Privacy Policy
Effective Date: August 28, 2025
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Wolf Bookkeeping & Financial Solutions (“Company,” “we,” “us,” or “our”) operates as a division of E.V. Wolf Enterprises, LLC, a Texas limited liability company. We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your data when you use our website, client portal, and professional bookkeeping services.
Information We Collect
We collect information that you voluntarily provide to us, such as your name, email address, phone number, business name, billing details, and financial documents shared for bookkeeping or recordkeeping purposes. We may also automatically collect non-identifiable information such as your IP address, browser type, and site usage patterns. This data helps us maintain website performance, security, and analytics.
How We Use Your Information
We use the information we collect to provide bookkeeping and fiduciary recordkeeping services, communicate with you about your account, invoices, or service updates, comply with legal, tax, and regulatory requirements, and improve our website, client portal, and service offerings. We do not sell or rent your personal information to third parties.
Data Storage and Security
We take the protection of your information seriously. Files are stored securely using encrypted storage systems, and access to financial records is restricted to authorized personnel only. Secure connections (SSL) are used when transmitting data through our website and client portal. We retain client information only as long as necessary to fulfill our service obligations or comply with applicable laws and regulations.
Information Sharing
Your information may be shared only when necessary to perform agreed-upon services or meet legal obligations. This may include sharing limited information with trusted third-party providers, such as cloud storage or payment processors, under strict confidentiality and data protection agreements. We may also disclose information when required by law, regulation, court order, or with your explicit consent.
File Uploads and Client Portal Access
If you use our website to upload files, only authorized users with valid login credentials can access your uploads. We ask that you avoid submitting documents containing unnecessary sensitive information, such as Social Security numbers or full credit card details, unless specifically requested for tax compliance or legal recordkeeping.
Your Rights
You have the right to request access to the personal information we hold about you. You may also request corrections to inaccurate information or ask that we delete certain data, subject to legal and regulatory record retention requirements.
Cookies and Website Analytics
Our website may use cookies to improve functionality and analyze site usage. Cookies help enhance your browsing experience and measure traffic patterns. You may disable cookies in your browser settings if you prefer.
Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our business practices or legal requirements. Any updates will be posted on this page with the revised effective date.
Governing Law
This Privacy Policy is governed by and interpreted in accordance with the laws of the State of Texas.
Contact Us
If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us at:
Wolf Bookkeeping & Financial Solutions
Email: support@wolfbookkeeping.com
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