Last updated: August 15, 2019
ClientBooks (“we,” “us,” “our,” or “ClientBooks”) is committed to protecting the privacy of anyone who visits our website or registers to use our services or our mobile applications. This Privacy Notice and Cookies Policy (the “Notice”) is designed to tell you about our practices regarding collection, use, storage, and disclosure of information we collect via our website or our mobile applications and the consent required for those activities. This Notice applies to our website, www.ClientBooks.com (the “Website”), our mobile applications (the “Applications”), or services that display a link to this Notice. Please be sure to carefully read this Notice in its entirety before using or submitting information to this site.
Use of this Website constitutes your agreement to the terms of this Notice and the application of any applicable laws and regulations. Whenever you submit personal data and any other information via this Website, you acknowledge that data and information will be collected, used and disclosed in accordance with this Notice.
Our services are geared towards businesses and not aimed at children. We do not collect information from children 13 and under. If you are using our services to file personal tax returns, we may receive information about children from you.
We will use and process your personal data lawfully, fairly and in a transparent manner. “Personal Data” is data relating to you from which you can be reasonably identified. Examples of Personal Data include your full name, email address, postal address, telephone number, job title or the company you work for. We recognize that your Personal Data is valuable and we process it in accordance applicable law.
We will collect and use your Personal Data solely for the specified and legitimate purposes stated in this Notice. We use your Personal Data to:
The Website and the Applications actively collect information from its visitors both by asking you specific questions when you interact with us such as:
or otherwise by permitting you to communicate directly with us via e-mail. You can choose not to enter any of your Personal Data into the Website or Applications. However, if you choose not to provide us with your Personal Data in these circumstances, we will be unable to respond to your inquiry, engage in further communications with you and/or provide the requested services.
We will, depending on the nature of your communication with ClientBooks with respect to your visit to the Website or the Applications, use your Personal Data as follows:
It may also be necessary for us to:
When you provide us with your information, you are giving your consent for your Personal Data to be used by us to contact you by email, direct mail and telephone, and to deliver personalized website experiences, to share information about relevant products, services, best practice information, industry news and events. You are entitled to withdraw your consent to us contacting you or to amend your communication preferences by contacting us at the email address listed under Contact Information below or by logging into ClientBooks.
If you decide that you do not want to receive any correspondence from us about the services we could provide your business, including communications regarding product information, press releases, newsletters, marketing, promotions, and/or other topics please click the “unsubscribe” link provided in that promotional email message or go to ClientBooks. Withdrawing your consent will not affect our use of the Personal Data prior to you withdrawing that consent but it will mean that we will not be able to contact you about the services we may be able to offer you or your business in the future.
As you navigate through the Website and Applications, we will automatically collect information about your interaction with the Website and Applications such as your IP address, traffic data, clickstream information, time stamp, location data, web logs, other communication data and the resources that you access when you visit the Website and your browser or other applications on your device interact with it. We automatically collect this data using various technologies such as cookies, web logs and beacons and internet tags as described below. This information allows us to better tailor our content to users’ needs and is only gathered while you are on the Website and/or Applications. We may also – with your permission and only if you opt-in to such functionality — collect certain information such as GPS data or automobile trip mileage to enable tax reporting.
Except for the information which you specifically choose to have collected from the Applications, we automatically receive and record such information on our server logs from your browser. As discussed below, we use this information to diagnose problems with our server, report aggregate information for statistical analysis, determine the fastest route for your computer to connect to our Website and administer and improve the Website and/or Applications.
To the extent this information constitutes personal data, we use it to ensure that content from the Website and Applications is presented in the most effective manner for you and your device to improve our customers’ online experience in relation to the Website and Applications.
If someone has referred any of our products or services to you through any of our referral programs, that person or entity may have provided us your name, email address, and other Personal Data. You may contact us at info@ClientBooks.com to request that remove your information from our database. If you provide us information about another person, or if another person gives us your Personal Data, we will only use that information for specific reason for which it was provided to us.
We do not sell, rent or lease your Personal Data to unaffiliated third parties without your consent. However, we may share your Personal Data with third parties in certain situations in order to confirm your identity, respond to your request and facilitate your use of the Website and Applications.
By visiting the Websites you agree to the following disclosures:
a. we may check your Personal Data by searching for your name and that of your business in publicly available and private databases of business and individuals, which will use the details entered by us to provide us with the search results. For example, we may use databases such as those retained by LinkedIn or data.com for this purpose;
b. we may pass your information on to selected third parties including:
If you choose to connect your banking account for automatic payment, your banking information will be shared with our partner, Finicity Corporation. Please refer to Finicity’s privacy statement at www.finicity.com/privacy-policy for further information. We also share your Personal Data with our affiliates for the purposes set forth in this Notice.
Below is a description of the types of cookies used on the Website and Applications, and provides detail about what they are used for. When you use the Website and Applications for the first time, cookies which are essential to make the Website and Applications operate (see those identified as “essential cookies” below) will have been set. If you do not want other cookies set, please adjust your browser settings as described below under “Disabling or deleting cookies.”
Some cookies are deleted when you close your browser. These are known as session cookies. Others remain on your device until they expire or you delete them. These are known as persistent cookies and enable us to remember things about you as a returning visitor.
If you do not want cookies to be stored, then you may turn off certain cookies described below individually or you can select the appropriate options on your web browser to delete some or all cookies. Please note, however, that if you block some or all cookies (including essential cookies) you may not be able to use or access all or parts of the Website and Applications, such as being able to log on to member specific areas.
We use session cookies for the following purposes:
We use persistent cookies for the following purposes:
Third parties serve cookies via our Website and Applications. These are used for the following purposes:
You can set your browser so that installed cookies are deleted and you do not receive cookies during your next use of the website. Below are links to instruction on how to remove different types of cookies from different browsers:
If you disable or delete cookies, it may be that you do not have access to (parts of) the website or that the website does not work optimally. To find out more about these functions, it is best to consult your browser instructions or the help function of your browser.
To find our more about cookies, including information on how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org.
We do not currently commit to responding to web-browser do not track signals or other mechanisms that provide users the ability to exercise choice regarding the collection of Personal Data about a user's online activities over time and across third-party websites or online services (“DNT”). This is due in part, because no common industry standard for DNT has been adopted by industry groups, technology companies or regulators. We will continue to monitor developments around DNT browser technology and reassess our practices with respect to DNT as needed.
We have implemented appropriate technical and organizational measures on our servers, which are designed to protect your Personal Data from accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Personal Data transmitted, stored or otherwise processed. You should keep in mind that Internet transmissions (including emails) are never completely secure or error-free. As such, you should take steps to protect yourself, especially online and take special care in deciding what information you send to us via e-mail or other transmissions. Moreover, where you use passwords, ID numbers, or other special access features on the Website and Applications, it is your responsibility to safeguard them. You should choose a strong password, do not use the same password that you use on other websites and do not share your password with anyone else. Also remember to sign out of your Client Portal and close your browser window when you have finished so that others who may have access to your computer cannot access your Personal Data.
We store and process your personal data in the United States and our services are intended to be used to file and report on United States federal and state tax obligations. By providing us with your Personal Data, you consent to this transfer. Your Personal Data shall be protected in accordance with this Notice regardless of where it is processed or stored.
California residents who have elected to provide us personal information in obtaining products or services for personal, family or household use have a right to request and obtain from us once a calendar year information about the customer information we have shared, if any, with other businesses for their own direct marketing uses. This information would include the categories of customer information specified in the California “Shine the Light” law, and we will also provide the names and addresses of those businesses with which we shared customer information for the immediately preceding calendar year.
To obtain this information, California residents should send an email to Eileen Adao – email@example.com – with “Request for California Privacy Rights Info” on the subject line. We will provide the requested information to you at the email address you provide for a response.
We may from time to time amend this Notice to reflect any changes in our practices, services and legal obligations. If we make any material changes to the way we collect, use or share your Personal Data, we will notify you of those changes by posting an updated notice on the specific site to which it relates or by an electronic communication to you, which will indicate the effective date of the proposed changes. Your continued use of the Website and the Applications and the services following the effective date of a change to this Notice signifies your acceptance and agreement to the terms of the revised notice. We encourage you to periodically visit this page to determine the current terms to which you are bound. This Notice has been revised at the “Last Updated” date displayed at the top of this Notice.
If you have any questions, comments or concerns about this Notice or our privacy practices or wish to file a complaint, please contact us in one of the following ways:
260 Madison Avenue, Suite 1001
New York, NY 10016