Privacy policy.

Effective Date: July 14, 2026

Business Name: WiseWolf Integrity Books & Advisory

Website:www.wisewolfintegrity.com

Your privacy is paramount to WiseWolf Integrity Books & Advisory. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our bookkeeping and advisory services, or otherwise interact with us. 

1. Information We Collect

We collect several types of information to provide high-quality bookkeeping and advisory services: 

  • Personal Identifiable Information: Names, business names, job titles, email addresses, phone numbers, and physical addresses.

  • Business & Financial Data: Tax returns, bank statements, payroll records, financial statements, and transaction histories.

  • Billing Information: Payment details, billing addresses, and account credentials required to process invoices.

  • Website Usage Data: Information sent by your web browser, such as your IP address, browser type, pages visited, and time spent on our site. 

2. How We Collect Information

We collect data through multiple channels: 

  • Directly From You: Information provided via client intake forms, email communications, secure client portals, and phone interviews.

  • Automated Technologies: Cookies and analytical tools that gather website traffic data.

  • Third-Party Services: Data imported securely from accounting and payroll platforms (e.g., QuickBooks, Intuit) or financial institutions. 

3. How We Use Your Information

We use the collected information for the following purposes:

  • To provide, maintain, and improve our bookkeeping and advisory services.

  • To process transactions and manage your billing accounts.

  • To communicate with you regarding your accounts, updates, or inquiries.

  • To fulfill our legal, tax, and regulatory obligations.

  • To monitor and analyze website usage trends to improve our user experience. 

4. How We Protect Your Information

We implement strict physical, electronic, and procedural safeguards to protect your personal and financial data. These include: 

  • Secure Cloud-Based Platforms: Utilizing encrypted networks (e.g., 256-bit SSL) and multi-factor authentication.

  • Access Controls: Ensuring your financial data is accessible only to authorized personnel directly managing your accounts.

  • Secure Communications: Transmitting sensitive documents exclusively via secure client portals or encrypted email. 

5. Sharing and Disclosure of Your Information

We do not sell, rent, or lease your personal data to third parties. We may only share your information in the following limited circumstances: 

  • With Service Providers: Third-party vendors assisting us with business operations (e.g., payment processors, CRM software). 

  • With Your Consent: We may share data with your other professional advisors (like your CPA or attorney) when you explicitly authorize us to. 

  • Legal Requirements: When required to do so by law, court order, or to cooperate with law enforcement or regulatory agencies (e.g., the IRS). 

6. Data Retention

We retain your personal and financial records only for as long as necessary to fulfill the services for which you hired us, to comply with professional standards, and to satisfy IRS and state record-keeping requirements (typically 7 years). After this period, your data is securely and permanently destroyed.

7. Your Data Rights

Depending on your location and applicable data protection laws (such as GDPR or CCPA), you may have the following rights regarding your personal information: 

  • Access: Request copies of the personal data we hold about you.

  • Correction: Request that we correct any inaccurate or incomplete information.

  • Deletion: Request that we delete your personal information, subject to legal retention limits.

  • Opt-Out: Opt out of receiving marketing communications from us at any time. 

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will notify you of any significant changes by posting the new policy on this page and updating the Effective Date. 

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: