Privacy Policy

This policy applies when you visit our website, submit an inquiry, request services, communicate with us electronically, create or use a client portal account, or upload documents through the portal.

Separate engagement letters or service agreements may contain additional terms governing information collected for bookkeeping, business formation, tax preparation, real estate, certified mobile notary, certified loan signing agent, or other professional services.

Information You Provide:

• Name, email address, telephone number, mailing address, and business information.
• Information submitted through contact, appointment, intake, or service-request forms.
• Communications, questions, messages, and other information you send to us.
• Client portal registration and account information.
• Documents and records needed to perform requested services.

Tax, Financial, and Business Records:

Information may include tax returns, W-2 and 1099 forms, identification documents, bank statements, bookkeeping records, payroll records, financial statements, invoices, receipts, business formation records, loan-signing documents, notarial records, and other materials you choose or are asked to provide.

Information Collected Automatically:

Our website and service providers may collect limited technical information such as IP address, browser type, device type, operating system, referring page, pages viewed, access time, and general usage data.

The public website contact form is intended only for general inquiries. Do not submit Social Security numbers, tax records, bank statements, identification documents, account credentials, or other sensitive financial or identity information through the public contact form or ordinary email. Existing clients should use the Secure Client Portal at https://portal.bdw-companies.com for confidential document exchange.

The public contact form uses Cloudflare Turnstile for bot and abuse protection, Base44 for website hosting and backend functionality, and Resend to deliver inquiry email. These providers may process limited contact and technical information as necessary to provide those services.

BDW may provide a client portal that allows authorized clients to create an account, receive requests, upload records, exchange information, and access documents related to their services.

Documents uploaded through the portal may contain sensitive personal, tax, business, or financial information. We use that information to facilitate and perform requested services, communicate with you, maintain records, and meet applicable legal and professional obligations.

You are responsible for keeping your login credentials confidential, using a strong and unique password, signing out after using a shared device, and promptly notifying BDW if you suspect unauthorized access.

• Respond to inquiries and communicate with current or prospective clients.
• Provide bookkeeping, business formation, tax preparation, real estate, notary, loan-signing, consulting, and related services.
• Establish and administer client portal accounts.
• Request, receive, review, organize, and return client documents.
• Verify identity, prevent fraud, and protect website and portal security.
• Send appointment, document, account, service, and security notices.
• Maintain business and professional records.
• Improve website functionality and user experience.
• Comply with applicable laws, regulations, legal process, and professional obligations.

BDW does not sell your personal information.

• Service providers: Companies supporting hosting, portal functionality, cloud storage, email, scheduling, payment processing, security, analytics, or other operations.
• Authorized disclosures: Parties you direct or authorize us to share information with.
• Legal requirements: When reasonably necessary to comply with law, regulation, subpoena, court order, or valid legal process.
• Protection and security: To detect fraud, investigate misuse, protect systems, enforce agreements, or protect rights and safety.
• Business transactions: In connection with a merger, restructuring, sale, or similar transaction, subject to appropriate protections.

Our website may use cookies and similar technologies necessary for website operation, portal sessions, security, preferences, and analytics. You can manage cookies through your browser settings, although disabling certain cookies may limit functionality.

BDW uses reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No website, portal, transmission method, or storage system can be guaranteed completely secure. Avoid sending sensitive tax or financial documents through ordinary email when an approved secure method is available.

We retain information for as long as reasonably necessary to provide services, administer client relationships, maintain appropriate records, comply with legal or regulatory obligations, resolve disputes, and enforce agreements.

You may contact us to update inaccurate contact information, ask questions about information associated with you, or raise a privacy concern. Some records may need to be retained under law, professional standards, an engagement agreement, or legitimate business needs.

Our website may link to or integrate with third-party services. Those parties operate under their own privacy practices. BDW is not responsible for third-party content, security, or privacy practices outside our control.

Our website is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website. Information about a dependent may be provided by a parent, guardian, or authorized client when needed for professional services.

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date.