Last updated: September 22, 2022
The information that we collect, and how we use it, depends on your relationship with us and as your relationship evolves with us. These relationships fall within two basic categories:
- Visitors – Individuals who visit our public website without logging into an account or using our services.
- Users – Individuals who establish an account with us or otherwise use our service offerings, including our dashboard software (“Dashboard”).
By accessing our website or utilizing our dashboard, you agree to the collection and use of information in accordance with this policy.
Information Collection, Use, and Sharing
Generally, “Personal Information” means your personally-identifiable information such as your name, email or mailing address, phone number, account credentials (User id and passwords), social security number, government ID numbers and other information that can be used to identify you personally.
As a Visitor to our website, personally identifiable information may include, but is not limited to, your email address, name, phone number and postal address, as well as information that your browser sends whenever you visit our website (“Log Data”). Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages and other statistics.
In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this type of information in order to increase our functionality. These third party service providers have their own privacy policies addressing how they use such information.
As a User of our Dashboard, or as an attendee of our virtual events, Personal Information may also include additional information needed to:
- Establish your account and allow you secure access to it;
- Allow us to contact you via phone or text message to recommend services and/or product offerings, or to Email you about service updates, maintenance activities, security notifications, weekly summaries and other account related information;
- Customize your User experience;
- Provide you the holistic view of your accounting information in our Dashboard;
- Provide you our free accounting tools;
- Allow background automatic refreshes of your data so that your Dashboard is always up to date;
- Allow our support team to contact you if needed;
- Allow us to monitor and maintain system performance;
- Allow us to identify most popular features and develop new features; and
- Recommend products and services.
This includes product use information, login and account information (such as usernames and passwords), financial and accounting information you link to our Dashboard, phone numbers, ID numbers, and user content shared with our Dashboard.
When you visit our website, download content from our website, attend a virtual event, use our Dashboard or request more information about Services, we collect information automatically using tracking technologies, like cookies and tracking pixels. Cookies are files with a small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from our website and transferred to your device.
Opt-outs and Limitations
You may opt out of any future contacts from us at any time. You have the following data protection rights and can exercise these rights at any time by contacting us via the email address or phone number given on our website:
- See what data we have about you, if any.
- Change/correct any data we have about you.
- Have us delete any data we have about you.
- Express any concern you have about our use of your data.
If we have collected and processed your Personal Information with your consent through your accessing our website, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your Personal Information conducted in reliance on lawful processing grounds other than consent.
Depending on the type of Personal Information collected, you may be able to limit collection, storage or sharing of information as follows:
Your email and password are necessary to establish and maintain a functioning account on our Dashboard. However, you may opt out of receiving certain types of communication from us, including marketing emails. We require your phone number for security purposes. However, you may request that we do not contact you by phone. If you are a User, we will collect product use information to allow us to maintain and inprove the functionality of our product. You may not opt out of the collection of this information if you wish to maintain an account on the Dashboard.
Internet Protocol (IP) Address
The only way to avoid collection of information regarding your IP address is to not visit our website at all.
Browsers communicate information such browser type, version, your operating system, and system language automatically, however some third-party extensions may allow you to limit this. This information is provided as part of the basic function of the internet and is collected to ensure that we maintain a positive website experience for most used browsers.
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. The Help feature on most browsers provide information on how to accept cookies, disable cookies or to notify you when receiving a new cookie. If you do not accept cookies, you may not be able to use some features of our Services and we recommend that you leave them turned on.
We support Do Not Track (“DNT”). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.
We may employ third party companies and individuals to facilitate our Services, to provide a portion of the Services on our behalf, to perform Service-related services and/or to assist us in analyzing how our Services are used. These third parties have access to portions of your Personal Information only to perform specific tasks on our behalf and are obligated not to disclose or use your information for any other purpose.
We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send.
Compliance With Laws
We will disclose your Personal Information where required to do so by law or subpoena or if we believe that such action is necessary to comply with the law and the reasonable requests of law enforcement or to protect the security or integrity of our Service.
Only persons age 18 or older have permission to access our Services. Our Services do not address anyone under the age of 13 (“Children”), and Children should not provide Personal Information through our websites or Dashboard.
We do not knowingly collect personally identifiable information from Children without parental consent. If you are a parent or guardian and you learn that your Children have provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from a child under age 13 without verification of parental consent, we take steps to remove that information from our servers.
For more information about the Children’s Online Privacy Protection Act (COPPA), visit the Federal Trade Commission website.
The security of your Personal Information is important to us, and we strive to implement and maintain reasonable, commercially acceptable security procedures and practices appropriate to the nature of the information we store, in order to protect it from unauthorized access, destruction, use, modification, or disclosure.
However, please be aware that no method of transmission over the internet, or method of electronic storage is 100% secure and we are unable to guarantee the absolute security of the Personal Information we have collected from you.
Your information, including Personal Information, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.
Links To Other Sites
We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites or services.