Privacy Policy
Last updated: September 7, 2025
This Privacy Policy outlines how ClearJournals LLC (“Company,” “We,” “Us,” or “Our”) collects, uses, and discloses your information when you use our Service. It also informs you of your privacy rights and legal protections.
Interpretation and Definitions
CLEARJOURNALS LLC
LANCE OBERLIN
7055 Old Katy Rd
Suite #538
Houston, TX 77024
Personal Data We Collect
We collect information in the following categories (email, name, usage data, etc.), including data collected from Third-party Social Media Services like LinkedIn, Facebook, Google, and others.
We also collect financial and business information when you engage us for bookkeeping services. This may include general ledger records, bank statements, payroll data, transaction logs, and other documents relevant to accounting and financial tracking.
Use of Your Data
Your personal and business data may be used for:
– Operating and maintaining the service
– Bookkeeping, reconciliations, financial reporting, and related services
– Account management
– Contract performance
– Communication (email, phone, SMS, etc.)
– Marketing, promotions, analytics
– Business transfers and legal compliance
Special Data Handling for Legal Bookkeeping Clients
If you are a law firm or solo legal practitioner, we recognize the heightened need for confidentiality and security:
– All data related to trust/IOLTA accounting, client billing, and financial records will be handled with strict confidentiality.
– Although we are not attorneys and are not bound by attorney-client privilege, we commit to treating client-related financial information with the same standard of care expected in legal practice environments.
Disclosure and Sharing
We may disclose data to:
– Service providers (e.g., QuickBooks Online, Clio, PracticePanther, Mailchimp, HubSpot, GetResponse)
– Affiliates
– Business partners
– Other users (as applicable)
– Legal authorities
– In the event of a merger or acquisition
All third-party providers are bound by their own privacy policies and terms of service. We encourage you to review those separately.
Tracking Technologies
We use cookies and similar tracking technologies for analytics and functionality. Users can manage cookie settings via their browser.
Data Security Practices
We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial data, including:
– Industry-standard encryption
– Secure cloud storage
– Access controls based on job roles
– Regular internal review of access permissions
Data Retention
Bookkeeping and financial records may be retained for a minimum of seven (7) years in compliance with IRS and regulatory standards, unless otherwise required by law or explicitly requested by you in writing.
Communication Security
Sensitive financial documents may be shared via encrypted email or secure document-sharing platforms. Clients are encouraged to avoid sending sensitive information over unsecured email or SMS.
Your Rights
ClearJournals LLC does not sell your personal data to third parties. We only use your information for the purposes outlined in this Privacy Policy.
If you are a California resident or EU/EEA resident, you have the right to access, delete, limit, or correct your data. Requests should be submitted via lance@clearjournals.com.
Children’s Privacy
ClearJournals LLC does not knowingly collect information from anyone under the age of 13.
Updates
We reserve the right to update this Privacy Policy. The latest version will always be posted on our website.
Contact Us
Email: lance@clearjournals.com