Effective October 19, 2026
Scope of this policy
This policy describes information handling for jacobwiseco.com, www.jacobwiseco.com, and inquiries about Jacobwise & Co. Inc. services. Client engagements, the secure portal, and third-party services may have additional notices and terms. This website policy does not replace a separate client financial privacy notice or an engagement agreement.
Information involved
When you contact us, book an appointment, use chat, or begin an enabled intake process, the information involved may include your name, contact details, business details, service needs, communications, and information you choose to provide. Our hosting and security providers may process IP addresses, browser and device details, page requests, timestamps, and security information needed to deliver and protect the site.
Tax records, identity details, and financial documents should be provided only through the secure client process agreed with our team. Do not enter sensitive identifiers, bank credentials, or payment card details into general website fields.
Forms and the client portal
The on-page tax profile and bookkeeping questionnaires currently operate in browser memory and are not connected to a submission or portal-invitation service. Completing them does not send the answers to our team. Following a link to a separate intake, booking service, or portal is a different interaction governed by that service and any notices shown there. Website chat is a separate communication tool.
How information is used
Information provided through working communication channels may be used to answer inquiries, discuss requested services, arrange appointments, administer client relationships, provide agreed services, maintain records, address disputes, and meet applicable obligations. Technical information may be used to operate the website, diagnose problems, and prevent misuse.
Service providers and disclosures
Website hosting and security, SuiteDash-powered portal and chat tools, scheduling, communications, and linked checkout services can involve outside providers. Information may be processed by providers supporting the requested interaction, by personnel or advisers who need it for an authorized purpose, or when required by law. Providers may process data outside your state or country.
Tax return information is subject to specific confidentiality and disclosure requirements. This policy is not consent to use or disclose tax return information for a purpose that requires a separate authorization. Review the notices and consent requests provided during your engagement.
Cookies and third-party links
See our Cookie Policy for browser storage, hosting security cookies, and available controls. Our site links to external booking, portal, review, and purchasing services. Their own policies apply to information collected on those services. Review them before providing information.
Retention and security
Retention depends on the type of information, the purpose for which it was provided, applicable recordkeeping duties, and any engagement requirements. Client tax and accounting records may need to be retained after a service ends. Ask our team about the records relevant to your request.
Use the secure client process for documents and protect your portal credentials. Internet transmission and electronic storage carry risks; do not treat a public website or general chat as a secure document-delivery channel.
Your requests and choices
You may ask about information you have provided, request correction, or request deletion where applicable. Depending on your location and the law applicable to our business, additional privacy rights may be available. We may need to verify your identity and may retain information required for legal or recordkeeping purposes. Use the contact details below; do not include sensitive identifiers in the initial request.
You can choose not to provide optional information. This may limit our ability to respond or provide requested services. Ask the team to stop optional promotional communications; necessary service communications may continue.
Children and policy changes
This website is intended for adults seeking tax and accounting information or services, rather than children. If you believe a child has provided personal information through the website, contact us. We may update this policy as the website or our practices change; the effective date appears above.
Contact us
For questions or requests, call (407) 519-6258 or use the options on our Contact Us page. You may also write to Jacobwise & Co. Inc., 499 N State Road 434, Suite 2029, Altamonte Springs, FL 32714. Do not send Social Security numbers or tax documents through an ordinary inquiry or chat.