PocketBooks (A Unit of Aspada Technology
and Integrated Support Services LLP)
Privacy Policy
Last Updated: April 21, 2022
At PocketBooks, our mission is to help entrepreneurs master their financial lives with modern bookkeeping solutions. And to fulfill this mission, we collect information about you, our:
Customers using PocketBooks to power your business
Accountant Clients using PocketBooks to streamline bookkeeping for your own clients
Visitors to PocketBooks’s websites, or anyone contacting PocketBooks support
Prospective PocketBooksmates looking to make a big impact with a career at PocketBooks
Your privacy is important to us. This privacy policy (this “Privacy Policy”) outlines how we at PocketBooks (PocketBooks Accounting, Inc. and its affiliates, collectively “PocketBooks”) collect, use, disclose, and have over your information.
Please read this Privacy Policy carefully. By using our Services (as defined below), you acknowledge that you have read, understand and agree to be legally bound by this Privacy Policy and other policies incorporated herein by reference.
This Privacy Policy was last updated and is effective on Jan 21, 2023.
PocketBooks reserves the right to modify this Privacy Policy at any time, in our sole discretion. We may modify this Privacy Policy by providing notice via one of the following methods: (i) by email to the email account used by you to access our Services, (ii) by updating the ‘last updated’ date listed above, or (iii) by your acknowledgement as part of your login to our Services. By continuing to use our Services you confirm that you agree to the modified Privacy Policy. If you do not agree with the changes to this Privacy Policy, you must immediately stop using our Services and close your account within 30 days of the change.
Our services and how this privacy policy applies
What information we collect about you and why
How we use your information
Your use of others’ personal information
Your rights over your information
When and why we share your information with others
Where your data resides and international data transfers
How we protect your information
How we use cookies and other tracking technologies
Changes to this Privacy Policy
How you can reach us
Our Services and how this Privacy Policy applies
PocketBooks offers cloud-based bookkeeping, financial information storage and reporting, tax preparation and advisory (“PocketBooks Tax”), and related communication services to entrepreneurs through its online platform at PocketBooks, accessible via our website and mobile applications. Through this platform, our Customers and Accountant Clients can access the tools they need to power their businesses or the businesses of their clients. We refer to our platform, websites and mobile applications collectively as our “Services”.
This Privacy Policy applies to our Services, and other interactions you may have with PocketBooks, such as visiting our websites, customer service inquiries, attendance at events, etc. By using our Services, or otherwise interacting with PocketBooks you agree to the collection and use of your personal information in accordance with this Privacy Policy. Personal information is any information or data relating to you that may be used to identify you, either directly or indirectly, or to contact you.
Our Services may contain links to other websites, products, or services that we do not own or operate. When using our Services, you may decide to share your data and any related personal information with a third-party service of your choice (for example, your accountant). Any processing of your information by these third parties is governed by their own privacy policies and terms. We recommend you carefully review their privacy policies and terms, as PocketBooks is not responsible for such third-party services.
Some of our Services are made available to you by our affiliates. Personal information supplied by you through our Services to our affiliates will be governed by this Privacy Policy.
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 our Services for business purposes. If we learn that we have inadvertently collected personal information of persons under the age of 18 years old, we shall immediately take steps to delete the information as soon as possible. If you learn that a child has provided us with personal information in violation of this Privacy Policy, then you may alert us at privacy@pocketbooks.in
What information we collect about you and why
A. Customers & Accountant Clients
If you are a Customer using PocketBooks to power your business or an Accountant Client using PocketBooks to streamline bookkeeping for your own clients, we collect and use your personal information to provide you with our Services. We collect the following personal information when you sign up for PocketBooks, when you use our Services, or when you otherwise provide us information. We also may collect personal information from other sources, including business partners or referral partners. Generally, we use this information to provide and customize our Services for you.
What we collect Why we collect it
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 you
To comply with legal requirements
Information of others that we process at your direction, such as the names and contact information of your clients, employees, etc.
To provide you with our Services
Payment and billing information that you provide us, or our third-party payment processor, such as your credit or debit card number.
To charge for our Services, products, and features
Information about products or services you purchased, obtained, or considered.
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 personalize the platform for you
To advertise and market products or features to you
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 and interact with 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
To comply with legal requirements
Customer support information (such as questions and issues) and general feedback that you choose to provide (for example, app reviews).
To provide you with customer support when using our Services
To debug, identify and repair errors that may impact intended functionality
To share with existing or prospective Customers or Accountant Clients your experience and feedback in using our Services
Audio information (such as recordings when you call us for customer support).
To provide you with customer support when using our Services
To debug, identify and repair errors that may impact intended functionality
To share with existing or prospective Customers or Accountant Clients your experience and feedback in using our Services
Information, such as demographic information, we receive from other third parties, including referral, promotional, and joint marketing partners and business partners who provide complementary services or products to our Services.
To provide you with our Services
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 personalize the platform for you
To advertise and market products or features to you
If you connect our Services directly to your business bank account and authorize us to receive information directly from your business bank account, we receive your bank institution information (such as bank name and institution ID), business bank account information (for example, balances and last four digit of the account number), and transaction information (such as amount, vendor name, date, and category).
To provide our business customers with a dashboard that displays real-time financial activity to enable our customers to track their businesses’ financial health
To create reconciliation files so PocketBooks can assist our customers with bookkeeping for their businesses
If you use our PocketBooks Tax 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 PocketBooks Tax account
To provide you with the PocketBooks Tax Services, including for your tax professional to set 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 us
To comply with legal requirements
B. Visitors
We collect the following personal information about you when you visit our website or contact us through our website:
What we collect Why we collect it
Information about you that you provide us about yourself, like your name, address, email address, and phone number.
To communicate with you via email or via chatbot
To advertise and market products or features to you
To comply with legal requirements
Information about how you access our Services, including information about 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 about products or services you purchased, obtained, or considered.
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 personalize the platform for you
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
Inferences that are drawn from your preferences, characteristics, or behavior while visiting or interacting with our website or our Services.
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 personalize the platform for you
To advertise and market products or features to you
C. Prospective PocketBooksmates
We collect the following personal information about you when you apply for a position with PocketBooks:
What we collect Why 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 process
To book interviews with you and members of our team
To verify your identity
To comply with legal requirements
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 role
To verify your legal ability to work in Canada
D. Prospective Customers
In order to offer our Services to prospective Customers who might find our Services useful, we collect personal information, such as names, emails addresses, and phone numbers, from business partners and public sources. We may also collect information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse and interact with our websites and platform.
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, including to better understand business trends, such as how our products and services are used, and share these insights with our affiliates and business partners. These legitimate interests include:
verifying your or your business’ identity
preventing risk and fraud (for example, to detect and protect PocketBooks and other third parties against error, negligence, breach of contract, fraud, theft and other illegal activity, and to audit compliance with PocketBooks’s policies and contractual obligations)
answering questions or providing other 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
personalizing your experience on our Services, such as presenting tailored content
complying with legal and regulatory requirements
enforcing our Terms of Use and / or compliance with this Privacy Policy
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 information that is aggregated or de-identified 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) , and if you are an accounting client or employee of one of our Customers, we may receive your personal information from our Customers or Accountant Clients. In these circumstances, we are only a “service provider” of such information.
As your service provider, we process (collect, use, disclose, etc.) such information as directed by you for the purpose of providing you our Services. For example, we do not use your customer’s or employee’s information to independently market or advertise to them unless they are also using our Services directly.
You are responsible for the personal information of others that you disclose to us via our Services and for ensuring that your instructions regarding the processing of such information complies 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 certain uses of certain personal information (for example, by unsubscribing from direct marketing emails).
We strive to provide you with the ability to exercise these rights 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 particular right via our Services, you can always email our privacy team at privacy@pocketbooks.in. 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. In order 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 own 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). If you are an individual who wishes to exercise your rights over information that one of our Customers or Accountant Clients may be storing or processing via our Services for their own purposes, you will need to contact the Customer or Accountant Client directly. In this scenario, we are only a service provider acting at their direction, and we cannot decide how to process their information.
When and why we share your information with others
We restrict access to your information to authorized employees and contractors. We may share your personal information with third parties in the following circumstances.
As a Customer or Accountant Client, we may share all of the categories of personal information described in the “What information we collect about you and why” section with service providers, We may also share all of the categories of your personal information described in the “What information we collect about you and why” section with the following categories of third parties for certain 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 you with professional services, managing our recruitment process and conducting background checks (for Prospective PocketBooks mates).
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.
We also share certain categories of personal information with third parties to provide personalized online advertising and with third parties for their direct marketing purposes. Under the CCPA, some of this information sharing may be broadly considered a “sale” of Personal Information. Except for this type of sharing, we do not sell your Personal Information. We share identifiers (such as name, email address, IP address and online identifiers), commercial information, internet or other electronic network activity information, and inferences drawn from personal information with third parties for these purposes.
Where your data resides
Our Services are managed by PocketBooks’s team headquartered in India and operating from locations around the world. Our Services are hosted in India and individuals located within India are permitted to use our Services. If you circumvent PocketBooks’s measures restricting our Services to the United States and use our Services from the European Union or other regions of the world with laws governing data collection and use that may differ from Indian. law, then please note that you are transferring your personal information outside of those regions to India for storage and processing. Also, we may transfer your personal information from the India to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating our Services. By providing any information, including information from or about you or your devices, on or to our Services, you consent to such transfer, storage, and processing.
Data retention
PocketBooks is a Unit of Aspada Technology and Integrated Support services LLP. Indian company, serving Indian persons and businesses, and as such, we and our third party affiliates may be subject to various legal compliance and reporting obligations that require us to retain your personal information for a specific period of time which may be beyond the time when you stop using our Services.
How we protect your information
We maintain security safeguards to protect your information, which are designed to ensure its confidentiality, integrity and availability. While we strive to protect your information on our Services, we cannot guarantee absolute security of your personal information. To learn more about our information security measures, please see our Security Practices.
How we use cookies and other tracking technologies
We use cookies and similar tracking technologies on our website and when providing our Services. For more information about how we use these technologies, and an explanation of how you can opt out of certain types of cookies, please see our Cookie Policy.
Changes to this Privacy Policy
We may make changes to this Privacy Policy at any time to reflect updates to our Services, applicable laws, and other factors. We will notify you as outlined above when we materially change the ways in which we use or share personal information previously collected from you through our Services, but we encourage you to stay informed by reviewing this policy periodically.
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 privacy@pocketbooks.in, by calling us 8500225885, or by sending a letter to:
PocketBooks
(A Unit of Aspada Technology and Integrated Support Services LLP)
Flat No 102, Micasa Flora , Devi Homes Colony,
Kompally, Hyderabad, Telangana – 500100
