If you have any questions about Wizard Accounting’s privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us via outreach forms on our website.
How to contact us
Wizard Accounting keeps its privacy policy under regular review and makes the latest version available at Wizard Accounting website.
Changes to our privacy policy
Wizard Accounting would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:
The right to access – You have the right to request Wizard Accounting for copies of your personal data.
The right to rectification – You have the right to request that Wizard Accounting correct any information you believe is inaccurate. You also have the right to request to complete the information you believe is incomplete.
The right to erasure – You have the right to request that Wizard Accounting erase your personal data, under certain conditions.
The right to restrict processing – You have the right to request that Wizard Accounting restricts the processing of your personal data, under certain conditions.
The right to data portability – You have the right to request that Wizard Accounting transfer the data that we have collected to another organization, or directly to you, under certain conditions.
What are your data protection rights?
Data Location
Your personal data may be maintained, processed and stored in the United States of America (U.S.A.)
Wizard Accounting may be required to transfer Personal Data to countries other than the country in which the data originated. Any such transfers shall be done in compliance with all applicable laws.
Data Retention
We retain customers’ Personal Data for as long as reasonably necessary in order to maintain and expand our relationship with them and to provide them with our Services.
We retain our customer personnel’s Account Data in accordance with the instructions of their organization (our Customer), or for as long as their account is active, and we have not been notified otherwise, or as long as we consider necessary for the purposes described herein.
We will also retain your Personal Data for as long as is required in order to comply with our legal and contractual obligations, or to protect ourselves from any potential disputes (i.e., as required by laws applicable to log-keeping, records and bookkeeping, and to have proof and evidence concerning our relationship, should any legal issues arise following your discontinuance of use), in accordance with our data retention policy.
Please note that except as required by applicable law, we will not be obligated to retain your Personal Data for any particular period, and we are free to securely delete it for any reason and at any time, with or without notice to you.
Data Security
The security of your personal information is important to us. We implement appropriate technical and organizational measures to ensure the security of your personal information and protect it from unauthorized access, disclosure, alteration, or destruction. While we strive to use reasonable efforts to protect your personal information, we cannot guarantee its absolute security.
How do we store your data?
Wizard Accounting collects your data:
To provide our bookkeeping and Controller support services to you, including analysis, and strategic planning.
To communicate with you regarding our services, including responding to inquiries, providing updates, and sending administrative information.
To process payments, invoices, and other financial transactions.
Provide, maintain and improve our Services.
To improve our website and services, analyze trends and gather demographic information.
Wizard Accounting will only share your information in the following circumstances: -
We may share your personal information with third-party service providers to permit such parties to provide services that help us with our business activities, which may include assisting us. All third parties are engaged under contract and obliged to meet appropriate security requirements and comply with all applicable legislation;
We may share your personal information when we have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, or (b) protect against imminent harm to our rights, property or safety, or that of our users or the public as required or permitted by law;
We may share your personal information with third parties (including our service providers and government entities) to detect, prevent, or otherwise address fraud or security or technical issues;
We may share your personal information with our business partners who offer a service to you jointly with us, for example if we work with a business partner to provide professional services to you;
We may share your Payment Information to process your payments;
We may also share aggregated or anonymized information with third parties for other purposes. Such information does not identify you individually, but may include usage, viewing and technical information such as the types of Services our customers and users generally use, the configuration of their computers, and performance metrics related to the use of Services which we collected through our technology. If we are required under applicable law to treat such information as personal information, then we will only disclose it as described above. Otherwise, we may disclose such information for any reason.
How will we use your data?
You directly provide Wizard Accounting with most of the data we collect. We collect data and process data when you:
Sign an agreement for any of our services
Voluntarily complete a survey or provide us with feedback
Use or view our website via your browser’s cookies
How do we collect your data?
We use Personal Data as necessary for the performance of our services; to comply with applicable law; and to support our legitimate interests in maintaining and improving our services and protecting and securing our visitors, our customers, ourselves and our services.
Wizard Accounting collects the following data:
Personal identification information
First name
Last name
Email address
Phone number
Job title
IP address
Other information
Company information
Payment information
Technical and device information
Product and website usage information
IP address Other information
Company information
Payment information
Technical and device information
Product and website usage information
What data do we collect?
Last updated May 1, 2026.
If you are a visitor to a Wizard Accounting Website, a recipient of Wizard Accounting communications or a customer of Wizard Accounting Services, then except as expressly set forth below, this Privacy Policy applies to your use of such Website or Service.
If you are a customer of Wizard Accounting, the terms of use of the services provided to you are set out in a separate agreement with us for the provisioning of the Services (“Terms of Service”).
At Wizard Accounting, we respect the privacy rights and data protection rights of our users and recognize the importance of protecting the personal information we collect about you. Our Privacy Policy is designed to help you understand what information we collect and how we use and share that information. This Privacy Policy applies to our Websites and Services.
This Privacy Policy describes how we collect, store, use and disclose such personal data, our roles as “Data Controller” and “Data Processor” of such data (as well as any other personal data we might process on our customers’ behalf).
