WE collect information about you, our:
- Customers using ProfitYO to power your business
- Visitors to ProfitYO’s websites or anyone contacting ProfitYO support
- Prospective ProfitYO Team looking to make a significant impact with a career at ProfitYO
WE offer unique financial tools and services (such as bookkeeping, accounting, and access to banking services) to entrepreneurs through its online platform at ProfitYO, accessible via our website and mobile applications. Through this platform, YOU can access the tools needed to power their businesses or their clients’ businesses. We collectively refer to our forum, websites, and mobile applications as our “Services.”
When using our Services, you may decide to share your data and any related personal information with a third-party service (for example, your accountant). Their privacy policies and terms govern any processing of your data by these third parties. We recommend you carefully review their policies and terms, as ProfitYO is not responsible for anything arising out of such services.
Our Services are not intended for use by children and should only be accessed by individuals who are at least 18 years old and are using the Services for business purposes. If we learn that we have inadvertently collected personal information of persons under 18 years old, we shall immediately take steps to delete the information as soon as possible.
What information do we collect about you and why?
If you are a customer using ProfitYO, we collect and use your personal information to provide you with our Services. We collect the following personal information when you sign up for ProfitYO, when you use our Services, or when you otherwise provide us information. Generally, we need this information for you to be able to use our Services.
|Information you provide us about you and your business, like your name, company name, email address, and phone number.||To set up your account and provide you with the use of our Services (e.g., to confirm your identity, to contact you about issues with our platform, to invoice you)To market products or features to youTo comply with legal requirements|
|Payment and billing information that you provide us, such as your credit or debit card number.||To charge for our services.|
|Information about how you access our Services and your account, including information about the device and browser you use, your network connection, your IP address, and details about how you browse our websites and platform.||To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate)To debug, identify and repair errors that may impact intended functionality.To detect security incidents and protect against malicious, fraudulent, or illegal activity.To personalize the platform for you.To advertise and market products or features to you|
|Customer support information (such as questions and issues) and general feedback you choose to provide (for example, app reviews).||To provide you with customer support when using our ServicesTo debug, identify and repair errors that may impact intended functionalityTo share with existing or prospective Customers or Accountant Clients your experience and feedback in using our Services|
|If you use our ProfitYO’s CPA partners service, we may collect more specific information you provide us about you and your business, including:personal characteristics (such as age, date of birth, gender, marital status, nationality)government-issued identification (such as your social security number, driver’s license number, taxpayer identification number)professional and employment information (such as your occupation, employer identification number, corporate-held credit and debit card numbers, employment records, and compensation information)||To create and manage your ProfitYO account.To provide ProfitYO’s CPA partners with your Tax documents, including setting up tax payments to IRS and state departments of revenue.To conduct fraud and risk monitoring.To comply with legal requirements.To provide tax documentation.|
|Copies of government-issued identification about you or your business that you provide to us||If we need to verify your identity (e.g., to protect you against identity theft or fraud)To verify that we are speaking with you, if you contact usTo comply with legal requirements|
We collect the following personal information about you when you visit our website or contact ProfitYO support:
|What we collect||Why do we collect it|
|You provide us with information about yourself, like your name, address, email address, and phone number.||To communicate with you via email.To advertise and market products or features to youTo comply with any legal requirements|
|Information about how you access our Services includes the device and browser you use, your network connection, your IP address, and details about how you browse through our apps and sites, including search terms you may enter.||To provide you use of, and to improve, our websites and related services (e.g., identifying ways to make our websites easier to use or navigate)To personalize your experience using our websites (e.g., by changing the layout of our webpages)To advertise and market products or features to you|
|Information you provide us for surveys, contests, and events (such as webinars or in-person events), including your contact information, your business name and address, and general information about your organization that you choose to provide, such as annual company revenue, number of employees, and industry.||To register you for the survey, contest, or event and provide you with the results or contents of the event.To advertise and market products or features to you|
- Prospective ProfitYO Team Members
The following personal information about you is collected when you apply for a position with ProfitYO:
|What we collect||Why do we collect it|
|Contact information about you that you provide us about yourself, like your name, address, email address, and phone number.||To communicate with you during the recruitment processTo book interviews with you and members of our teamTo verify your identityTo comply with legal requirements|
|The additional personal information you provide us, such as your professional and employment history (such as your resume or CV, past employment experience, occupations and titles, your LinkedIn profile or other social media handles), your nationality, and your education (such as your degrees and schooling, licenses and professional memberships).||To review your suitability for a position and qualify you for a roleTo verify your legal ability to work in the United States|
How we use your information
We use the personal information we collect from you to provide you with our Services, to fulfill a contractual obligation (for example, to process your subscription payments), to improve our Services, or where we need your personal information for a legitimate business interest. These legitimate interests include:
- verifying your or your business’ identity
- preventing risk and fraud (for example, to detect and protect ProfitYO and other third parties against error, negligence, breach of contract, fraud, theft, and other illegal activity, and to audit compliance with ProfitYO’s policies and contractual obligations)
- answering questions or providing different types of support
- providing, securing, debugging, and improving our Services and website
- providing reporting and analytics
- testing out features or additional services
- assisting with marketing, advertising, or other communications
- understanding your needs and eligibility for products and services
- complying with legal and regulatory requirements
We may also collect and use your personal information for any other purpose to which you consent.
We only collect the personal information we consider necessary for achieving these purposes.
We may use aggregated or de-identified information so that it is no longer reasonably associated with an identified or identifiable natural person for any business purpose.
Your use of others’ personal information
In using our Services, you may provide us with the personal information of others (for example, the names and addresses of your accounting clients or employees). We are only a “service provider” of such information.
As your service provider, we only process (collect, use, disclose, etc.) such information as directed by you to provide you our Services. For example, we will never use your customers’ or employees’ data to market independently or to advertise them unless they are also using our Services directly. We also do not and will not “sell” your customers’ information.
You are responsible for the personal information of others you disclose to us via our Services and for ensuring that your instructions regarding the processing of such information comply with applicable data protection laws.
Your rights over your information
Depending on your use of our Services and where you reside, you may have the right to request access to, correct, amend, delete, or object to specific uses of your personal information (for example, by unsubscribing from direct marketing emails).
We strive to provide you with the ability to exercise these changes yourself via our Services. For example, you can access, update and correct most of your information from your account settings pages. If you cannot exercise a certain change via our Services, you can always email our privacy team at email@example.com. Please note that if you send us a request relating to your personal information, we have to make sure that it is you before we can respond. To do so, we may ask to see documentation verifying your identity.
Please also note that there is a difference between the information we decide to collect for our purposes (for example, your account sign-up information) and the information our Customers and Accountant Clients direct us to store or process via our Services (for example, names of employees or clients). Suppose you are an individual who wishes to exercise your rights over the information that one of our Customers or Accountant Clients may be storing or processing via our Services for their purposes. In that case, you will need to contact the Customer or Accountant Client directly. In this scenario, we are only a service provider acting in their direction, and we cannot decide how to process their information.
When and why do we share your information with others
We restrict access to your information to authorized employees and contractors and only share your personal information with third parties in the following circumstances.
As a Customer, we may share your personal information with the following service providers to provide you with our Services:
|Service provider||Service provided||Location|
|Aweber||Email and CRM||USA|
|MyAlice and Tucalendi||Customer Support||USA|
We may also share your personal information with the following categories of third parties for specific other business purposes:
- Other Service Providers, Partners, Contractors, or Vendors: for analytics and reporting, marketing and advertising, auditing, communicating with you, managing our customer database, providing professional services, managing our recruitment process, and conducting background checks (for Prospective ProfitYO Team).
- Successor Entities: if we merge with or are acquired by another company, are involved in a bankruptcy, or if the ownership or control of all or part of our Services or their assets changes, information about you may be transferred to such entities.
- Law Enforcement, Government Agencies, and Professional Advisors: to prevent or investigate suspected fraud, threats to physical safety, illegal activity, or violations of a contract or our policies, or to comply with a law or regulation, or if we are otherwise legally required to do so, such as in response to a court order or legal process, or to establish, protect, or exercise our legal rights or to defend against legal claims or demands.
Where your data resides and international data transfers.
ProfitYO’s team manages our Services at its headquarters in the United States and remote. We rely on the Service Providers mentioned above to operate the Services. These service providers are all located in and process your data in the United States. ProfitYO does not currently offer or market its Services to individuals or businesses outside of the United States.
ProfitYO is a United States company serving US persons and businesses. As such, we and our third-party affiliates may be subject to various legal compliance that require us to retain your personal information for a specific period beyond the time when you stop using the Services.
How we protect your information
We maintain industry-standard security safeguards to protect your information and ensure its confidentiality, integrity, and availability. While we do our best to protect your information on our platform, we cannot guarantee the absolute security of your personal information. To learn more about our information security measures, please see our Security Practices.
We use several cookies to provide you with our Services, monitor usage and performance, customize and improve your experience, and facilitate our marketing, social, and advertising activities.
We use a small number of necessary cookies to allow you to use our Services, and the use of these cookies is essential for our Services to work.
You can manage cookies to suit your preferences. You are able to set up rules to manage cookies site-by-site in some browsers, giving you more control over your privacy. This means you can disallow cookies from all sites except those you trust. To customize your cookie management preferences consult your
For display advertising, you may opt out by visiting your Google Ads Settings page or by installing and running the Google Analytics Opt-out Browser Add-on. The Network Advertising Initiative has also developed a tool that may help you understand which third parties have brower rules.
In addition, on your iPhone, iPad, or Android, you can change your device settings to control whether you see online interest-based ads.
Please remember that removing or blocking cookies can negatively impact your user experience, and parts of our website or Services may no longer be fully accessible and opperational.
How you can reach us
If you would like to ask about, make a request relating to, or complain about how we process your personal information, you can contact us by email at firstname.lastname@example.org, by calling us toll-free, or by sending an email to:
14021 31st Road #5E
Flushing, NY 11354
Attn: ProfitYO Privacy Team
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