Privacy Policy
DRAFT FOR OWNER AND LEGAL REVIEW — NOT APPROVED FOR PUBLICATION
Effective date: [CONFIRM]. Last updated: [CONFIRM]. Business/controller: Wise Above Consulting [CONFIRM LEGAL ENTITY AND ADDRESS].
1. SCOPE
This Privacy Policy describes personal information collected through Wise Above's public website, contact form, consultation scheduling, and related prospective-client communications. Separate engagement documents or notices may govern sensitive client tax and financial records.
2. INFORMATION YOU PROVIDE
We may collect a name, email address, telephone number, company name, inquiry message, appointment details, services requested, correspondence, and communication preferences. If you become a client, additional records may be required under a separately authorized professional process. Do not submit Social Security numbers, bank logins, identification records, complete tax returns, or other sensitive documents through the general website form. [OWNER: VERIFY EXACT FIELDS AND RECORD CATEGORIES.]
3. TECHNICAL WEBSITE INFORMATION
Our website hosting, security, and embedded scheduling services may process IP addresses, browser/device information, requested pages, basic cookies, performance and error logs, and similar technical data. [IT: INVENTORY ACTUAL WEBFLOW SCRIPTS, EMBEDDED CALENDAR, COOKIES, AND RETENTION; DO NOT CLAIM UNINSTALLED ANALYTICS.]
4. WHY WE USE INFORMATION
Information is used to reply to inquiries, arrange consultations, evaluate service fit, provide requested professional work once engaged, document communications, protect our systems, meet applicable tax and recordkeeping duties, and manage consent preferences. Marketing and automated contact require whatever permission is legally applicable. [OWNER: VERIFY NEWSLETTERS, RECORDINGS, WORKFLOWS, AND OTHER USES.]
5. EMAIL, CALLS, AND SMS
Submitting an inquiry is not blanket consent to marketing calls or text messages. Where Wise Above offers phone or SMS communications, separate clear disclosures and consent controls will be used as required for the specific message type. SMS notices should cover sender, purpose, frequency if appropriate, message/data rates, opt-out instructions such as STOP, HELP information, and a link to this notice. A record of each relevant consent and opt-out should be retained. [OWNER/COUNSEL: APPROVE EXACT PHONE/SMS CONSENT TEXT, CRM RECORDING, A2P REGISTRATION, AND OPT-OUT PRACTICES BEFORE ACTIVATION.]
6. BOOKING AND CUSTOMER RELATIONSHIP SYSTEMS
Approved website, scheduling, email, and CRM providers may process the information needed to deliver a requested function. [IT/OWNER: IDENTIFY WHICH OF WEBFLOW, HIGHLEVEL, MICROSOFT 365, CALENDAR SYSTEMS AND RELATED VENDORS ARE ACTUALLY ACTIVE; CONFIRM WHICH SYSTEM STORES FORM SUBMISSIONS.]
7. SENSITIVE TAX RETURN INFORMATION
Certain tax return information is governed by special confidentiality, use, and disclosure laws and applicable professional obligations, potentially including IRS rules for tax return preparers. This notice does not replace any legally required client-specific disclosure authorization for sharing tax return information with service providers or referral partners. [TAX COUNSEL: ASSESS IRC §7216 AND REGULATIONS, REQUIRED CONSENTS, AND RECORDKEEPING.]
8. REFERRALS AND COLLABORATING PROFESSIONALS
Wise Above may coordinate independent legal, financial, retirement, payroll, tax, and other specialist services when relevant and authorized. Such professionals may maintain their own notices and obligations. Information is shared only as authorized or otherwise lawfully permitted and as reasonably necessary. [OWNER: VERIFY WHICH PARTNERS RECEIVE INFORMATION AND THE APPLICABLE CLIENT PERMISSIONS.]
9. SECURITY AND DOCUMENT TRANSFER
Wise Above intends to employ safeguards proportionate to the sensitivity of information and use an approved secure method for requested client records. No security method is entirely risk-free. The future client portal is not yet available. [IT: CONFIRM ENCRYPTION, MFA, ACCESS CONTROLS, LOGGING, BACKUPS, VENDOR CONTRACTS, BREACH RESPONSE, AND DOCUMENT TRANSMISSION BEFORE MAKING MORE SPECIFIC PROMISES.]
10. SHARING WITH PROVIDERS AND REQUIRED DISCLOSURES
We may share limited data with vendors supporting hosting, scheduling, communications, CRM, security, IT, or a requested professional engagement, subject to applicable obligations. We may also disclose information when legally compelled or reasonably needed to address fraud, security, or claims. [OWNER: CREATE AN ACCURATE PROCESSOR INVENTORY AND EVALUATE ANY CROSS-BORDER ACCESS. DO NOT PRESENT POTENTIAL FUTURE OFFSHORING AS CURRENT.]
11. RETENTION AND DELETION
Records are kept for as long as reasonably needed for inquiries, authorized services, business operations, consent evidence, professional retention duties, and applicable laws. Website leads, appointment records, communications, and tax records may be retained for different periods. Data may be deleted or deidentified when permitted and no longer needed. [OWNER: FILL IN REAL RETENTION PERIODS AND BACKUP/THIRD-PARTY DELETION POLICIES.]
12. COOKIES AND FUTURE ANALYTICS
Necessary hosting or embedded-service technologies may be used for basic site operation. Dedicated analytics or advertising technologies and a cookie preference system are planned for a later phase and should not be described as installed until confirmed. We will update this notice and provide legally required controls before activating new technologies. [IT: PERFORM COOKIE/TRACKER SCAN NOW AND AGAIN BEFORE ANALYTICS LAUNCH.]
13. SALE, SHARING, AND TARGETED ADVERTISING
[OWNER/COUNSEL: VERIFY THE ACTUAL TECHNOLOGY STACK AND CHOOSE REQUIRED STATE-LAW DISCLOSURE.] Proposed position pending verification: Wise Above does not intentionally sell personal information or deploy cross-context behavioral advertising technology through this website at present. Some tracking may qualify as a sale or sharing under certain laws even without monetary payment. If practices change, Wise Above must update notices and implement required opt-outs.
14. PRIVACY RIGHTS AND REQUESTS
Depending on applicable law, you may request access, correction, deletion, information about disclosures, or changes to communications preferences. Some rights are subject to identity verification, exemptions, tax/professional record obligations, or other lawful limits. Contact [APPROVED PRIVACY EMAIL] to make a request. We may reasonably verify identity before disclosing sensitive records. [COUNSEL: CONFIRM APPLICABLE STATE LAWS, RESPONSE TIMES, APPEAL AND AUTHORIZED-AGENT PROCESSES.]
15. CALIFORNIA
Wise Above operates in California. [COUNSEL: ASSESS CCPA/CPRA THRESHOLDS, EXEMPTIONS, REQUIRED CATEGORY DISCLOSURES, RIGHTS, SENSITIVE-INFORMATION RULES, GLOBAL PRIVACY CONTROL, AND OPT-OUT MECHANISMS IF APPLICABLE.] Applicable professional tax-confidentiality obligations are separate from general consumer privacy rules.
16. CHILDREN
The site is directed to adults, not children under age 13. We do not knowingly seek children's information from the public website. Parents or guardians may contact [PRIVACY EMAIL] to request review of information submitted by a child.
17. EXTERNAL RESOURCES
The Resources page links to the IRS, California tax agencies, and other independent organizations. Information you give those external providers is covered by their own terms and privacy policies.
18. INTERNATIONAL PROCESSING
Some technology or professional providers may access information across borders subject to applicable legal and confidentiality requirements. [OWNER/IT: IDENTIFY ACTUAL LOCATIONS, TRANSFER MECHANISMS, AND PROVIDER SAFEGUARDS; FUTURE STAFFING PLANS ARE NOT CURRENT OPERATIONS.]
19. UPDATES AND CONTACT
We will update this notice as practices change and provide additional notice when legally required.
Wise Above Consulting [CONFIRM LEGAL ENTITY]
[MAILING ADDRESS], Costa Mesa, California [ZIP]
Privacy email: [CONFIRM; PROPOSED info@wiseaboveconsulting.com]
Phone: +1 (949) 817-7788 [CONFIRM]
Effective/last updated: [DATES]
REQUIRED BEFORE PUBLICATION: Complete all bracketed decisions and confirm actual vendors, consent systems, tax-data handling, retention, and legal compliance with qualified counsel.