Privacy policy
In short: we collect only what we need to deliver your order and answer your emails. We don't sell your information. Your Self-Check answers never leave your browser.
Who we are
Practice Safeguards is operated by Elite Star Corporation ("we", "us"). This policy covers wisptemplate.com. Contact us at support@wisptemplate.com.
What we collect
When you buy. Our payment provider collects your name, email address, billing address and payment details to process your order. We receive your name, email, order details and partial payment information. We never see or store your full card number.
When you email us. We keep your messages and our replies so we can help you.
Done-With-You customers. We receive the questionnaire answers you send about your firm so we can draft your plan. Please don't send taxpayer or client information. We don't need it.
When you browse. Our web host keeps standard server logs, such as IP address, browser type and pages visited, for security and troubleshooting. Our pages load fonts from Google Fonts, which receives your IP address when you visit.
What we don't collect
The free Self-Check runs entirely in your browser. Your answers are saved only on your own device so you can come back to them, and are never sent to us. We don't use advertising or tracking cookies on this site.
How we use your information
- To deliver your purchase and send your receipt and download link
- To answer your questions and provide the Done-With-You service
- To send important updates about a product you bought, such as template changes
- To meet legal, tax and accounting obligations
We don't sell or rent your personal information. We share it only with the service providers that help us run the business (payment processing, email and web hosting), and only as needed for them to do that work.
How long we keep it
We keep order records as long as tax and accounting law requires. We keep support emails and Done-With-You questionnaires for as long as needed to serve you, then delete them.
Your choices
You can ask us to see, correct or delete the personal information we hold about you by emailing support@wisptemplate.com. We'll respond within 30 days. Some records, such as order history, may need to be kept for legal reasons.
Security
We use reputable providers with encryption in transit and multi-factor authentication on our own accounts. No method of storage or transmission is completely secure, but we work to protect your information.
Children
This site is for businesses and isn't directed to children under 13. We don't knowingly collect their information.
Changes
If we change this policy, we'll update the date above. Significant changes will be noted on this page.