Privacy Policy

How we collect, use, and protect your information

Last updated: March 2026

1. Introduction

BookwiseCPA ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We may collect the following types of information:

  • Contact information — name, email address, phone number, and mailing address provided through our contact form or during client onboarding.
  • Financial information — tax documents, income statements, and other financial records you share with us to perform accounting or tax services.
  • Usage data — pages visited, time spent on the site, browser type, and referring URLs collected automatically through standard web analytics.
  • Payment information — invoice and payment records processed through our secure third-party payment processor. We do not store card numbers on our servers.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve our accounting and tax services.
  • Communicate with you about your account, invoices, and service updates.
  • Comply with legal, regulatory, and professional obligations.
  • Respond to inquiries submitted through our contact form.
  • Analyze website usage to improve user experience.

4. How We Protect Your Information

We take the security of your information seriously. We implement appropriate administrative, technical, and physical safeguards to protect against unauthorized access, alteration, disclosure, or destruction of your personal information. Client financial data is handled in accordance with CPA professional standards and applicable regulations.

5. Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share information with:

  • Service providers — trusted third parties who help us operate our business (e.g., payment processors, cloud storage), subject to confidentiality agreements.
  • Legal requirements — when required by law, court order, or government authority.
  • Professional obligations — as required under applicable CPA standards and licensing regulations.

6. Cookies & Analytics

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can instruct your browser to refuse cookies, though some features of the site may not function properly as a result.

7. Third-Party Links

Our website may contain links to third-party sites (such as accounting portals or tax software). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

8. Children's Privacy

Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

9. Your Rights

Depending on your location, you may have the right to access, correct, or delete the personal information we hold about you. To make such a request, contact us at info@bookwisecpa.com.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page with an updated effective date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us: