Privacy Policy

Effective Date: January 21, 2026

At NextGen Mobile Notary & Books LLC, we value the trust you place in us. This policy outlines how we handle your personal information across our bookkeeping, mobile notary, and loan signing services.

Information We Collect

To provide our services, we collect the following categories of information:

Identifiers: Name, email address, phone number, and physical address.
Business & Financial Data: Company details, service interests, and payment information (processed securely via QuickBooks, Zelle or Venmo).
Notary-Specific Information: During notary or loan signing appointments, we may view sensitive identification (e.g., Driver’s Licenses) as required by California law.
Technical Data: IP address, browser type, and website usage collected via HubSpot and analytics tools.

How We Use Your Information

Your data is used strictly to:

Provide and manage requested services.
Schedule appointments via Calendly and send reminders.
Process payments and maintain accurate bookkeeping records.
Comply with legal obligations, including California Notary Public requirements.

Third-Party Sharing

We do not sell, rent, or lease your personal information to third parties. We share data only with trusted service providers (HubSpot, Calendly, Venmo, Zelle and QuickBooks) necessary to operate our business, or when required by law.

California Privacy Rights & Disclosures

Do Not Track: Our website does not currently respond to "Do Not Track" signals from your browser.
Minors: Our services are not directed to individuals under the age of 13. We do not knowingly collect data from children.
Shine the Light: California residents may request a list of any personal data shared with third parties for marketing purposes; however, we do not share your data for these purposes.

Data Retention & Security

We maintain your information only as long as necessary to fulfill business purposes or comply with legal mandates (such as the retention of Notary Journals). While we implement industry-standard security measures, please be aware that no transmission over the internet is 100% secure.

Your Rights

You may request to access, correct, or delete your personal data at any time. Please note that certain data related to notary acts must be retained by law and may be exempt from deletion requests.

To exercise these rights, please contact us at: Email: info@nextgenmobilenotaryandbooks.com

Updates to This Policy

We may update this policy to reflect changes in our practices. Updates will be posted here with a revised "Effective Date."