Transparency

The Systems We Use & Their Privacy Information

PII In Our Environment

We use a number of applications that may gather PII (Personally Identifiable Information) to automate our processes, house and manage our data, host our software, provide security, troubleshoot problems, send emails, provide support and to perform sales functions. We try to minimize the amount of data that we push into or store in these systems. We do not sell information to third parties and our software usage is in a state of continual audit.

Please note: We provide links to these external resources as a helpful service. Please let us know if you find an issue.

Last revision date of this notice: December 14, 2023.

Acuity Scheduling

What we use it for:

Scheduling of meetings with current and potential clients.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.

Amazon Seller Account

What we use it for:

Our fulfillment service, Book Bay, utilizes Amazon to complete orders.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.

Atlassian (Jira, Confluence)

What we use it for:

Project management.

What type of private information is collected:

In some cases, this software makes use of personal or business identifiers for Submitted Bug and Feature Requests.

Privacy Policies

Amazon AWS

What we use it for:

Amazon Web Services is used to serve our application to the public, houses our databases, stores files.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Internal user identifiers may be stored.
Internal organization identifiers may be stored.

dbt Cloud

What we use it for:

dbt is a data transformation tool that enables data analysts and engineers to transform test and document data in the
cloud data warehouse.

What type of private information is collected:

This area currently under review.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Dovetail

What we use it for:

Transcribe a recording and discover patterns through powerful analysis features and share insights all in one intuitive
tool.

In some cases, this software makes use of personal or business identifiers for Submitted Bug and Feature Requests.

Facebook

What we use it for:

Social media and pixel tagging for Facebook Ads.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.

Facebook Ads

What we use it for:

Advertising.

What type of private information is collected:

This area currently under review.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.

Fivetran

What we use it for:

Data collection and transfer.

What type of private information is collected:

Notice: This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Business secrets may be stored.
Internal user identifiers may be stored.
Internal organization identifiers may be stored.

Flexie

What we use it for:

Multi use database and CRM.

What type of private information is collected:

Notice: This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Business secrets may be stored.
Internal user identifiers may be stored.
Internal organization identifiers may be stored.

getw9

What we use it for:

Receiving W9s for 1099 purposes.

What type of private information is collected:

This software makes use of personal or business identifiers.
Banking, social security or tax identifiers may be stored.
Name, email, phone, address, and common basic personal identifiers may be stored.

Google Ads

What we use it for:

Advertising.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

Google Analytics

What we use it for:

Web analytics service.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Other personal identifiers may be stored.
Internal user identifiers may be stored.

Google Tag Manager

What we use it for:

Google Tag Manager is a tag management system (TMS) that allows you to quickly and easily update measurement codes
and related code fragments collectively known as tags on your website or mobile app.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

Google Workspace

What we use it for:

Gmail Gdrive Google Forms etc.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Other personal identifiers may be stored.

Gravity Forms

What we use it for:

Web forms.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Other personal identifiers may be stored.
Internal user identifiers may be stored.
Internal organization identifiers may be stored.

Handwrytten.com

What we use it for:

HubSpot integration that creates notes in a handwritten font.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.

HelpScout

What we use it for:

Client support.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Hevo

What we use it for:

Data analytics and processing.

What type of private information is collected:

This area currently under review.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Hex – Winter International

What we use it for:

Data analytics.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Hightouch

What we use it for:

Data synchronization.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

HubSpot CRM

What we use it for:

Customer relationship manager (CRM)

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

LearnWorlds

What we use it for:

Client and internal training.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

LinkedIn Ads

What we use it for:

Advertising and job board.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.

Mailchimp/Mandrill

What we use it for:

Transactional emails for our application.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

Mailjet

What we use it for:

Mailjet is an email marketing platform.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

GDPR

Maze

What we use it for:

User experience testing and analysis.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

GDPR

Metabase Pro Cloud

What we use it for:

Data analysis.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

n8n

What we use it for:

API automation.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

New Relic

What we use it for:

Software error reporting.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Payment Spring (Nelnet)

What we use it for:

Payment processor.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.
Banking, social security or tax identifiers may be stored.

Pendo

What we use it for:

User journey analysis.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Referral Rock

What we use it for:

Affiliate sales tracking.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

ScreenPal (ScreencastOMatic)

What we use it for:

Video recording.

What type of private information is collected:

This area currently under review.

Slack

What we use it for:

Messaging platform.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal user identifiers may be stored.
Internal organization identifiers may be stored.

Data Security and Privacy Policies

Snowflake

What we use it for:

Data warehousing.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Business secrets may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Taxjar

What we use it for:

Cloud-based platform automates the entire sales tax. State sales tax reporting.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

Twilio

What we use it for:

Texting services provider.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
IP address, computer or network identification, or browser fingerprinting may be stored.

Whale

What we use it for:

Document storage.

What type of private information is collected:

This area currently under review.

Wise

What we use it for:

Micropayment system.

What type of private information is collected:

This area currently under review.
This software makes use of personal or business identifiers.
Banking, social security or tax identifiers may be stored.
Name, email, phone, address, and common basic personal identifiers may be stored.

Zapier

What we use it for:

API and automations provider.

What type of private information is collected:

This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Internal organization identifiers may be stored.
Internal user identifiers may be stored.

Zoom

What we use it for:

Running, video meetings, webinars, certain SMS texting and voice calling.

What type of private information is collected:

Notice: This software makes use of personal or business identifiers.
Name, email, phone, address, and common basic personal identifiers may be stored.
Other personal identifiers may be stored.
Internal organization identifiers may be stored.