Privacy Policy

We at Wing Leader, LLC, doing business as BirdWise Bookkeeping ("BirdWise" or "we," "our," or "us") respect your privacy and are committed to protecting it through our compliance with this Privacy Policy (the "Policy"). This Policy describes the types of information we may collect, process, retain, or disclose personal data about you when requesting a quote for our services through our website, www.birdwisebookkeeping.com, and the services that link to this Policy (collectively, our "Services") and our practices for collecting, using, maintaining, protecting, and disclosing that information.

This Policy applies to information we collect: (1) through the Services provided on this website; (2) in email communications and other Services-related electronic communications through the website; and (3) in email, text, and other electronic messages between you and the Services.

It does not apply to information collected by: (1) us offline or through any other means, including on any other website operated by BirdWise or any third party that does not link to this Policy; or (2) any third party, including through any application or content that may link to or be accessible from or through our Services.

Please read this Policy carefully to understand the policies and practices regarding your information and how we will treat it. If you do not agree with the policies and practices, do not use our website. By accessing, interacting, or using this website or providing us with your information, you consent and agree to the collection, use, and sharing of your information as described in this Policy. This Policy may change from time to time (see Changes to Our Privacy Policy). Your continued use of the Services after we make changes is deemed to be acceptance of those changes, so please check the Policy periodically for updates.

1. Agreement and Consent

By using our website, you agree to be bound by the terms and conditions of this Privacy Policy, our Terms of Use, and all disclaimers and other terms and conditions that appear elsewhere on our website. Your continued use of the website constitutes your consent to our collection, use, and disclosure of information, including, without limitation, Personal Information (as defined below), as detailed in this Policy.

2. Children's Privacy and Parental Rights

Our Services are not intended for, and we do not knowingly collect, sell, or share Personal Information (as defined below) from children under the age of 13 in compliance with the Children's Online Privacy Protection Act (COPPA), or from children under the age of 16 in compliance with the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), and other applicable state laws, including but not limited to Colorado (under 13 and 16), Connecticut (under 13 and 16), Virginia (under 13 and 16), and Utah (under 18). If you are under the applicable age in your state, do not use or provide any information through the website or any features. If we learn that we have collected or received Personal Information from a child under the relevant age without the required consent under applicable law, we will promptly delete that information in accordance with COPPA, CCPA/CPRA, and other applicable state law requirements.

Residents of California (under 13 and 16), Colorado (under 13 and 16), Connecticut (under 13 and 16), Virginia (under 13 and 16), and Utah (under 18) have additional rights regarding the collection, use, sale, or sharing of their Personal Information. These rights include the ability to access, correct, delete, or opt out of the sale or sharing of such information, and, for minors in California under the age of 16, the right to opt in to the sale or sharing of their Personal Information. For a detailed summary of these rights and procedures, please refer to the Your State Privacy Rights section of this Policy.

3. The Personal Information That We Collect or Process

"Personal Information" means information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer, household, or device, or any information that may personally identify a natural person, as further defined in this Policy.

The types and categories of Personal Information that we may collect or process include:

• Contact information, including name, email address, phone number, and other contact information you provide us.
• Device information, including your IP address, device identifiers, operating system and version, and other device information.

If you are a California resident, to access our supplemental California privacy statement, visit our Notice of Collection for California Residents.

We also collect:

• Statistics or aggregated information. Statistical or aggregated data does not directly identify a specific person, but we may derive non-personal statistical or aggregated data from personal data. For example, we may aggregate personal data to calculate the percentage of users accessing a specific website feature.
• Technical information. Technical information includes information about your internet connection and usage details about your interactions with the website, products or services that you view or search for; page response times, download errors, length of your visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), or methods used to browse away from a page.

If we combine or connect non-personal statistical or technical data with Personal Information so that it directly or indirectly identifies an individual, we treat the combined information as Personal Information.

4. How We Collect Your Personal Information and Other Data

You Provide Information to Us

We collect information about you when you interact with our Services such as the following:

• Entering your name and email through our Get A Quote or Get Started features or other such correspondence.
• Searching queries on our website.

Automatic Data Collection Through Our Services

As you navigate and interact with our Services, we and our service providers may use automatic data collection technologies to collect information, including Personal Information, as defined by applicable law. This collection is conducted in accordance with the California Consumer Privacy Act (CCPA), the California Privacy Rights Act (CPRA), and relevant federal privacy laws. We are committed to providing clear notice and obtaining any required consent for the use of such technologies, and to respecting your rights to opt out or limit the use of your information as required by law.

The categories of information collected automatically may include, but are not limited to: (a) details of your visits to our website, such as traffic data, location data, logs, and other communication data, as well as the resources you access and use on the website; (b) information about your computer or other device and internet connection, including your IP address, operating system, browser type, mobile network information, and device identifiers; and (c) metadata and other information associated with files stored on your device. We collect only the information necessary for the purposes disclosed in this Policy and as permitted by law.

We may also collect information about your interactions with our Services, such as usage patterns, referring/exit pages, and information about the devices and browsers you use to access our Services. This information is collected to help us understand how our Services are used and to improve user experience, in compliance with applicable privacy laws.

We use automatic collection technologies to operate, maintain, and improve our Services, to personalize your experience, to analyze usage and trends, and for security and fraud prevention. You have the right to opt out of certain uses of your information as described in the Your Rights and Choices section of this Policy.

The technologies we and our service providers use for automatic data collection may include, but are not limited to:

• Cookies (or browser cookies). Cookies are small data files placed on your device that help us recognize you, remember your preferences, and enhance your experience. You may refuse to accept browser cookies by adjusting your browser settings. Under California law, you have the right to opt out of the sale or sharing of your Personal Information collected via cookies. Where required by law, we will obtain your consent before placing certain cookies. For more information about managing your cookie preferences, including opt-out mechanisms, please see the Your Rights and Choices section of this Policy.

Should any of these automated technologies be considered a sale or sharing of Personal Information, targeted advertising, or profiling under applicable law, you have the right to opt out of such uses. You may exercise your rights by using the mechanisms described in the Your Rights and Choices section or by contacting us at lily@birdwisebookkeeping.com. Please note that some features of the Services may be unavailable if you choose to opt out. We will not discriminate against you for exercising your privacy rights, in accordance with applicable law.

Some content or applications on our website are served by third parties, including servers and application and website providers. These third parties may use automatic collection technologies to collect information about you or your device. These third parties may include:

• Analytics companies.
• Your device manufacturer.
• Your internet or mobile service provider.

These third parties may use tracking technologies to collect information about you when you use the Services. The information they collect may be associated with your Personal Information or they may collect information, including Personal Information, about your online activities over time and across different websites, apps, platforms, and other online services.

We do not control these third parties' tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly.

From Business Partners and Service Providers

We may receive Personal Information about you from other sources and combine that with information we collect directly from you. For example, we may obtain information about you from service providers that we engage to perform services on our behalf, such as email platform providers, payment processors, and analytics, security and anti-fraud services. We also may receive Personal Information from business partners that we engage to share consumer information with us, including your personal preferences.

5. How We Use Your Information

We use or disclose information that we collect about you or that you provide to us, including any Personal Information for one or more of the following purposes:

• Provide you with content, features, information, products, or services that we make available through the website.
• Improve our Services, including by analyzing your information and creating aggregated data derived from your information to develop, maintain, analyze, improve, optimize, measure, and report on our Services and their features and how users interact with them.
• Promote our Services, business, and offerings by publishing advertising, marketing, and other promotions about our Services through communications such as email newsletters.
• Carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
• Notify you when Services updates are available and about changes to any products or services we offer or provide through them.
• Help maintain the safety, security, and integrity of our website, our services, databases, and other technology assets, and business.
• Personalize your website experience and to deliver content and service offerings relevant to your interests.
• Respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.
• Fulfill any other purpose for which you provide it.
• In any other way we may describe when you provide the information.
• For any other purpose with your consent.

The usage information we collect, whether connected to your Personal Information or not, helps us improve our Services and deliver a better and more personalized experience by enabling us to:

• Estimate our audience size, usage patterns, and trends.
• Store information about your areas of interest, allowing us to customize our website according to your individual needs.
• Speed up your searches.
• Recognize you when you return to our website.
• Track users' movements around our website.
• Administer our website.

6. Email and Text Messages Opt-Out and Opt-In

If you provide us with your email address and/or mobile phone number, we may send you communications related to your use of the Services, subject to applicable law. These communications may include service updates, transaction notifications, responses to information requests, and promotional offers. You may opt out of receiving promotional communications at any time by following the unsubscribe instructions included in such messages or by emailing lily@birdwisebookkeeping.com with "Opt-Out" in the subject line. Please note that opting out of promotional communications will not affect our ability to send you essential communications regarding other important service-related matters.

7. Disclosure of Your Information

We do not sell Personal Information. We do not exchange, transfer, or otherwise disclose Personal Information to third parties for monetary or other valuable consideration. Any disclosures of Personal Information are made solely for the business purposes described in this Policy and not for sale. If our practices change in the future, we will update this Policy and provide any required notices or opt-out rights as mandated by applicable law.

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.

We may disclose Personal Information that we collect or you provide as described in this Policy for the following business purposes:

• To our subsidiaries and affiliates.
• To contractors, service providers, and other third parties we use to support our business (collectively, "Service Providers").
• To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as part of bankruptcy, liquidation, or similar proceeding, in which Personal Information held by us about our website users is among the assets transferred.
• To fulfill the purpose for which you provide it.
• With your consent.
• To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
• To enforce or apply our Terms of Use, this Policy, and other agreements, including for billing and collection purposes.
• If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of our organization, our users, or others.
• For any other purpose disclosed by us when you provide the information.

The categories of Personal Information we may disclose include:

• Contact information.
• Device information.
• Content and information you elect to provide to us.

8. Your Rights and Choices About Your Personal Information

This section describes mechanisms you can use to control certain uses and disclosures of your information and rights you may have under state law, depending on where you live.

Advertising, marketing, cookies, and other tracking technologies choices:

• Cookies and Other Tracking Technologies. You can set your browser to refuse all or some browser cookies or other tracking technology files, or to alert you when these files are being sent. You can choose whether or not to allow the Services to collect information through other tracking technologies by following the opt-out procedure on your browser. If you disable or refuse cookies or similar tracking files, some Services features may be inaccessible or not function properly. Some browsers include a "Do Not Track" (DNT) setting that can send a signal to the online services you visit indicating you do not wish to be tracked. Because there is not a common understanding of how to interpret the DNT signal, our Services may not respond to all browser DNT signals. Instead, you can use the range of other tools to control data collection and use, including the cookie controls and advertising controls described in this Policy.
• Promotions by the Company. If you do not wish us to use your information to promote our own or third parties' products or services, you can opt out by sending us an email stating your request to lily@birdwisebookkeeping.com.

Location data choices:

You can choose whether or not to allow the Services to collect and use real-time information about your device's location through the device's privacy settings. If you block the use of location information, some Services features may become inaccessible or not function properly.

9. Your State Privacy Rights

Depending on your state of residence, you may be entitled to specific rights regarding your Personal Information. These rights, as well as the procedures for exercising them, may differ based on state law. Below, we outline the general rights available and highlight important state-specific differences.

• Access and Data Portability: You may request confirmation of whether we process your Personal Information and obtain a copy of such information. Where required by state law, we will provide your data in a portable format.
• Correction: You may request that we correct inaccuracies in your Personal Information, considering the nature of the information and the purposes for which it is processed.
• Deletion: You may request the deletion of Personal Information we maintain about you, subject to exceptions under applicable law.
• Opt-Out Rights: You may request that we do not use your Personal Information for targeted advertising, profiling, or sales.

Important: Please note that the scope and availability of these rights vary by state, and there are exceptions where we may not be required to fulfill your request under applicable law.

The following states currently provide, or may in the future provide, residents with specific privacy rights: California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Montana, Oregon, Tennessee, Texas, Utah, and Virginia. Residents of these states may have rights to:

• Confirm whether we process their Personal Information.
• Access and delete certain Personal Information.
• Correct inaccuracies in their Personal Information, considering the nature and purpose of the information (except for residents of Iowa and Utah, where this right may not apply).
• Request data portability, allowing them to obtain their Personal Information in a portable format.
• Opt out of certain types of personal data processing, including:
  • Targeted advertising (except for Iowa residents).
  • Sales of Personal Information.
  • Profiling in connection with decisions that produce legal or similarly significant effects (except for Iowa and Utah residents).
• Limit or require consent for the processing of sensitive Personal Information or the Personal Information of minors under the ages of 18, 17, or 16, as applicable by state law.

To exercise any of these rights, please email us at lily@birdwisebookkeeping.com with "Privacy Rights" in the subject line. We may need to verify your identity before processing your request, and will respond as required by applicable law.

Some browsers and browser extensions support the Global Privacy Control ("GPC"), which can send a signal to opt out of certain types of data processing, including data "sales" as defined under certain laws. When we detect a GPC signal, we will make reasonable efforts to honor your preferences as required by applicable law.

Nevada residents have a limited right to opt out of certain personal data sales. To exercise this right, please email lily@birdwisebookkeeping.com. Please note, however, that we do not currently sell data in a manner that triggers Nevada's opt-out requirements.

California residents may have additional privacy rights. For more information, please review our supplemental California privacy statement by visiting the Notice of Collection for California Residents.

10. Data Security

We employ commercially reasonable administrative, physical, and technical safeguards to protect your Personal Information against accidental loss, destruction, unauthorized access, use, alteration, and disclosure. All Personal Information you provide is stored on secure servers protected by firewalls and other industry-standard security technologies.

The protection of your information also relies on your actions. Please exercise caution when sharing your information in public areas or over unsecured Internet connections, as such disclosures may be accessible to third parties. If you have been provided with, or have chosen, a password to access our website, you are responsible for maintaining its confidentiality. Do not share your password with anyone.

Please be aware that no website, system, electronic storage, or online service can be guaranteed to be completely secure. While we implement measures to protect your Personal Information, we cannot warrant the security of information transmitted to our website. Any transmission of Personal Information is at your own risk, and we are not liable for any circumvention of privacy settings or security measures on our website.

11. Transfers of Information

When you use our website, information, including Personal Information, will be stored (to the extent allowable by applicable law) and processed by our Service Providers in the United States as we are a California based company. Our website is intended to be used by persons located in the United States only. If you access our website from outside the United States, you do so on your own initiative and are responsible for compliance with local laws. Additionally, if you are visiting our website from a location outside of the United States, your connection will be through and to servers located in the United States. All information you receive from our website will be created on servers located in the United States, and all information you provide will be maintained on web servers and systems located within the United States. The data protection laws in the United States may differ from those of the country in which you are located, and your information may be subject to access requests from governments, courts, or law enforcement in the United States according to laws of the United States. As such, you consent to the collection, storage, processing, and transfer of your information in and to the United States, including Personal Information, as described above. Please note that our Service Providers may collect, store, process, and transfer information, including Personal Information, in the United States and elsewhere whose laws may materially differ from the jurisdiction in which you reside. When we transfer your information, including Personal Information, we will protect said information as described in this Policy.

We will take all the steps reasonably necessary to ensure that your Personal Information is treated securely and in accordance with this Policy and no transfer of your Personal Information will take place to an organization or a country unless there are adequate controls in place including the security of your data and other Personal Information.

12. Third Party Websites and Their Links to Their Privacy Policy

Our Policy does not apply to the practices of other websites that are not owned, operated, or controlled by us or our affiliates or people that we do not employ or manage. Accordingly, this Policy is only applicable to the Services, and not to any other websites that you may be able to access from here including, without limitation, any links to third party websites, each of which may have data collection, storage, and use practices and policies that differ materially from this Policy. As such, when you leave the Services via a link or enable a third-party service, such online services may collect Personal Information about you. Accordingly, if you use any of these links, you will leave the Services and enter a third-party website entirely at your own risk. Please review the privacy policies for all third-party websites for more information about those privacy policies that apply to your use of those third-party websites. We do not and cannot control the websites, applications, or other services that are operated by these third parties. We are not responsible for the privacy practices or the content of any other website but our own. Thus, you should check the privacy policy of the applicable third-party service. We therefore disclaim all liability for third party actions, including, without limitation, actions related to the use or disclosure of Personal Information by third parties, and, likewise, cannot be held liable or responsible for any third-party website, its materials, content, or information contained thereon.

13. Changes to Our Privacy Policy

We reserve the right to amend this Policy at our discretion and at any time. When we make changes to this Policy, we will post the updated privacy policy on our website and update the privacy policy's effective date at the top of the page. If we make material changes to how we treat our users' Personal Information, we will notify you by email to the email address you submitted through our website. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting our website and this privacy policy to check for any changes. Your continued use of our website and mobile application following the posting of changes constitutes your consent to such changes.

14. Contact Information

To ask questions or comment about this Policy and our privacy practices, contact us at:

Attn: Privacy Officer — Email: lily@birdwisebookkeeping.com