Privacy Policy

CTAPP Compliance
Operated by Irvine Bookkeeping, Inc.
8317 Painter Ave Ste 4
Whittier, CA 90602

Phone: (949) 803-8822
Email: [email protected]
Website: https://www.ctappcompliance.com/

Effective Date: November 10, 2026

CTAPP Compliance ("CTAPP," "we," "us," or "our"), operated by Irvine Bookkeeping, Inc., respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains what information we collect through our website, how we use and share it, and the choices available to individuals who contact us or use our services.

This policy applies to https://www.ctappcompliance.com/ and related website forms, consultation bookings, and communications.

1. About CTAPP Compliance

CTAPP Compliance is an independent bookkeeping service provider serving California law firms and legal professionals.

Our services include:

IOLTA bookkeeping

Monthly three-way trust-account reconciliation

Trust-account cleanup and record restoration

Bookkeeping consultations

CTAPP Compliance is not a law firm or CPA firm and is not affiliated with, endorsed by, or operated by the State Bar of California.

2. Information We Collect

We collect information that you voluntarily provide when contacting us, requesting services, or scheduling a consultation.

Contact Information

This may include your name, work email address, phone number, and law firm or practice name.

Service Information

This may include the bookkeeping service you need, how far behind your trust-account books are, firm size, practice-management software used, and information you enter in the "What do you need help with?" field.

Booking Information

We collect the consultation date and time you select when scheduling an appointment.

Communications

We may retain communications relating to your enquiry or engagement, including emails, form submissions, calendar bookings, and chat messages if you use our website chat.

Website Information

If standard website analytics are enabled, we may collect information about pages visited and basic technical information, such as browser type and approximate geographic location.

Sensitive Financial and Client Information

Our public website forms do not request client names, client trust-account numbers, or bank account details.

Please do not submit confidential client information, banking credentials, trust-account details, or other sensitive financial records through our public website forms or chat.

If sensitive information is necessary for a professional engagement, CTAPP Compliance will provide instructions for an appropriate secure method of sharing it.

3. How We Use Your Information

We use information collected through our website and communications for the following purposes:

Responding to enquiries and requests for information

Preparing and providing service quotes

Scheduling and managing consultations

Providing bookkeeping services for clients who engage CTAPP Compliance

Sending appointment reminders and appropriate follow-up communications relating to an enquiry or engagement

Improving our website and services

Meeting applicable legal, accounting, and record-keeping obligations

We use personal information for legitimate business purposes associated with the services described in this policy.

4. How We Share Information

CTAPP Compliance does not sell personal information or share personal information with third parties for their own marketing purposes.

We may disclose information in the following limited circumstances:

Website and Scheduling Provider

We use GoHighLevel to support our website operations, process contact forms, and manage consultation bookings.

Website Service Providers

Information may be shared with service providers who assist with website operations when reasonably necessary to perform those functions and subject to appropriate confidentiality obligations.

Legal Requirements and Protection of Rights

We may disclose information when required by applicable law or lawful legal process, or when reasonably necessary to protect CTAPP Compliance's legal rights.

We do not share personal information for cross-context behavioral advertising.

5. Text Messages (SMS) and Consent

CTAPP Compliance may provide optional text-message communications relating to enquiries, consultations, appointments, and professional engagements.

Our website forms include a "receive messages" checkbox that is not selected by default.

If you provide your mobile phone number and affirmatively select that checkbox, you consent to receive text messages from CTAPP Compliance consistent with the consent provided.

These messages may include appointment reminders and follow-up messages about your enquiry, consultation, or engagement.

SMS Terms:

Message frequency varies depending on your enquiry or engagement.

Message and data rates may apply.

To opt out of text messages, reply STOP to any message.

For assistance, reply HELP or contact CTAPP Compliance at (949) 803-8822 or [email protected].

Consent is not a condition of purchase. You may contact us or schedule a consultation by telephone or email without agreeing to text messages.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Submitting a website form does not, by itself, constitute consent to receive promotional or marketing text messages.

Where marketing text messages require separate consent, CTAPP Compliance will obtain the appropriate consent before sending them.

We will honor applicable opt-out requirements.

6. How Long We Keep Information

CTAPP Compliance retains enquiry, consultation, and engagement information for as long as reasonably necessary to fulfill the purposes described in this policy.

Certain records may be retained for additional periods when required by applicable legal, accounting, contractual, or record-keeping obligations.

You may request deletion of your enquiry information by contacting [email protected].

We will delete information when appropriate, unless retention is required for legal compliance, an active engagement, or another applicable legal obligation.

We do not promise immediate or automatic deletion of records that we are legally required to retain.

7. Your Privacy Choices

You may contact CTAPP Compliance to:

Ask what personal information we hold about you

Request correction of inaccurate personal information

Request deletion of enquiry information, subject to applicable retention requirements

Opt out of text messages by replying STOP

Opt out of marketing emails using the unsubscribe instructions included in those messages

To submit a privacy-related request, email [email protected].

We may take reasonable steps to verify your identity or authority before processing a request involving personal information.

8. California Privacy Rights

California residents may have privacy rights under applicable California law, including, where relevant, the California Consumer Privacy Act as amended by the California Privacy Rights Act.

Depending on the law's applicability and any statutory exceptions, these rights may include:

Right to Know: Request information about personal information collected, used, or disclosed.

Right to Delete: Request deletion of certain personal information, subject to applicable exceptions.

Right to Correct: Request correction of inaccurate personal information.

Right to Opt Out: Opt out of the sale or sharing of personal information where applicable.

Right to Non-Discrimination: Exercise applicable privacy rights without unlawful discriminatory treatment.

CTAPP Compliance does not sell personal information and does not share it for cross-context behavioral advertising.

Accordingly, we do not currently offer a sale or sharing opt-out mechanism for activities we do not conduct.

California residents may submit privacy requests by contacting [email protected] or (949) 803-8822.

We will review and respond to applicable requests in accordance with governing law.

9. Information Security

CTAPP Compliance uses reasonable administrative and technical safeguards designed to protect personal information against unauthorized access, misuse, disclosure, or alteration.

However, no website, electronic communication system, or method of transmitting or storing information can be guaranteed to be completely secure.

Please do not transmit sensitive client records, trust-account information, bank account details, passwords, or financial credentials through our public contact forms or website chat.

When sensitive documentation is required for an engagement, we will provide instructions for sharing it through an appropriate secure method.

10. Children's Privacy

Our website and services are intended for California law firms, legal professionals, and their authorized staff.

They are not intended for individuals under 18 years of age.

We do not knowingly solicit personal information from children under 18.

If we become aware that a child has submitted personal information through our website, we may take appropriate steps to remove that information, subject to applicable legal obligations.

11. Changes to This Privacy Policy

CTAPP Compliance may update this Privacy Policy periodically to reflect changes in our business practices, website operations, or applicable legal requirements.

When changes are made, we will revise the effective date displayed at the beginning of this policy.

The current version will be available on this page.

12. Contact Information

For questions about this Privacy Policy or requests relating to your personal information, please contact:

CTAPP Compliance
Operated by Irvine Bookkeeping, Inc.

8317 Painter Ave Ste 4
Whittier, CA 90602

Phone: (949) 803-8822
Email: [email protected]
Website: https://www.ctappcompliance.com/

Effective Date: November 10, 2026

© 2026 CTAPP Compliance. All rights reserved.