeeping

Expert bookkeeping and payroll services helping small businesses thrive with accurate financials and peace of mind.

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[email protected]
Wildomar, CA 92595
Serving Clients across USA
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