CustomBooks Privacy

CustomBooks Privacy Policy & Terms of Service Summary

• Product Name: CustomBooks
• Publisher/Service Provider: Yellow Labs Software, Inc. DBA CustomBooks
• Policy Document Name: Privacy Policy & Terms of Service
• Last Updated: August 29, 2024

Summary of Privacy Policy & Terms of Service

CustomBooks, a service of Yellow Labs Software, Inc., outlines its privacy practices and terms of service in compliance with the California Consumer Privacy Act (CCPA) and other applicable laws. The platform collects and processes Personally Identifiable Information (PII), accounting data, and usage data for account registration, communication, and service improvement. Data may be shared with affiliates, integration partners, accounting partners, and legal authorities when necessary. CustomBooks does not sell user data but may use aggregated, non-identifiable data for research and analytics. Users have rights to correct, access, and delete their data, with some limitations on service availability if data is erased.

Key Phrases Regarding Information Sharing

• "We do not sell your information to third parties."
• "We may share your information with any Person you designate as an Accounting Partner."
• "We may, with your authorization, share your information, including User Data, with our Integration Partners."
• "We may share your information with credit bureaus, consumer reporting agencies, and card associations."
• "We may share your information with courts, law enforcement agencies, or other government bodies when required by law."
• "We share User Data with our Related Entities for business operations and service improvements."
• "We may share aggregated and anonymized research findings with third parties."

Third Parties/Subprocessors with Whom Information is Shared

Name of Subprocessor	Purpose of Information Sharing	Kind of Information Shared	What Kind of Information Can Users Opt Out of Being Shared	Directions and/or Links for How to Opt Out of Information Sharing
Accounting Partners	Accounting & financial management	Accounting data, PII	No	N/A
Integration Partners	Service integrations & additional functionalities	User Data, including PII	Yes	Review partner’s policy; revoke authorization in settings
Affiliates	Operational support (fraud detection, analytics)	User Data, including PII	No	N/A
Credit Bureaus	Credit reporting & risk assessment	Payment history, financial data	No	N/A
Government Entities	Legal compliance, fraud prevention	PII, usage data	No	N/A
Internal Related Entities	Service provision & business operations	User Data, including PII	No	N/A

For opting out of marketing communications or data sharing with integration partners, users can adjust settings in their account or contact support@custombooks.com.