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Privacy Policy for DocWealth

Last Updated: July 21st, 2025

1. Our Commitment to Your Privacy

At DocWealth (“we,” “us,” or “our”), your trust is our number one priority. We are committed to protecting the privacy and security of the personal information you share with us. This Privacy Policy outlines our practices regarding the collection, use, maintenance, and disclosure of your public and nonpublic personal information when you visit our website, https://www.docwealth.io/ (the “Website”), or engage our services.
Please read this Privacy Policy carefully. By accessing, viewing, or using our Website in any manner, you agree to the terms set forth in this policy. If you do not agree with our practices, please do not use our Website.

2. Information We Collect

We may collect both "Personally Identifiable Information" (PII) and "Non-Personally Identifiable Information" (Non-PII) to provide and improve our services.

Personally Identifiable Information (PII): This is information that can be used to identify you specifically. The PII we may collect includes:

  • Full Name

  • Email Address

  • Phone Number

  • Mailing Address

  • Spouse's Name and Email (if voluntarily provided for joint tax planning)

  • Business Information (such as entity type)

  • Financial Information (such as income and revenue data required for tax preparation and bookkeeping)

Non-Personally Identifiable Information (Non-PII): This is anonymous data collected automatically when you visit our Website. It may include:

  • Your IP address and domain name

  • Your browser type

  • Pages viewed and average time spent on the site

  • The website you came from and the website you visit next

Important Note: We do not ask for or collect highly sensitive information such as Social Security Numbers (SSNs) or bank account details through our public website forms. This information is collected separately through secure client portals or other encrypted channels once you have formally engaged our services.

3. How We Collect Your Information

Information You Provide Directly: We collect PII when you voluntarily provide it to us through:

  • Website Forms: Using tools like Fillout.com to request information or a consultation.

  • Appointment Scheduling: Using tools like Calendly to book a meeting with our team.

  • Direct Communication: When you contact us via email, phone, or other direct means.

Information Collected Automatically: We collect Non-PII automatically as you navigate our Website through server logs and other analytics technologies to monitor site performance and improve user experience.

4. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide you with the tax advisory and bookkeeping services you have requested.

  • To communicate with you, respond to your inquiries, and schedule appointments.

  • To send you our newsletter, administrative messages, and other content we believe may be of interest to you.

  • To operate, maintain, and improve our Website and develop new services.

  • To prevent fraudulent or abusive use of our Website and services.

  • For any other internal business purposes and to comply with legal or regulatory obligations.

5. Protection and Security of Your Information

We are committed to protecting the security of your personal information. We utilize administrative, technical, and physical safeguards that align with industry-standard practices to protect the data you provide to us. Our operations rely on trusted third-party platforms and tools for data collection and management, and we take care to select vendors that meet recognized security standards.

 

Despite these measures, please be aware that no method of transmission over the Internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security. We recommend that you do not send highly sensitive information through standard, unencrypted email.

6. Disclosure and Sharing of Information

We do not sell or rent your personal information to anyone.

We do not disclose your PII except in the following limited circumstances:

  • To Provide Services: We may share information with trusted third-party service providers (such as Calendly and Fillout.com) who assist us in operating our business. These parties are contractually prohibited from using your information for any other purpose.

  • As Required by Law: We may disclose information to government agencies or other third parties when required to comply with a legal obligation, court order, or other legal process.

  • To Protect Our Rights: We may share information to protect the rights, property, or safety of DocWealth, our clients, or others.

If you terminate our services, we will continue to adhere to this Privacy Policy with respect to the information we have in our possession.

7. Data Breach Notification

In the unlikely event of a data breach that compromises your PII, we will comply with all applicable state and federal laws in notifying you. By using our Website, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues.

8. Cookies and Tracking Technologies

Our Website uses cookies to enhance functionality. Cookies are small data files stored on your browser. By using our Website, you consent to our use of cookies for purposes such as website analytics and performance monitoring. You can manage or disable cookies through your web browser's settings.

9. Third-Party Websites

Our Website may contain links to third-party websites. This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third-party website you visit.

10. Children's Privacy

Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it.

11. Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Any changes will be effective immediately upon posting the revised policy on this page. Your continued use of the Website constitutes your agreement to this Privacy Policy and any updates.

12. Contact Us

If you have any questions or comments about this Privacy Policy or our privacy practices, please contact us at:

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