Privacy Policy

Kashboard generally acts as a controller when determining how and why personal information is processed for purposes such as:

• Creating and administering Kashboard accounts;
• Billing and subscription management;
• Providing customer support;
• Communicating with users;
• Operating and securing the Service;
• Preventing fraud and system abuse;
• Analyzing use of the Service; and
• Meeting legal and regulatory obligations.

If a business customer uploads, imports, or otherwise submits personal information concerning its customers, employees, contractors, suppliers, or other individuals, Kashboard may process that information on behalf of the business customer.

In those circumstances, the business customer is generally responsible for:

• Providing required privacy notices;
• Obtaining necessary permissions and consents;
• Establishing a lawful basis for processing;
• Responding to privacy requests; and
• Ensuring its instructions to Kashboard comply with applicable law.

Individuals seeking to exercise rights concerning information controlled by a Kashboard business customer should ordinarily contact that customer directly.

Where required, Kashboard may enter into a separate data processing agreement with a business customer.

We may collect:

• Your name;
• Email address;
• Telephone number;
• Mailing or business address;
• Username;
• Password or authentication information;
• Profile information;
• Job title;
• Business name;
• Business type;
• Account role;
• User permissions;
• Account preferences; and
• Communication preferences.

We may collect information about your business or organization, including:

• Legal or trading name;
• Business address;
• Industry;
• Business structure;
• Country or jurisdiction;
• Tax-related information;
• Financial year;
• Accounting preferences;
• Business size;
• Employee or contractor information;
• Customer or supplier information; and
• Other details you enter into the Service.

Because Kashboard provides financial-management and bookkeeping tools, we may process financial and commercial information such as:

• Transaction records;
• Income and expense information;
• Invoices;
• Receipts;
• Account balances;
• Payment records;
• Refunds;
• Sales and revenue data;
• Purchase information;
• Tax categories;
• Accounting classifications;
• Bank account information;
• Financial institution names;
• Account types;
• Partial or complete account identifiers;
• Transaction descriptions;
• Merchant information;
• Transaction dates and amounts;
• Currency information;
• Financial reports;
• Profit-and-loss information;
• Cash-flow information; and
• Other financial or bookkeeping records you submit or connect.

Depending on the integration you use, Kashboard or an authorized integration provider may access information from connected banks, payment services, e-commerce platforms, accounting systems, or other financial services.

We process connected financial data only as reasonably necessary to provide, maintain, secure, and improve the features you request, subject to this Privacy Policy and applicable law.

If you connect Kashboard to a bank, payment processor, e-commerce store, marketplace, accounting platform, financial-data provider, or other third-party service, we may receive:

• The name of the connected service;
• Account identifiers;
• Access or authorization tokens;
• Connection status;
• Account metadata;
• Transaction data;
• Balances;
• Order information;
• Payout information;
• Customer or supplier records;
• Product information;
• Tax information; and
• Other data made available through the integration.

The information available to Kashboard depends on the permissions you grant and the third-party provider’s functionality.

You may disconnect an integration through available account controls or by contacting us. Disconnecting an integration prevents future collection through that connection but may not automatically delete information previously imported into Kashboard.

If you purchase a subscription, add-on, top-up, usage credit, Lifetime Deal, or other paid product, payment information may be collected by Kashboard or an authorized payment processor.

Depending on the payment method and processor, this may include:

• Billing name and address;
• Payment-card information;
• Bank or payment-account information;
• Tax identification details;
• Transaction identifiers;
• Payment status;
• Subscription information;
• Renewal dates;
• Refund information;
• Chargeback information;
• Partial payment-card details; and
• Billing history.

Payment processors may collect and process payment credentials directly. Kashboard may receive payment confirmation, receipts, transaction records, fraud indicators, and limited payment-method details.

We collect information that you or authorized users submit, upload, import, generate, or store through the Service, including:

• Files;
• Documents;
• Receipts;
• Invoices;
• Spreadsheets;
• Images;
• Notes;
• Transaction descriptions;
• Accounting records;
• Business records;
• Reports;
• Prompts;
• Instructions;
• Messages; and
• Other content.

User Content may contain personal information about you or other individuals. You are responsible for ensuring that you have the necessary rights and lawful basis to provide this information to Kashboard.

When you contact us, we may collect:

• Your contact information;
• The content of your communication;
• Support requests;
• Account details;
• Troubleshooting information;
• Screenshots;
• Attachments;
• Call or meeting notes;
• Survey responses;
• Feedback; and
• Other information you choose to provide.

We may retain support communications to resolve issues, improve the Service, train support personnel, prevent abuse, and maintain records of our relationship.

When you access or use the Service, we may automatically collect:

• Internet Protocol address;
• Browser type and version;
• Device type;
• Operating system;
• Language;
• Time zone;
• Device identifiers;
• Approximate location derived from an IP address;
• Referring and exit pages;
• Dates and times of access;
• Pages and features viewed;
• Buttons or links selected;
• Session activity;
• Login activity;
• Error reports;
• Performance information;
• API activity;
• Integration activity;
• Feature usage;
• Import and export activity;
• Subscription or plan information; and
• Security and fraud-detection data.

We use this information to operate, secure, analyze, troubleshoot, and improve the Service.

We and our authorized service providers may use:

• Cookies;
• Local storage;
• Software development kits;
• Pixels;
• Tags;
• Session-replay technologies;
• Log files; and
• Similar technologies.

These technologies may collect information about your browser, device, activity, preferences, and interactions with the Service.

Further information is provided in Section 8.

We may receive personal information from:

• Your employer or organization;
• An account owner or administrator;
• Authorized users;
• Connected banks and financial-data providers;
• Payment processors;
• E-commerce and marketplace platforms;
• Accounting and business-software providers;
• Resellers;
• Lifetime Deal marketplaces;
• Promotional partners;
• Referral partners;
• Fraud-prevention providers;
• Identity-verification providers;
• Analytics providers;
• Publicly available sources; and
• Other third parties you authorize.

For Lifetime Deal or promotional-code users, we may receive information such as your name, email address, purchase details, redemption code, refund status, chargeback status, eligibility, and marketplace account information.

We use personal information to:

• Create and administer accounts;
• Authenticate users;
• Provide dashboards, reports, and bookkeeping tools;
• Import, organize, categorize, and display financial information;
• Operate requested integrations;
• Generate calculations, reports, suggestions, or automated outputs;
• Process transactions;
• Provide customer support;
• Maintain account settings and preferences; and
• Otherwise deliver requested functionality.

We may use information to:

• Understand how the Service is used;
• Evaluate performance;
• Diagnose problems;
• Repair errors;
• Improve existing features;
• Develop new features;
• Test changes;
• Conduct research and analytics;
• Improve user experience; and
• Measure the effectiveness of the Service.

Where practical, we may use aggregated or de-identified information for these purposes.

We may use personal information to:

• Protect accounts and systems;
• Detect unauthorized access;
• Verify identity, account ownership, and eligibility;
• Investigate suspicious activity;
• Detect account sharing or code misuse;
• Monitor unusual or excessive usage;
• Prevent fraudulent payments or redemptions;
• Investigate refunds and chargebacks;
• Enforce usage limits;
• Prevent attempts to bypass restrictions;
• Enforce our Terms of Service; and
• Protect Kashboard, users, service providers, and third parties.

This may include analyzing account, device, network, payment, redemption, integration, and usage information.

We may use information to:

• Process payments;
• Administer subscriptions;
• Apply credits or top-ups;
• Manage Lifetime Deal accounts;
• Validate promotional codes;
• Confirm eligibility;
• Process refunds;
• Address payment failures;
• Investigate chargebacks;
• Maintain billing records;
• Calculate taxes; and
• Communicate about plan, billing, or account changes.

We may use contact information to send:

• Service notifications;
• Security alerts;
• Account confirmations;
• Billing notices;
• Support responses;
• Product updates;
• Changes to policies or plans;
• Administrative communications;
• Surveys;
• Educational information;
• Newsletters; and
• Promotional communications.

You may opt out of marketing emails using the unsubscribe link or by contacting us. You may continue to receive essential transactional, security, billing, or account communications.

We may use information to:

• Comply with applicable laws and regulations;
• Respond to lawful requests;
• Establish, exercise, or defend legal claims;
• Maintain business and tax records;
• Conduct audits;
• Enforce agreements;
• Protect legal rights;
• Cooperate with regulators or law enforcement; and
• Meet contractual and regulatory obligations.

We may use personal information for internal administrative purposes, including:

• Business planning;
• Financial management;
• Corporate governance;
• Insurance;
• Risk management;
• Vendor management;
• Due diligence;
• Business transactions; and
• Professional advice.

We may disclose information to vendors and service providers that support Kashboard, including providers of:

• Cloud hosting;
• Data storage;
• Cybersecurity;
• Authentication;
• Payment processing;
• Bank and financial-data connectivity;
• Email delivery;
• Customer support;
• Communications;
• Analytics;
• Error monitoring;
• Artificial intelligence;
• Document processing;
• Fraud prevention;
• Identity verification;
• Tax calculation;
• Professional services; and
• Other technical or operational services.

These providers are authorized to process information for specified purposes and subject to applicable contractual and legal obligations.

When you connect or direct Kashboard to interact with a third-party service, we may disclose information to that service as necessary to complete your request.

The third party’s handling of information is governed by its own terms and privacy practices.

If you use Kashboard through an organization, the account owner or administrator may be able to:

• Access your profile;
• View account activity;
• Access User Content;
• Manage integrations;
• Change permissions;
• Add or remove users;
• Export data; and
• Control or close the account.

If you use an email address controlled by an organization, that organization may be able to manage or claim control of the associated account where appropriate.

If you purchase or redeem Kashboard through a reseller, Lifetime Deal marketplace, affiliate, or promotional partner, we may exchange information with that party to:

• Validate a purchase or code;
• Confirm redemption;
• Provide support;
• Prevent fraud;
• Process refunds;
• Investigate chargebacks;
• Verify eligibility;
• Enforce offer conditions; and
• Resolve account or payment issues.

We may disclose information to lawyers, accountants, auditors, insurers, consultants, and other professional advisers where reasonably necessary to operate, protect, or manage our business.

We may disclose information where we reasonably believe disclosure is necessary to:

• Comply with applicable law;
• Respond to a subpoena, warrant, court order, or lawful request;
• Cooperate with regulators or law enforcement;
• Investigate fraud, abuse, or security incidents;
• Enforce our Terms of Service;
• Protect the rights, property, or safety of Kashboard, users, or others; or
• Establish, exercise, or defend legal claims.

Where legally permitted and appropriate, we may notify affected users before disclosing information in response to a legal request.

We may disclose or transfer information in connection with an actual or proposed:

• Merger;
• Acquisition;
• Financing;
• Reorganization;
• Sale of assets;
• Change of control;
• Insolvency;
• Bankruptcy; or
• Similar corporate transaction.

A recipient may continue to process personal information in accordance with this Privacy Policy unless you are notified otherwise.

We may disclose personal information when you direct us to do so, consent to the disclosure, or intentionally use a feature that requires disclosure.

We may disclose information that has been aggregated or de-identified so that it cannot reasonably identify an individual.

We will not attempt to re-identify de-identified information except where permitted by law to test our de-identification methods or protect security.

These technologies are required to:

• Operate the Service;
• Authenticate users;
• Maintain sessions;
• Process requests;
• Store security settings;
• Prevent fraud; and
• Protect accounts.

Disabling essential technologies may prevent the Service from functioning.

These technologies remember choices such as:

• Language;
• Display settings;
• Account preferences;
• Login preferences; and
• Other personalized settings.

These technologies help us understand:

• How users interact with the Service;
• Which features are used;
• Whether errors occur;
• How the Service performs; and
• How we can improve the user experience.

You may be able to control cookies through your browser or device settings. Where required by law, we will request consent before using non-essential cookies.

Browser settings that block cookies may affect the availability or performance of some features.

Some browsers offer “Do Not Track” settings. Because there is no uniform industry standard for these signals, our response may depend on applicable law and available technology.

Where legally required and technically supported, we will treat a recognized Global Privacy Control signal as a request to opt out of the sale or sharing of personal information for targeted advertising.

We process information where necessary to:

• Create and administer your account;
• Provide requested features;
• Operate integrations;
• Process purchases;
• Deliver customer support; and
• Fulfil our Terms of Service.

We may process information where necessary for legitimate business interests, including:

• Operating and improving Kashboard;
• Maintaining security;
• Preventing fraud and system abuse;
• Understanding use of the Service;
• Communicating with customers;
• Managing our business;
• Enforcing agreements; and
• Protecting legal rights.

We consider the potential effects on individuals before relying on legitimate interests.

We may rely on consent where required, including for:

• Certain cookies;
• Marketing communications;
• Particular integrations;
• Certain uses of sensitive personal information; or
• Other processing identified when consent is requested.

You may withdraw consent at any time. Withdrawal does not affect processing that occurred before consent was withdrawn.

We may process information to comply with:

• Laws;
• Regulations;
• Court orders;
• Tax requirements;
• Accounting requirements;
• Regulatory requests; and
• Other legal obligations.

Where permitted by law, we may process information to protect the rights, safety, security, and property of Kashboard, our users, or others.

You may review or update certain account information through your account settings.

You may unsubscribe from promotional emails using the link included in the message or by contacting us.

You may continue to receive essential account, billing, legal, support, and security communications.

You may control cookies through available consent tools, browser settings, or device settings.

Blocking cookies may affect the Service.

You may disconnect third-party integrations through available account settings or by contacting us.

You may also need to revoke Kashboard’s access through the third-party provider.

You may request account closure by contacting contact@kashboard.app.

Closing an account does not necessarily result in the immediate deletion of all information. Certain information may be retained as described in Section 11.

You may submit a privacy request by emailing contact@kashboard.app.

Please include enough information for us to understand and process your request.

You may submit a request by emailing contact@kashboard.app.

We may need to verify your identity before fulfilling a request. Verification may require information associated with your account or other information reasonably necessary to confirm your identity.

If we cannot verify your identity, we may be unable to fulfil the request.

Where permitted by law, an authorized agent may submit a request on your behalf.

We may require:

• Written authorization;
• Proof of the agent’s identity;
• Verification of your identity; or
• Other information permitted by law.

If we deny a privacy request, residents of states providing an appeal right may appeal by emailing contact@kashboard.app with the subject line “Privacy Request Appeal.”

Your appeal should identify the original request and explain why you believe the decision should be reconsidered.

Kashboard does not sell personal information for money.

As of the effective date of this Privacy Policy, Kashboard does not sell or share personal information for cross-context behavioral advertising.

Kashboard does not knowingly sell or share the personal information of individuals under 16 years old.

Kashboard uses sensitive personal information only for permitted purposes, including providing requested services, authenticating users, processing transactions, maintaining security, preventing fraud, and complying with law.

We do not use sensitive personal information to infer characteristics about individuals for advertising purposes.

Subject to applicable exceptions, California residents may have the right to:

• Know the categories and specific pieces of personal information collected;
• Know the sources, purposes, and recipients of personal information;
• Correct inaccurate personal information;
• Request deletion;
• Obtain a portable copy;
• Opt out of sale or sharing;
• Limit certain uses of sensitive personal information; and
• Receive equal service and pricing when exercising privacy rights.

You may exercise these rights by contacting contact@kashboard.app.

California residents may request information about certain disclosures of personal information to third parties for their direct-marketing purposes.

Kashboard does not disclose personal information to third parties for their own direct-marketing purposes without permission.