Privacy Policy

1. INTRODUCTION

This privacy policy (Policy) relates to your personal information in connection with your use of and access to the Palmetto Bookkeeping website (www.palmettobookkeeping.com).

We are committed to protecting your information and your right to privacy. If you have any questions or concerns about our Policy, or our practices with regards to your personal information, please contact us via contact@palmettobookkeeping.com

When you use the Palmetto Bookkeeping website, you trust us with your information and we take your privacy very seriously. We seek to explain to you in the clearest way possible what information we collect, how we use it and what rights you have in relation to it. We hope you take some time to read through it carefully, as it is important. If there are any terms in this Policy that you do not agree with, please discontinue your use of the Palmetto Bookkeeping website.

2. CHANGES TO THIS POLICY OR YOUR PERSONAL INFORMATION

We review this Policy regularly and reserve our right to amend it at any time. It is your responsibility to check regularly and determine whether you still agree to comply with the Policy. If you do not agree to any changes to this Policy then you must immediately stop using the Palmetto Bookkeeping website.

In the event we make any significant changes to this Policy we will use our reasonable endeavors to inform you of such changes in advance in writing. It is important that the personal information we hold about you is true, complete, accurate and current. Accordingly, you must notify us of any changes to your personal information (for example, if you change your email address).

3. INFORMATION WE MAY COLLECT ABOUT YOU.

(a) Where and how we collect personal information
We collect personal information that you voluntarily provide to us when filling out our contact us form and through communication after that point.

If you give us personal information on behalf of a third party, for example an employee, contractor or client, in providing that information to us you are confirming that you have sought and obtained, from that individual, permission for you to‍:

Consent on their behalf to the processing of their personal data;

Receive on their behalf any data protection notices; and you shall indemnify us and hold us harmless against any claims, actions, proceedings, losses, damages, costs (including reasonable legal costs) and expenses (including taxation), in each case of any nature whatsoever, arising out of or in connection with your failure to obtain these permissions.

More particularly, the personal information that we collect depends on the context of your interactions with us, the choices you make and the products and features you use.

4. HOW DO WE USE YOUR INFORMATION?

In Short: We process your Information for purposes based on legitimate business interests, the fulfillment of our contract with you, compliance with our legal obligations, and/or your consent.

We use your Information collected via the Palmetto Bookkeeping website for a variety of business purposes, as described below. We process your Information for these purposes in reliance on our legitimate business interests (Business Purposes), in order to enter into or perform a contract with you (Contractual Reasons), with your consent (Consent), and/or for compliance with our legal obligations (Legal Reasons). We indicate the specific processing grounds we rely on next to each purpose listed below.

We may process your Information for the following purposes:

To take steps towards entering into a contract with you, to provide the Palmetto Bookkeeping Services and to claim any right to be paid under our Terms (Contractual Reasons). This includes collecting and using your personal information to:

Prepare an agreement with you;

Manage any accounts you hold with us;

Contact you for reasons related to the Palmetto Bookkeeping Services;

Enable us to follow up on enquiries made by you in relation to the Palmetto Bookkeeping Services and/or to provide information you have requested;

Contact your next of kin or your emergency/alternate contact(s) in order to get in touch with you when we have failed to do so using your own contact details;

Contact your referee(s) or to obtain a reference for a job that you are applying for;

Deal with payment for the Palmetto Bookkeeping Services;

Notify you of any changes to our Site or to the Palmetto Bookkeeping Services that may affect you; and

Resolve disputes or collect overdue payments.

To contact you regarding enquiries you have made in relation to the Palmetto Bookkeeping Services.

To facilitate a recruitment process in which you are involved.

To provide quotes for software/details of offers (Business Purposes).

To send administrative Information to you for Business Purposes, Legal Reasons and/or possibly Contractual Reasons. We may use your Information to send you product, service and new feature information and/or information about changes to our Terms and policies, as may be in place from time to time.

To send you marketing and promotional communications for Business Purposes and/or with your Consent. We and/or our brand partners may use your Information for our marketing purposes, if this is in accordance with your marketing preferences. You can opt-out of our marketing emails at any time.

To administer promotions for our Business Purposes and/or with your Consent.

To request feedback for our Business Purposes and/or with your Consent. For example, we may use your Information to request feedback and to contact you about your use of the Palmetto Bookkeeping Services.

To protect the Palmetto Bookkeeping  for Business Purposes and/or Legal Reasons. We may use your Information as part of our efforts to keep the Palmetto Bookkeeping Services safe and secure (for example, for the purposes of monitoring and/or preventing fraud).

To enforce our Terms and policies for Business Purposes, Legal Reasons and/or possibly Contractual Reasons.

To respond to legal requests and prevent harm for Legal Reasons. For example, if we receive a subpoena or other legal request, we may need to inspect the data we hold to determine how to respond.

We may use your Information for other Business Purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve the Palmetto Bookkeeping Services, our products and services, our marketing and your experience.

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