The
Birthday Company
Gift Services for Financial Advisors  
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Terms of Service

- Holiday Client Gifts

Data Entry
This website was designed so you (our client) can sign into your own account to manage, add, delete, and change your client list information, greetings, gift selections, and your account information. We also offer data entry services to our clients on a case by case basis and reserve the right to discontinue the free data entry service without notice.

We take great care when entering your client list into your account but do not guarantee the accuracy of any information entered, or the accuracy of the information you provided or entered into your account yourself or by your company representative. We highly recommend you verify all data contained in your account for "typos" and/or information inaccuracies. We also recommend you visit your account periodically (monthly) to confirm the accuracy of your client list and to update the information for the upcoming scheduled mailings for the following: Name Changes & Errors, Address Changes & Errors, Birthday Errors, Greeting/Message Changes & Errors, and past invoices. If we perform data entry for an account and the account is cancelled within 60 days, there may be a data entry fee of $20 per hour or $0.30 per entry to cover labor costs.

Termination of Service
There are NO contracts or obligations to continue the service. You may cancel your account at any time by notifying us by email or simply deleting the client list contained in your account. You only pay for the greeting cards and gifts which were mailed prior to the cancellation. There are NO service, membership, or hidden fees. You only pay for the mailings sent on your behalf.

We (The Birthday Company, Inc.) reserve the right to cancel service for any abuses or reasons we deem necessary. Some abuses include but are not limited to: Greeting/message vulgarity and/or greetings we deem inappropriate, and excessive mailing requests to the same households. We provide birthday, holiday, anniversary, and thank you mailings only.

Accounts inactive for more than 60 days will be deleted.

Please direct any questions regarding our policies or service to:

David Chasse
The Birthday Company
531 Highland Park Avenue
Coralville, IA 52241
dave@birthdayco.com
319.512.1779
815-301-3148 fax



Sign Up Today

and receive
Free Account & Signature Setup
Free Data Entry




  1. Create Account

Complete a short information
form and choose your
username, password, and
main greeting.

  2. Data Entry

Email or fax a list of names,
addresses, & birthdays and
we’ll enter the clients into
your account within 48 hours.

  3. Account Review

Review your account and
client list, change price
categories and personalize
greetings. Congratulations!



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The Birthday Company provides customer appreciation birthday cards and gift services mailed to customer (s) through an online automated birthday card mailing program, specifically designed for financial services professionals. Ideal for any customer and client appreciation program, the automated card mailing service ensures customer and clients receive high quality birthday cards and gifts. As a leading provider of automated client and customer birthday card program (s), The Birthday Company mails only the highest quality birthday cards and gifts. Additional services include customer and client holiday card and gift mailings.

©2007 The Birthday Company, Inc. All Rights Reserved.