Privacy Policy
Effective Date: December 1, 2024.
Carolinas Wise LLC (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, www.carolinaswise.com, or use our accounting, bookkeeping, tax return preparation, payroll, and tax resolution services. By using our website or services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following types of information via the secured Verifyle portal:
Personal Information
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Name, address, phone number, email address, and other contact details.
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Social Security Number (SSN), Taxpayer Identification Number (TIN), and other identification information.
Financial Information
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Income details, bank account information, credit card numbers, and tax-related data.
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Financial records necessary for bookkeeping, tax preparation, and payroll services.
Business Information
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Employer Identification Number (EIN), business financial records, and employee data for payroll services.
Website Usage Information
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IP address, browser type, and pages visited, collected through cookies or similar technologies.
2. How We Use Your Information
We use your information for the following purposes:
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To provide accounting, bookkeeping, tax preparation (individual and business), sales tax, payroll, and tax resolution services.
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To prepare and file tax returns with the IRS and state tax authorities.
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To communicate with you about your account, services, or inquiries.
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To securely upload, store, and manage documents through the Verifyle portal.
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To comply with legal and regulatory obligations.
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To improve our website and services.
3. Secured Document Upload and Communication
We utilize the Verifyle Portal, a secure, encrypted platform, for uploading and sharing sensitive documents and communicating with our clients. The Verifyle Portal ensures:
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Secure Uploads: Your financial and personal documents are uploaded to a highly secure platform to prevent unauthorized access.
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Encrypted Communication: Messages and interactions through the Verifyle Portal are encrypted to protect your privacy.
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Easy Access: You can upload, view, and manage your files and messages conveniently from anywhere.
By using the Verifyle Portal, you agree to its terms of use, which are available upon login to the platform.
4. Information Sharing and Disclosure
We do not sell or rent your personal information. We may share your information only in the following circumstances:
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With your consent: For purposes you have authorized.
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With service providers: To assist in delivering our services, such as secure data storage or software providers, under strict confidentiality agreements.
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For legal compliance: To comply with legal requirements, court orders, or government requests.
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For tax filing: With the IRS and state tax authorities as part of tax preparation and filing services.
5. Security of Your Information
We use industry-standard measures to protect your personal and financial information, including encryption, secure servers, and the Verifyle Portal for secure document and communication management. While we strive to safeguard your data, no system is entirely secure, and we cannot guarantee absolute protection.
6. IRS Circular 230 Compliance
In compliance with IRS Circular 230, any tax advice provided by Carolinas Wise LLC is not intended to be used to avoid penalties under U.S. federal tax law. You should consult us or another qualified professional for advice tailored to your circumstances.
7. Your Rights
Depending on your location, you may have the following rights:
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Access the personal information we hold about you.
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Request corrections to inaccurate or incomplete information.
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Request deletion of your personal data, subject to legal and regulatory requirements.
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Opt-out of marketing communications.
To exercise your rights, contact us at legal@carolinaswise.com.
8. Cookies and Tracking Technologies
Our website may use cookies or similar technologies to enhance your user experience. You can disable cookies through your browser settings, but this may limit certain functionalities of our website.
9. Retention of Information
We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
10. Third-Party Links
Our website may include links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be effective upon posting on this page, with the updated effective date. Your continued use of our website or services signifies your acceptance of the revised policy.
12. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
Carolinas Wise LLC
Website: www.carolinaswise.com
Email: legal@carolinaswise.com