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Privacy Policy

Privacy Policy

Last Updated : April 27, 2026.

Bizwai BPO LLC (“Bizwai,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, protect, and retain information when you visit our website, submit a form, schedule a consultation, communicate with us, use our services, or otherwise interact with Bizwai online or offline.
This Privacy Policy applies to Bizwai websites, landing pages, forms, SMS/text message programs, email communications, online scheduling tools, and related services that link to this Policy. If you become a client of Bizwai, additional terms may apply under a separate engagement letter, service agreement, statement of work, or other client agreement.

1. Information We Collect

We may collect the following categories of information:
  • Contact information, such as your name, business name, title, email address, phone number, mailing address, and preferred contact method
  • Business and financial information you choose to provide, such as revenue range, staff size, accounting software, bookkeeping needs, QuickBooks or other accounting details, payroll information, tax-related information, documents, reports, financial statements, bank or credit card information you authorize us to review, and information needed to provide accounting, bookkeeping, tax, advisory, CFO, or related services.
  • Lead and inquiry information, such as information submitted through Facebook lead forms, website forms, Go High Level forms, landing pages, booking pages, surveys, chat tools, email, phone, text message, or other lead sources.
  • SMS/text messaging information, such as your mobile phone number, SMS opt-in status, consent records, message content, date and time of opt-in, date and time of opt-out, delivery status, and related messaging logs.
  • Account and service information, such as your login details if a client portal is used, project information, billing information, support requests, service preferences, and communication history.
  • Technical and usage information, such as IP address, device type, browser type, operating system, pages viewed, links clicked, referring URLs, approximate location derived from IP address, session data, and website analytics information.
  • Cookies and tracking information, as described in the Cookies and Tracking Technologies section below.
  • Information from third-party platforms and service providers, such as scheduling tools, advertising platforms, analytics providers, payment processors, communication platforms, accounting software integrations, and client-authorized data connectors.

2. How We Use Information

We may use the information we collect to:
  • Respond to inquiries, schedule consultations, and provide information about Bizwai services.
  • Provide accounting, bookkeeping, tax planning, financial reporting, CFO advisory, payroll support, A/R, A/P, financial analysis, QuickBooks analysis, cleanup roadmaps, and related services.
  • Prepare proposals, engagement letters, service plans, reports, financial reviews, and recommendations.
  • Communicate with you by email, phone, text message, online chat, mail, or other channels you authorize.
  • Send appointment reminders, onboarding instructions, document requests, service updates, billing or account communications, and support messages.
  • Send marketing or promotional communications where permitted by law and where you have provided required consent.
  • Operate, secure, personalize, and improve our website, landing pages, forms, advertising, analytics, and services.
  • Process payments, invoices, billing, collections, and administrative functions.
  • Maintain records of consent, communications, transactions, and client services.
  • Detect, prevent, investigate, or respond to fraud, security issues, unauthorized access, legal claims, or other misuse.
  • Comply with applicable laws, regulations, court orders, subpoenas, tax obligations, accounting standards, professional duties, and contractual obligations.

3. SMS/Text Message Program and Opt-In Details

If you provide your mobile phone number and opt in to receive text messages from Bizwai, you consent to receive SMS/MMS messages from Bizwai BPO LLC at the phone number provided. Depending on the form or interaction, messages may include:
  • Follow-up messages about your inquiry or request for information.
  • Appointment confirmations, reminders, and scheduling updates.
  • Free financial analysis, Free Financial Health Check, QuickBooks analysis, bookkeeping, accounting, tax, CFO advisory, or service-related follow-ups.
  • Onboarding messages, document requests, project updates, account support, billing reminders, and service communications.
  • Marketing or promotional messages only where you have provided the required marketing consent.
Message frequency varies. Message and data rates may apply. Consent to receive text messages is not a condition of purchasing any products or services from Bizwai. You may opt out at any time by replying STOP. You may also reply HELP for assistance. We may send one final confirmation message after you opt out.
SMS NO-SHARING NOTICE: No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
We may use service providers to help us operate our SMS program, transmit messages, maintain consent records, and provide communication services on our behalf. Those service providers are not permitted to use SMS opt-in data or consent for their own marketing or promotional purposes.

4. Cookies and Tracking Technologies

We may use cookies, pixels, tags, analytics tools, advertising tools, and similar technologies to operate the website, remember preferences, measure performance, improve user experience, understand visitor activity, and support advertising or retargeting campaigns.
These technologies may collect information such as IP address, device information, browser type, pages viewed, links clicked, form interactions, referring websites, and approximate location. We may use tools provided by platforms such as Google, Meta/Facebook, Go High Level, website analytics providers, advertising platforms, and similar service providers.
You can control cookies through your browser settings. Some website features may not function properly if cookies are disabled. If Bizwai uses cookies or pixels that constitute “sale,” “sharing,” targeted advertising, or cross-context behavioral advertising under applicable privacy laws, the website should include the required consent banner, opt-out mechanism, or “Do Not Sell or Share My Personal Information” link where required.

5. How We Share Information

We do not sell your personal information for money. We may share information only as described below:
  • Service providers and vendors: with companies that help us operate our website, forms, email, SMS, scheduling, CRM, hosting, analytics, payment processing, accounting technology, client portals, document management, advertising, and business operations.
  • Professional advisors: with accountants, tax professionals, attorneys, consultants, auditors, insurers, and other advisors where needed for business, legal, tax, compliance, or professional purposes.
  • Client-authorized integrations: with third-party platforms or data connectors you authorize us to use, such as accounting software, payroll systems, QuickBooks, banking feeds, analytics tools, or reporting systems.
  • Legal and compliance purposes: when required or permitted by law, regulation, subpoena, court order, government request, tax obligation, professional duty, audit requirement, dispute, or to protect rights, property, safety, or security.
  • Business transfers: in connection with a merger, acquisition, financing, sale of assets, reorganization, or similar transaction, subject to appropriate protections for personal information and client confidentiality.
  • With your consent: when you instruct us or authorize us to share information for a specific purpose.
SMS opt-in data and text messaging consent are treated differently from general business contact data. We do not sell, rent, or share mobile numbers, SMS opt-in data, or text messaging consent with third parties or affiliates for marketing or promotional purposes.

6. Data Security Practices

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction. These measures may include access controls, password protections, secure systems, vendor controls, staff training, document controls, encryption where appropriate, and other security procedures.
No website, system, transmission, storage method, or electronic communication is completely secure. You are responsible for using secure devices, protecting your passwords, and avoiding the submission of sensitive information through unsecured channels unless we provide or approve that method.

7. Data Retention

We retain information for as long as reasonably necessary to provide services, respond to inquiries, maintain business records, comply with legal, tax, accounting, regulatory, contractual, professional, audit, and dispute-resolution obligations, and protect our rights. SMS opt-in and opt-out records may be retained to document consent and compliance.

8. Your Choices and Rights

You may have choices and rights regarding your information, depending on where you live and the laws that apply. These may include the ability to:
  • Request access to certain personal information we maintain about you.
  • Request correction or deletion of certain information, subject to legal, tax, accounting, professional, contractual, or operational retention requirements.
  • Opt out of marketing emails by using the unsubscribe link in the email or contacting us.
  • Opt out of SMS/text messages by replying STOP.
  • Request that we update your contact information or communication preferences.
  • Disable cookies through your browser or use website privacy controls where available.
To make a privacy request, contact us using the information in the Contact Us section below. We may need to verify your identity before processing certain requests.

9. California and Other State Privacy Rights

If you are a resident of California or another state with an applicable consumer privacy law, you may have additional rights regarding your personal information, subject to exceptions and thresholds under applicable law. These rights may include the right to know, access, correct, delete, opt out of certain sharing or targeted advertising, and not be discriminated against for exercising privacy rights.
If applicable, Bizwai will honor valid privacy requests as required by law. If Bizwai uses technologies that trigger a legal obligation to provide an opt-out link or cookie consent tool, the website should include those mechanisms before launch.

10. Children’s Privacy

Our website and services are intended for adults and business users who are at least 18 years old. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

11. Third-Party Links and Platforms

Our website may link to third-party websites, platforms, tools, scheduling pages, payment processors, advertising platforms, accounting platforms, or service providers. We are not responsible for the privacy practices, security, or content of third-party websites or platforms. Your use of third-party services may be governed by their own privacy policies and terms.

12. Professional and Client Confidentiality

If you become a Bizwai client, additional confidentiality obligations may apply under your engagement letter, service agreement, professional standards, applicable law, and other written agreements. This Privacy Policy does not replace any stronger confidentiality commitments made in a signed client agreement.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top of the page shows when the Policy was last revised. Changes are effective when posted unless a different effective date is stated. Your continued use of the website or services after changes are posted means you acknowledge the updated Policy.

14. Contact Us

If you have questions about this Privacy Policy, want to update your information, or want to exercise privacy choices, contact us at: