SUMWISE Privacy Policy
Last Updated: June 26, 2025
This Privacy Policy outlines how Sumwise (“we,” “us,” or “our”) collect, use, and safeguard the information you provide us when you visit our website, and engage with our services. By accessing our service, you consent to the practices described in this policy.
We are responsible for the personal information under our control and have designated an individual to ensure compliance with this Privacy Policy. If you have any questions or concerns about our Privacy Policy, or our practices with regards to your personal information, please contact us via info@sumwisehq.com
Collection and Use of Information
1. Information We Collect
While interacting with our services, we may ask you to provide us with personal identifiable information, which includes but is not limited to:
- Name, email address, phone number, and business details
- Payment information
- Financial records and business documents needed for bookkeeping
We collect this information when you:
- Complete contact or intake forms on our website
- Communicate with us by email or phone
- Upload documents through secure platforms
2. How We Use Your Information
We use your information to:
- Provide, manage, and improve our bookkeeping services
- Communicate with you about your account or our services
- Process payments and send invoices
- Comply with legal and regulatory requirements
We process your Information for purposes based on legitimate business interests, the fulfilment of our contract with you, compliance with our legal obligations, and/or your consent.
With your consent, we may also send you marketing emails or newsletters in the future. You can opt out of these communications at any time.
3. Information Sharing
We do not sell or share your personal information with third parties for marketing purposes. We may share your information with trusted third-party service providers we use to deliver our services, such as:
- Wave
- QuickBooks Online
- Stripe
- PayPal
- Google Drive
These providers help us securely process your financial data, manage documents, and process payments. We may also share information when required by law.
4. Data Security
We take reasonable measures to protect your information from unauthorized access, use, or disclosure. This includes using secure platforms and limiting access to your information.
5. Data Retention
We only retain your Information for as long as it is necessary to fulfill the purposes described in this Policy, unless a longer retention period is required by law.
When we have no ongoing Business Purpose to justify the processing of your Information, we either delete or anonymise it. If this is not possible (for example, because your Information has been stored in backup archives), then we will securely store your Information and isolate it from any further processing until deletion is possible.
Your Rights and Choices
You have the right to access, update, correct, or request deletion of your personal information. To make a request, please contact us at info@sumwisehq.com.
California Residents (CCPA/CPRA Rights):
If you are a California resident, you have the right to:
- Request to know what personal information we collect, use, and share about you
- Request deletion of your personal information (subject to certain legal exceptions)
- Opt-out of the sale of personal information (we do not sell your personal information)
- Not receive discriminatory treatment for exercising your privacy rights
To exercise your California privacy rights, please contact us at info@sumwisehq.com.
Challenging Compliance
If you have concerns about how we handle your information or our compliance with privacy laws, please contact us. We will respond to your inquiry and work to address your concerns.
Third Party Websites
We are not responsible for the safety of any information that you share with third party provides who feature or advertise, but are not affiliated with Sumwise.
Our content may feature links to third party websites or social media channels, or contain advertisements from third parties that are not affiliated with us and which may link to other websites, online services or mobile applications. We cannot guarantee the safety and privacy of data you provide to any third parties. Any data collected by third parties is not covered by this Policy.
We are not responsible for the content or privacy and security practices and policies of any third parties, including other websites, services or applications that may be linked to or from Sumwise. You should review the policies of such third parties and contact them directly if you have any related questions.