Privacy Policy
Effective Date: October 30, 2024
WelchWise Tax and Accounting (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, and store your information and your rights in relation to that data.
1. Information We Collect
We collect various types of information to provide and improve our services, including:
– Personal Information:
Name, email address, phone number, billing and mailing addresses, social security number, and other identifying information.
– Financial Information:
Bank account details, financial statements, tax forms, and other relevant financial information necessary for tax preparation and bookkeeping services.
– Automatically Collected Data:
When you visit our website, we may collect data through cookies, IP addresses, browser type, device information, and pages visited.
2. How We Use Your Information
We use the information collected for the following purposes:
– To provide tax preparation, accounting, and bookkeeping services.
– To communicate with you regarding your account, appointments, or queries.
– To process payments and transactions.
– To comply with legal obligations such as IRS requirements.
– For website analytics and improving user experience.
3. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to monitor activity on our website and improve user experience. Cookies are small text files that are stored on your device. You can disable cookies via your browser settings, but this may impact the functionality of our website.
4. Sharing of Information
We do not sell or rent your personal information. We may share your data in the following situations:
– With third-party service providers who assist in delivering our services (e.g., cloud storage, payment processors) and are bound by confidentiality agreements.
– With legal or regulatory authorities if required by law or in response to legal requests.
– If our business undergoes a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction.
5. Data Security
We take the security of your data seriously and use various measures to protect it, including encryption and secure servers. However, no method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.
6. Your Rights
– Access and Correction:
You can request access to your personal information and ask for corrections to any inaccuracies.
– Data Deletion:
You have the right to request the deletion of your personal information, subject to legal obligations.
– Data Portability:
In certain circumstances, you can request that we provide your data in a structured, commonly used electronic format.
7. Compliance with Laws
We comply with the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and other relevant data protection laws. If you are a resident of the European Union or California, you have specific rights regarding your data as outlined by these regulations.
8. Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Please review this page regularly for updates.
9. Contact Us
If you have any questions regarding this Privacy Policy, please contact us at privacy@welchwise.com or (555) 123-4567.
