1. Information We Collect
We may collect the following types of information:

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1.1 Personal Information
    •    Full name, email address, phone number, company name
    •    Billing address and payment information
    •    PAN, GSTIN, or SSN (where required for tax filings)
    •    Any information voluntarily submitted via forms or email
1.2 Usage Data

    •    IP address, browser type, pages visited, time spent
    •    Cookies and analytics (Google Analytics, Wix Analytics, etc.)
    •    Device identifiers and geolocation (only for service optimization)

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2. How We Use Your Information
We use your information for the following purposes:
    •    To deliver bookkeeping, tax consulting, or advisory services
    •    To process payments and send invoices
    •    To communicate service updates and respond to inquiries
    •    To improve website experience and content
    •    For legal, regulatory, or compliance purposes

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3. Legal Basis for Processing
    •    For Indian Users: Collected and processed under Section 43A of the IT Act, 2000 and SPDI Rules.
    •    For US Users: Collected and used in accordance with applicable federal and state privacy laws, including CCPA where applicable.

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4. Sharing and Disclosure
We do not sell or rent your personal information.

We may share your information only:
    •    With trusted third-party service providers (e.g., payment gateways, CRM tools)
    •    With regulatory authorities for compliance (upon valid request)
    •    In case of merger, acquisition, or reorganization (with prior notice)

All vendors are bound by confidentiality and data protection agreements.

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5. Data Storage and Security
Your data is stored securely on Wix servers and encrypted third-party applications (e.g., QuickBooks, Xero). We implement reasonable security practices:
    •    HTTPS encryption
    •    Role-based access control
    •    Firewalls and regular audits

Despite our best efforts, no system is 100% secure. You agree to use the site at your own risk.

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6. International Data Transfers
As we serve clients globally:
    •    Your data may be transferred to or stored in jurisdictions with different data protection laws (e.g., US, India)
    •    We ensure appropriate safeguards (such as standard contractual clauses) are in place.

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7. Your Rights
For Indian Users:
    •    Right to access, review, and correct your information
    •    Right to withdraw consent (may affect service delivery)

For US Users (under CCPA where applicable):
    •    Right to know what personal data we collect
    •    Right to request deletion
    •    Right to opt-out of data sale (we do not sell data)

To exercise your rights, email us at: support@wealthoraconsulting.com

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8. Retention Policy
We retain your personal data:
    •    As long as needed to fulfill services
    •    For statutory periods (e.g., 7 years for tax records)
    •    Until deletion is requested (unless legally restricted)

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9. Cookies & Tracking Technologies
Our site uses cookies to:
    •    Remember your preferences
    •    Track analytics
    •    Optimize website performance

You can manage cookie settings in your browser.

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10. Third-Party Links
Our site may contain links to external websites (e.g., QuickBooks, Stripe, Gusto). We are not responsible for the privacy practices of these websites.

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11. Children’s Privacy
Our services are not intended for children under 18. We do not knowingly collect data from minors. If you believe we have inadvertently done so, contact us immediately.

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12. Changes to this Policy
We reserve the right to update this policy. Changes will be posted on this page with an updated date.

 

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13. Contact Us
If you have any questions, concerns, or wish to exercise your rights, please contact : 123-456-7890