Privacy Policy

Last Updated: October 26, 2025

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1. Introduction

Wynd Capital & Wynd CPA (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy describes how we collect, use, and safeguard your data across our website, mobile communications, and related platforms, including email, SMS/text messages, social media, and Microsoft 365 collaboration tools. By using our website, providing personal information, or engaging our firm through any communication channel, you consent to this Privacy Policy.

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2. How We Collect Personal Information

We collect information through:

• Online forms on our website (e.g., contact, appointment, or consultation forms)

• Email and SMS/text message interactions

• Telephone calls and in-person meetings

• Social media direct messages or form submissions

• Client portal uploads or secure document exchanges

• Cookies and website analytics

We may also collect information from publicly available sources or professional databases to verify business credentials or assist with client onboarding.

 

3. What Personal Information We Collect

The types of personal information we may collect include:

• Name, business name, email address, and phone number

• Mailing or billing address

• Financial, tax, or accounting data provided for professional services

• Employment-related information (for applicants or contractors)

• IP address, browser type, and website usage data collected automatically

We do not collect sensitive personal information (e.g., health or biometric data) unless required for specific professional engagements.

 

4. How We Use Personal Information

Your information is used for:

• Providing accounting, tax, and wealth management services

• Processing payments, documents, and client requests

• Scheduling and confirming appointments or meetings

• Sending service updates or required communications

• Responding to inquiries and client support requests

• Ensuring compliance with legal, regulatory, and professional standards

• Protecting against fraud, unauthorized access, or misuse

We may also use aggregated, non-identifiable data to improve website performance and client experience.

 

5. How and Why We Share Personal Information

We do not sell or rent personal information. We may share data only with:

• Authorized firm staff or contractors bound by confidentiality agreements

• Third-party vendors who provide secure IT, email, or communication services (e.g., Microsoft, payment processors, CRM systems)

• Regulatory or legal authorities as required by law (e.g., IRS, state boards, or compliance agencies)

All vendors and partners are contractually obligated to maintain confidentiality and use your information solely for providing contracted services.

 

6. SMS/Text Message Policy

We respect your privacy and your choice to communicate via SMS.

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Consent for SMS Communications

When you provide your phone number and opt-in to receive SMS/text messages Wynd Capital & Wynd CPA, you consent to receive messages related to:

• Appointment reminders and confirmations

• Updates on service requests, documentation, or billing

• Important compliance or security notifications

SMS consent and phone numbers are not shared or sold to any third parties or affiliates for marketing purposes. Your number will only be used to facilitate communication between you and Wynd Capital & Wynd CPA.

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Message Frequency

You may receive between 5–10 messages per day depending on active engagements or requests. Message frequency may vary.

 

Standard Message Disclosures

• To opt out: reply “STOP” to any message.

• For help or information: reply “HELP.”

• Message and data rates may apply.

• Messaging frequency may vary.

 

Example Message:

“Hi [Client Name], this is Wynd Capital & Wynd CPA confirming your appointment on [Date] at [Time]. Reply STOP to opt out. Message and data rates may apply.”

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HELP Response Example:

“For further assistance, please visit www.wyndcpa.com or call 615-583-2680.”

 

Opt-In Methods

• You may opt-in to receive SMS communications by:

• Checking the consent box on a website form

• Providing verbal consent during a phone conversation

• Submitting a signed form or written consent

• Requesting updates via SMS directly

 

Opt-Out Methods

You may withdraw consent at any time by:

• Replying “STOP” to any SMS message

• Emailing admin@wyndcpa.com

• Calling our office directly – 615-583-2680 

 

7. Data Security

We implement administrative, technical, and physical safeguards to protect your information, including:

• Encrypted data storage and transmission

• Multi-factor authentication (MFA) and role-based access control (RBAC)

• U.S.-based secure cloud hosting

• Continuous monitoring and threat detection tools

• Employee privacy and cybersecurity training

 

Our data protection practices comply with the Gramm-Leach-Bliley Act (GLBA), FTC Safeguards Rule, and AICPA confidentiality standards.

 

8. Cookies and Tracking

We use cookies and analytics tools to:

• Understand visitor behavior and improve site functionality

• Store preferences for better browsing experience

• Monitor system security and prevent abuse

You can disable cookies in your browser settings, but this may limit site functionality.

 

9. Data Retention

We retain personal and financial data for the period required by law and professional standards (generally seven years), unless a longer retention period is necessary for compliance or business continuity. Data is securely destroyed or deleted when no longer needed.

 

10. Your Privacy Rights

You have the right to:

• Request access to your personal information

• Request corrections or updates

• Request deletion, where legally permissible

• Withdraw consent for communications at any time

To exercise these rights, please contact admin@wyndcpa.com.

 

11. Changes to This Policy

We may update this Privacy Policy periodically to reflect regulatory or operational changes. The updated policy will be posted on our website with a revised effective date. Continued use of our site or services constitutes acceptance of the updated terms.

 

12. Contact Us

Wynd Capital & Wynd CPA

Attn: Privacy

Email: admin@wyndcpa.com

Phone: 615-583-2680

Website: www.wyndcpa.com

Nashville, Tennessee

 

Compliance Statement

This Privacy Policy complies with:

TCR / Carrier SMS Requirements

Gramm-Leach-Bliley Act (GLBA)

FTC Safeguards Rule (16 CFR Part 314)

AICPA Confidential Client Information Rule (ET §1.700.001)

Microsoft 365 Security & Compliance Frameworks