1. Core Principles
When it comes to your personal information we believe in complete transparency. We do not sell your personal information to anyone. We don’t ask for your personal information unless we need it to provide or improve the Services for you. Lastly, we don’t share your personal information unless you’ve specifically allowed it, or for the very limited purposes described below.
When you use the forms, we collect the following information, and use it only as described below:
2.1. Contact Information
This may include your name, company name, position, email address, address, and phone number. We use this information in the ways you would expect, such as to contact you directly.
With Us When you send us emails or other communications, such as customer support inquiries, we maintain those communications and their contents so that we can resolve your inquiries or otherwise assist you.
When you use our Knowledge Base, ZohoBooks or Freshbooks account, we may share your information only as described below:
3.1. Following The Law
We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to comply with the law, protect our rights or prevent fraud or abuse of Custom E-Advisor Pages, LLC (DBA Advisor Designs) or our users. When we receive law enforcement or national security requests for information, we strongly believe in privacy and transparency. We scrutinize such requests carefully and challenge vague, overbroad or otherwise unlawful requests. And when legally permitted, we provide our users with notice that their information is being requested. This notice is provided so that you have the opportunity to challenge such requests.
3.2. Others Working For Custom E-Advisor Pages, LLC (DBA Advisor Designs)
3.3. Business Transfers
If we’re involved in a reorganization, merger, acquisition or sale of our assets, your information may be transferred as part of that deal.
While no service is completely secure, we employ security measures such as using firewalls to protect against intruders, building redundancies throughout our network (so that if one server goes down, another can cover for it) and testing for and protecting against network vulnerabilities. Payment information is transmitted using HTTPS encryption.
We’ll retain your personal information for as long as we need it to provide you with our Services. You can ask for your personal information to be deleted at any time by deleting your Account or contacting us at firstname.lastname@example.org. Please note that there may be latency in deleting your personal information from our servers and backup storage, and we may retain your personal information in order to comply with the law, protect our rights, resolve disputes or enforce our agreements.
6. Location Information
On request, we’ll provide you with a copy of your personal information that we maintain. This request may be subject to a fee not exceeding the prescribed fee permitted by law.
We may periodically email you service-related announcements. We’ll also send you emails related to your transactions. We may also send you updated Services information.
9. Your Choices
You have the right to request a copy of your information, to object to our use of your information (including for marketing purposes), to request the deletion or restriction of your information, or to request your information in a structured, electronic format. Below, we describe the tools and processes for making these requests. You can exercise some of the choices by logging into the Knowledge Base and Freshbooks and using settings available within your account. For all other requests, you may contact us to request assistance.
Your request and choices may be limited in certain cases: for example, if fulfilling your request would reveal information about another person, or if you ask to delete information which we or your administrator are permitted by law or have compelling legitimate interests to keep. Where you have asked us to share data with third parties, for example, you will need to contact those third-party service providers directly to have your information deleted or otherwise restricted. If you have unresolved concerns, you may have the right to complain to a data protection authority in the country where you live, where you work or where you feel your rights were infringed.
9.1. Access and update your information
Our Knowledge Base, ZohoBooks, Freshbooks and related documentation give you the ability to access and update certain information about you from within the Knowledge Base, ZohoBooks and Freshbooks. For example, you can access your Knowledge Base, ZohoBooks and Freshbooks profile information from your account. You can update your profile information within your profile settings and modify content that contains information about you using the editing tools associated with that content.
9.2. Deactivate your account
Our Services and related documentation give you the ability to access and update certain information about you from within the Knowledge Base and Freshbooks. For example, you can update your profile information within your profile settings and modify content that contains information about you using the editing tools associated with that content.
9.3. Delete your information
Our Knowledge Base and Freshbooks give you the ability to edit or delete certain information about you from within the application. For example, you can remove content that contains information about you using the editor tools associated with that content and you can remove certain profile information within your profile settings. Please note, however, that we may need to retain certain information for record keeping purposes, to complete transactions or to comply with our legal obligations.