Lochside LLC, doing business as The Real Estate Bookkeeper ("The Real Estate Bookkeeper," "we," "us," or "our"), respects your privacy.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit realestatebookkeeper.com, submit a form, request a downloadable resource, use Google to access a resource, book a call, communicate with us, or otherwise interact with our website and related services.
By using the website, you acknowledge the practices described in this Privacy Policy.
1. Scope of This Policy
This Privacy Policy applies to information collected through:
- realestatebookkeeper.com;
- Website forms and landing pages;
- Downloadable-resource requests;
- Google sign-in or authentication options presented on the website;
- Email communications initiated through the website;
- Appointment-scheduling tools;
- Website analytics and related technologies; and
- Other online interactions that link to this Privacy Policy.
This policy does not govern information handled under a separate professional-services engagement when another agreement, privacy notice, secure client portal, or service-specific policy applies.
It also does not control the privacy practices of third-party websites, software, or services that we do not own or operate.
2. Information We Collect
The information we collect depends on how you interact with the website.
A. Information You Provide Directly
We may collect information you voluntarily provide, including:
- Your name;
- Email address;
- Telephone number;
- Company or business name;
- Job title or professional role;
- Information about your real estate activity or bookkeeping needs;
- Answers submitted through website forms;
- Information provided when requesting a downloadable resource;
- Appointment details;
- Messages, questions, and other communications you send us;
- Marketing preferences; and
- Any other information you choose to provide.
When you inquire about professional services, you may also provide general information about your business, accounting records, number of properties, accounting software, cleanup needs, or desired services.
Please do not submit Social Security numbers, complete bank account numbers, passwords, authentication credentials, tax identification numbers, or other highly sensitive information through a general website form.
B. Information Received Through Google
The website may allow you to use your Google account to access a resource or complete part of the download process.
Depending on the permissions displayed and granted by you, we may receive limited account information from Google, such as:
- Your name;
- Email address;
- Profile image;
- A unique Google account identifier; and
- Other basic profile information authorized by you.
We use this information to authenticate or identify your request, provide the requested resource, reduce unnecessary form entry, maintain records of resource delivery, and communicate with you as described in this policy.
We do not receive your Google password.
We do not access additional Google account information unless it is clearly requested through the applicable Google authorization screen and authorized by you.
Your use of Google services remains subject to Google's own terms and privacy practices.
C. Information Collected Automatically
When you access the website, we and our service providers may automatically collect certain technical and usage information, including:
- Internet Protocol address;
- Browser type and version;
- Device type;
- Operating system;
- Referring website or source;
- Pages viewed;
- Links or buttons clicked;
- Date and time of access;
- Approximate geographic area derived from technical information;
- Time spent on pages;
- Website navigation paths;
- Form interaction and conversion events;
- Download events;
- Scheduling-button clicks;
- General website performance information; and
- Cookie, browser, device, or similar identifiers.
This information helps us operate the website, understand how visitors use it, measure the performance of our content and marketing, diagnose technical problems, and improve the user experience.
D. Information From Other Sources
We may receive information from third parties, such as:
- Analytics providers;
- Authentication providers;
- Email marketing and delivery providers;
- Form-processing services;
- Appointment-scheduling platforms;
- Customer relationship management systems;
- Advertising or referral platforms;
- Social media and video platforms; and
- Publicly available business information.
We may combine this information with information collected directly through the website where permitted by law.
3. How We Use Information
We may use information for the following purposes:
- To operate, maintain, secure, and improve the website;
- To provide requested spreadsheets, charts of accounts, templates, guides, or other resources;
- To process and confirm resource requests;
- To authenticate users through Google or another available authentication option;
- To respond to questions and inquiries;
- To schedule consultations or calls;
- To assess potential bookkeeping or related service needs;
- To provide information about our services;
- To deliver educational emails and related content;
- To send follow-up communications connected to a resource request;
- To administer email subscriptions and preferences;
- To measure website traffic, engagement, downloads, and conversions;
- To understand which videos, pages, referrals, or marketing efforts bring visitors to the website;
- To troubleshoot technical problems;
- To prevent fraud, abuse, unauthorized access, or security threats;
- To enforce our Terms of Use and protect our rights;
- To maintain appropriate business and compliance records;
- To satisfy legal, regulatory, tax, accounting, or reporting obligations; and
- For other purposes disclosed when information is collected.
4. Email and Marketing Communications
When you request a resource, submit a form, subscribe to updates, or otherwise provide your email address, we may send you:
- The resource or information you requested;
- Instructions related to that resource;
- Educational information about real estate bookkeeping;
- Follow-up messages;
- Information about The Real Estate Bookkeeper's services; and
- Other relevant business communications.
You may unsubscribe from promotional emails by selecting the unsubscribe link included in those messages.
Unsubscribing from promotional messages may not prevent us from sending transactional or service-related communications, such as responding to an inquiry, delivering a requested resource, confirming an appointment, or communicating about an existing business relationship.
6. Google Analytics and Website Measurement
We may use Google Analytics and related Google measurement tools to understand how visitors find and use the website.
Google Analytics may collect information such as:
- Pages visited;
- Approximate location;
- Browser and device information;
- Referring source;
- Session activity;
- Events and interactions; and
- Other website usage information.
Google processes this information under its own terms and policies.
We do not intentionally send Social Security numbers, passwords, complete financial account numbers, or other highly sensitive personal information to Google Analytics.
Where available, you may use browser settings, cookie controls, or Google's available opt-out tools to limit Analytics data collection.
7. How We Disclose Information
We do not sell your personal information for money.
We may disclose information in the following circumstances.
A. Service Providers
We may share information with companies that help us operate our business and website, such as providers of:
- Website hosting and deployment;
- Domain name and network services;
- Form processing;
- Databases and data storage;
- Google authentication;
- Email hosting, delivery, and marketing;
- Analytics and website measurement;
- Appointment scheduling;
- Customer relationship management;
- Security and fraud prevention;
- Professional advice; and
- Other business operations.
These providers may process information on our behalf or under their own applicable terms and privacy policies.
B. Professional Advisers
We may disclose information to attorneys, accountants, insurance providers, consultants, and other professional advisers when reasonably necessary to receive professional guidance, operate the business, protect our interests, or comply with legal obligations.
C. Legal and Safety Reasons
We may disclose information when we reasonably believe disclosure is necessary to:
- Comply with a law, regulation, court order, subpoena, or lawful government request;
- Protect the rights, property, safety, or security of our business, users, or others;
- Investigate fraud, abuse, security incidents, or violations of our agreements;
- Enforce our Terms of Use or other agreements; or
- Establish, exercise, or defend legal claims.
D. Business Transfers
Information may be disclosed or transferred as part of a merger, acquisition, financing, reorganization, sale of assets, change of control, bankruptcy proceeding, or other business transaction involving all or part of our business.
E. With Your Direction or Consent
We may disclose information when you direct us to do so, consent to the disclosure, or intentionally interact with a third-party feature.
8. No Sale of Personal Information
We do not currently sell personal information in exchange for monetary payment.
Certain privacy laws define "sale," "sharing," or "targeted advertising" more broadly than an ordinary sale for money. Depending on the website technologies used now or in the future, certain analytics or advertising activities could fall within those broader definitions.
Where required by applicable law, we will provide appropriate notices and methods for exercising available rights.
9. Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this policy, including to:
- Provide requested resources;
- Respond to inquiries;
- Maintain business records;
- Administer communications;
- Evaluate potential service relationships;
- Operate and improve the website;
- Resolve disputes;
- Enforce agreements; and
- Comply with legal, tax, accounting, and regulatory obligations.
Retention periods may vary based on the type of information, how it was collected, whether an ongoing business relationship exists, and applicable legal requirements.
When information is no longer reasonably necessary, we may delete, anonymize, or securely dispose of it, subject to technical, legal, and operational limitations.
10. Data Security
We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, transmission, database, storage system, or security measure is completely secure. We cannot guarantee the absolute security of information submitted to or maintained through the website.
You are responsible for using appropriate caution when transmitting information online and for protecting access to your own accounts and devices.
11. Your Privacy Choices
Depending on your location and applicable law, you may have rights or choices regarding your personal information.
These may include the right to request:
- Confirmation of whether we process your personal information;
- Access to certain personal information;
- Correction of inaccurate information;
- Deletion of certain information;
- A portable copy of certain information;
- Information about categories of information collected or disclosed;
- Opt-out from certain forms of targeted advertising, sale, or profiling; and
- Review of a decision relating to a privacy request.
These rights are not absolute. Exceptions may apply where information must be retained to complete a transaction, comply with law, maintain records, protect legal rights, prevent fraud, or fulfill another lawful purpose.
To submit a privacy request, email:
legal@realestatebookkeeper.com
Please include enough information for us to understand and reasonably verify your request. Do not send sensitive identity documents unless we specifically request them through an appropriate method.
We may need to verify your identity before fulfilling a request. We may also deny or limit a request where permitted by law.
You may use an authorized agent where applicable, although we may request evidence of the agent's authority and may verify your identity directly.
We will not unlawfully discriminate against you for exercising an applicable privacy right.
12. Appeals
If we deny a privacy request and applicable law gives you the right to appeal, you may appeal by emailing:
legal@realestatebookkeeper.com
Use the subject line:
Privacy Request Appeal
Explain the request, our response, and why you believe the decision should be reconsidered.
We will review the appeal and respond as required by applicable law.
13. Texas Privacy Rights
Residents of Texas may have rights under the Texas Data Privacy and Security Act or other applicable Texas privacy laws.
Subject to the law's scope, exceptions, and verification requirements, these rights may include:
- Confirming whether personal data is being processed;
- Accessing personal data;
- Correcting inaccuracies;
- Requesting deletion;
- Receiving certain data in a portable format;
- Opting out of certain sales, targeted advertising, or profiling; and
- Appealing a decision regarding a privacy request.
Texas law contains exceptions and does not apply to every business, person, type of information, or processing activity.
Texas residents may submit requests or appeals through:
14. Privacy Rights in Other States
Residents of other states may have additional privacy rights under applicable state law.
Where such laws apply to us, we will process qualifying requests in accordance with those laws. Rights and exceptions vary by jurisdiction.
You may contact us at legal@realestatebookkeeper.com to ask about your rights or submit a request.
15. International Visitors
The website is operated from the United States and is primarily intended for users in the United States.
If you access the website from another country, your information may be transferred to, stored in, and processed in the United States or other countries where our service providers operate.
Data protection laws in those locations may differ from those in your country.
16. Third-Party Websites and Services
The website may contain links to or integrations with third-party websites and services, including:
- Google;
- YouTube;
- QuickBooks or Intuit;
- Scheduling providers;
- Email providers;
- Social media platforms; and
- Other business or technology services.
We do not control the privacy, security, content, or practices of third parties. This Privacy Policy does not apply to information collected independently by those third parties.
Review the applicable third party's privacy policy before providing information or using its services.
17. QuickBooks and Intuit
The website may include educational content, demonstrations, or resources relating to QuickBooks products.
QuickBooks and Intuit are trademarks of Intuit Inc.
Unless expressly stated otherwise, The Real Estate Bookkeeper is not affiliated with, sponsored by, or endorsed by Intuit Inc.
If you follow a link to an Intuit service or provide information directly to Intuit, Intuit's own privacy practices will apply.
18. Children's Privacy
The website is intended for adults, business owners, real estate investors, bookkeepers, and other professionals.
It is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
If you believe a child under 13 has submitted personal information to us, contact legal@realestatebookkeeper.com so we can review and address the matter.
19. Do Not Track Signals
Some browsers provide "Do Not Track" signals or similar mechanisms.
Because there is not currently a universally accepted standard governing how websites must respond to all such signals, the website may not respond to every browser-based Do Not Track signal.
Where required by applicable law, we will recognize and respond to supported opt-out preference signals.
20. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in:
- Our website;
- Business operations;
- Data practices;
- Service providers;
- Technology;
- Legal requirements; or
- Other relevant circumstances.
When we update the policy, we will post the revised version on this page and change the effective date at the top.
Changes apply prospectively from the stated effective date unless otherwise required by law.
We encourage you to review this page periodically.
22. Contact Us
Questions, concerns, and privacy requests may be sent to:
Lochside LLC d/b/a The Real Estate BookkeeperWebsite: realestatebookkeeper.com
Email: legal@realestatebookkeeper.com