Privacy Policy

INFORMATION NOT COVERED BY THIS POLICY

Information We Collect as a Service Provider for Our Clients

This Privacy Policy does not apply to our collection, use, or disclosure of Personal Information when acting as a data processor on behalf of our clients. When providing services to clients as a data processor, we collect, use, and disclose Personal Information solely on the client’s documented instructions as outlined in our agreement with them. Because our clients determine the categories of data processed and the purposes for processing it, their respective privacy policies govern this information.

If you have questions about Personal Information we process on a client's behalf, please contact that client directly.

Information We Collect from Our Employees

This Privacy Policy does not apply to our collection, use, or disclosure of Personal Information about our employees, contractors, agents, and job applicants. If you have questions about our collection, use, or disclosure of Personal Information in the human resources context, please contact us using the contact information at the end of this Privacy Policy.

Information that is Not Personal Information

If you would like to learn more about how we use information you may provide to us that is not Personal Information, such as information about parts, products, or services that you provide to others using our Services, please see our Terms of Service or the relevant agreement between you and us.

INFORMATION WE COLLECT

Personal Information

We may collect information that personally identifies, relates to, describes, or is capable of being associated with you (“Personal Information”), including:

• Identifiers, such as your name, address, email address, phone number, and account login credentials.
• Commercial information and preferences, including products or services purchased, obtained, or considered from us, or other preferences or interests.
• Payment information, such as credit/debit card number, bank account number, routing number, billing address, amount charged/debited, and charge/debit status.
• Audio, electronic, visual, or similar information, such as call recordings, text messages, videoconference recordings, communication transcripts, support messages, or customer support chat logs.
• Professional or employment information, such as job title, employer, business address, business email address, and business phone number.
• Internet or other electronic network activity information, such as IP address, device specifications, browsing and search history, clicks, information about how you interact with our emails and digital advertisements, information about how you interact with our Sites and Services, and other data collected by cookies and similar technologies.
• Inferences drawn from any of the information we collect to create a profile about you reflecting your preferences, characteristics, predispositions, behavior, and attitudes.

The specific Personal Information we collect about you may vary based on how you use the Sites and/or Services and your relationship with us.

Business Information

We also collect information about businesses that engage with us, such as an EIN, TIN, address, phone number, email address, and credit card, bank account, or other payment information (collectively, “Business Information”). Business Information is generally not considered Personal Information because it relates to a business; however, if it is linked to an identifiable natural person, we will treat it as Personal Information.

Usage Data and Sites Activity

We may automatically collect information in connection with the actions you take on our Sites. We refer to this type of information as “Usage Data”. Usage data may include information about your device, browser, operating system, internet service provider, and IP address. It may also include information about your interactions with the Sites such as the pages you view, the page and search terms used to reach our Site, the date, time, and duration of your visit, and your clicks. If we can reasonably associate Usage Data with you, we treat it as Personal Information under the categories of Identifiers or Internet or other electronic network information, as appropriate. If we cannot reasonably associate this information with you, we treat it as anonymous or aggregated Usage Data. We may use and disclose anonymous or aggregated Usage Data for any lawful business purpose.

Communication Recordings

We may record calls and retain the content of text messages or other written/electronic communications between you and us. By communicating with us, you explicitly consent to our recording and retention of communications.

AI-Enabled Recording

We may use artificial intelligence tools to record calls, videoconferences, conversations, and other communications. These artificial intelligence tools may be provided by third-party companies. By communicating with us, you expressly consent to our recording, transcription, and retention of such communications using artificial intelligence tools including tools provided by third-party companies.

De-Identified Data

We may create, use, disclose, and otherwise process information that has been aggregated, anonymized, or deidentified so that it can no longer reasonably be linked to, associated with, describe, identify, or be capable of being associated with a particular individual. Deidentified and aggregate information is not Personal Information and may be used for any lawful business purpose, including without limitation analytics, research, product and service development, benchmarking, security, operational improvement, statistical reporting, and business planning. We will not attempt to re-identify the individuals associated with previously aggregated, anonymized, or deidentified information.

HOW WE COLLECT INFORMATION

Voluntary Disclosure

We may ask you to provide Personal Information when you communicate with us online or offline. You are not required to provide Personal Information; however, certain features of the Sites or Services may not be unless you provide the requested information. We may also capture contact information (e.g., phone number and email address) and other information when you contact us.

Contact Forms and Appointment Scheduling

When you send us a request or question through a form on our Sites, we collect the information you enter, such as your name, email address, company, role, and details about your business. When you book an appointment through the scheduling page on our Sites, which is provided by Microsoft Bookings, we collect the information you enter, such as your name, email address, phone number, and company, and the time you choose. Microsoft processes this information to schedule the appointment, send confirmations, and host the meeting in Microsoft Teams, and may use cookies or similar technologies to operate the scheduling page. We store the information from our forms, and the details of appointments booked with us, in Pipedrive, the customer relationship management system we use to respond to you and manage our sales relationships.

Third-Party Data Sources

We may collect Personal Information from third-party data sources such as marketing/advertising agencies, our users, and publicly available sources.

Cookies and Other Automated Tools

We use cookies (a small text file placed on your computer to identify your computer and browser) and other automated tools such as tracking pixels, clear gifs, SDKs, and more (collectively referred to herein as “cookies”) to improve the experience of the Site and Services, such as saving your preferences from visit to visit to present you with a customized version of the Site. Many web browsers are initially set up to accept cookies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent. However, certain features of the Site and Services may not work as intended if you delete or disable cookies.

We use the following types of cookies:

• Necessary Cookies: Necessary cookies are used to provide core Sites and Services functionality, provide security, and help ensure the Sites and Services operate as intended. Necessary cookies cannot be disabled.
• Advertising Cookies: Advertising cookies are used to learn more about you and help us advertise products/services that might interest you.
• Analytics Cookies: Analytics cookies help us understand how our Sites and Services are working and who is using them. Google Analytics is one tool we use, and you can learn more by reviewing Google’s Safeguarding Your Data disclosure.

User activity information collected by cookies may be associated with additional information about a user’s session and Personal Information, if provided by the user.

If you arrive at the Sites or Services by “clicking through” from another website, then certain information about you that you provided to that other website, such as the terms you were searching that led you to the Sites or Services, may be transmitted to us and we may use it. You should review the privacy policy of any website from which you reached the Sites or Services to determine what information was collected by that website and for what purpose(s) you agreed that website could use that information. We may retain information about you provided to us by other websites and will only use it in accordance with this Privacy Policy. Such information may be associated with other Personal Information.

Targeted and Cross-Context Behavioral Advertising

We may work with third-party advertisers, search providers, social media companies, and ad networks (“Advertisers”) to learn more about you and show you ads or other content that we believe would be relevant to you. Advertisers may collect and use information about your use of the Site or Services as well as other websites and services. These companies may use cookies, tracking pixels, and other online tracking technologies to collect and use your information. We and/or Advertisers may also append other data to the data collected by Advertisers to create an interest profile of individual users. Our Privacy Policy does not cover any use of information that an Advertiser may collect from you. Advertisements may be shown via the Sites or on third-party websites. If you want to reduce your targeted advertising, please visit the Digital Advertising Alliance (“DAA”) Consumer Choice Page. The DAA website allows you to opt out of one or more targeted advertising networks. Opt-outs are device and browser specific; therefore, you will need to set your opt-out preferences for each device and browser. Deleting browser cookies can remove your opt-out preferences; however, the DAA offers browser extensions that help preserve the opt-out preferences you set on the DAA’s Consumer Choice Page. Please note that opt-outs only apply to interest-based advertising from participating companies. You may still receive other types of online advertising.

Information from Advertisements

If you arrive at the Sites via an advertisement (e.g., banner ad), we may collect information regarding the advertisement with which you interacted and your interactions (e.g., item clicked, date and time).

Session Replay Technology

We use technology to record user interactions with our Sites and Services to help us diagnose technical problems, understand how users engage with us, and improve our Sites and Services. This technology automatically captures mouse movements, clicks, and when and what you type into fields on the Sites and Services even if you do not submit the form in which you typed the information. We require the companies providing this technology to us to process any Personal Information they collect solely as a Service Provider (defined below) to us.

Social Media Features

The Sites may include various features provided by social media companies, such as the Meta, Google, and LinkedIn. These features may collect information about your IP address and the pages you visit on our Sites as well as other Personal Information. A cookie may be set to ensure that a feature properly functions. Your interactions with features are governed by the privacy policies of the companies that provide them. Before you choose to interact with these features, you should review the relevant social media company’s privacy policy.

HOW WE USE AND DISCLOSE INFORMATION

Generally

We use Personal Information for business purposes, including:

• To provide the Sites and Services: to provide you with access to and use of our Sites and Services;
• Marketing and analytics: to send communications and offers for our products or Services and analyze individuals’ use of our Sites and Services;
• Other company communications: to otherwise communicate with you;
• Sites and Services use analytics: to analyze use of our Sites and Services;
• Product research: to conduct research and analysis for maintaining, protecting, improving, and developing our Sites and Services;
• Business operations: to evaluate, develop, and improve business operations, perform business administration, and for other normal business activities like billing, accounting, and recordkeeping;
• Compliance: to comply with applicable legal requirements, industry standards, contractual obligations, our policies, and take actions that we deem necessary to preserve and enforce our rights and the rights of others;
• Information security and fraud prevention: to operate information security and anti-fraud programs; and
• Other purposes: as otherwise described to you at the point of collection, with your consent, or as otherwise required by applicable laws.

Testimonials

If you provide a testimonial, we may post it publicly on the Sites or in other advertising materials. By providing a testimonial, you permit us to use it, along with your likeness, for any purpose, including marketing and advertising, without compensation or further notice.

Artificial Intelligence Processing

We may use artificial intelligence, machine learning, or other similar tools to assist us in our business operations in ways that include processing your Personal Information using such tools. For example, we may use artificial intelligence tools to help us draft emails or other communications, analyze datasets, write computer code, and develop business plans. We do not use artificial intelligence tools to process your Personal Information in ways that make decisions about you with legal or similarly significant effects.

Service Providers

We may disclose Personal Information to other businesses to provide services to us or to assist us in providing our Sites and Services (“Service Providers”), such as payment processors, customer support providers, marketing vendors, analytics providers, artificial intelligence providers, IT vendors, and professional advisers. We share only the Personal Information reasonably necessary for Service Providers to perform services we request for us. Service Providers must protect the Personal Information and may use it only as we permit. The Service Providers that support our Sites include Cloudflare, which hosts, secures, and delivers our Sites and processes the information your browser sends when you visit them, such as your IP address, browser type, and the pages you request; Microsoft, which provides our appointment scheduling (Microsoft Bookings), email, and online meetings (Microsoft Teams); and Pipedrive, which provides our customer relationship management system.

Third-Party Selling and Sharing

We do not sell Personal Information to third parties for monetary compensation. We may share Personal Information to third parties, including Advertisers, who assist us with targeted advertising or cross-context behavioral advertising.

Public or Voluntary Disclosure

Using our Sites and Services, you may choose to make certain Personal Information publicly available to all or a subset of other users of our Sites and Services. You may also choose to make certain Personal Information available to a particular user. When you choose to publish Personal Information to others, you are directing us to make it available to them and understand that we have no responsibility for the recipient’s use or further disclosure of the Personal Information.

Other Third-Party Disclosures

We may occasionally disclose your Personal Information to third parties for purposes that do not constitute a sale:

• To comply with the law;
• To respond to legal requests (including court orders, investigative demands, and subpoenas) if, in our discretion, we believe it is necessary or appropriate;
• To prevent or stop any illegal, unethical, or legally actionable activity;
• To protect the safety, property, or rights of ourselves, consumers, or any other third party;
• In connection with a proposed or actual corporate transaction such as a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of company assets (whether by private sale, through operation of law, as part of a divestiture plan, or otherwise), or similar corporate transaction;
• To businesses controlling, controlled by, or under common control with us; and
• For additional purposes with your consent or at your direction.

OTHER PRIVACY AND SECURITY PROVISIONS

Security

We recognize the importance of safeguarding the confidentiality of Personal Information from loss, misuse, or alteration. Accordingly, we employ commercially reasonable administrative, technical, and physical safeguards to protect such Personal Information from unauthorized access, disclosure, and use, both in transit and at rest. Even with these safeguards, no data transmission over the Internet or other network can be guaranteed 100% secure. As a result, while we strive to protect information transmitted on or through our Sites or Services, you do so at your own risk.

Other Websites

Please be aware that third-party websites accessible through the Sites or recommended through our Services may have their own privacy and data collection policies and practices. We are not responsible for any actions, content of websites, or privacy policies of such third parties. You should check the applicable privacy policies of those third parties before providing information.

Compliance with Laws and Law Enforcement

We cooperate with government and law enforcement officials and private parties to enforce and comply with the law. We may disclose Personal Information, Usage Data, and any other information about you to government or law enforcement officials or private parties if, in our sole discretion, we believe it is necessary or appropriate to respond to legal requests (including court orders, investigative demands, and subpoenas), to protect the safety, property, or rights of ourselves, consumers, or any other third party, to prevent or stop any illegal, unethical, or legally actionable activity, or to comply with law.

How Long We Retain Your Data

We retain your Personal Information in accordance with our record retention policies that are informed by the business purpose for which we obtained your Personal Information and our obligations to comply with legal, regulatory, tax, and/or accounting obligations.

Children’s Privacy

The Sites and Services are not intended for children under the age of 18, and we do not knowingly collect Personal Information from children under the age of 18. If we become aware that we have inadvertently received Personal Information from a child under the age of 18, we will delete such information from our records.

California “Do Not Track” Disclosure

“Do Not Track” is a web browser privacy preference that causes the web browser to broadcast a signal to websites requesting that a user’s activity not be tracked. Currently, our Sites and Services do not respond to “Do Not Track” signals.

California Shine the Light Disclosure – “Your Privacy Rights”

We do not disclose Personal Information to third parties for their own direct marketing purposes as contemplated by Cal. Civ. Code 1798.83.

Privacy Policy Changes

We may update this Privacy Policy from time to time. We encourage you to review it regularly for changes. If we make material changes, we will post the updated Privacy Policy on the Sites and update the “last updated” date. Changes are effective when posted. Your continued use of the Sites or Services after any change means you accept the updated Privacy Policy. If we determine we will use Personal Information collected before the change in a materially new way, we will provide notice, such as by posting on the Sites or emailing your last known email address, before using that information in the new way.

CONTACT US

If you have any questions about our Sites, Services, or this Privacy Policy, please contact us at: