Privacy Policy
Effective Date: March 3, 2026
Forgera Group LLC (“Forgera,”, “Forgera Bookkeeping” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains, in plain language, what information we collect, how we use it, how we share it, and the choices you have. It applies to visitors, prospects, customers, and users of our website and services.
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Information We Collect
We may collect personal information, business information, and usage data in connection with operating our website, providing our services, and communicating with you.
This may include contact details, professional or business information and documents you choose to share, financial or operational information needed for bookkeeping, analysis, or consulting services, communications you send to us, technical and usage information collected through cookies and analytics, information from third‑party systems that support our operations, and any other information you voluntarily provide.
We collect only the information reasonably necessary for business operations, communication, service delivery, regulatory compliance, security, and improvement.
We do not store payment card information. All payment processing is handled securely by third‑party payment processors.
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How We Collect Information
We collect information directly from you (for example, through website forms, scheduling tools, or when you contact us), automatically through cookies, logs, and analytics when you use our website, and from third‑party platforms and integrations that support our operations (such as CRM, analytics, communications, scheduling, or financial tools).
We may also receive information contained in documents you share to support consulting, financial, or operational work. Our collection methods may evolve as we adopt new tools and services.
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How We Use Information
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Provide, operate, and improve our services.
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Communicate with you and respond to inquiries.
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Send administrative and transactional messages (such as appointment confirmations and service updates).
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Support business operations and customer relationship management.
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Analyze website and service performance.
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Maintain legal and contractual documentation and comply with legal, tax, and regulatory obligations.
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Protect our services and users, including security monitoring, fraud prevention, and incident response.
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Use aggregated or de‑identified information for analytics and service improvement.
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SMS/Text Messaging
If you opt in, we may send text messages related to scheduling, service communications, updates, or marketing where permitted. You can opt out at any time by replying STOP.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt‑in data and consent; this information will not be shared with any third parties.
We do not sell, rent, or disclose SMS opt‑in data to third parties.
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How We Share Information
We do not sell personal information. We share information only as described below:
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Service providers and vendors that operate our website, systems, and business processes (including hosting, analytics, CRM, communications, scheduling, and financial tools).
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Payment processors that handle payment information on our behalf.
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Professional advisors such as legal counsel and accountants.
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Authorities, regulators, or other parties when required by law or to protect rights and safety.
Service providers are required to use information only to perform services for Forgera and to maintain appropriate safeguards.
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Security
We use administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle. While no method is completely secure, we take reasonable steps to protect your information. Please avoid sending highly sensitive data through unencrypted channels.
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Data Retention
We retain information only as long as needed to provide services, maintain business records, meet legal and tax obligations, resolve disputes, and enforce agreements. Financial and legal documents may be retained longer where required by law.
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Your Privacy Rights (U.S.)
Depending on your state of residence, you may have rights such as access, deletion, correction, portability, and the ability to opt out of certain processing (for example, targeted advertising). To exercise your rights, contact us using the information in the Contact section. We will verify and respond as required by applicable law.
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Notice to California Residents
California law provides additional rights, including the right to know the categories of personal information we collect and disclose, the right to access, delete, and correct certain information, and the right to opt out of any sale or sharing of personal information. Forgera does not sell personal information. If we engage in activities considered “sharing” under California law (for cross‑context behavioral advertising), we will provide a clear opt‑out mechanism. You will not be discriminated against for exercising your rights.
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International Users & GDPR
We primarily serve U.S.-based companies, but we may process information about individuals outside the United States (for example, employees of our customers). We follow core privacy principles such as lawfulness, fairness, transparency, purpose limitation, data minimization, accuracy, storage limitation, and security. Our legal bases for processing may include contract performance, legitimate interests, legal obligations, and consent (for example, SMS). International transfers may occur through service providers using appropriate safeguards.
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Cookies & Tracking Technologies
We use cookies and similar technologies to operate our website, understand performance, and improve user experience. Cookies may collect device, browser, IP address, and usage information such as pages viewed and time on page.
Types of cookies we may use include:
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Strictly Necessary Cookies – required for core site functions.
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Performance/Analytics Cookies – help us understand how visitors use the site.
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Functional Cookies – remember choices to enhance your experience.
You can manage cookies through your browser settings. Some features may not function properly without certain cookies.
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Children’s Privacy
Our website and services are not directed to children under 18, and we do not knowingly collect information from children.
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Changes to This Policy
We may update this Privacy Policy from time to time. When we make changes, we will revise the Effective Date above and, when appropriate, provide additional notice.
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Contact Us
If you have questions or concerns about this Privacy Policy or our practices, please contact us at:
Forgera Bookkeeping
Email: [email protected]