Privacy Policy | Beyond The Books

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Privacy Policy

Last updated: May 1, 2025

Beyond The Books ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to beyondthebooksco.com and the services we provide.

1. Information We Collect

We collect information you provide directly to us, including when you fill out a form, schedule a consultation, contact us, or interact with our website chat widget:

  • Contact details such as your name, business name, email address, and phone number.
  • Information about your business that you choose to share with us in the course of our services.
  • Messages and correspondence you send to us.

We also automatically collect limited technical data (such as IP address, browser type, and pages visited) through cookies and similar technologies to operate and improve the site.

2. How We Use Your Information

  • To provide, maintain, and improve our services.
  • To respond to inquiries, schedule consultations, and communicate with you.
  • To send appointment confirmations, reminders, account notifications, and—where you have opted in—relevant updates.
  • To comply with legal and regulatory obligations.

3. SMS / Text Messaging

Mobile Information & Consent

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

When you opt in to receive text messages from Beyond The Books, you agree to receive messages such as appointment confirmations, reminders, account notifications, and service updates at the phone number you provide. We collect your mobile number when you submit it through our website chat widget or another opt-in form on our site.

  • Message frequency varies based on your interaction with us.
  • Message and data rates may apply, depending on your mobile carrier plan.
  • You can opt out at any time by replying STOP. After opting out, you will receive one confirmation message and no further texts unless you opt in again.
  • For assistance, reply HELP or email [email protected].

Carriers are not liable for delayed or undelivered messages. Consent to receive SMS is not a condition of purchasing any goods or services.

4. How We Share Information

We do not sell your personal information. We may share information with trusted service providers who perform services on our behalf (for example, scheduling, email, or hosting providers), bound by confidentiality obligations and only to the extent needed to perform those services. As noted above, mobile opt-in data and SMS consent are never shared for third-party marketing.

We may disclose information if required by law, regulation, legal process, or to protect the rights, property, or safety of Beyond The Books, our clients, or others.

5. Cookies & Tracking

We use cookies and similar technologies to operate the site, remember preferences, and understand site usage. You can control cookies through your browser settings; disabling them may affect site functionality.

6. Data Retention

We retain personal information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

7. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights & Choices

  • You may request access to, correction of, or deletion of your personal information by contacting us.
  • You may opt out of marketing communications at any time.
  • Depending on your location, you may have additional rights under applicable privacy laws.

9. Children's Privacy

Our services are intended for businesses and individuals 18 and older. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of the site after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy, contact us at: