TallyMate LLC Privacy Policy

At TallyMate LLC (“TallyMate”), we’re committed to providing high-quality bookkeeping services while protecting the privacy of our users. This Privacy Policy explains how TallyMate collects, uses, discloses, and safeguards your personal information. It also describes the rights you have over your information.

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Please read this Privacy Policy carefully. By using our services, you agree that you have read, understood, and accept the terms within this policy. 

 

Last Updated: [October 1, 2024]

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TallyMate reserves the right to modify this Privacy Policy at any time. If changes are made, we will notify you by one or more of the following methods: (i) by email, (ii) by updating the “Last Updated” date above, or (iii) by posting a notice on our platform. Unless stated otherwise, any changes will be effective immediately upon posting the updated Privacy Policy on our website. Your continued use of our services after changes are made confirms your acceptance of the updated Privacy Policy. If you do not agree with any changes, you must stop using our services and close your account within 30 days of the change.

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Our Services and Applicability of This Privacy Policy 

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TallyMate provides cloud-based bookkeeping, financial data management, and related services accessible via our website and platform (“Services”). This Privacy Policy applies to interactions you have with TallyMate, including using our website, engaging with our customer support, and attending events. By using our Services, you consent to the collection and use of your personal information as described in this Privacy Policy.

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Our Services may link to third-party websites, products, or services that TallyMate does not own or control. When choosing to share your data with a third-party service, you are subject to their privacy policies, not ours. We recommend reviewing any third-party privacy policies and terms of use, as TallyMate is not responsible for third-party data practices.

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Our Services are intended only for individuals 18 years or older and for business use. If we learn that we have inadvertently collected information from individuals under the age of 18, we will take steps to delete it promptly. If you learn that someone under 18 has provided us with personal information, please contact us at info@tallymate.co.

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What Information We Collect and Why 

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A. Customers and Clients

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For customers using TallyMate’s services to manage bookkeeping or clients’ bookkeeping needs, we collect and use personal information to provide these Services. Information may include:

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Basic Account and Contact Information: Your name, company name, email address, and phone number, to set up your account, communicate with you, and provide Services.

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Client Information: Details you upload, such as client or employee names and contact information, to support your bookkeeping needs.

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Billing Information: Payment details such as credit or debit card information for payment processing. 

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Device and Browser Information: IP address, device type, and browser type to help with security, functionality, and personalized experiences.

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Support and Feedback: Any questions, issues, or feedback you provide, which helps us improve our Services. 

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Audio/Video Recordings: Recordings of support calls or video sessions, for training and quality control. If you connect TallyMate directly to your business bank account, you authorize us to access transaction details, bank name, account balances, and other financial data to facilitate account reconciliation and financial tracking.

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B. Website Visitors 

We collect certain information from visitors to our website:

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Contact Information: Provided when you contact us, including your name, email address, and phone number, to communicate with you. 

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Device and Browser Information: Details on your network connection, IP address, and browsing patterns, to improve and personalize the website experience. 

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Information on Services Considered: To understand visitor preferences and personalize the platform for you. 

 

C. Prospective Employees

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For individuals applying to work at TallyMate, we collect information during the hiring process:

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Contact and Background Information: Including name, address, email, phone number, past employment, education, and nationality, to assess suitability for employment.

Background Checks: Information from third-party background checks, where legally permissible, to verify identity and qualifications.

D. Potential Customers

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To offer our Services to businesses, we may collect basic contact information from public sources, business partners, and referrals. This may include names, emails, and phone numbers.

How We Use Your Information

TallyMate uses the information collected for:

• Providing and improving our Services, including data tracking, billing, and support.

• Preventing fraud and protecting against security risks.

• Auditing, monitoring, and ensuring compliance with our policies.

• Answering questions and providing support.

• Testing new features and offerings.

• Marketing, advertising, or other communications with you.

• Ensuring compliance with legal obligations.

• We may also use aggregated or de-identified information for any lawful business purpose.

Your Rights Over Your Information

Depending on your location, you may have rights over your personal information, including:
 

• Access and Update: Accessing or updating your information via your account settings.

• Correct or Delete: Requesting corrections or deletions of specific data by contacting us.

• Marketing Preferences: Unsubscribing from direct marketing communications at any time.

If you cannot make changes to your data directly, please email us at info@tallymate.co for assistance. We may require identity verification to respond to certain requests.

For data controlled by a Customer using TallyMate’s platform for client data, contact that Customer directly regarding any rights over such data, as TallyMate is acting solely as a service provider.

California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act (CCPA):

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• Right to Know: Request details on personal information collected, sold, or disclosed.

• Right to Delete: Request deletion of certain personal information.

• Right to Correct: Request corrections of inaccurate personal information.

• Right to Opt-Out of Sale: Opt-out of the sale of personal information, if applicable.

To exercise these rights, contact us at info@tallymate.co. Verification of identity may be required. TallyMate does not respond to “Do Not Track” signals but honors “Global Privacy Control” settings as described on participating browser systems.

When We Share Your Information

TallyMate limits access to personal information to authorized employees and third parties who assist in providing our Services. We may share data in these circumstances:

Service Providers: Partners providing infrastructure, customer support, analytics, payment processing, and security services.
Successor Entities: If TallyMate merges, is acquired, or undergoes any organizational change, your information may be transferred to the new entity.

Law Enforcement and Legal Compliance: In cases where we are legally obligated to disclose information.
TallyMate does not sell personal information.

Data Retention and Security

We retain your data as long as necessary to fulfill legal and business obligations. TallyMate employs security measures to protect your information. However, no online system is completely secure. We advise you to keep your own system secure and report any concerns to us at info@tallymate.co .

International Transfers

Our Services are hosted in the United States, and by using our Services, you consent to the transfer, processing, and storage of your information in the United States.

Cookies and Tracking
We use cookies and other tracking technologies to improve user experience and monitor site performance.

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Changes to This Privacy Policy
TallyMate may update this Privacy Policy to reflect new practices, laws, or changes in our Services. You will be notified as outlined above regarding any material changes.

Contact Us
For any questions or concerns about this Privacy Policy, please contact:

TallyMate LLC
66 W Flagler St
Suite 900 Miami Florida, 33130
Email: info@tallymate.co
Phone: 888-216-6105

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