Privacy Policy

Cookie Finance, Inc.

Last updated: August 1, 2024

At Cookie Finance, Inc. (“Cookie Finance,” “we,” “us,” or “our”), we are dedicated to protecting your privacy. This Privacy Policy outlines how we gather, use, store, and share your information when you interact with our software, website, documentation, and related services (collectively referred to as the “Services”). Any terms not defined here will carry the meanings given in our Terms of Service, which can be accessed here.

Consent to Privacy Policy

By using our Services, you consent to the collection and use of your Personal Information as described in this Privacy Policy. You must be of legal age to form a binding contract (typically 18 years old in most jurisdictions) to use our Services. Unless specified otherwise in this Privacy Policy, your Personal Information will not be used for any purposes other than those outlined here, and we do not sell Personal Information that identifies individuals, such as customer lists. If you choose to withdraw your consent, please note that it may limit your ability to access certain features of our Services.

Personal Information Collection and Use

When you interact with our Services, we may ask for certain personally identifiable information (“Personal Account Information”) to manage your account, deliver our Services, maintain accurate customer and visitor records, respond to your inquiries, provide feedback, verify your identity, improve our services, and address any misuse of the Services. We may also use your name, occupation, email, and phone number for limited marketing purposes, such as to reach out regarding your interest in our Services, facilitate referrals, or provide information about Cookie Finance and our partners.

The Personal Account Information that we require you to provide in order to access the Services may include, but is not limited to, the following:

– Full Name

– Occupation/Profession

– Social Security Number

– Email Address

– Phone Number

– Personal Address

– Company Name

– Company Address

– Social Media Accounts

– Financial and billing information, such as billing name and address, and credit card number (“Billing Information”)

In addition, we collect information about you from your social media interactions on third party social media properties, such as your social media handle, username, profile, postings, and messages you exchange with us.

When you connect your social media accounts to our platform, we receive information in order to provide our Service. Such information may include a user’s social media handle, username, profile picture, biography, follower counts, and follower engagement.

Payment Information

To process payments, we collect billing information (“Billing Information”), which includes details like your billing name and address. This information is used to manage your account, facilitate Services, assess the financial qualifications of prospective clients, and process payments.

Your Billing Information is handled by our payment processing partner, Stripe. While we retain certain billing details, we do not store or have access to your credit card number once a payment has been processed. The processing of this data is governed by Stripe’s privacy policy, available at https://stripe.com/privacy. Stripe is authorized only to store, retain, or use your billing information for the purpose of processing payments on our behalf.

Data, Diagnostics, and Login Details

We use data, diagnostics, and login information to manage and improve the Services. This information may be anonymized and aggregated to analyze usage patterns, enhance technical performance, improve user experience, and support other legitimate business purposes, often in conjunction with services like Google Analytics.

Service Usage and Analytics

Information regarding your use of the Services (“Usage and Analytics Information”) helps us troubleshoot issues, enhance and optimize the Services, support security and development efforts, and ensure compliance with user agreements. This data may also be used in combination with analytics tools like Google Analytics to track user behavior, improve functionality, and refine the overall user experience.

Advertising and Cookies

We partner with third-party vendors, such as Google Ads, to deliver tailored advertisements to users who have visited our website or used our Services. These vendors may use cookies and other tracking technologies to gather information about your online activities to display relevant ads on other websites.

If you wish to opt-out of Google’s use of cookies or other tracking technologies, you can do so by visiting Google’s Ads Settings. To opt-out of other third-party vendors’ tracking, visit the Network Advertising Initiative opt-out page.

Do Not Track (DNT) Signals

Do Not Track (DNT) is a browser setting that allows you to inform websites that you do not wish to be tracked. You can enable or disable this feature in your browser’s settings. While we currently do not respond to DNT signals, we treat all user data in accordance with this Privacy Policy, regardless of DNT settings.

Text Messaging Policy

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you wish to be removed from receiving future communications, you can opt out by texting STOP or UNSUBSCRIBE.

Disclosure and Transfer of Information

In certain situations, we may disclose your Personal Information to third parties without your explicit consent, such as when we believe it is necessary to protect our rights, property, or the safety of others. This includes situations where we believe, in good faith, that the disclosure is required by law.

In the event of a corporate restructuring, such as a merger, acquisition, or sale of assets, your Personal Information may be transferred as part of the transaction. We will notify you of any such change and provide you with options regarding your data.

Security Measures

We are committed to protecting the security of your Personal Information. We implement commercially reasonable technical, administrative, and physical safeguards to ensure your data is protected from unauthorized access, disclosure, alteration, or destruction. However, it is important to remember that no method of transmission over the internet or method of electronic storage is completely secure.

You also play a role in ensuring the security of your Personal Information. Please take steps to safeguard your account details, such as using a strong password and not sharing it with others.

In the event of a security breach, we will notify you electronically, either by email or through our website, and take appropriate steps to protect your information. You may also have the right to receive a written notice of a security breach depending on your jurisdiction.

Retention of Personal Information

We will retain your Personal Information for as long as necessary to fulfill the purposes for which it was collected or as required by applicable laws. This may extend beyond the termination of our relationship with you. Certain data may be retained to prevent fraud, resolve disputes, or for other legitimate business purposes.

We will keep records related to your engagement, including work papers, for a minimum of seven years from the original due date of the applicable return. After this period, these records will be securely destroyed. Your original documents will be returned to you at the end of the engagement. Please ensure that you securely store your original records.

Amendments to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website, and non-material changes will become effective upon posting. Material changes will take effect once communicated to you via email or other direct notifications. Your continued use of the Services after changes are made signifies your acceptance of the updated Privacy Policy.

If applicable laws require your explicit consent to changes, the amendments will not apply to your Personal Information until we obtain such consent. If you do not consent to changes, we may be unable to provide certain Services.

Access, Correction, and Deletion of Personal Information

You have the right to access, correct, or delete the Personal Information we hold about you. To exercise these rights, please contact us in writing. We may ask you to verify your identity before responding to such requests. In certain cases, we may not be able to fulfill your request if it conflicts with legal obligations or affects another individual’s rights.

You can request that we correct any inaccuracies, delete your information, or limit its use. We will make every effort to comply with your requests in a timely manner. However, some information may need to be retained for legal, security, or business reasons.

Disaggregated Information

As part of our services, we collect various types of personal, financial, and social media information from you that help us to provide comprehensive accounting, financial, and analytical services. The information collected will be disaggregated, meaning it will be separated and anonymized in a way that individual users cannot be personally identified from the data. This information will not be sold to 3rd parties but strictly used for our Services. The disaggregated information may be used for the following purposes:

Analytics: To provide you with detailed insights into your financial and social media performance.
Benchmarking: To compare your performance against industry standards and similar content creators.
Forecasting: To offer predictive tools that can help you plan and strategize for future financial and social media success.

Service Providers

We may employ third-party companies and individuals to facilitate our Services (“Service Providers”), such as those who assist with our operations, provide customer service, or analyze how our Services are used. These Service Providers have access to your Personal Information only to perform tasks on our behalf and are obligated to protect it and use it solely for the purposes specified.

Gusto: We integrate with Gusto, Inc. (“Gusto”) to sync and store payroll information. By using Gusto, you consent to the transfer of your data to Gusto, which is processed according to Gusto’s terms.
QuickBooks: Our Services also integrate with Intuit Limited’s QuickBooks (“QuickBooks”), an invoicing and accounting management tool. When you use QuickBooks, your data is processed and stored according to QuickBooks’ terms.
HubSpot: We use HubSpot for customer relationship management (CRM) and marketing. Data shared with HubSpot is governed by their privacy policy.

For more information on other Service Providers we engage, please contact us.

Cookie Policy

What Are Cookies?

Cookies are small text files that are placed on your computer or mobile device by websites that you visit. They help websites recognize your device and can enhance your browsing experience by storing your preferences and other information.

How We Use Cookies

We use cookies to improve your experience on our website by recognizing when you return, understanding how you interact with our site, and providing personalized content. Cookies also help us deliver relevant advertisements and track the effectiveness of our marketing efforts.

Types of Cookies We Use

Strictly Necessary Cookies: These cookies are essential for the operation of our Services. They allow you to navigate our website and access secure areas. Without these cookies, certain features of our Services may not function properly.
Performance Cookies: These cookies collect information about how you use our Services, such as the pages you visit most often. The data collected by these cookies is used to improve the performance and usability of our Services.
Functionality Cookies: These cookies allow us to remember your preferences and customize your experience on our website. They may also be used to provide you with more personalized content and services.
Targeting Cookies: These cookies are used to deliver advertisements that are relevant to your interests. They can track your browsing habits across different websites and may share this information with third parties, such as advertisers.

Managing Cookie Preferences

You can control the use of cookies by adjusting your browser settings. Most browsers allow you to block cookies, delete existing cookies, or alert you when a cookie is being placed on your device. However, blocking or deleting cookies may affect your ability to use certain features of our Services.

For more information on how to manage your cookie settings, visit www.allaboutcookies.org. To learn more about managing targeting and advertising cookies, visit www.aboutads.info/choices.

Contact Us

We encourage you to keep us informed of any changes to your contact details, such as your email address or phone number. If you would like to access your information, have any questions or concerns, or notice any errors in the information we hold about you, please contact us at [email protected].

If you have a complaint regarding our privacy practices, we will investigate and take appropriate action if necessary.

Important Information for California Residents

This section applies exclusively to California residents and explains how we collect, use, and share their Personal Information. It also details the rights of California residents under the California Privacy Rights Act of 2020 (CPRA).

Your California Privacy Rights

As a California resident, you have the following rights regarding your Personal Information:

Information: You can request details about how we have collected and used your Personal Information over the past 12 months.
Access: You can request a copy of the Personal Information we have collected about you.
Limiting Use of Sensitive Information: You can request that we limit the use of sensitive information to fulfilling specific purposes, such as providing the services you’ve requested.
Deletion: You can request that we delete the Personal Information we have collected from you.
Correction: You can request that we correct any inaccurate information we hold about you.
Opt-In for Minors: If you are under 16 years old, we will seek your consent (or your parent’s or guardian’s consent if you are under 13) before selling your Personal Information.
Nondiscrimination: You have the right to exercise these rights without facing discrimination, such as being charged higher prices or receiving lower-quality services.

Exercising Your Rights

To exercise your California privacy rights, please contact us at [email protected]. We may need to verify your identity and California residency before processing your request. If you choose to designate an authorized agent to submit a request on your behalf, you must provide a valid power of attorney and identification documents for both yourself and the agent.

Personal Information Collection, Use, and Sharing

The chart below outlines how we collect, use, and share Personal Information in accordance with the CPRA. It summarizes our practices over the past 12 months.

	PI we may collect	Source of PI	Purpose for collection	Third parties to whom we “disclose” PI
Identifiers	Contact data, Identity data	You, Public resources, Business partners	Service delivery, R&D, marketing, compliance and automations	Service providers, professional advisors, authorities, business transferees
Sensitive Personal Information	SSN, geo-location	You, Automatic collection	Service delivery , compliance and automations	Service providers, professional advisors, authorities, business transferees
Commercial Information	Contact data, identity data, transaction data, communication, marketing data	You	Service delivery, R&D, marketing, compliance & operations	Service providers, professional advisors, authorities, business transferees
Financial Information	Financial data	You	Service delivery, compliance & operations	Service providers, advertising partners, professional advisors, authorities, business transferees
Online Identifiers	Device data, identity data	Automatic collection	Service delivery, R&D, marketing, compliance & operations	Service providers, advertising partners, professional advisors, authorities, business transferees
Internet or Network Information	Device data, online activity data	Automatic collection	Service delivery, Research & development	Service providers, advertising partners, professional advisors, authorities, business transferees
Inferences	May be derived from your device data, online activity data	Automatic collection	Service delivery, R&D, marketing, compliance & operations	Service providers, advertising partners, professional advisors, authorities, business transferees
Professional or Employment Information		You	Service delivery, Research & development, marketing	Service providers, advertising partners, professional advisors, authorities, business transferees
Protected Classification Characteristics	Marital status, dependency information	You	Service delivery, marketing	Service providers, advertising partners, professional advisors, authorities, business transferees

GLOSSARY

Commercial Information: Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.

Financial Information: Bank account number, debit or credit card numbers, insurance policy number, and other financial information.

Identifiers: Real name, alias, postal address, unique personal identifier, online identifier, IP address, email address, account name, social security number, driver’s license number, passport number, or other similar identifiers.

Inferences: The derivation of information, data, assumptions, or conclusions from any other category of Personal Information to create a profile about a person reflecting the person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.

Internet or Network Information: Browsing history, search history, and information regarding a person’s interaction with an internet website, application, or advertisement.

Online Identifiers: This term is not defined in the CPRA, but likely includes any information that can be used to recognize a person, family or device, over time and across different services, including but not limited to, a device identifier; an Internet Protocol address; cookies, beacons, pixel tags, mobile ad identifiers, or similar technology; customer number, unique pseudonym, or user alias; telephone numbers, or other forms of persistent or probabilistic identifiers (i.e., the identification of a person or a device to a degree of certainty of more probable than not) that can be used to identify a particular person or device.

Professional or Employment Information: This term is not defined in the CPRA, but likely includes any information relating to a person’s current, past or prospective employment or professional experience (e.g., job history, performance evaluations).

Protected Classification Characteristics: As defined under California law: age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).

Sensitive Personal Information: Personal information that reveals a person’s (a) Social Security or other state identification number; (b) account log-in, financial account, debit card, or credit card number in combination with any required security or access code, password, or credentials allowing access to an account; (c) geolocation; (d) racial or ethnic origin, religious or philosophical beliefs, or union membership; (e) mail, email, or text message content directed to third parties; and (f) genetic data.