Last updated: March 18, 2021
At Heard, 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 Heard to power your business
- Visitors to Heard websites, or anyone contacting Heard support
- Prospective employees looking to make a big impact with a career at Heard
Heard offers unique financial tools and services (such as bookkeeping, accounting and more) to mental health professionals through its online platform at joinheard.com, 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.”
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 Heard is not responsible for such third-party services.
What information we collect about you and why
If you are a Customer using Heard to power your business, we collect and use your personal information to provide you with our Services. We collect the following personal information when you sign up for Heard, when you use our Services, or when you otherwise provide us information. Generally, we need this information for you to be able to use our Services.
We collect the following personal information about you when you visit our website or contact Heard support: Personal information like your name and email address, information about how you access and 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, like your name, address, email address.
Prospective Heard Team Members
We collect the following personal information about you when you apply for a position with Heard: Contact information about you that you provide us about yourself, like your name, address, email address, and phone number. 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).
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.
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). Legally speaking, we are only a “service provider” of such information.As your service provider, we only process (collect, use, disclose, etc.) such information as directed by you for the exclusive purpose of providing you our Services. For example, we will never use your customers’ or employees’ information to independently market or advertise to them unless they are also using our Services directly. We also do not and will not “sell” your customers’ information.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 your 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 us at firstname.lastname@example.org.
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 and only share your personal information with third parties in the following circumstances.We may also share your personal information 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
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.
Where your data resides and international data transfers
Our Services are managed by Heard’s team. We rely on Service Providers, mentioned above, to operate the Services. These service providers are all located in and process your data in the United States. Heard does not currently offer or market its Services to individuals or businesses outside of the United States.
Heard is a United States company, serving US 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 periods of time which may be beyond the time when you stop using the Services.
How we protect your information
We maintain industry standard security safeguards to protect your information and ensure its confidentiality, integrity and availability. While we do our best to protect your information on our platform, we cannot guarantee absolute security of your personal information.
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 email@example.com.
© Heard Technologies Inc., 2023.