Rebel Patriot Business Services, LLC Privacy Policy
INTRODUCTION
This Privacy Policy outlines Rebel Patriot Business Services, LLC, including its brands Rescue My IOLTA and Heartland Executive Recruiting ("we," "our," or the "Company"), practices with respect to information collected from users who access our websites at:
rebelpatriotservices.com
rescuemyiolta.com
heartlandexecutiverecruiting.com
or otherwise share personal information with us.
GROUNDS FOR DATA COLLECTION
We collect and process personal information for the following purposes:
• Responding to inquiries and requests for information
• Scheduling consultations and discovery calls
• Providing bookkeeping, payroll, CFO, recruiting, trust accounting, IOLTA reconciliation, and related services
• Maintaining client accounts and records
• Complying with legal, financial, and regulatory obligations
• Protecting our legitimate business interests
• Improving our websites, services, and user experience
• Sending educational content, newsletters, and marketing communications where permitted by law and with appropriate consent
WHAT INFORMATION DO WE COLLECT?
Personal Information may include:
• Name
• Business name
• Email address
• Telephone number
• Information voluntarily submitted through contact forms
• Information provided during consultations
• IP address
• Device information
• Browser information
• Website usage information
For clients who engage our services, we may also receive:
• Financial records
• Bank account information
• Bank statements
• Payroll records
• Employee information
• Accounting records
• Tax related information
• Trust accounting records
• Matter and case management information
• Legal practice management information
• Documents voluntarily provided by the client
• Other information reasonably necessary to perform contracted services
HOW DO WE RECEIVE INFORMATION ABOUT YOU?
We receive information:
• When you voluntarily submit a contact form
• When you schedule a consultation
• When you communicate with us by phone, email, text message, or other means
• When you engage our services
• Through website analytics, cookies, and hosting services
• Through third party software providers used to deliver services
HOW DO WE USE INFORMATION?
We may use information to:
• Respond to inquiries
• Schedule consultations
• Deliver contracted services
• Maintain client records
• Communicate regarding services
• Improve website functionality
• Analyze website performance
• Comply with legal obligations
• Protect our business and clients
• Send newsletters, educational content, company updates, and marketing communications
MARKETING COMMUNICATIONS CONSENT
By submitting a contact form, scheduling a consultation, downloading resources, subscribing to updates, or otherwise providing your contact information, you consent to receive communications from Rebel Patriot Business Services, LLC, Rescue My IOLTA, and Heartland Executive Recruiting regarding:
• Responses to inquiries
• Service related communications
• Educational materials
• Newsletters
• Industry updates
• Company announcements
• Marketing and promotional content
You may unsubscribe from marketing communications at any time through the unsubscribe link contained in our emails or by contacting us directly.
Consent to receive marketing communications is not required to purchase services.
We may send educational content, newsletters, service announcements, industry updates, promotional offers, event invitations, and information regarding services offered by Rebel Patriot Business Services, LLC, Rescue My IOLTA, and Heartland Executive Recruiting.
THIRD PARTY PROVIDERS
We may share information with trusted third party providers solely for purposes including:
• Website hosting
• Scheduling services
• Cloud storage
• Accounting software
• Payroll software
• Case management platforms
• Customer relationship management systems
• Analytics providers
• Payment processors
We do not sell, rent, trade, lease, or intentionally disclose personal information to third parties for their independent marketing purposes.
CLIENT DATA OWNERSHIP
All client financial records, payroll records, trust accounting records, case management information, and related business records remain the property of the client.
Access granted to the Company is used solely for providing contracted services, maintaining business operations, and complying with legal obligations.
HOW DO WE SAFEGUARD YOUR INFORMATION?
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.
While we take security seriously, no internet transmission, software application, or data storage system can be guaranteed completely secure. We cannot guarantee absolute security and are not responsible for unauthorized acts committed by third parties beyond our reasonable control.
CONSENT TO COLLECTION, USE, STORAGE, AND PROCESSING OF INFORMATION
By submitting information through our websites, scheduling a consultation, engaging our services, signing an engagement agreement, granting system access, or otherwise providing information to Rebel Patriot Business Services, LLC, Rescue My IOLTA, or Heartland Executive Recruiting, you expressly consent to our collection, use, storage, processing, and retention of such information for purposes including:
• Responding to inquiries
• Evaluating service needs
• Providing contracted services
• Maintaining client records
• Managing client accounts
• Communicating regarding services
• Fulfilling legal and regulatory obligations
• Protecting our legitimate business interests
• Improving our services and website functionality
For clients who engage our services, this consent includes access to and use of financial records, accounting records, payroll information, trust accounting records, case management systems, legal practice management systems, and other business records reasonably necessary to provide contracted services.
You acknowledge that such information may be stored electronically, transmitted through secure third party service providers, and retained in accordance with our record retention practices and applicable legal requirements.
You may withdraw consent for marketing communications at any time. Withdrawal of consent for operational or service related communications may limit our ability to provide services.
HOW TO CONTACT US
Rebel Patriot Business Services, LLC
Including Rescue My IOLTA and Heartland Executive Recruiting
Email: bookkeeping@rebelpatriotservices.com
Websites:
rebelpatriotservices.com
rescuemyiolta.com
heartlandexecutiverecruiting.com
Last Modified: June 13, 2026