Privacy Policy

BOOKWISE INC.

Effective Date: September 18, 2026
Last Updated: October 3, 2026

BOOKWISE INC. respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you visit bookwisehq.com (the “Site”), engage our services, or communicate with us by phone, text message, or email.

1. Information We Collect

We may collect the following types of information:

Contact information you provide directly, such as your name, mailing address, email address, and phone number
Business and financial information you share with us in connection with bookkeeping, accounting, or related services, which may include bank account information, transaction records, payroll data, and other nonpublic personal financial information
Billing and payment information related to payments you make to us, such as your name, billing address, email address, payment amount and date, payment method type, and the last four digits of your card or bank account (full payment credentials are handled by our payment processor, as described in Section 5)
Communications you send us, including messages submitted through our website, email correspondence, and text messages
Mobile phone numbers provided when you opt in to receive SMS text messages from us
Usage data collected automatically when you visit our Site, such as browser type, pages viewed, and general location (city/state level)

We do not knowingly collect information from children under 13.

2. How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve our bookkeeping and accounting services
Respond to inquiries and provide customer support
Send appointment reminders, invoices, receipts, and service-related communications
Process payments and maintain billing and payment records
Send text messages you have opted in to receive (see Section 6 below)
Comply with applicable legal, tax, and regulatory obligations
Protect against fraud, unauthorized transactions, and other liabilities

3. How We Share Your Information

We do not sell your personal information. We may share information with:

Service providers who perform functions on our behalf (such as our phone and text messaging provider, payment processors such as Stripe, or software platforms), bound by confidentiality obligations
Professional advisors, such as legal or tax counsel, when necessary
Government or regulatory authorities, when required by law or legal process

SMS/Text Messaging Data. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the categories described above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties, for any purpose.

4. Financial Information and GLBA Notice

Because BOOKWISE INC. provides bookkeeping and accounting services, we are considered a “financial institution” for purposes of the Gramm-Leach-Bliley Act (GLBA) and the Federal Trade Commission’s Safeguards Rule (16 C.F.R. Part 314). This means:

We collect nonpublic personal financial information from clients only as necessary to provide our services
We do not disclose your nonpublic personal financial information to nonaffiliated third parties except as permitted by law, as necessary to service your account, or with your consent
We maintain a written information security program designed to protect the confidentiality, integrity, and security of client financial information, consistent with the FTC Safeguards Rule
Access to client financial information is limited to personnel and service providers who need it to perform their duties
Clients may request a copy of our privacy notice regarding financial information at any time by contacting us using the information in Section 11.

5. Payment Processing

BOOKWISE INC. uses Stripe, Inc. (“Stripe”) to process payments for our services, including credit and debit card payments and ACH bank transfers. When you pay an invoice or payment link, your payment information is entered directly on Stripe’s secure platform. BOOKWISE does not collect, see, or store your full card number or bank account login or payment credentials. This applies to payments you make to us. It is separate from the business financial records you share with us so we can perform bookkeeping services, which are covered in Sections 1 and 4.

Information we receive from Stripe about your payment may include your name, email address, billing address, the amount and date of the payment, the payment method type, the last four digits of your card or account, and the status of the transaction. We use this information to process payments, send invoices and receipts, keep financial and tax records, prevent fraud, and resolve payment disputes.

Stripe processes your information under its own privacy policy, available at stripe.com/privacy. Stripe may also use your information to detect and prevent fraud and to meet its legal and regulatory obligations. We encourage you to review Stripe’s policy.

We do not sell your payment information. We share it only with Stripe and as otherwise described in this Privacy Policy.

6. Text Messaging (SMS) Terms

If you provide your mobile phone number and opt in to receive text messages from BOOKWISE INC., the following terms apply:

Consent. By opting in, you consent to receive SMS text messages from BOOKWISE INC. related to appointment confirmations, scheduling, invoicing, and general customer support. Consent to receive text messages is not a condition of purchasing any service.
Message and Data Rates. Message and data rates may apply. Message frequency may vary depending on your interactions with us.
Opt-Out. You may opt out of receiving text messages at any time by replying STOP to any message. You will receive a one-time confirmation that you have been unsubscribed, and you will no longer receive text messages from us unless you opt in again.
Help. For assistance, reply HELP to any message, or contact us using the information in Section 11 below.
Supported Carriers. Carriers are not liable for delayed or undelivered messages.

7. Cookies, Website Data, and Do Not Track

Our Site may use cookies or similar technologies to understand how visitors use the Site and to improve functionality. You can control cookies through your browser settings. Disabling cookies may affect certain features of the Site.

Some browsers offer a “Do Not Track” signal. We do not currently respond to Do Not Track browser signals, as no common industry standard for such signals has been adopted.

8. Data Security and Retention

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect from unauthorized access, use, or disclosure, consistent with our obligations under the GLBA Safeguards Rule described in Section 4. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain client financial and tax-related records, including invoices and payment records, for the period required to comply with applicable IRS and state recordkeeping requirements, generally at least seven years following the end of the engagement, unless a longer period is required by law or requested by the client. Other personal information is retained only as long as reasonably necessary for the purposes described in this policy.

9. Your Choices and Rights

You may:

Request access to, correction of, or deletion of your personal information by contacting us
Opt out of text messages at any time by replying STOP
Decline to provide certain information, though this may limit our ability to provide services to you

California Residents. If you are a California resident, you may have additional rights regarding your personal information under California law, including the right to request disclosure of the categories of personal information we collect and the right to request deletion of certain information, subject to applicable exceptions. To exercise these rights, contact us using the information in Section 11.

10. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policy of any third-party site you visit.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise any of the rights described above, please contact us:

BOOKWISE INC.
5650 Blazer Parkway
Dublin, OH 43017
Phone: 614-588-8707
Email: contact@bookwisehq.com

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. Your continued use of our Site or services after changes are posted constitutes acceptance of the updated policy.

Your use of our services is also governed by our Terms & Policies.