Privacy policy.
Woodfern Accounting Solutions (WAS) is committed to protecting your privacy in its operations. WAS follows global best practices for customer privacy and data protection.
TYPE OF DATA WE COLLECT:
Personal Data: Personal data includes information like your name, address, phone number, date of birth, and social security number.
Financial Data: Financial data includes information like credit card numbers and/or bank account information.
Business Data: Business data refers to business name, address, phone number, employer identification number, state and local sales tax numbers and withholding numbers.
WHY WE COLLECT DATA:
WAS collects data and information necessary to provide accounting services to its clients (and/or potential clients) including personal information, financial information, and other business-related information.
HOW WE COLLECT DATA:
We may collect this information when requesting an initial consultation, during the initial consultation, during the quote process, and or in the performance of services.
HOW WE STORE DATA:
WAS keeps a database of clients and their information as part of its ongoing services provided to the client and may be stored in multiple applications like Quickbooks, Tax Software, Excel, Client Management Software, Quote Software, and other applications related to providing accounting services.
OPT-OUT:
While WAS is committed to providing the best service possible without authorization to collect this information we cannot offer a quality product. However, you may make the following request at anytime via the contact information below:
The right to request that we delete acquired information. This request must be in writing and sent via email the email address listed in the Contact section below. Please understand that based on the type of services provided, we may have a legally required time period that we must retain certain types of data.
The right to review the collected information. This request may be made at anytime via email and or a phone call to the contact information listed in the Contact section below.
THIRD PARTIES:
We will not sell or give your data to any third parties without your consent and/or outside of our contractual performance of services. We do submit your financial information to your approved tax consultant in performance of our contractual obligations. WAS is committed to using security measures to keep your data safe from unauthorized users.
TIME RETENTION OF DATA:
We are required to retain your data for 3 years but may store some data for up to 7 years under IRS regulations. We will destroy data based on legal retention standards.
BUSINESS TRANSFER:
If at any time WAS transfers ownership to a new party, each client will be notified and will need to consent to the transfer of information prior to any information being transferred to the new party.
CONTACT INFORMATION:
Woodfern Accounting Solutions, LLC
Phone: 336-706-0525