Privacy Policy

Welcome to Wallet Heaven Co. We are committed to protecting your privacy and ensuring that your personal and financial information is handled in a safe and responsible manner.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our bookkeeping services or interact with us in any way.

1. Information We Collect

A. Personal Information

When you engage with Wallet Heaven Co, we may collect the following personal information:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Employer Identification Number (EIN) or Social Security Number (SSN) (for tax purposes)

B. Financial Information

In order to provide our bookkeeping services, we collect:

  • Bank statements

  • Credit card statements

  • Transaction histories

  • Invoices, receipts, and payroll records

  • Tax documents

C. Technical Information

If you visit our website or client portal:

  • IP address

  • Browser type

  • Device type

  • Pages visited and session duration

  • Cookies (as detailed in Section 5)

2. How We Use Your Information

We use the information collected for purposes including:

  • Providing accurate bookkeeping services

  • Processing payroll and preparing financial reports

  • Filing taxes or preparing tax documents (if applicable)

  • Communicating with you about your account or services

  • Maintaining regulatory compliance

  • Enhancing service quality and client experience

  • Ensuring security and fraud prevention

3. How We Share Your Information

We do not sell or rent your personal data. We only share your information in the following situations:

  • Service Providers: With trusted third-party vendors (e.g., tax software providers, cloud storage platforms) under strict confidentiality agreements.

  • Legal Requirements: To comply with legal obligations, such as court orders, audits, or government requests.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred under privacy obligations.

4. Data Security

We take the protection of your information seriously. Our security measures include:

  • Data encryption (in transit and at rest)

  • Secure access controls and authentication

  • Regular security audits and updates

  • Restricted access to client information within our organization

5. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

  • Understand usage patterns

  • Improve user experience

  • Remember user preferences

You can adjust your browser settings to decline cookies, but this may affect some website functionalities.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

  • Access the information we hold about you

  • Request corrections or deletions

  • Withdraw consent or object to data processing

  • Lodge complaints with regulatory authorities

To exercise these rights, please contact us at info@walletheavenco.com.

7. Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Comply with legal obligations

  • Resolve disputes and enforce agreements

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you via email or through our website.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:

Wallet Heaven Co
Email: info@walletheavenco.com
Phone: (619) 289-7865