Privacy Policy

 

Collecting and Using Your Personal Data

Types of Data Collected

Personal Data

We may ask for some personal information to help identify or contact you, such as:

  • Email address

  • First name and last name

  • Phone number

  • Address, State, Province, ZIP/Postal code, City

  • Usage Data

 

Usage Data

We automatically collect usage data like your IP address, browser type, pages visited, and time spent. On mobile, we may also collect your device type, OS, and other technical details.

 

Use of Your Personal Data

  • To contact you, via email, phone, SMS, or app notifications, with updates or important information about features, services, or security when necessary.

  • To share relevant updates, including news, offers, and information about similar products or services—unless you’ve opted out.

  • To respond to your requests, ensuring efficient handling of inquiries or support needs.

 

Your personal information may be shared in the following cases:

  • With Service Providers: We may share your information with trusted service providers to help us operate our platform, analyze usage, process payments, and communicate with you.

  • For Business Transfers: Your information may be disclosed or transferred as part of any merger, sale of company assets, financing, or acquisition of all or part of our business, whether in planning or completion stages.

  • With Affiliates: We may share your information with our affiliates, including our parent company, subsidiaries, joint ventures, or other entities under common control. These affiliates are required to respect this Privacy Policy.

  • With Business Partners: We may share your information with partners to offer you specific products, services, or promotional deals.

 

Retention of Your Personal Data

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy. This includes retaining your information to comply with legal obligations, resolve disputes, and enforce our agreements and policies.

 

Usage data is typically kept for a shorter duration. However, we may retain it longer when required to enhance security, improve our service functionality, or meet legal requirements.

 

Transfer of Your Personal Data

Your personal information may be processed and stored at the Company’s operating offices or other locations where the parties involved in processing are situated. This means your data may be transferred to and maintained on servers located outside your state, province, country, or jurisdiction, where data protection laws may differ from those in your region.

 

By submitting your information and accepting this Privacy Policy, you consent to such transfers.

 

The Company will take all reasonable steps to ensure your personal data is treated securely and in line with this Privacy Policy. We will not transfer your data to any organization or country unless adequate safeguards are in place, including data security and protection measures.

 

Disclosure of Your Personal Data

1. Business Transactions

If the Company is involved in a merger, acquisition, or sale of assets, your personal data may be transferred. We will provide notice before any such transfer occurs and before your data becomes subject to a different privacy policy.

2. Legal Obligations

We may disclose your personal data if required to do so by law or in response to valid legal requests from public authorities, such as a court or government agency.

3. Other Legal Grounds

Your data may also be disclosed in good faith if such action is necessary to:

  • Comply with a legal obligation

  • Protect and defend the rights or property of the Company

  • Prevent or investigate potential misconduct related to our services

  • Ensure the safety of users or the public

  • Protect the Company from legal liability

 

Security of Your Personal Data

We take the security of your personal data seriously and implement commercially acceptable measures to protect it. However, no method of internet transmission or electronic storage is 100% secure, and we cannot guarantee absolute security.

 

Processing of Your Personal Data

Service Providers

Authorized service providers may access your personal data solely to perform tasks on our behalf. They are contractually obligated not to use or disclose your information for any other purpose.

 

Analytics

We may use third-party services to monitor and analyze the use of our platform:

 

Google Analytics
A web analytics service provided by Google, which helps us track and report website traffic. Google may use the collected data to personalize ads on its network.

Privacy Policy: Google Privacy & Terms

 

Payments

If you purchase products or services through our platform, we may use third-party payment processors. Your payment information is not stored or collected by us. Instead, it is processed directly by QuickBooks – see Privacy Policy.

 

These payment processors comply with the PCI-DSS standards managed by the PCI Security Standards Council (a collaboration of Visa, Mastercard, American Express, and Discover), which ensures the secure handling of payment data.

 

Do Not Sell My Personal Information

We do not sell your personal information. However, certain third-party service providers we work with—such as advertising partners—may use technologies that could be considered a “sale” of personal information under the CCPA.

 

If you wish to opt out of the use of your personal data for interest-based advertising or other activities that may qualify as a “sale” under the CCPA, please follow the instructions below.

 

Opt-Out Instructions:

 

Web Browsers

You can opt out of personalized ads served by our service providers through any of the following options:

  • The “Cookie Consent” banner

  • The “CCPA Opt-Out” banner

  • The “Do Not Sell My Personal Information” banner

  • The “Do Not Sell My Personal Information” link on our website

Note: The opt-out setting is browser-specific. If you use multiple browsers or clear your cookies, you will need to repeat the opt-out process for each browser.

 

Mobile Devices

Most mobile devices offer settings to limit interest-based advertising:

  • “Opt out of Interest-Based Ads” or “Opt out of Ads Personalization” on Android devices
  • “Limit Ad Tracking” on iOS devices

 

Children’s Privacy

Our services are not intended for users under 13, and we do not knowingly collect personal data from children under this age. If you believe your child has provided us with personal information, please contact us. We will delete the data if collected without verified parental consent.

 

If consent is required by law, we may request and verify parental approval before collecting or using a minor’s information.

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Links to Other Websites

Our service may contain links to third-party websites that are not operated or controlled by us. If you click on one of these links, you will be redirected to the respective third party’s site. We strongly encourage you to review the privacy policy of every website you visit.

 

Please note that we have no control over—and assume no responsibility for—the content, privacy policies, or practices of any third-party websites or services.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will:

  • Post the updated version on this page, and

  • Notify you via email and/or a prominent notice on our platform prior to the changes taking effect.

 

We recommend reviewing this Privacy Policy periodically to stay informed about how we are protecting your information.

Changes to this Privacy Policy become effective once they are posted on this page.

 

Contact Us

If you have any questions or concerns about this Privacy Policy, please feel free to reach out: