Last Updated: October 26, 2023
ProBooks 360 ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services, including our Secure Document Vault and ProPMS 360.
1. Information We Collect
We may collect information about you in a variety of ways. The information we may collect includes:
- Personal Data: Personally identifiable information, such as your name, email address, and telephone number, and business information like company name and industry, that you voluntarily give to us when you fill out our "Get Started" form or otherwise contact us.
- Financial Data: Financial information related to your business, such as revenues, expenses, transaction volumes, and other data you provide as part of our bookkeeping, accounting, and CFO services.
- Document Vault Data: Files and documents you upload to our Secure Document Vault, which may include invoices, receipts, bank statements, contracts, and other sensitive business documents.
- Derivative Data: Information our servers automatically collect when you access the site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the site.
2. Use of Your Information
Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you to:
- Create and manage your account.
- Provide bookkeeping, accounting, and financial reporting services.
- Securely store and manage documents within the Document Vault.
- Email you regarding your account or our services.
- Monitor and analyze usage and trends to improve your experience.
- Prevent fraudulent transactions, monitor against theft, and protect against criminal activity.
- Respond to customer service requests.
3. Disclosure of Your Information
We do not sell, trade, or rent your personal or business information to others. We may share information we have collected about you in certain situations:
- By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others.
- Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including data storage (e.g., cloud providers), and data analysis. These vendors are contractually obligated to protect your data.
- Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
4. Data Security
We use administrative, technical, and physical security measures to help protect your information. All data, especially within the Document Vault, is encrypted in transit and at rest. While we have taken reasonable steps to secure the information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable.
5. Your Rights
Depending on your location, you may have the right to access, correct, or delete your personal information. To make such a request, please contact us using the contact information provided below.
6. Contact Us
If you have questions or comments about this Privacy Policy, please contact us at: hello@probooks360.com
Disclaimer
This Privacy Policy is provided for informational purposes only and does not constitute legal advice. You should consult with a qualified legal professional to ensure compliance with all applicable laws and regulations.
