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Privacy Policy

Last updated: April 19, 2021

SoftLedger (“Soft Ledger, Inc.”, “SoftLedger”, “we” or “us”) is respects and understands the privacy of our customers and those who use our website, www.softledger.com (the “Site”), and our products and services, including our cloud-based products or services, online and mobile applications and add-ons (the “Services”). This Privacy Notice describes SoftLedger’s policies and practices regarding our collection and use of your personal data or information and sets forth your privacy rights. We will from time to time update this Privacy Notice as we adopt new privacy practices and policies in response to updates in the law, to align with changing industry best-practices, and to reflect enhancements to the Services.

This Privacy Notice covers the following:

Types of Information We Collect
Use and Processing Of Information
Sharing of Information
Your Choices
How We Protect Personal Information
Other Important Information

Types of Information We Collect

The following provides examples of the type of information that we collect from you and how we use that information.

 

ContextTypes of DataPrimary Purpose for Collection and Use of Data
Customer InformationWe collect the name, username, and contact information, of our customers with whom we may interact.We have a legitimate interest in contacting our customers and communicating with them concerning normal business administration such as projects, services, and billing.
Customer User Account informationWe collect personal data from our customers when they create an account to access and use the Services or request certain free Services from our Site. This information could include business contact information such as name, email address, title, company information, and password for our services.We have a legitimate interest in providing account related functionalities to our users, monitoring account log-ins, and detecting potential fraudulent logins or account misuse. Additionally, we use this information to fulfill our contract to provide you with Services.
Customer User Business DataUsers of our Services may store data inside your SoftLedger account, whether entered manually, through an import, via the SoftLedger API, through an integration, or by any other means (“Business Data”). This Business Data includes, but is not limited to a user’s, customer, vendor, employee, other contact information, financial transactions, tasks, and custom data. When you integrate SoftLedger with other systems (including, but not limited to QuickBooks, Binance, Poloniex, Yodlee), personal and financial information will sync with your SoftLedger account, at which point SoftLedger treats this data as your Business Data.We have a legitimate interest in collecting Business Data on behalf of our customers in order to fulfill our contract to provide Services.
Vendor User InformationWe collect personal data from a customer’s vendors when they create an account to access and use the Services or request certain free Services from our Site. This information could include business contact information such as name, email address, title, company information, and password for our services.We have a legitimate interest in providing account related functionalities to our vendor-users, monitoring account log-ins, and detecting potential fraudulent logins or account misuse. Additionally, in some cases, we use this information to fulfill our contract to provide vendor-users with Services.
Cookies and first party trackingWe use cookies and clear GIFs. “Cookies” are small pieces of information that a website sends to a computer’s hard drive while a web site is viewed. See our Cookie Policy for more information.We have a legitimate interest in making our website operate efficiently.
Demographic InformationWe collect personal information, such as your age or location. We have a legitimate interest in understanding our users and providing tailored services.
Email InterconnectivityIf you receive email from us, we use certain tools to capture data related to when you open our message, click on any links or banners it contains and make purchases.We have a legitimate interest in understanding how you interact with our communications to you.
EmploymentIf you apply for a job posting, or become an employee, we collect information necessary to process your application or to retain you as an employee. This may include, among other things, your Social Security Number. Providing this information is required for employment.We use information about current employees to perform our contract of employment, or the anticipation of a contract of employment with you. In some contexts, we are also required by law to collect information about our employees. We also have a legitimate interest in using your information to have efficient staffing and work force operations.
Feedback/SupportWe collect personal data from you contained in any inquiry you submit to us regarding our Site or Services, such as completing our online forms, calling, or emailing for the purposes of general inquiries, support requests, or to report an issue. When you communicate with us over the phone, your calls may be recorded and analyzed for training, quality control and for sales and marketing purposes. During such calls we will notify you of the recording via either voice prompt or script.We have a legitimate interest in receiving, and acting upon, your feedback, issues, or inquiries.
Mailing ListWhen you sign up for one of our mailing lists we collect your email address or postal address.We share information about our products and services with individuals that consent to receive such information. We also have a legitimate interest in sharing information about our products or services.
Order PlacementWe collect your name, billing address, e-mail address, phone number, and credit card number when you place an order.We use your information to perform our contract to provide you with products or services.
SurveysWhen you participate in a survey we collect information that you provide through the survey. If the survey is provided by a third party service provider, the third party’s privacy policy applies to the collection, use, and disclosure of your information.We have a legitimate interest in understanding your opinions, and collecting information relevant to our organization.
Website interactionsWe use technology to monitor how you interact with our Site. This may include which links you click on, or information that you type into our online forms. This may also include information about your device or browser.We have a legitimate interest in understanding how you interact with our Site to better improve it, and to understand your preferences and interests in order to select offerings that you might find most useful. We also have a legitimate interest in detecting and preventing fraud.
Web logsWe collect information, including your browser type, operating system, Internet Protocol (IP) address (a number that is automatically assigned to a computer when the Internet is used), domain name, click-activity, referring website, and/or a date/time stamp for visitors.We have a legitimate interest in monitoring our networks and the visitors to our Site. Among other things, it helps us understand which of our services is the most popular.

 

In addition to the information that we collect from you directly, we may also receive information about you from other sources, including third parties, business partners, our affiliates, or publicly available sources. For example, if you submit a job application, or become an employee, we may conduct a background check.

Use and Processing of Information

In addition to the purposes and uses described above, we use information in the following ways:

  • to identify you when you visit our Site.
  • to provide our Services.
  • to improve our Services and offerings.
  • to promote the security of our Site and Services.
  • to conduct analytics.
  • to respond to inquiries related to support, employment opportunities, or other requests.
  • to send marketing and promotional materials including information relating to our products, services, sales, or promotions, or those of our business partners.
  • for internal administrative purposes, as well as to manage our relationships.

Although the sections above describe our primary purpose in collecting your information, in many situations we have more than one purpose. For example, if you sign up for Services, we may collect your information to complete that transaction, but we also collect your information as we have a legitimate interest in maintaining your information after your transaction is complete so that we can quickly and easily respond to any questions about your Services. As a result, our collection and processing of your information is based in different contexts upon your consent, our need to perform a contract, our obligations under law, and/or our legitimate interest in conducting our business.

Sharing of Information

In addition to the specific situations discussed elsewhere in this policy, we disclose information in the following situations:

  1. Affiliates and Acquisitions. We may share information with our corporate affiliates (g., parent company, sister companies, subsidiaries, joint ventures, or other companies under common control). If another company acquires, or plans to acquire, our company, business, or assets, we will also share information with that company, including at the negotiation stage.
  2. Other Disclosures with Your Consent. We may ask if you would like us to share your information with other unaffiliated third parties who are not described elsewhere in this policy.
  3. Other Disclosures without Your Consent. We may disclose information in response to subpoenas, warrants, or court orders, or in connection with any legal process, or to comply with relevant laws. We may also share your information in order to establish or exercise our rights, to defend against a legal claim, to investigate, prevent, or take action regarding possible illegal activities, suspected fraud, safety of person or property, or a violation of our policies, or to comply with your request for the shipment of products to or the provision of services by a third–party intermediary.
  4. Public. Our Site offers a community forum and a blog in which you may post information on a publicly accessible site. If you decide to submit information on these pages, that information may be publicly available. You have the right to post anonymously, as there is no identifiable information tied to a post other than your chosen username. Similarly, we may make available on our Site, or link to, features that allow you to share information online (e.g., SoftLedger community). Please be aware that whenever you voluntarily disclose personal information online, that information becomes public and can be collected and used by others. We have no control over, and take no responsibility for, the use, storage or dissemination of such publicly-disclosed personal information. By posting personal information online, you may receive unsolicited messages from other parties.
  5. Service Providers. We share your information with service providers. Among other things. service providers help us to administer our Site, conduct surveys, provide technical support, process payments, and assist in the fulfillment of orders.

Your Choices.

SoftLedger uses third-party vendors and hosting partners to provide the necessary hardware, software, networking, storage, and related technology required to run SoftLedger products, services and websites. Although SoftLedger Integration Incorporated owns the code, databases, and all rights to SoftLedger products, you retain all rights to your data. You can make the following choices regarding your personal information:

  1. Access to Your Personal Information. You may request access to your personal information by contacting us at the address described below. If required by law, upon request, we will grant you reasonable access to the personal information that we have about you. We will provide this information in a portable format, if required. Note that California residents may be entitled to ask us for a notice describing what categories of personal information (if any) we share with third parties or affiliates for direct marketing.
  2. Changes to Your Personal Information. We rely on you to update and correct your personal information. Our Site allows you to modify or delete your account profile. If our Site does not permit you to update or correct certain information, you contact us at the address described below in order to request that your information by modified. Note that we may keep historical information in our backup files as permitted by law.
  3. Deletion of Your Personal Information. Typically we retain your personal information for the period necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law or to provide the Services. SoftLedger will retain account information which is required to substantiate our financial reporting to the Canada Revenue Agency and the United States Internal Revenue Service, for at least seven years after our business relationship ends. We will also retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. You may, however, request information about how long we keep a specific type of information, or request that we delete your personal information by contacting us at the address described below. If required by law, we will grant a request to delete information, but you should note that in many situations we must keep your personal information to comply with our legal obligations, resolve disputes, enforce our agreements, or for another one of our business purposes.
  4. Objection to Certain Processing. You may object to our use or disclosure of your personal information by contacting us at the address described below.
  5. Online Tracking. Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers. DNT is a way for users to inform websites and services that they do not want certain information about their webpage visits collected over time and across websites or online services. Please note that we currently do not respond to or honor DNT signals or similar mechanisms transmitted by web browsers.
  6. Promotional Emails. You may choose to provide us with your email address for the purpose of allowing us to send free newsletters, surveys, offers, and other promotional materials to you, as well as targeted offers from third parties. You can stop receiving promotional emails by following the unsubscribe instructions in e-mails that you receive. If you decide not to receive promotional emails, we may still send you service-related communications.
  7. Promotional Text Messages. If you receive a text message from us that contains promotional information you can opt-out of receiving future text messages by replying “STOP.”
  8. Revocation of Consent. If you revoke your consent for the processing of personal information, then we may no longer be able to provide you services. In some cases, we may limit or deny your request to revoke consent if the law permits or requires us to do so, or if we are unable to adequately verify your identity. You may revoke consent to processing (where such processing is based upon consent) by contacting us at the address described below.

Please address written requests and questions about your rights to info@SoftLedger.com or call us at 1-800-682-1707.

Note that, as required by law, we will require you to prove your identity. We may verify your identity by phone call or email. Depending on your request, we will ask for information such as your name or other account information. We may also ask you to provide a signed declaration confirming your identity. Following a request, we will use reasonable efforts to supply, correct, or delete personal information about you in our files.

In some circumstances, you may designate an authorized agent to submit requests to exercise certain privacy rights on your behalf. We will require verification that you provided the authorized agent permission to make a request on your behalf. You must provide us with a copy of the signed permission you have given to the authorized agent to submit the request on your behalf and verify your own identity directly with us. If you are an authorized agent submitting a request on behalf of an individual, you must attach a copy of the following information to the request:

  1. A completed written notice indicating that you have authorization to act on the consumer’s behalf signed by you and the consumer.
  2. If you are a business, proof that you are registered with the appropriate Secretary of State to conduct business in California.

If we do not receive both pieces of information, the request will be denied.

How We Protect Personal Information

The security of your personal information is important to us. We take a number of organizational, technical, and physical measures designed to protect the personal information we collect, both during transmission and once we receive it. However, no method of transmission over the Internet, or method of electronic storage, is fully secure. While we use reasonable efforts to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. In the event that we are required by law to inform you of a breach to your personal information we may notify you electronically, in writing, or by telephone, if permitted to do so by law.

Our Site permits you to create an account. When you do, you will be prompted to create a password. You are responsible for maintaining the confidentiality of your password, and you are responsible for any access to or use of your account by someone else that has obtained your password, whether or not such access or use has been authorized by you. You should notify us of any unauthorized use of your password or account.

Other Important Information

The following additional information relates to our privacy practices:

  • Transmission of Information to Other Countries. SoftLedger is located in the United States. Our service providers and other third parties you may interact with in connection with our Services may be may be located in the United States and other countries around the world. As a result, your information may be processed in a foreign country where privacy laws may be less stringent than the laws in your country. Nonetheless, where possible we take steps to treat personal information using the same privacy principles that apply pursuant to the law of the country in which we first received your information. By submitting your personal information to us, you agree to the transfer, storage, and processing of your information in a country other than your country of residence including, but not necessarily limited to, the United States. To the extent personal information is collected and subsequently transferred out of the European Economic Area, the transfer will take place consistent with the Standard Contractual Clauses. If you would like more information concerning our attempts to apply the privacy principles applicable in one jurisdiction to data when it goes to another jurisdiction, you can contact us using the contact information below.
  • Third-Party Applications/Websites. We have no control over the privacy practices of websites or applications that we do not own.
  • Changes to This Privacy Notice. We may change our Privacy Notice and practices over time. To the extent that our policy changes in a material way, the policy that was in place at the time that you submitted personal information to us will generally govern that information unless we receive your consent to the new Privacy Notice. Our Privacy Notice includes an “effective” and “last updated” date. The effective date refers to the date that the current version took effect. The last updated date refers to the date that the current Privacy Notice was last substantively modified.
  • If you are visually impaired, you may access this notice through your browser’s audio reader.
  • Information for California Residents. California law indicates that organizations should disclose whether certain categories of information are collected, “sold”, or transferred for an organization’s “business purpose” (as those terms are defined under California law). You can find a list of the categories of information that we collect and share here. Please note that because this list is comprehensive it may refer to types of information that we share about people other than yourself. If you would like more information concerning the categories of personal information (if any) we share with third parties or affiliates for those parties to use for direct marketing, please submit a written request to us using the information in the “Contact Information” section below. We do not discriminate against California residents who exercise any of their rights described in this Privacy Notice.
  • SoftLedger does not knowingly collect personal data from children under the age of 13. If we learn that we have collected Personal Information from a child under age 13, we will delete such information as quickly as possible. If you believe that a child under the age of 13 may have provided us Personal Information, please contact us at info@softledger.com. By using the Site, you represent that you are at least 18 years old and understand that you must be at least 18 years old in order to create an account and/or purchase the goods and/or services through the Site.

Contact Information. If you have any questions, comments, or complaints concerning our privacy practices please contact us at the appropriate address below. We will attempt to respond to your requests and to provide you with additional privacy-related information.

info@softledger.com
Attn: Privacy Team
Soft Ledger, Inc.,
202 Bicknell Ave, Ground Floor
Santa Monica, CA 90405

If you are not satisfied with our response, and are in the European Union, you may have a right to lodge a complaint with your local supervisory authority.

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