Last Updated: September 2018
Our primary purpose in collecting personal information from you is to provide you with a safe, smooth, efficient, and customized experience. This allows us to provide services and features designed to meet your needs, and to customize our service to make your experience safer and easier. We only collect personal information about you that we consider necessary for achieving this purpose.
Once you become a User, we require you to provide us with contact and identity information, billing, and other personal information as indicated on the relevant forms on the Site (which vary, depending on what kind of User you are), and you are no longer anonymous to us. When filling out the forms, we indicate (where possible) which fields are required and which are optional.
In addition, as you use the Site, you can from time to time enter or send to us personal information. For example, if you are a Subscriber, you can enter your own email server settings. As you use the Site you can also from time to time enter personal information about third parties. For example, if you are a Subscriber, you can enter personal information about your Customers or your staff.
You may opt not to provide information by declining to become a User or by not using the particular feature of the Site for which the information is being collected.
As a User you provide certain Personally Identifiable Information (“PII”) to Redtail when choosing to participate in various activities on the Site such as registering as a member of the Site, ordering various products or services, uploading content, taking advantage of promotions, responding to surveys, or subscribing to newsletters or other mailing lists. PII includes information such as your name, street address, town or city, state, zip code, telephone number, instant-messenger nickname, blog or other personal website URL, date of birth, email address and any other information that would allow someone to identify you or contact you. PII also includes information about your personal preferences, survey responses and your transactions or relationship with us, if you have been a user of the Site or you have provided this type of information to us. For example, if you order any of our products, we will also collect and maintain your billing and shipping address, product selections your order number, and information about your computer’s internet address and website, which may have referred or directed you to the Site. Sensitive Customer PII that may be input to Redtail products, such as social security numbers, driver’s license numbers, and credit or debit card numbers are collected via a secure transmission.
Personal Information is collected when you visit the Site and input information, whether you are registering to use any services, features, or functions of the Site, participating in promotions, ordering or purchasing products, or in the course of other exchanges of information, transactions, or activities. We may use this information to tailor your experience on the Site, display content we think may be of interest to you, or customize what you see when you visit the Site according to your preferences.
We automatically track certain information about you based upon your behavior on our Site and use this information to do internal research on our User’s demographics, interests, and requests in order to better understand, protect, and serve you and our community. This information may include the URL that you just came from (whether this URL is on our Site or not), which URL you next go to (whether this URL is on our Site or not), your computer browser information, and your IP address.
Standing alone, cookies do not identify you personally. They merely recognize your browser. Unless you choose to identify yourself to Redtail, by responding to a promotional offer, opening an account, or registering for a 30-day trial, you remain anonymous to Redtail. In order to begin using Redtail services and create a trial account you will be required to provide Redtail with your name, address, phone number, and email address.
Cookies come in two types: Session and Persistent.
Session cookies are temporary cookies that exist only during an online session and are not stored on your computer or mobile device. They are used as part of the login, authentication and session management flows of the SaaS platform websites. Redtail uses Session cookies containing encrypted information to allow the system to uniquely identify you while you are logged in. This information allows Redtail Technology to process your online transactions and requests. Session cookies help us make sure you are who you say you are after you have logged in and are required in order to use the Redtail application. Certain session cookies are also used to understand, for example, if a user interacting with our company website is a new visitor or a visitor returning as part of the same browsing session. These session cookies are erased when you close your browser, or after extended inactivity.
Persistent cookies are those placed on your computer or mobile device for a pre-determined length of time when you visit this site. Redtail uses persistent cookies that only the Site can read and use, to identify the fact that you are a Subscriber or prior Site visitor (whatever the case may be). We are especially careful about the security and confidentiality of the information stored in persistent cookies. For example, we do not store account numbers or passwords in persistent cookies. They are used on both the SaaS platform and company websites, for reasons including, for example, to store user preferences, understand through Analytics tools what areas of our websites and platform are most popular and how customers and users engage with them as well as storing user preference data such as filters for various functions within the software.
We may also use personal information about you to improve our marketing and promotional efforts, to analyze Site usage, to improve our content and product offerings, and to customize the Site’s content, layout, and services. These uses enable Redtail to improve the Site and better tailor it to meet your needs, providing you with a smooth, efficient, safe, and customized experience while using the Site. Redtail does not use your personal information for making automated decisions.
We will not sell or rent your PII to third parties without your explicit consent. The following describes some of the ways that your Personal Information may be disclosed in the normal scope of business to provide our services:
Subscribers and Customers, Etc.
In the normal operation of the Site Subscriber customer data (including information entered by “staff” members) and activities are disclosed to the applicable Customer, and Client information is disclosed to the applicable Subscriber. In general, information you enter on the Site is available to the other persons – whether they are Customers, Subscribers, staff members or others – to whom you give access to your account or to whom you give access to the information through the normal operation of the Site.
All financial and billing information that we collect through the Site is used solely to bill for Services. This billing information is not used by Redtail Technology for marketing or promotional purposes. Redtail Technology uses a PCI Standards Council valid, third-party intermediary (Nationwide through Tri Counties Bank) to manage the credit card processing. This intermediary is solely a link in the distribution chain, and is not permitted to store, retain, or use the information provided, except for the sole purpose of credit card processing. If at any point you wish to cancel your Redtail subscription you may request that Redtail delete personal information pertaining to your billing account.
If you post on our forum or blog your username and other information you include is displayed in your postings or comments, and is therefore available to the public. All of your activities in the public areas of the forum will be identifiable to your User ID, and other people can see your published content.
Subsidiaries and Affiliates; Service Providers
Subsidiaries and Affiliates; Service Providers
We may from time to time use the services of affiliates, subsidiaries and unrelated service providers in the operation of the Site, and may disclose personal information to them in the course of our use of their services. For example, we may use the services of third-party partners to integrate with the Site. This may involve the exchange of data, including personal information, on servers operated by those partner companies. We take care to use only partners that we believe are reputable and able to live up to our and your expectations, including about the handling of confidential information.
Here is a list of the rights that individuals have under data protection laws. They don’t apply in all circumstances. If you wish to use any of them, we’ll explain at that time if they are engaged or not.
• The right to be informed about the processing of your personal information
• The right to have your personal information corrected if it is inaccurate and to have incomplete personal information completed
• The right to object to processing of your personal information
• The right to restrict processing of your personal information
• The right to have your personal information erased (the “right to be forgotten”)
• The right to request access to your personal information and to obtain information about how we process it
• The right to move, copy or transfer your personal information (“data portability”)
• Rights in relation to automated decision making which has a legal effect or otherwise significantly affects you
If you have any questions or concerns regarding these rights please contact us via the contact information below.
Where it is needed to provide you with our products, services, or use of our Site.
Where it is in our legitimate interests to do so, such as: managing our products and services, to follow guidance and recommended best practice of government and regulatory bodies, for management and audit of our business operations including accounting, to carry out monitoring and to keep records of our communications with you and our staff, for market research and analysis and developing statistics, for direct marketing communications and related profiling to help us to offer you relevant products and services, subject to the appropriate controls to provide insight and analysis of our customers to business partners, for some of our profiling and other automated decision making, and/or where we need to share your personal information in order to run our business or comply with any legal and/or regulatory obligations.
To comply with our legal obligations or for a public interest.
With your consent or explicit consent: for some direct marketing communications; for some of our profiling and other automated decision making; and/or for some of our processing of special categories of PII.
The Customer or the User is the data controller under GDPR, meaning that such party controls the manner such PII is collected and used as well as the determination of the purposes and means of the processing of such data.
We do not use your phone number to send commercial or marketing text messages without your consent or except as part of a specific program or feature for which you will have the ability to opt-in or opt-out. If you choose to opt-in to receive text messages, you consent to receive promotions from the Company, its affiliates, brands, and third parties with whom they do business or have a contractual relationship as well as their affiliates, clients and persons with whom they do business. Notwithstanding the foregoing, we may, however, use your phone number without further consent to send you text messages for non-marketing or administrative purposes (such as notifying you of major Site changes or for customer service purposes).
You may use your account to access, correct, or change any personal information that you have provided to us or that is associated with your account. Unless otherwise required by law, we reserve the right to require verification of identity and reject opt-out requests in our sole discretion. Of course we are unable to remove any information about you from databases operated by third parties. We do not accept opt-out requests via fax or mail. If we are processing your Personal Information based upon the lawful ground of your consent, you have the right to withdraw your consent for such processing at any time without affecting the lawfulness of the processing based on consent before it is withdrawn. You may also contact us to request access to, transfer of, and rectification or erasure of your Personal Information, or restriction of processing; and to object to processing. Specify the nature of your request and the information that is subject to your request. Please note that changes you request may not be effective immediately. Note that despite any request for removal of or change to personal information, we may need to retain certain information for recordkeeping purposes and there may also be residual information that will remain within our databases and other records, which will not be removed or changed.
After registering, you may also review and request to make changes to your Personal Information at any time. You may review and/or make changes to your Personal Information by logging into your account and making such changes in the Manage Your Subscription area. If you disclose personal information in any posting in our forum or blog and wish to have it removed, please contact us at the support contact information posted on the Site.
Protecting the privacy of young children is especially important. For that reason, Redtail does not knowingly collect or maintain Personal Information or non-Personal Information on the Site from persons under 18 years of age, and no part of our Site is directed to persons under 18. If you are under 18 years of age, then please do not use or access the Site at any time or in any manner. If Redtail learns that Personal Information of persons under 18 years of age has been collected on the Site without verified parental consent, then Redtail will take the appropriate steps to delete this information.
Redtail does not knowingly collect or maintain PII on the Site from persons under the age of 18 whose IP address shows that person is located in Maine. If you are under 18 and are located in Maine, please do not use or access the Site at any time or in any manner.
Special Note to Non-California Users and International Users
Consistent with our privacy commitments, we will scrutinize third party requests for information about you for compliance with the law, including those coming from governmental agencies or civil litigants. We may access, use, preserve or disclose information about you only when we have a good faith belief that it is reasonably necessary to do so to satisfy the applicable law, regulation, legal process or lawful governmental request of any country, or to protect the rights, property or safety of Redtail, its users or the public. We will provide notice of legal process or governmental requests unless prohibited to do so by law or the circumstances warrant otherwise.
In the Event of Merger, Sale, or Bankruptcy
In the event that Redtail is acquired by or merged with a third party entity, we reserve the right, in any of these circumstances, to transfer or assign the information we have collected from our Users as part of such merger, acquisition, sale, or other change of control. In the unlikely event of our bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, we may not be able to control how your Personal Information is treated, transferred, or used.
If you have any questions regarding these Terms or your use of the Site, please contact us here:
Redtail Technology, Inc.
3131 Fite Circle
Sacramento, California 95827
(800) 206-5030 (toll free) (916) 352-6538 (fax) firstname.lastname@example.org
*Note: This Site may contain typographical errors or inaccuracies and may not be complete or current. On the Site some products may appear larger or smaller than their actual size. Redtail therefore reserves the right to correct any errors, inaccuracies or omissions and to change or update information at any time without prior notice. Please note that such errors, inaccuracies or omissions may relate to pricing and availability, and we reserve the right to cancel or refuse to accept any order placed based on incorrect pricing or availability information. We apologize for any inconvenience.
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