Privacy Policy

Wolf and Tiger Bookkeeping ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our bookkeeping services.

1. Information We Collect

We collect information you voluntarily provide to us, including:

• Contact Information: Your name, email address, phone number, and business name when you submit a consultation request or contact us directly.
• Business and Financial Information: Financial records, bank statements, transaction data, payroll information, and other financial documents you provide so we can perform bookkeeping services on your behalf.
• Communications: Records of your correspondence with us via email, phone, or other channels.
• Usage Data: Basic information about how you interact with our website, such as pages visited and time spent, collected through standard web analytics tools.

We do not collect sensitive personal information such as Social Security numbers, government-issued identification numbers, or payment card details through our website. Any such information required for bookkeeping purposes is collected and handled through secure, agreed-upon channels.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and maintain our bookkeeping services as agreed in your service engagement.
• To communicate with you regarding your account, answer inquiries, and schedule consultations.
• To prepare financial reports, statements, and records on your behalf.
• To comply with applicable legal, regulatory, and professional obligations.
• To improve our website and service quality through aggregated, non-identifiable usage analysis.
• To send service-related notices and, where you have opted in, informational updates about our services.

3. Confidentiality of Financial Information

We treat all financial and business information you share with us as strictly confidential. Our team members are bound by professional confidentiality obligations and are only permitted to access your information to the extent necessary to perform the agreed-upon services. We maintain this confidentiality obligation both during and after the termination of any service engagement.

4. Disclosure of Your Information

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

• With Your Consent: We may share your information with your CPA, tax preparer, financial advisor, or other professionals you explicitly direct us to work with.
• Service Providers: We may engage trusted third-party vendors (such as cloud storage or accounting software platforms) who are contractually obligated to keep your information confidential and may only use it to support our services.
• Legal Requirements: We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe in good faith that such disclosure is necessary to protect the rights, property, or safety of Wolf and Tiger Bookkeeping, our clients, or others.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include encrypted file storage, secure communication channels, and restricted access controls. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. In the event of a data breach that affects your information, we will notify you as required by applicable law.

6. Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes described in this Policy, comply with our legal and professional obligations, resolve disputes, and enforce our agreements. Financial records are typically retained for a minimum of seven (7) years in accordance with standard accounting practices and applicable tax regulations. Upon request, and where legally permissible, we will work with you to securely delete or return your records.

7. Your Rights

Depending on your location and applicable law, you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your information, subject to our legal retention obligations.
• Opt out of receiving non-essential communications from us.
• Lodge a complaint with a relevant data protection authority.

To exercise any of these rights, please contact us using the information below.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify active clients of material changes by email or other direct communication. The "Last Updated" date at the top of this policy reflects the most recent revision. Your continued use of our services following any update constitutes acceptance of the revised policy.

9. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your information, please contact us: