Privacy Policy –
The Wisebook Services
Last updated: December 10, 2025
At The Wisebook Services, we take your privacy seriously. We are committed to maintaining the confidentiality, integrity, and security of any personal information collected from individuals who visit our website or use our services. This Privacy Policy explains how we collect, use, share, and protect your information.
We encourage you to read this policy carefully. If you have any questions or concerns about how your information is handled, please contact us through our Contact Us page
Scope of This Privacy Policy
This Privacy Policy applies to all personal information collected by The Wisebook, including but not limited to:
Information submitted through our website at https://thewisebook.com
Communications via email, phone, text message, online forms, or virtual consultations
Information provided when you inquire about or use our services (e.g., tax preparation, payroll, bookkeeping, business entity formation, or public notary)
Information collected offline (such as documents shared for service fulfillment)
This policy does not apply to third-party websites or services that may be linked from our website. Please review their privacy policies separately.
Why We Collect Your Information
We collect and use your information to provide and improve the services you request from us. Specifically, your data may be used to:
Respond to your inquiries and schedule consultations
Deliver tax, accounting, payroll, and entity-related services
Communicate with you about service updates, deadlines, or reminders
Maintain internal business records in compliance with legal or regulatory obligations
Improve the user experience on our website and evaluate service quality
We collect only the information necessary to fulfill your request or support your service engagements.
Information We Collect
We collect basic contact information directly from you when you interact with our business. This may include:
Your name
Email address
Phone number
Business name (if applicable)
Any message or description you include when contacting us
We do not collect sensitive data (e.g., tax forms, Social Security numbers, financial records, or account numbers) directly through our website. Such documents are shared securely through our client portals or by direct arrangement once a service relationship is established.
We do not collect or store any payment information via our website.
How We Use and Share Your Information
The Wisebook does not sell your personal information to third parties.
We may share your information only in the following circumstances:
With our internal team or contracted professionals to provide the services you’ve requested
With secure software platforms used to deliver services (e.g., scheduling tools, client portals, encrypted email), all under strict confidentiality agreements
When legally required to comply with subpoenas, court orders, or protect the rights and safety of The Wisebook, our clients, or the public
How We Protect Your Information
We take security seriously and implement reasonable administrative, technical, and physical safeguards to protect your data, including:
Secure cloud storage for document handling
Role-based access control for internal users
Routine data backups and software updates
Despite these measures, no method of online transmission or storage is 100% secure. We advise you to use caution when submitting information and to report any suspicious activity.
Email Communication and Marketing
We may use your email to share service-related updates, important deadlines, or regulatory reminders. You will not receive promotional or marketing emails from us unless you explicitly opt in.
You can unsubscribe at any time using the link in our emails or by contacting us directly.
Service-related communications will still be sent, even if you opt out of marketing messages.
Text Messaging
By providing your mobile number, you consent to receive service-related text messages from The Wisebook Services. These may include appointment reminders, deadline alerts, or requests to check your email or respond to documents.
We do not use text messaging for marketing or promotional purposes and we never request sensitive personal data (e.g., SSN, bank details, login credentials) via SMS.
We do not share your mobile number or SMS data with third parties for advertising purposes. However, we may disclose this information if legally required.
Message frequency may vary. Standard message and data rates may apply.
Opt-Out Instructions:
You may opt out of receiving text messages at any time by:
Replying “STOP” to any message
Emailing us at: admin@thewisebook.com
Sending a written request to:
The Wisebook Services
Attn: SMS Opt-out
7514 Muley Ln
Cypress, TX 77433
Even if you opt out of SMS, you may continue receiving essential service communications via phone or email.
Your Rights and Choices
You have the right to:
- Request access to or correction of your personal data
- Ask us to delete your information (subject to legal or compliance limitations)
- Inquire about how we collect, use, or store your data
To exercise these rights, please contact us through our Contact Us page.
Policy Updates
We may update this Privacy Policy periodically. When we do, we will revise the “Last Updated” date above. Continued use of our website or services after any updates constitutes your acceptance of the revised terms.
Get in Touch
We invite you to explore how The Wisebook Services can support your tax and financial needs. Contact us today to schedule a consultation or to learn more about our services.
