CarrollWood Integrated Services LLC

Professional Services & Software for Growing Businesses

Privacy Policy

How CarrollWood Integrated Services LLC collects, uses, and protects your information.

Effective Date: June 11, 2026  |  Last Updated: June 11, 2026

1. Who We Are

CarrollWood Integrated Services LLC ("we," "us," or "our") is a professional services and software company based in the San Francisco Bay Area, California. We provide bookkeeping services, IT consulting, and subscription-based software products including CarrollWood Easy Inventory App and CWIS Intersect.

This Privacy Policy describes how we collect, use, share, and protect information about you when you visit our website, use our software applications, or engage us for professional services. By using our website or services, you agree to the practices described in this policy.

Contact: [email protected]

2. Information We Collect

We collect information in the following categories:

Account and Contact Information

When you create an account, subscribe to a product, or contact us, we collect your name, email address, company name, and any other information you provide voluntarily.

Billing and Payment Information

Subscription payments are processed by Stripe. We do not store your full payment card number on our systems. We receive and retain billing-related information such as your name, billing address, the last four digits of your card, and transaction history as needed to manage your subscription.

Usage and Technical Information

When you use our website or applications, we may collect information such as your IP address, browser type, pages visited, and feature usage. This information helps us operate and improve our services.

Third-Party Integrations

Some of our applications connect to third-party platforms (such as QuickBooks Online, PayPal, Amazon, or others) at your direction. We access only the data necessary to provide the service you requested, in accordance with the permissions you grant during the connection process.

3. How We Use Your Information

We use the information we collect to:

  • Create and manage your account and subscription
  • Process payments and send billing-related communications
  • Deliver, operate, and improve our software products and services
  • Respond to your support requests and inquiries
  • Send transactional communications (receipts, renewal notices, service updates)
  • Comply with legal obligations
  • Detect and prevent fraud or abuse

We do not sell your personal information. We do not use your information for advertising or share it with third-party advertisers.

4. Payment Processing

All subscription billing is handled by Stripe, Inc. Stripe acts as our payment processor and handles your payment card data in accordance with their own privacy policy and PCI DSS compliance standards. When you subscribe to one of our applications, you are entering into a billing relationship with CarrollWood Integrated Services LLC, processed through Stripe.

You can review Stripe's privacy policy at stripe.com/privacy.

5. How We Share Information

We share your information only in the following circumstances:

  • Service providers: We use Amazon Web Services (AWS) for hosting and infrastructure, and Stripe for payment processing. These providers have access to information only as necessary to perform their functions and are bound by confidentiality obligations.
  • At your direction: When you connect a third-party integration (e.g., QuickBooks Online, PayPal, Amazon), we share only the information required to establish and maintain that connection.
  • Legal requirements: We may disclose information if required by law, court order, or government authority, or to protect the rights and safety of CarrollWood Integrated Services LLC, our users, or others.
  • Business transfers: If CarrollWood Integrated Services LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you before your information is subject to a different privacy policy.

6. Data Security

We implement reasonable technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. Our infrastructure is hosted on Amazon Web Services and we follow AWS security best practices. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your account and billing information for as long as your account is active or as needed to provide services, resolve disputes, and comply with our legal obligations. If you cancel your subscription, we may retain certain information as required by law or for legitimate business purposes (such as billing records), typically for a period of seven years.

8. Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information (subject to legal retention requirements)
  • Withdraw consent where processing is based on consent

To exercise any of these rights, contact us at [email protected]. We will respond within a reasonable timeframe.

California residents may have additional rights under the California Consumer Privacy Act (CCPA). We do not sell personal information and do not engage in targeted advertising using personal information, as those terms are defined under the CCPA.

9. Cookies

Our website may use cookies or similar technologies for basic functionality and security (such as CAPTCHA verification). We do not use cookies for tracking or advertising purposes. You can configure your browser to refuse cookies, though some parts of the site may not function correctly without them.

10. Children's Privacy

Our services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children. If we learn that we have inadvertently collected such information, we will delete it promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email. Continued use of our services after changes take effect constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

CarrollWood Integrated Services LLC

San Francisco Bay Area, California

[email protected]