Privacy Policy
Effective date: September 20, 2026
TradeFriend Reminder ("TradeFriend Reminder," "we," "us," or "our") provides software that helps local service businesses send an automated text message inviting their customers to leave a review after an invoice is paid. This policy explains what information we collect, how we use it, and the choices you have.
1. Who this policy applies to
This policy covers two groups of people: (a) the business owners who use TradeFriend Reminder to connect their QuickBooks Online and Twilio accounts ("Client Businesses"), and (b) the customers of those businesses who receive a text message through the program ("Recipients").
2. Information we collect
For Client Businesses, we collect and store:
- QuickBooks Online OAuth credentials (access and refresh tokens) needed to read invoice and customer records
- Twilio account credentials needed to send messages on the business's behalf
- Business details used in message content, such as business name and review link
For Recipients, we collect only:
- Mobile phone number, sourced from the Client Business's QuickBooks Online customer record — never collected directly from Recipients or from any third-party list
- First name, used solely to personalize the message greeting
- A record that a message was already sent to that phone number, kept to avoid sending duplicate requests
3. How we use information
We use this information solely to:
- Determine whether an invoice qualifies for a review-request message (paid in full)
- Send a single text message, via Twilio, inviting the Recipient to leave a review
- Avoid re-sending a message to a Recipient who was already messaged within the last 180 days
- Maintain a valid connection to a Client Business's QuickBooks Online account
We do not use Recipient phone numbers or names for advertising, marketing unrelated to the review request, profiling, or any purpose other than delivering the single review-request message described above.
4. SMS consent and data sharing
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the categories of information described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties for any purpose.
We share information only with the vendors required to operate the service: Twilio (to deliver the text message) and Intuit/QuickBooks Online (as the source of invoice and customer data, accessed under the Client Business's own authorization). We do not sell Recipient or Client Business information to anyone.
5. Data retention
A record that a phone number has already received a review-request message is retained for up to 180 days, after which it is automatically deleted and that Recipient becomes eligible to receive a new message on their next paid invoice. QuickBooks Online authorization tokens are retained for as long as the Client Business's account remains active with TradeFriend Reminder.
6. Your choices
Recipients may reply STOP to any message to opt out of all future messages from TradeFriend Reminder, or HELP for assistance. Recipients and Client Businesses may also contact us directly using the information below to ask what data we hold about them or to request its deletion.
7. Security
Credentials and Recipient data are stored using Cloudflare's encrypted storage products. Access to this data is limited to the systems required to operate the messaging pipeline.
8. Changes to this policy
We may update this policy from time to time. Material changes will be reflected by updating the effective date at the top of this page.
9. Contact us
Questions about this policy or your data? Email farber.daniel.m@gmail.com.