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Privacy Policy

Last Updated:  February 9, 2026

 

Oak Financial (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, and what rights you have. By using our website (www.oakfinancialathens.com) or working with Oak Financial, you agree to the terms of this policy.

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1. Information We Collect

1.1 Information You Provide Directly

We may collect personal information that you voluntarily provide when you:

  • Fill out our contact form

  • Request a quote or schedule a consultation

  • Communicate with us by phone, email, or website forms

  • Submit documents or information for bookkeeping services

This may include:

  • Name

  • Email address

  • Phone number

  • Business name

  • Financial data voluntarily shared for service evaluation

  • Any message or information you choose to provide

1.2 Automatically Collected Information

When you visit our website, certain information may be collected automatically by WIX or third‑party tools, including:

  • IP address

  • Device information

  • Browser type

  • Pages viewed

  • Time spent on the site

  • Cookies and tracking technologies

WIX may collect this information to support site functionality, security, and analytics.

1.3 Financial Information

If you become a client, we may collect financial records, bookkeeping documents, accounting files, or related business information necessary to provide services.
We never sell or share this information with third parties for marketing.

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2. How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping and related services

  • Respond to inquiries and provide quotes

  • Schedule consultations

  • Communicate with you about your account

  • Improve our website, services, and client experience

  • Maintain accurate business and financial records

  • Comply with legal and regulatory requirements

We do not sell or rent your personal information.

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3. How We Share Your Information

We may share information only in the following situations:

3.1 Service Providers

We may share information with trusted service providers that support our business operations, such as:

  • WIX (website hosting + analytics)

  • Secure accounting or document management platforms (e.g., QuickBooks, Xero, etc.)

  • Communication tools (e.g., email providers)

These providers are permitted to use your information only to perform services on our behalf.

3.2 Legal Requirements

We may disclose information if required to:

  • Comply with applicable laws or regulations

  • Respond to lawful requests or legal process

  • Protect our rights, safety, or property

3.3 With Your Consent

We may share information for other purposes with your explicit permission.

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4. How We Protect Your Information

We take security seriously and use reasonable administrative, technical, and physical safeguards to protect your information, including:

  • Secure storage and encrypted platforms

  • Access controls

  • Password‑protected systems

  • Limited access to sensitive data

However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

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5. Your Choices and Rights

Depending on your location, you may have the right to:

  • Request access to your personal information

  • Correct or update your information

  • Request deletion of your information (where permitted)

  • Opt out of certain communications

To exercise these rights, contact us at:
📧 [tiffany@oakfinancialathens.com]

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6. Cookies and Tracking Technologies

Our website, hosted through WIX, may use cookies and similar technologies to:

  • Improve site functionality

  • Analyze website traffic

  • Customize your experience

You can control cookie settings through your browser.

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7. Data Retention

We retain personal and financial information only for as long as necessary to:

  • Provide bookkeeping services

  • Maintain business records

  • Comply with legal and tax obligations

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8. Third‑Party Links

Our website may contain links to third‑party sites. We are not responsible for the privacy practices or content of those sites.

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9. Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect information from children.

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10. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top will reflect the most recent revision.

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11. Contact Us

If you have questions or requests regarding this Privacy Policy, please contact:

Oak Financial
📧 Email: [tiffany@oakfinancialathens.com]
📍 Athens, Georgia (serving surrounding areas and remote clients)

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