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Privacy Policy

Last updated: January 2025

Introduction

TradeBooks ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our accounting software and related services (collectively, the "Service").

Please read this Privacy Policy carefully. By accessing or using the Service, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

Information We Collect

Personal Information

We collect information you provide directly to us, including:

  • Account Information: Name, email address, phone number, company name, and password when you create an account
  • Financial Information: Bank account details, transaction data, invoices, expenses, and other financial records you enter into the Service
  • Customer Data: Information about your customers, vendors, and business contacts that you store in the Service
  • Communications: Information you provide when you contact us for support or feedback

Automatically Collected Information

When you use the Service, we automatically collect:

  • Usage Data: Information about how you interact with the Service, including features used, time spent, and actions taken
  • Device Information: Device type, operating system, browser type, and unique device identifiers
  • Log Data: IP address, access times, pages viewed, and referring URLs

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve the Service
  • Process transactions and send related information
  • Send you technical notices, updates, security alerts, and support messages
  • Respond to your comments, questions, and customer service requests
  • Monitor and analyze trends, usage, and activities
  • Detect, investigate, and prevent fraudulent transactions and other illegal activities
  • Personalize and improve your experience

Information Sharing

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: With third-party vendors who perform services on our behalf (e.g., cloud hosting, payment processing, analytics)
  • Legal Requirements: When required by law or to respond to legal process
  • Protection of Rights: To protect our rights, privacy, safety, or property, and that of our users or others
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you have given us explicit permission

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and audits
  • Access controls and authentication mechanisms
  • Employee training on data protection

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services. We will also retain and use your information as necessary to comply with legal obligations, resolve disputes, and enforce our agreements.

You may request deletion of your account and associated data at any time by contacting us at privacy@tradebooks.app.

Your Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Portability: Request a copy of your data in a structured, machine-readable format
  • Objection: Object to certain processing of your personal information

To exercise these rights, please contact us at privacy@tradebooks.app.

Third-Party Services

The Service may integrate with third-party services such as banking institutions (via Plaid), payment processors (via Stripe), and analytics providers. These third parties have their own privacy policies, and we encourage you to review them.

Children's Privacy

The Service is not intended for children under 16 years of age. We do not knowingly collect personal information from children under 16. If we learn we have collected personal information from a child under 16, we will delete that information promptly.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We take appropriate safeguards to ensure your information remains protected in accordance with this Privacy Policy.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions about this Privacy Policy, please contact us:

  • Email: privacy@tradebooks.app
  • Website: tradebooks.app/contact
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