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Privacy Policy

Wellhouse Bookkeeping ("we," "our," or "us") respects your privacy and is committed to protecting it through this Privacy Policy. This document explains how we collect, use, disclose, and safeguard your information when you visit our website and engage with our services.

We believe your data should be handled with the same care and intention we bring to your books — clean, clear, and never overwhelming.

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1. Information We Collect

We may collect personal information in the following ways:

  • When you fill out a form (e.g., to schedule a consultation or request more info)

  • When you send us an email or call/text us

  • When you sign up for services or subscribe to updates

 

Personal information we may collect includes:

  • Name

  • Email address

  • Phone number

  • Business name and website

  • Details about your business needs and goals

  • Financial system tools you currently use

  • IP address (automatically collected)

  • Browser and usage data (via cookies or analytics tools)

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2. How We Use Your Information

We use your information to:

  • Respond to your inquiries and schedule consultations

  • Provide you with our services, support, and updates

  • Customize your experience and tailor recommendations

  • Improve our website and services

  • Send appointment reminders or follow-up messages

  • Comply with legal obligations

We never sell your information. Ever.

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3. Text Messaging Terms

By providing your mobile number during consultation scheduling or through any form on our website, you agree to receive text messages (SMS) from Wellhouse Bookkeeping related to your account, consultation, reminders, service updates, or follow-up communications.

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If you call us and we miss your call, we may follow up with a text message to help schedule your consultation.

  • Message and data rates may apply, depending on your carrier.

  • We will never use text messaging for marketing purposes without your express written consent.

  • You may opt out of receiving text messages at any time by replying “STOP.”

  • Your number will not be sold or shared with third parties for marketing purposes.

  • All messages are sent through a secure and compliant platform.

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4. Cookies and Tracking Tools

We may use cookies and similar technologies (like Google Analytics) to better understand how visitors use our site and improve the experience. These tools help us:

  • See what pages are most visited

  • Understand how people find us

  • Track user activity on the site (without identifying individual users)

You can disable cookies in your browser settings at any time. 

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5. Use of AI Tools and Automations

We may use AI-powered tools (such as chatbots, email assistants, or scheduling software) to enhance your experience. These tools may store or process basic information you've shared (such as name or business details) to offer relevant support. These services are used with care and follow strict privacy and security standards.

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6. How We Protect Your Information

We take security seriously. Your information is protected using industry-standard encryption and secure systems. Access is restricted to authorized personnel only.

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7. Your Rights and Choices

You have the right to:

  • Request a copy of the personal information we hold about you

  • Ask us to correct or delete your data

  • Withdraw consent for communication at any time

To exercise any of these rights, simply email us at hello@wellhousebookkeeping.com 

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8. Third-Party Tools and Services

We may use third-party services such as:

  • Calendly (for scheduling consultations)

  • Google Workspace (for email and forms)

  • Stripe, QuickBooks, or other tools for invoicing and accounting

 

These tools have their own privacy policies and comply with data protection standards.

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9. Children’s Privacy

Our website and services are not intended for children under 18. We do not knowingly collect personal information from minors.

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10. Policy Updates

We may update this Privacy Policy occasionally. The latest version will always be posted here with the “Last Updated” date. We encourage you to review it from time to time.

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11. Contact Us

Have questions about this policy or your data? Reach out to:

Wellhouse Bookkeeping
Email: hello@wellhousebookkeeping.com
Phone: 888-421-5620

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Wellhouse Promise:

Just like your books, your privacy should feel calm, clear, and handled. We’ve got you.

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