Privacy Policy

A legal disclaimer

Woven Tally LLC (“Woven Tally,” “we,” “our,” or “us”) provides bookkeeping, financial reporting, financial planning and analysis, fractional Controller services, fractional CFO advisory, and related financial and operational support.
We understand that our clients may entrust us with sensitive personal, business, operational, and financial information. We are committed to handling that information responsibly and maintaining appropriate safeguards to protect its confidentiality, integrity, and security.

This Privacy Policy explains how we collect, use, process, store, share, and protect information when you:

Visit our website;
Submit an inquiry or contact form;
Schedule a consultation;
Communicate with our team; or
Engage Woven Tally for services.

Our privacy practices are designed to comply with applicable laws and generally recognized privacy principles, including relevant U.S. privacy requirements and, where applicable, principles reflected in the California Consumer Privacy Act and the General Data Protection Regulation.

Information we collect

We collect information that is reasonably necessary to operate our business, respond to inquiries, and provide our services.

Information You Provide

We may collect information you provide directly to us, including:

Your name
Email address
Telephone number
Company name
Job title or role
Industry and business size
Service interests
Consultation or engagement details
Information included in forms, emails, messages, or other communications

Client Financial and Business Information

When you engage Woven Tally, we may collect, receive, access, store, or process financial, operational, and business information necessary to provide the services described in your agreement, statement of work, or other client authorization.

This information may include:

Accounting records, general ledger data, and transaction details
Financial statements, management reports, and supporting schedules
Bank, credit card, cash-management, and reconciliation information
Accounts receivable and accounts payable records
Customer and vendor information related to financial operations
Invoices, bills, receipts, purchase orders, contracts, and supporting documentation
Budgeting, forecasting, cash-flow planning, and financial modeling information
Payroll-related financial records and workforce cost information
Business performance metrics, key performance indicators, and operational reports
Financial controls, approval processes, workflows, and internal procedures
Information contained within accounting, financial, payroll, document-management, client portal, or other business systems
Other information reasonably necessary to perform the requested services

We use this information only as reasonably necessary to deliver, manage, and support the agreed services, communicate with authorized client representatives, maintain appropriate records, and meet applicable legal or professional obligations.

Access to client financial and business information is limited according to role, responsibility, and the scope of the engagement. Woven Tally does not use client information for unrelated purposes without authorization, except where permitted or required by law.

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

Internet Protocol address
Approximate geographic location
Browser and device type
Operating system
Pages viewed
Time spent on the website
Links or features selected
Referral source
Website traffic and interaction information

This information may be collected through cookies, analytics technologies, log files, and similar tools.

How We Use Information

We may use collected information to:

Respond to questions and inquiries
Schedule and conduct consultations
Evaluate prospective client needs
Prepare proposals and service recommendations
Establish and manage client engagements
Provide bookkeeping, reporting, analysis, advisory, and related services
Communicate about services, deadlines, documentation, billing, and account matters
Maintain accurate client and business records
Improve our website, operations, and client experience
Conduct internal planning, quality assurance, and risk management
Protect against fraud, misuse, unauthorized access, and security threats
Enforce our agreements and policies
Comply with legal, tax, regulatory, and professional obligations

Woven Tally does not sell personal or business information for monetary compensation.

Legal Bases for Processing

Where applicable law requires a legal basis for processing personal information, we may rely on:

Contractual necessity: To provide requested services or fulfill an agreement
Legitimate interests: To operate and improve our business, protect our systems, and manage client relationships
Consent: When you provide permission for optional communications or tracking technologies
Legal obligations: To maintain records or provide information as required by law
Protection of rights: To establish, exercise, or defend legal rights and protect Woven Tally, our clients, and others

How We Share Information

We limit the sharing of personal, business, and financial information to circumstances in which disclosure is reasonably necessary, authorized, or required by law.

Service Providers

We may share personal, business, operational, or financial information with trusted third-party service providers that support our website, business operations, and delivery of services.

These providers may assist us with:

Hosting and maintaining our website, client portal, or dashboard
Providing cloud-based storage, backup, and file-sharing services
Supporting email, telephone, video conferencing, and other business communications
Managing consultation scheduling, calendar coordination, and appointment reminders
Processing payments, invoices, subscriptions, and billing information
Supporting bookkeeping, accounting, reporting, forecasting, and other financial systems
Managing documents, electronic signatures, records, and client files
Providing cybersecurity, identity management, access controls, monitoring, and incident-response support
Providing website analytics, performance monitoring, and operational reporting
Supporting customer relationship management, workflow administration, and other general business functions

Service providers may receive only the information reasonably necessary to perform services on our behalf. Depending on the service, this may include contact details, account information, uploaded documents, billing information, technical data, or other information connected to a client relationship or business interaction.

We do not authorize service providers to use information for their own independent purposes except where permitted or required by law. We expect service providers to maintain appropriate confidentiality, privacy, and security safeguards and to process information in accordance with their contractual obligations.

Some service providers may store or process information in different states or countries. Where appropriate, we take reasonable steps to select providers with safeguards designed to protect the information they handle.

Professional Advisors

We may disclose information to attorneys, accountants, insurance providers, consultants, auditors, or other professional advisors when reasonably necessary to operate our business, manage risk, obtain advice, or comply with legal obligations.

Legal and Regulatory Requirements

We may disclose information when reasonably necessary to:

Comply with applicable laws, regulations, court orders, subpoenas, or legal processes
Respond to lawful requests from government agencies or regulatory authorities
Protect the rights, safety, property, or security of Woven Tally, our clients, or others
Investigate suspected fraud, misconduct, or security incidents
Establish, exercise, or defend legal claims

Business Transfers

If Woven Tally is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be disclosed or transferred as part of that transaction.

Any such transfer will remain subject to applicable confidentiality and privacy obligations.

Data Security

Woven Tally maintains reasonable administrative, technical, and organizational safeguards designed to protect personal, business, and financial information.

These safeguards may include:

Access controls and permission management
Password and authentication requirements
Secure systems and communication methods
Restrictions on access to sensitive information
Confidentiality procedures
Internal information-handling protocols
Vendor and service-provider review
Periodic evaluation of systems, processes, and security practices

Although we take reasonable steps to protect information, no electronic system, online transmission, or security process can guarantee complete protection against every possible risk.

Security & Confidentiality

Woven Tally treats personal, business, operational, and financial information as confidential and handles it with care and discretion.

Access to sensitive information is limited to authorized individuals who need it to perform their responsibilities or provide agreed services. We use internal procedures and secure systems designed to reduce unnecessary access, use, disclosure, or exposure.

Client information is used only for legitimate business purposes and within the scope of the applicable engagement. We do not disclose confidential information except:

As necessary to provide services
With the client’s authorization
To approved service providers that support our operations
As required by law or legal process

Confidentiality obligations continue after a client engagement ends.

Data Retention

We retain information only for as long as reasonably necessary to:

Provide requested services
Complete and manage client engagements
Maintain appropriate financial and business records
Resolve disputes
Enforce agreements
Meet tax, accounting, legal, regulatory, insurance, and professional obligations
Protect our legitimate business interests

Retention periods may vary depending on the type of information, the nature of the client relationship, contractual requirements, and applicable laws.

When information is no longer reasonably required, we may securely delete, anonymize, or otherwise dispose of it.

Your Privacy Rights

Depending on your location and applicable law, you may have certain rights regarding the personal information Woven Tally collects, uses, maintains, or shares in connection with our website, communications, client relationships, and services.

These rights may include the ability to:

Request confirmation as to whether we maintain or process personal information about you
Request access to the personal information we maintain about you
Request additional information about the categories of personal information collected, the purposes for which it is used, and the types of third parties with whom it may be shared
Request correction of personal information that is inaccurate, incomplete, or outdated
Request deletion of certain personal information, subject to applicable legal, contractual, tax, accounting, regulatory, and record-retention requirements
Request that we restrict or limit certain uses of your personal information where permitted by law
Object to certain processing activities where applicable
Withdraw consent where processing is based on your consent
Request a portable copy of certain personal information in a usable format
Submit a complaint to an applicable privacy or data protection authority

These rights are not absolute and may vary depending on where you live, the nature of the information involved, and the reason the information is being maintained. In some circumstances, we may be permitted or required to retain information even after receiving a request for deletion. This may include information needed to complete an engagement, maintain business and financial records, comply with tax or legal obligations, resolve disputes, enforce agreements, prevent fraud, protect security, or support other legitimate business purposes.

To submit a privacy request, contact us at legal@woventally.com. Please provide enough information for us to identify you, locate the relevant records, and understand the nature of your request.

We may need to verify your identity before responding to or completing a request. Depending on the request, we may ask for additional information or documentation to confirm that you are the individual to whom the information relates or that you are authorized to act on that person’s behalf.

We will review privacy requests in accordance with applicable law and will respond within the time required by law where such requirements apply. In some cases, we may need additional time due to the complexity or number of requests. If an extension is permitted and necessary, we will provide notice where required.

We may deny or limit a request where permitted by law, including when we cannot reasonably verify identity, when the request conflicts with legal or contractual obligations, when the information is exempt from disclosure or deletion, or when fulfilling the request would adversely affect the rights or privacy of another person.

We will not unlawfully discriminate against you for exercising an applicable privacy right. Exercising a privacy right will not affect the quality or availability of services unless the information involved is reasonably necessary to provide, manage, secure, or complete the requested service or engagement.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

Support website functionality
Remember user preferences
Analyze website traffic
Understand how visitors interact with the website
Improve website performance
Maintain website security

You may control or disable cookies through your browser settings. Disabling certain cookies may affect the availability or functionality of parts of the website.

Where required by law, we will request consent before using nonessential cookies or similar tracking technologies.

Communications

We may use your contact information to send:

Responses to inquiries
Consultation confirmations
Service-related communications
Engagement updates
Administrative notices
Billing and account communications
Other communications related to our relationship with you

Where permitted, we may also send information about Woven Tally services, resources, company news, or other business updates.

You may unsubscribe from optional marketing communications by following the instructions included in the communication or by contacting us at legal@woventally.com.

Even if you unsubscribe from marketing communications, you may continue to receive administrative, billing, security, account, or service-related communications necessary to manage an active inquiry, account, or engagement.

International Data Transfers

Woven Tally is based in the United States.

If you access our website or engage our services from outside the United States, your information may be transferred to, stored in, or processed in the United States or another country where our service providers operate.

Privacy and data protection laws in those locations may differ from the laws in your jurisdiction. Where required, we take reasonable steps to use appropriate safeguards for international data transfers.

Children’s Privacy

Woven Tally’s website and services are intended for businesses and professionals and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that such information has been submitted, we will take reasonable steps to delete it.

Questions or concerns may be submitted to legal@woventally.com

Third-Party Websites and Services

Our website may contain links to third-party websites, applications, or services.

Woven Tally does not control and is not responsible for the privacy, security, availability, content, or practices of third parties. We encourage you to review the privacy policies of any third-party website or service before providing information.

Client Responsibilities

Clients are responsible for ensuring that they have the authority and any required permissions to provide personal, financial, employee, customer, vendor, or other third-party information to Woven Tally.

Clients should not provide information that is unrelated to the agreed services or that they are not legally permitted to disclose.

Information contained within a client’s systems may also be governed by the client’s own privacy notices, policies, agreements, and legal obligations.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technologies, security procedures, or legal obligations.

The updated Privacy Policy will be posted on this page with a revised “Last Updated” date.

Contact Us

For questions, concerns, or requests regarding this Privacy Policy or Woven Tally’s privacy practices, contact:

Woven Tally LLC
Email: legal@woventally.com