Privacy Policy & SMS Terms and Conditions

Christopher Zepplin Bookkeeping | Zepplin Bookkeeping

Effective Date: October 18, 2026

Our Commitment to Privacy

Zepplin Bookkeeping respects your privacy and is committed to handling your personal and business information responsibly. This policy explains how information is collected, used, protected, and managed, including information associated with text messaging.

Information We Collect

We may collect your name, email address, telephone number, mailing address when provided, business contact information, and details you voluntarily share when contacting us.

When providing bookkeeping services, we may also collect financial and accounting information necessary to fulfill our agreed responsibilities.

For SMS communications, we may maintain records of your mobile number, messaging preferences, and consent.

How We Collect and Use Information

Information may be collected directly through telephone conversations, text messages, emails, in-person discussions, and client service agreements.

We use this information to respond to inquiries, schedule appointments, provide bookkeeping services, communicate with clients, and deliver requested financial reporting or service updates.

We do not send unsolicited promotional or marketing text messages.

Information Sharing

Customer information is not sold or shared with third parties or affiliates for marketing or promotional purposes.

Mobile opt-in information and text messaging consent are not shared with third parties or affiliates for any purpose.

Other business information may be shared with authorized service providers or professional advisers when necessary to provide agreed services, or when required by law. Any such sharing excludes mobile opt-in and messaging consent information.

Data Security and Retention

We take reasonable measures to protect information against unauthorized access, disclosure, and misuse.

Information is retained as needed to provide services, maintain appropriate business records, and meet applicable legal obligations. You may request correction or deletion of your personal information, subject to applicable recordkeeping requirements.

SMS Messaging Terms and Conditions

Christopher Zepplin Bookkeeping respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your information.

1. Data Collection: We collect your name, email address, mobile phone number, and mailing address if provided. Information may be collected through our website contact form, email, telephone conversations, or in-person communications.

2. Data Usage: We use your SMS contact information to send informational messages regarding bookkeeping inquiries, scheduling, client support, and requested service updates. We do not send promotional or marketing messages.

3. Data Security: We use reasonable security measures to protect your information from unauthorized access.

4. Data Retention: We retain your information for as long as necessary to provide services and meet applicable recordkeeping requirements. You may request deletion of eligible personal information at any time.

5. Message and Data Rates: MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages.

6. Message Frequency: Messages may recur, and message frequency varies depending on communication needs.

7. Contact: Contact Christopher Zepplin Bookkeeping at (608) 721-7221 or christopherzepplin@gmail.com for assistance or to stop receiving messages.

8. Opt-Out: You may unsubscribe at any time by replying STOP or UNSUBSCRIBE to (608) 721-7221. You may also contact us by email to request removal. You will receive an SMS confirmation of your opt-out request. 

9. Help: Reply HELP for additional assistance. You can also contact us at (608) 721-7221 or christopherzepplin@gmail.com.

10. Carrier Non-Liability: Carriers are not liable for delayed or undelivered messages.

11. Non-Sharing: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties or affiliates. Information sharing with authorized service providers for necessary support services is permitted, excluding the sale or sharing of SMS consent for marketing purposes.

Contact Us

For questions about this policy, your personal information, or our communications practices, contact:

Christopher Zepplin
Zepplin Bookkeeping
Madison, Wisconsin
Phone: (608) 721-7221
Email: christopherzepplin@gmail.com