Your privacy is critically important to us. At Client Powered, we have a few fundamental principles:
– We are thoughtful about the personal information we ask you to provide and the personal information that we collect about you through the operation of our services.
– We store personal information for only as long as we have a reason to keep it.
– We aim to make it as simple as possible for you to control what information on your website is shared publicly (or kept private), indexed by search engines, and permanently deleted.
– We help protect you from overreaching government demands for your personal information.
– We aim for full transparency on how we gather, use, and share your personal information.
Below is our Privacy Policy, which incorporates and clarifies these principles.
Howdy! We are the folks behind a variety of products and services designed to allow Professional Service Firms to take full advantage of the power and promise of technology to improve client relationships and efficiency at their firms. Our mission is to help Professional Service Firms do their best work and make their client’s lives better. We believe in automation and people working hand and keyboard to save time at work to spend it in their home lives.
This Privacy Policy applies to information that we collect about you when you use:
– Our websites ClientPowered.com and FileOnYourPhone.com;
– Our other Client Powered products, services, and features that are available on or through our websites; and
– Other users’ websites (For example QuickBooks and Google) that use our Services, while you are logged in to your account with us.
This Privacy Policy also applies to information we collect when you apply for a job at Client Powered or one of our subsidiaries.
Throughout this Privacy Policy we’ll refer to our websites, mobile applications, and other products and services collectively as “Services.”
Below we explain how we collect, use, and share information about you, along with the choices that you have with respect to that information.
We only collect information about you if we have a reason to do so — for example, to provide our Services, to communicate with you, or to make our Services better.
We collect this information from three sources: if and when you provide information to us, automatically through operating our Services, and from outside sources. Let’s go over the information that we collect.
It’s probably no surprise that we collect information that you provide to us directly. Here are some examples:
– **Basic account information: **We ask for basic information from you in order to set up your account. For example, we require individuals who sign up for a ClientPowered.com account to provide an email address and password, along with a username or name. You may provide us with more information — like your address and other information you want to share.
– **Payment and contact information: **There are various ways in which you may provide us payment information and associated contact information. For example, if you buy something from us, we’ll collect information to process those payments and contact you. If you buy something from us — a subscription to a ClientPowered.com plan or a Service, you’ll provide additional personal and payment information like your name, credit card information, and contact information. We also keep a record of the purchases you’ve made.
– **Credentials: **Depending on the Services you use, you may provide us with credentials for your self-hosted website (like SSH, FTP, and SFTP username and password). You may also provide us with these details when you connect our Service to other companies via our integrations.
**Communications with us (hi there!): **You may also provide us with information when you respond to surveys, communicate with our team about a support question, post a question in our public forums, or sign up for a newsletter. When you communicate with us via form, email, phone, comment, or otherwise, we store a copy of our communications (including any call recordings as permitted by applicable law).
– **Job applicant information:** If you apply for a job with us — awesome! You may provide us with information like your name, contact information, resume or CV, professional or personal references, similar professional and employment-related data, and work authorization verification as part of the application process. We may also collect additional information about you during the process, like background and credit checks (in applicable jurisdictions and only for certain job roles). You may also provide us with demographic information when required by law or to support our diverse workplace initiatives, such as your gender, racial or ethnic origin, veteran status, and disability status if you voluntarily submit such information as part of your application. We collect demographic information in accordance with applicable law, and do not request demographic information in jurisdictions where it may be prohibited. We will only use this sensitive information to accommodate a disability or illness, comply with legal obligations, protect the health and safety of our employees, and facilitate our internal programs relating to diversity, inclusion, and anti-discrimination.
We also collect some information automatically:
– **Log information:** Like most online service providers, we collect information that web browsers, mobile devices, and servers typically make available, including the browser type, IP address, unique device identifiers, language preference, referring site, the date and time of access, operating system, and mobile network information. We collect log information when you use our Services.
– **Transactional information:** When you make a purchase through our Services, we collect information about the transaction, such as product details, purchase price, and the date and location of the transaction.
– **Usage information:** We collect information about your usage of our Services. For example, we collect information about the actions that site administrators and users perform on a site – in other words, who did what and when when using our Services along with information about your device (e.g., screen size, name of cellular network, and mobile device manufacturer). We use this information to, for example, provide our Services to you, get insights on how people use our Services so we can make our Services better, and understand and make predictions about user retention.
– **Location information:** We may determine the approximate location of your device from your IP address. We collect and use this information to, for example, calculate how many people visit our Services from certain geographic regions. We may also collect information about your precise location via our mobile apps (like when you post a photograph with location information) if you allow us to do so through your mobile device operating system’s permissions.
– **Stored information:** We may access information stored on your mobile device via our mobile apps. We access this stored information through your device operating system’s permissions. For example, if you give us permission to access the photographs on your mobile device’s camera roll, our Services may access the photos stored on your device when you upload a really amazing photograph of the sunrise to your website.
– **Information from cookies & other technologies:** A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns. Pixel tags (also called web beacons) are small blocks of code placed on websites and emails. Client Powered uses cookies and other technologies like pixel tags to help us identify and track visitors, usage, and access preferences for our Services, as well as track and understand email campaign effectiveness and to deliver targeted ads.
We may also get information about you from other sources. For example:
– **Google Account Information: **When you connect your Google account to your Client Powered Account, we may access certain Google user data such as your contacts, emails, etc and your Google Account data to allow you to access and manage features more seamlessly.
The information we receive depends on which services you use or authorize and what options are available.
– **Intuit Account Information: **When you connect your Intuit account to your Client Powered Account, we may access certain Intuit data such as your contacts, companies, information related to both, dates, basically everything possible you can access via API and your Intuit Account data to allow you to access and manage features more seamlessly.
The information we receive depends on which services you use or authorize and what options are available.
We use information about you for the purposes listed below:
– **To provide our Services.** For example, to set up and maintain your account, host your website, backup and restore your website, provide customer service, process payments and orders, and verify user information.
– **To ensure quality, maintain safety, and improve our Services.** For example, by providing automatic upgrades and new versions of our Services. Or, for example, by monitoring and analyzing how users interact with our Services so we can create new features that we think our users will enjoy and that will help them create and manage websites more efficiently or make our Services easier to use.
– **To communicate with your clients** For example, to see who sent what email last. What email or text message is set to go out next. Also to create automated messages to be sent by us to your clients on your behalf.
– **To market our Services and measure and gauge your client health.** For example, if a client has not done their bookkeeping this month in their Quickbooks Online account.
– **To protect our Services, our users, and the public.** For example, by detecting security incidents; detecting and protecting against malicious, deceptive, fraudulent, or illegal activity; fighting spam; complying with our legal obligations; and protecting the rights and property of Client Powered and others, which may result in us, for example, declining a transaction or terminating Services.
– **To fix problems with our Services.** For example, by monitoring, debugging, repairing, and preventing issues.
– **To customize the user experience.** For example, to personalize your experience by serving you relevant notifications and advertisements for our Services, recommending content through our Reader post suggestions, and providing new essays and stories through Longreads for your reading pleasure.
– **To communicate with you.** For example, by emailing you to ask for your feedback, share tips for getting the most out of our products, or keep you up to date on Client Powered; or calling you to share offers and promotions that we think will be of interest to you. If you don’t want to hear from us, you can opt out of marketing communications at any time. (If you opt out, we’ll still send you important updates relating to your account.)
– **To recruit and hire new Client Powered Employees.** For example, by evaluating job applicants (including verifying their identity, experience, and other information submitted) and communicating with them by phone, email, or social media platforms. If the application progresses, we may also collect interview information and background check information. This may also include verifying information required to initiate employment, for purposes such as confirming ability to legally work in a specific location, setting up payroll, and complying with statutory reporting requirements.
A note here for those in the European Union about our legal grounds for processing information about you under EU data protection laws, which is that our use of your information is based on the grounds that:
(1) The use is necessary in order to fulfill our commitments to you under the applicable terms of service or other agreements with you or is necessary to administer your account — for example, in order to enable access to our website on your device or charge you for a paid plan; or
(2) The use is necessary for compliance with a legal obligation; or
(3) The use is necessary in order to protect your vital interests or those of another person; or
(4) We have a legitimate interest in using your information — for example, to provide and update our Services; to improve our Services so that we can offer you an even better user experience; to safeguard our Services; to communicate with you; to measure, gauge, and improve the effectiveness of our advertising; and to understand our user retention and attrition; to monitor and prevent any problems with our Services; and to personalize your experience; or
(5) You have given us your consent — for example before we place certain cookies on your device and access and analyze them later on, as described in our [Cookie Policy](http://www.Client Powered.com/cookies).
We share information about you in limited circumstances, and with appropriate safeguards on your privacy.
– **Subsidiaries and independent contractors:** We may disclose information about you to our subsidiaries and independent contractors who need the information to help us provide our Services or process the information on our behalf. We require our subsidiaries and independent contractors to follow this Privacy Policy for any personal information that we share with them.
– **Third-party vendors:** We may share information about you with third-party vendors who need the information in order to provide their services to us, or to provide their services to you or your site. This includes vendors that help us provide our Services to you (like Stripe, which powers WooPayments, payment providers that process your credit and debit card information, payment providers you use for your own ecommerce operations, fraud prevention services that allow us to analyze fraudulent payment transactions, cloud storage services, postal and email delivery services that help us stay in touch with you, customer chat and email support services that help us communicate with you, registrars, registries, data escrow services that allow us to provide domain registration services, and your hosting provider if your site is not hosted by Client Powered); those that assist us with our marketing efforts (e.g., by providing tools for identifying a specific marketing target group or improving our marketing campaigns, and by placing ads to market our services); those that help us understand and enhance our Services (like analytics providers); those that make tools to help us run our operations (like programs that help us with task management, scheduling, word processing, email and other communications, and collaboration among our teams); other third-party tools that help us manage operations; and companies that make products available on our websites (like the extensions on Woo.com), who may need information about you in order to, for example, provide technical or other support services to you. We require vendors to agree to privacy commitments in order to share information with them. Other vendors are listed in our more specific policies.
– **Legal and regulatory requirements:** We may disclose information about you in response to a subpoena, court order, or other governmental request. For more information on how we respond to requests for information about ClientPowered.com.
– **To protect rights, property, and others:** We may disclose information about you when we believe in good faith that disclosure is reasonably necessary to protect the property or rights of Client Powered, third parties, or the public at large. For example, if we have a good faith belief that there is an imminent danger of death or serious physical injury, we [may disclose information related to the emergency without delay]
– **Business transfers:** In connection with any merger, sale of company assets, or acquisition of all or a portion of our business by another company, or in the unlikely event that Client Powered goes out of business or enters bankruptcy, user information would likely be one of the assets that is transferred or acquired by a third party. If any of these events were to happen, this Privacy Policy would continue to apply to your information and the party receiving your information may continue to use your information, but only consistent with this Privacy Policy.
– **With your consent:** We may share and disclose information with your consent or at your direction. For example, we may share your information with third parties when you authorize us to do so, like when you connected your site to a social media service through our Publicize feature.
– **Aggregated or de-identified information:** We may share information that has been aggregated or de-identified, so that it can no longer reasonably be used to identify you. For instance, we may publish aggregate statistics about the use of our Services, or share a hashed version of your email address to facilitate customized ad campaigns on other platforms.
– **Published support requests:** If you send us a request for assistance (for example, via a support email or one of our other feedback mechanisms), we reserve the right to publish that request in order to clarify or respond to your request, or to help us support other users.
Information that you choose to make public is — you guessed it — disclosed publicly.
That means information like your posts in a forum or other content that you make public on our site..
Please keep all of this in mind when deciding what you would like to share publicly.
We generally discard information about you when it’s no longer needed for the purposes for which we collect and use it — described in the section above on How and Why We Use Information — and we’re not legally required to keep it.
For example, we keep web server logs that record information about a visitor to one of Client Powered’s websites, like the visitor’s IP address, browser type, and operating system, for approximately 30 days. We retain the logs for this period of time in order to, among other things, analyze traffic to Client Powered’s websites and investigate issues if something goes wrong on one of our websites.
If you are a job applicant, we will keep your personal data during the application process, and for a certain period thereafter. To determine that period, we take into account a number of factors, like our legal and regulatory obligations (such as equal opportunity obligations) and whether we may need to retain personal data for internal business purposes like analyzing our applicant pool.
While no online service is 100% secure, we work very hard to protect information about you against unauthorized access, use, alteration, or destruction, and take reasonable measures to do so. We monitor our Services for potential vulnerabilities and attacks.
To enhance the security of your account, we encourage you to enable our advanced security settings, like Two Step Authentication.
You have several choices available when it comes to information about you:
– **Limit the information that you provide:** If you have an account with us, you can choose not to provide the optional account information. Please keep in mind that if you do not provide this information, certain features of our Services may not be accessible. If you are a job applicant, and you choose not to provide certain data elements to us, we may not be able to proceed with the recruitment process.
– **Limit access to information on your mobile device:** Your mobile device operating system should provide you with the option to discontinue our ability to collect stored information or location information via our mobile apps. If you choose to limit this, you may not be able to use certain features, like geotagging for photographs.
– **Opt out of marketing communications:** You may opt out of receiving promotional communications from us. Just follow the instructions in those communications or let us know. If you opt out of promotional communications, we may still send you other communications, like those about your account and legal notices.
– **Set your browser to reject cookies:** At this time, Client Powered does not respond to “do not track” signals across all of our Services. However, you can choose to set your browser to remove or reject browser cookies before using Client Powered’s websites, with the drawback that certain features of Client Powered’s websites may not function properly without the aid of cookies.
– **Close your account:** While we’d be very sad to see you go, you can close your account if you no longer want to use our Services. Go into your settings in the app to close your account or just email john@clientpowered.com Please keep in mind that we may continue to retain your information after closing your account, as described in How Long We Keep Information above — for example, when that information is reasonably needed to comply with (or demonstrate our compliance with) legal obligations such as law enforcement requests, or reasonably needed for our legitimate business interests.
If you are located in certain parts of the world, including some US states and countries that fall under the scope of the European General Data Protection Regulation (aka the “GDPR”), you may have certain rights regarding your personal information, like the right to request access to or deletion of your data.
#### *European General Data Protection Regulation (GDPR)*
If you are located in a country that falls under the scope of the GDPR, data protection laws give you certain rights with respect to your personal data, subject to any exemptions provided by the law, including the rights to:
– Request access to your personal data;
– Request correction or deletion of your personal data;
– Object to our use and processing of your personal data;
– Request that we limit our use and processing of your personal data; and
– Request portability of your personal data.
You also have the right to make a complaint to a government supervisory authority.
Laws in some US states, including California, Colorado, Connecticut, Utah, and Virginia, require us to provide residents with additional information about the categories of personal information we collect and share, where we get that personal information, and how and why we use it. You’ll find that information in this section (if you are a California resident, please note that this is the Notice at Collection we are required to provide you under California law).
In the last 12 months, we collected the following categories of personal information, depending on the Services used:
– Identifiers (like your name, contact information, and device and online identifiers);
– Commercial information (your billing information and purchase history, for example);
– Characteristics protected by law (for example, you might provide your gender as part of a research survey for us or you may choose to voluntarily disclose your race or veteran status as part of your job application);
– Internet or other electronic network activity information (such as your usage of our Services, like the actions you take as an administrator of a WordPress.com site);
– Geolocation data (such as your location based on your IP address);
– Audio, electronic, visual or similar information (such as your profile picture, if you uploaded one);
– Professional or employment-related information (for example, your company and team information if you are a Happy Tools user, or information you provide in a job application); and
– Inferences we make (such as likelihood of retention or attrition).
If you are a job applicant, we may have also collected:
– Education information, such as the education you disclose in your job application.
We collect personal information for the business and commercial purposes described in the How and Why We Use Information section. And we share this information with the categories of third parties described in the Sharing Information section. We retain this information for the length of time described in our How Long We Keep Information section.
In some US states you have additional rights subject to any exemptions provided by your state’s respective law, including the right to:
– Request a copy of the specific pieces of information we collect about you and, if you’re in California, to know the categories of personal information we collect, the categories of business or commercial purpose for collecting and using it, the categories of sources from which the information came, and the categories of third parties we share it with;
– Request deletion of personal information we collect or maintain;
– Request correction of personal information we collect or maintain;
– Opt out of the sale or sharing of personal information;
– Receive a copy of your information in a readily portable format; and
– Not receive discriminatory treatment for exercising your rights.
We never directly sell your personal information in the conventional sense (i.e., for money).
We may share your information as necessary with our third-party service providers to provide our services to you. To the extent that we share your information with certain advertising, marketing, or analytics vendors, this can be considered a “sale” or “share” in certain U.S. States, which you may have the right to opt out of.
Our opt-out is managed through cookies, so if you delete cookies, your browser is set to delete cookies automatically after a certain length of time, or if you visit sites in a different browser, you’ll need to make this selection again.
We also respect the GPC browser signal and will treat it as a valid means of communicating your desire to opt out.
We do not collect or process your sensitive (and potentially sensitive) personal information except where it is strictly necessary to provide you with our service, where the processing is not for the purpose of inferring characteristics about you, or for other purposes that do not require an option to limit under California law. We don’t knowingly sell or share personal information of those under 16.
In some circumstances we may deny your request to exercise one of these rights. For example, if we cannot verify that you are the account owner we may deny your request to access the personal information associated with your account. As another example, if we are legally required to maintain a copy of your personal information we may deny your request to delete your personal information.
In the event that we deny your request, we will communicate this fact to you in writing. You may appeal our decision by responding in writing to our denial email and stating that you would like to appeal. All appeals will be reviewed by an internal expert who was not involved in your original request. In the event that your appeal is also denied this information will be communicated to you in writing. Please note that the appeal process does not apply to job applicants.
If your appeal is denied, in some US states (Colorado, Connecticut, and Virginia) you may refer the denied appeal to the state attorney general if you believe the denial is in conflict with your legal rights. The process for how to do this will be communicated to you in writing at the same time we send you our decision about your appeal.
Client Powered’s Services are worldwide. It is the Controller of note and the Responsible Company.
If you have a question about this Privacy Policy, or you would like to contact us about any of the rights mentioned in the Your Rights section above, please contact us via [email](mailto:john@ClientPowered.com).
Because Client Powered’s Services are offered worldwide, the information about you that we process when you use the Services in the EU may be used, stored, and/or accessed by individuals operating outside the European Economic Area (EEA) who work for us, other members of our group of companies, or third-party data processors. This is required for the purposes listed in the How and Why We Use Information section.
When providing information about you to entities outside the EEA, we will take appropriate measures to ensure that the recipient protects your personal information adequately in accordance with this Privacy Policy as required by applicable law. These measures include entering into European Commission approved standard contractual arrangements with entities based in countries outside the EEA.
You can ask us for more information about the steps we take to protect your personal information when transferring it from the EU.
Although most changes are likely to be minor, Client Powered may change its Privacy Policy from time to time. Client Powered encourages visitors to frequently check this page for any changes to its Privacy Policy. If we make changes, we will notify you by revising the change log below, and, in some cases, we may provide additional notice (like adding a statement to our blog or sending you a notification through email or your dashboard). Your further use of the Services after a change to our Privacy Policy will be subject to the updated policy.
That’s it! Thanks for reading.