Effective Date: September 3, 2026

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Summer Shade Bookkeeping ("Summer Shade Bookkeeping," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide when you visit our website, contact us, or inquire about our bookkeeping services.

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This Privacy Policy explains what information we collect, how we use it, how we protect it, when it may be shared, and the choices available to you.

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1. Information We Collect

We may collect information that you voluntarily provide when you:

• Complete our contact or inquiry form

• Send us an email

• Contact us by telephone

• Request information about our bookkeeping services

• Request or participate in a consultation

• Communicate with us regarding a potential or existing business relationship

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Depending on how you interact with us, information may include your:

• Name

• Business name

• Email address

• Telephone number

• Information about your business

• Information about your bookkeeping needs

• Other information you voluntarily provide in your communications with us

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Please do not submit sensitive financial information through this website's contact form or through ordinary email. This includes passwords, Social Security numbers, bank account numbers, credit card numbers, financial account login credentials, or other highly sensitive financial information.

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If you become a client of Summer Shade Bookkeeping, we may receive additional business and financial information necessary to provide bookkeeping services. Client information is handled as part of the client relationship and according to the applicable service agreement and our internal security procedures.

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2. Information Collected Automatically

When you visit our website, certain information may be collected automatically by the website platform and technologies used to operate, secure, and improve the website.

This information may include:

• Internet Protocol (IP) address

• Browser type

• Device type

• Operating system

• General geographic information

• Pages visited

• Date and time of your visit

• Website interactions

• Technical information relating to website performance and security

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The specific information collected automatically may depend on the Wix features, applications, analytics services, and other technologies active on the website.

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3. How We Collect Information

We collect information:

• Directly from you when you submit information through our website

• When you communicate with us by email or telephone

• When you request information or a consultation

• Automatically through website technologies such as cookies and similar technologies

• Through third-party services connected to our website, where applicable

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4. How We Use Your Information

We may use information we collect to:

• Respond to your inquiries

• Learn about your business and bookkeeping needs

• Communicate with you about our services

• Provide requested consultations

• Provide and administer bookkeeping services

• Communicate with clients regarding their services

• Improve our website and services

• Maintain website security

• Prevent fraud, misuse, or unauthorized activity

• Maintain appropriate business records

• Comply with applicable legal obligations

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We do not use personal information for purposes unrelated to the reason it was collected unless permitted by law or otherwise disclosed to you.

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5. How We Share Information

We may share personal information when reasonably necessary to operate our business, maintain our website, provide services, or comply with legal obligations.

This may include sharing information with:

• Wix, our website platform and hosting provider

• Technology and service providers that help us operate our website or business

• Professional advisers when reasonably necessary

• Government agencies, courts, or law enforcement when required by law or valid legal process

• A successor to our business in connection with a merger, acquisition, sale, restructuring, or similar transaction

We do not sell or rent your personal information.

We do not share personal information submitted through our website for unrelated third-party marketing purposes.

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6. Wix and Third-Party Services

Our website is hosted using Wix.

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Wix may process certain visitor information as part of providing website hosting, security, functionality, and related services. Wix also explains that websites using its platform may use essential cookies and, depending on the features and applications installed, additional cookies or tracking technologies.

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Our website may also use third-party services or applications in the future. If those services collect or process personal information, their own privacy policies may also apply.

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We will make reasonable efforts to ensure that this Privacy Policy accurately reflects the technologies and services used on our website.

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7. Cookies and Similar Technologies

Our website may use cookies and similar technologies.

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Cookies may be used for purposes such as:

• Essential website functionality

• Website security

• Remembering preferences

• Understanding website performance

• Improving the visitor experience

• Analytics, where enabled

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Some cookies are necessary for the website to operate. Other cookies may be optional and may depend on the services or applications connected to the website.

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Wix provides tools that allow website owners to configure cookie consent and, where applicable, allow visitors to accept or decline non-essential cookies.

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You may also control cookies through your browser settings.

8. Contact Forms and Communications

When you submit information through our contact form, we use the information you provide to respond to your inquiry and communicate with you regarding Summer Shade Bookkeeping and the services you have requested.

Submitting an inquiry does not automatically subscribe you to a marketing email list.

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If we later offer an email newsletter or other promotional communication that requires consent, we will provide an appropriate opportunity to opt in or opt out as required by applicable law.

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9. Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, misuse, or destruction.

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However, no electronic transmission or storage system can be guaranteed to be completely secure.

For this reason, we ask that you do not submit sensitive financial information, passwords, account credentials, Social Security numbers, or similar confidential information through the website contact form or ordinary email.

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The FTC recommends that businesses know what personal information they maintain, limit the information they retain, protect the information they keep, and have procedures for responding to security incidents.

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10. Information Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including responding to inquiries, providing services, maintaining business records, resolving disputes, enforcing agreements, and complying with legal obligations.

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The length of time information is retained may vary depending on the type of information and the reason it was collected.

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When information is no longer reasonably necessary, we may securely delete, destroy, or anonymize it, subject to applicable legal or business recordkeeping requirements.

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11. Your Privacy Rights

Depending on where you live and which privacy laws apply to you, you may have certain rights concerning your personal information.

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These rights may include:

• Requesting access to personal information we maintain about you

• Requesting correction of inaccurate information

• Requesting deletion of personal information, subject to applicable exceptions

• Requesting information about how your personal information is collected or used

• Withdrawing consent where processing is based on consent

• Exercising other rights provided under applicable privacy laws

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To make a privacy-related request, please contact us using the information provided below.

We will review and respond to legitimate requests in accordance with applicable law.

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12. Do Not Sell or Rent Personal Information

Summer Shade Bookkeeping does not sell or rent personal information.

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If our practices change in a manner that affects this statement, we will update this Privacy Policy and provide any disclosures or choices required by applicable law.

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13. Children's Privacy

Our website is intended for business owners and other adults seeking bookkeeping services. It is not directed toward children under the age of 13.

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We do not knowingly collect personal information from children under 13 through this website.

If you believe that a child has provided personal information to us through the website, please contact us so that we can take appropriate steps.

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14. Third-Party Websites

Our website may contain links to third-party websites, including social media platforms or other resources.

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Once you leave the Summer Shade Bookkeeping website, the privacy practices of the third-party website will apply.

We are not responsible for the privacy practices, security, content, or policies of third-party websites.

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15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, technology, services, or applicable legal requirements.

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When we make changes, we will update the Effective Date at the beginning of this Privacy Policy.

We encourage you to review this Privacy Policy periodically.

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16. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

Summer Shade Bookkeeping
Email: janet@summershadebookkeeping.com
Phone: 502-688-9743