Privacy Policy

Privacy Policy

Last Updated: April 5, 2026

BooleanBooks ("BooleanBooks," "we," "our," or "us") provides invoicing, billing, payment request, customer record, reporting, and related business software and services (collectively, the "Service").

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you access or use the Service, visit our website, communicate with us, or otherwise interact with BooleanBooks.

By using the Service, you acknowledge that you have read and understood this Privacy Policy.

1. Scope

This Privacy Policy applies to personal information collected by BooleanBooks in connection with:

  • our website;
  • user registration and account administration;
  • subscription, billing, and payment-related administration;
  • invoicing, reminder, and communication delivery tools;
  • support, abuse reporting, and security investigations; and
  • other features, content, and operations of the Service.

This Privacy Policy does not apply to third-party websites, platforms, or services that are not operated by BooleanBooks, even if they are linked to or integrated with the Service. Those third parties have their own terms and privacy policies.

2. Personal Information We Collect

We may collect the following categories of personal information.

2.1 Information You Provide Directly

When you create an account, subscribe, contact us, or use the Service, you may provide information such as:

  • your name;
  • email address;
  • phone number;
  • mailing address;
  • account login credentials;
  • company or organization name;
  • business contact details;
  • billing information;
  • tax-related information;
  • support requests, messages, and feedback; and
  • any other information you choose to submit to us.

2.2 Account, Billing, and Transaction Information

Depending on how you use the Service, we may collect or receive:

  • subscription details;
  • billing addresses;
  • payment status and limited payment-related metadata;
  • transaction history;
  • invoices, quotes, sales records, and payment requests;
  • customer, vendor, and contact records you upload or create; and
  • related business records and settings.

We generally use third-party payment processors to process payments. We do not store full payment card numbers unless expressly stated otherwise.

2.3 Information Collected Automatically

When you use the Service or visit our website, we may automatically collect:

  • IP address;
  • browser type and version;
  • device type and operating system;
  • approximate location derived from IP;
  • referring URLs;
  • pages viewed;
  • actions taken within the Service;
  • access times;
  • login events;
  • cookie identifiers; and
  • other diagnostic, technical, and usage information.

We collect IP addresses, device information, login history, and related technical data to operate and secure the Service, detect and prevent fraud, spam, abuse, and unauthorized access, troubleshoot issues, maintain audit logs, and comply with legal obligations. Depending on how you use the Service, IP addresses and similar technical data may also be stored with certain records we maintain for security and accountability (for example, activity logs, invoices, and organization subscription records, where applicable). We limit this collection to what we reasonably need for these purposes and do not use such information for unrelated advertising or profiling.

2.4 Communications and Support Information

If you contact us, submit an abuse report, respond to a security request, or otherwise communicate with us, we may collect:

  • the contents of your communications;
  • attachments or screenshots you provide;
  • contact information;
  • support history;
  • complaint details; and
  • related account or technical records.

2.5 Information from Third Parties

We may receive information from third parties, including:

  • payment processors;
  • identity, authentication, or fraud-prevention providers;
  • email or messaging delivery providers;
  • analytics providers;
  • integration partners you choose to connect; and
  • business partners or service providers acting on our behalf.

The information we receive depends on the third party, your settings, and the features you use.

3. How We Use Personal Information

We may use personal information for the following purposes:

3.1 To Provide and Operate the Service

We use personal information to:

  • create and manage accounts;
  • authenticate users;
  • provide invoicing, reporting, reminder, and related features;
  • maintain account settings and preferences;
  • process subscriptions and account administration; and
  • provide customer support.

3.2 To Deliver Invoices, Reminders, and Related Communications

We use account, contact, and message-related data to:

  • create, send, schedule, and track invoices, reminders, receipts, payment requests, and related communications;
  • deliver messages through supported channels;
  • maintain delivery logs and communication history; and
  • enable workflow automations you configure.

3.3 To Secure the Service and Prevent Abuse

We use personal information and related metadata to:

  • detect, prevent, investigate, and respond to fraud, spam, phishing, impersonation, fake invoices, unauthorized access, and abuse of the Service;
  • verify identity, business legitimacy, domain control, sender authenticity, or authority to use certain features;
  • review complaints from recipients, customers, vendors, partners, or third parties;
  • enforce our Terms of Service, Acceptable Use rules, and other policies;
  • preserve evidence, logs, and records related to security incidents or abuse investigations; and
  • protect BooleanBooks, our users, recipients, service providers, and the public.

This may include use of account information, business details, invoice content, sender and recipient information, IP addresses, device identifiers, login history, delivery metadata, complaint reports, and support communications.

3.4 To Improve and Maintain the Service

We use personal information to:

  • troubleshoot issues;
  • analyze performance and usage trends;
  • develop new features;
  • improve reliability, safety, and usability; and
  • test, monitor, and maintain the Service.

3.5 To Communicate With You

We may use personal information to send:

  • service-related notices;
  • security alerts;
  • account notices;
  • billing and subscription communications;
  • support responses;
  • policy updates; and
  • marketing communications where permitted by law.

You may opt out of non-essential marketing communications using the unsubscribe link or by contacting us. You may still receive transactional or service-related messages.

3.6 To Comply With Legal Obligations

We may use personal information to:

  • comply with applicable law, regulations, legal process, court orders, and lawful requests;
  • maintain business, tax, accounting, and audit records;
  • respond to disputes, complaints, and enforcement matters; and
  • establish, exercise, or defend legal claims.

4. Our Legal Basis or Grounds for Processing

Where required by applicable law, we process personal information based on one or more of the following:

  • your consent;
  • performance of a contract with you;
  • compliance with legal obligations;
  • our legitimate interests, including operating, securing, improving, and enforcing the Service; and
  • other grounds permitted by law.

5. How We Disclose Personal Information

We may disclose personal information in the following circumstances.

5.1 Service Providers

We may disclose personal information to vendors and service providers that help us operate the Service, such as providers of:

  • cloud hosting and storage;
  • payment processing;
  • analytics;
  • customer support systems;
  • email or message delivery;
  • authentication and security tools;
  • fraud prevention and abuse monitoring; and
  • infrastructure, logging, and monitoring services.

These providers are authorized to access personal information only as needed to perform services for us or on our behalf, subject to contractual or legal restrictions where applicable.

5.2 Integrations and Features You Enable

If you connect third-party services or enable integrations, we may disclose relevant information to those providers as necessary to operate the integration or feature you requested.

5.3 Business Transfers

We may disclose or transfer information in connection with an actual or proposed merger, financing, acquisition, restructuring, sale of assets, bankruptcy, or similar corporate transaction.

5.4 Legal Compliance and Protection

We may disclose personal information where we believe disclosure is appropriate or permitted by law, including to:

  • comply with legal obligations, court orders, subpoenas, or lawful requests;
  • respond to regulators or law enforcement;
  • investigate suspected fraud, abuse, impersonation, phishing, spam, or unlawful conduct;
  • protect the rights, property, safety, and security of BooleanBooks, our users, recipients, service providers, or others; and
  • enforce our agreements and policies.

5.5 With Your Direction or Consent

We may disclose personal information when you direct us to do so or when you otherwise consent.

6. Customer Data and Your Responsibilities

The Service allows users to upload, create, store, and send data about other individuals and businesses, including customers, vendors, recipients, and contacts.

If you use the Service to submit or process information about other people, you are responsible for:

  • having the right to collect, use, disclose, and submit that information;
  • providing any required notices;
  • obtaining any required consents or permissions; and
  • ensuring your use of the Service complies with applicable privacy, anti-spam, consumer protection, and other laws.

BooleanBooks may process that information on your instructions and as necessary to operate, secure, support, and enforce the Service.

7. Cookies and Similar Technologies

We use cookies and similar technologies to operate, secure, analyze, and improve the Service.

These technologies may be used to:

  • keep you signed in;
  • remember preferences;
  • maintain sessions;
  • measure traffic and usage patterns;
  • detect abuse or suspicious activity; and
  • support analytics and product improvement.

You can control certain cookies through your browser or device settings. Blocking some cookies may affect Service functionality.

8. Analytics and Marketing

We may use analytics tools to understand how users interact with our website and Service. These tools may collect usage data, device data, browser information, and cookie identifiers.

We may also send promotional communications where permitted by law. You can opt out of marketing emails at any time, but you will still receive transactional, account, billing, legal, and security messages where necessary.

We do not sell personal information in the ordinary meaning of that term.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • provide and maintain the Service;
  • maintain account history and business records;
  • comply with legal, tax, accounting, and regulatory obligations;
  • resolve disputes;
  • enforce our agreements; and
  • detect, prevent, and investigate fraud, abuse, and security incidents.

Retention periods may vary depending on the type of information, the nature of the account, applicable legal requirements, and whether the information is subject to a complaint, dispute, investigation, or legal hold.

Security, fraud-prevention, and audit information (which may include IP addresses and similar technical identifiers in logs or stored with account-related records) is retained only as long as reasonably necessary for those purposes, unless a longer period is required for legal compliance, dispute resolution, or an active investigation or legal hold.

When accounts are closed, we may delete or de-identify personal information within a reasonable period, except where retention is necessary for backups, fraud prevention, security, legal compliance, dispute resolution, enforcement, or legitimate business recordkeeping.

10. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, and disclosure.

These measures may include:

  • encryption in transit;
  • access controls;
  • authentication safeguards;
  • logging and monitoring;
  • limiting internal access to logs and monitoring data that may contain IP addresses or similar technical identifiers;
  • backup and recovery measures; and
  • security review and incident response processes.

No method of transmission over the internet and no storage system is completely secure. As a result, we cannot guarantee absolute security.

You are responsible for maintaining the confidentiality of your credentials and for using appropriate internal controls and device security.

11. Security Incidents and Breach Response

If we become aware of a breach of security safeguards affecting personal information, we may investigate, contain, remediate, and document the incident.

Where required by applicable law, we may notify affected individuals, regulators, law enforcement, or other parties.

We may retain records relating to security incidents, complaints, investigations, and remediation efforts as required by law or as reasonably necessary to protect the Service and affected parties.

12. International Processing

BooleanBooks and our service providers may process or store personal information in countries outside your province, territory, state, or country of residence.

As a result, personal information may be accessible to courts, law enforcement, national security authorities, or regulators in those jurisdictions in accordance with local law.

Where required by applicable law, we use appropriate safeguards for cross-border processing.

13. Your Rights and Choices

Depending on your location and applicable law, you may have the right to:

  • access personal information we hold about you;
  • request correction of inaccurate or incomplete information;
  • request deletion of certain personal information;
  • withdraw consent where processing is based on consent;
  • object to or request restriction of certain processing;
  • request a copy of certain personal information; and
  • opt out of marketing communications.

These rights are not absolute and may be limited by law, technical feasibility, security considerations, legal retention requirements, and the rights of others.

To make a request, contact us using the details below. We may need to verify your identity before responding.

14. Children's Privacy

The Service is intended for businesses and adults. It is not directed to children under 18, and we do not knowingly collect personal information directly from children under 18 for the Service.

If you believe a child has provided personal information to us inappropriately, contact us and we will review the matter.

15. Third-Party Services and Links

The Service may contain links to third-party websites, products, or services, or may integrate with third-party providers.

We are not responsible for the privacy, security, or data handling practices of third parties that are not controlled by BooleanBooks. We encourage you to review their privacy policies before using their services.

16. Region-Specific Disclosures

Certain jurisdictions may provide additional rights or require additional disclosures. Where applicable, BooleanBooks will provide those rights and disclosures as required by law.

This may include rights available under privacy laws in Canada, certain U.S. states, the European Economic Area, the United Kingdom, or other jurisdictions, to the extent such laws apply.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make material changes, we may provide notice by posting the updated Privacy Policy, sending an email, displaying an in-product notice, or using another appropriate method.

The "Last Updated" date at the top indicates when this Privacy Policy was most recently revised.

18. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Privacy Contact: privacy@booleanbooks.com

Security / Abuse: abuse@booleanbooks.com or security@booleanbooks.com

Support: support@booleanbooks.com

If you submit a privacy request, please include enough information for us to understand your request and verify your identity where necessary.