Legal

Privacy Policy

Last updated: July 4, 2026

Caravoe (“Caravoe,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit caravoe.com, contact us through our website, schedule a consultation, or otherwise interact with us online.

By using this website, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information in the following ways:

Information You Provide Directly

You may choose to provide personal information when you:

  • Submit a contact form
  • Request a quote, consultation, or schedule an appointment
  • Use an embedded scheduling calendar
  • Communicate with us by phone, email, text message, or other methods
  • Provide information related to your business, bookkeeping, or financial operations

This information may include:

  • Name
  • Email address
  • Phone number
  • Business name and details
  • Financial software information (if applicable)
  • Appointment details
  • Message content
  • Any additional information you choose to submit

2. Website Analytics and Usage Information

We may use analytics tools to help us understand website visitation, page performance, traffic patterns, and content engagement.

Analytics tools may collect information such as:

  • Pages visited
  • Time spent on pages
  • Device and browser information
  • Approximate geographic location
  • Referring website or traffic source
  • Interactions with website content

We use this information to improve our website, understand which content is useful to visitors, and evaluate website performance. We do not use analytics data for third-party paid advertising campaigns, and we do not sell analytics data.

3. Cookies and Similar Technologies

Our website uses cookies and similar technologies to support website functionality and analytics.

These cookies help the website function properly and help us understand how visitors use the site. You can manage or block cookies through your browser settings, though some website features may not function properly if cookies are disabled.

4. Contact Forms and Scheduling Tools

Caravoe may use embedded third-party tools, including GoHighLevel and scheduling software, to provide website contact forms, appointment scheduling, and related communications.

When you submit a form or schedule an appointment through an embedded tool, the information you provide may be processed by that third-party platform on behalf of Caravoe. This may include your name, email address, phone number, business details, appointment details, message content, and related communication preferences.

We use this information to respond to inquiries, schedule consultations, provide requested services, manage client communications, and follow up regarding bookkeeping or related financial operations services.

5. Text Messaging and Communication Consent

If you provide your phone number and choose to opt in, Caravoe may send text messages related to services, appointments, bookkeeping updates, or promotional updates.

Caravoe may provide separate consent options for:

  • Non-marketing text messages, such as appointment reminders, onboarding updates, service-related communications, or messages about your financial reports.
  • Marketing and promotional text messages, such as special offers, updates, or promotional communications.

Consent to receive marketing text messages is not required to use Caravoe services. Message frequency may vary. Message and data rates may apply.

You may opt out of text messages by replying STOP. You may request help by replying HELP.

Caravoe does not sell or share mobile opt-in information with third parties for their own marketing or promotional purposes. We may share information with service providers, messaging platforms, telecommunications providers, or other vendors as necessary to deliver messages and manage communications on our behalf.

6. How We Use Information

We may use collected information to:

  • Respond to inquiries
  • Schedule consultations and onboarding sessions
  • Provide bookkeeping, reporting, and financial operations services
  • Communicate with clients and prospective clients
  • Send service-related messages and financial reports
  • Send marketing messages where permitted and consented to
  • Improve website content, usability, and performance
  • Monitor website security and functionality
  • Maintain business records
  • Comply with applicable legal, regulatory, or professional obligations

7. How We Share Information

We do not sell personal information.

We may share information with:

  • Website hosting providers
  • Website maintenance and security providers
  • Analytics providers
  • Customer relationship management and communication platforms, such as GoHighLevel
  • Scheduling tools
  • Email, SMS, or telecommunications service providers
  • Professional advisors
  • Government, regulatory, or legal authorities when required by law or necessary to protect our rights

Service providers are used to help us operate the website, manage communications, provide services, or maintain business operations.

8. Data Security

We take reasonable administrative, technical, and organizational measures to help protect information submitted through the website. However, no website, email, form, analytics tool, or online communication method is completely secure.

9. Data Retention

We retain information for as long as reasonably necessary to respond to inquiries, provide services, maintain business records, comply with legal or professional obligations, resolve disputes, and operate our business.

Retention periods may vary depending on the type of information, the purpose for collection, and applicable legal or professional requirements.

10. Your Choices

Depending on your location and applicable law, you may have the right to request access to, correction of, deletion of, or limitations on the use of certain personal information.

You may also:

  • Disable or delete cookies through your browser settings
  • Opt out of marketing emails by using the unsubscribe link, where available
  • Opt out of text messages by replying STOP
  • Contact Caravoe to update or correct information you previously provided

11. Children's Privacy

This website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13.

12. Links to Third-Party Websites

Our website may include links to third-party websites or embedded third-party tools. Caravoe is not responsible for the privacy practices, security, or content of third-party websites or platforms.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Your continued use of the website after changes are posted means you accept the updated policy.

14. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Caravoe

Email: privacy@caravoe.com