Privacy Policy | Soraban

The purpose of this page is to explain our practices regarding the collection, use and disclosure of information that we receive from the person or entity accessing our Site or using our Services ("you" or "your"), including information which may be used to identify you as a natural person ("Personal Information"). This Privacy Policy sets forth the privacy practices of Soraban, Inc. ("Soraban" or "we" or "us" or "our") for (1) our website at www.soraban.com (the "Site") and (2) all Soraban software, applications, and services (collectively the "Services"). This Privacy Policy does not apply to any third-party websites, services or applications, even if accessible through our Services.

What information do we collect?

We may collect the following types of Personal Information from you:

Your name, email address, physical address, and phone number.
Information about your business such as company name, company size, industry.
Unique identifiers such as username, account number, and password.
Date of birth and demographic information such as region, job title, and zip code.
Information you provide in connection with purchasing or licensing Services, including payment details.
Financial information such as bank or brokerage account numbers, income, revenue, assets, credits, deductions, and expenses — where necessary to deliver accounting and tax products.
Information required to fulfill our contractual obligations, including potentially your social security number, bank account details, or business financial statements required by tax professional clients to process tax filings.
Communication and email subscription preferences.
Server logs including IP addresses for every request.

We may also collect aggregated information about use of our Site and Services, including IP address, browser type, operating system, pages visited, time spent, search terms, and links clicked. If you access our Site via mobile device, we collect device identifiers, user settings, and operating system information.

What do we use your Personal Information for?

We use your Personal Information, in compliance with this Privacy Policy, to:

Establish your identity and assess your business needs.
Provide requested financial services and administer your account.
Respond to customer service requests and send product updates.
Conduct research and analysis, and compile statistics about use of our Site and Services.
Personalize your experience and improve our Site and Services.
Send periodic emails containing information relevant to your account and the products you use.
Comply with legal obligations and respond to lawful government or regulatory requests.

We cooperate with government and law enforcement officials or private parties to enforce and comply with the law. We may disclose your Personal Information where we believe it is necessary or appropriate to respond to legal process, protect our rights or property, or stop illegal activity.

Mobile Opt-In Data

We respect your privacy and are committed to protecting your personal information. Any mobile opt-in data and consent we collect will not be shared, sold, or distributed to third parties or affiliates. This information is used solely for the purpose of delivering the services and communications you have requested.

Account Information from Third-Party Sites

Through the service, you may direct us to retrieve certain information maintained by third-party financial institutions or providers with which you have a customer relationship ("account information"). You grant Soraban permission to use your access credentials and account information for the purposes of providing our Services. You expressly authorize us to access, store, and use your account information maintained by identified third parties on your behalf as your agent.

Do we use cookies?

Yes. Cookies are small files that a site transfers to your computer's hard drive through your web browser. We use both session cookies and persistent cookies to identify that you've logged in and to tell us how and when you interact with our Site. We use cookies to understand and save your preferences for future visits and compile aggregate data about site traffic.

Essential cookies: Help run our site and make your experience better, including enabling access to members-only content.
Functionality cookies: Remember your selected preferences such as login details to make the site easier to use.
Social Media cookies: Allow social media networks to record when you've liked or engaged with social tools on our site.
Advertising cookies: Track browsing habits to allow relevant advertising on third-party platforms when you have provided consent.

We use Google Analytics to understand how you use our Services. We may also use the FullStory digital experience analytics platform. Although most browsers automatically accept cookies, you can change your browser options to stop accepting cookies or prompt you before accepting them. Please note that if you don't accept cookies, you may not be able to access all portions of the Site or Services.

"Do Not Track" options will not affect how we use your Personal Information. We are not able to respond to Do-Not-Track signals from your browser at this time.

Do we disclose any information to outside parties?

Except as set out below, we do not sell or trade your Personal Information. We may disclose your Personal Information to our subsidiaries and affiliates, or to contractors and service providers we use to support our business. These third-party providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business. We may also release your Personal Information when we believe release is appropriate to comply with the law, enforce our policies, or protect rights, property, or safety.

Your Personal Information may be transferred to another company in the event of a transfer, change of ownership, or reorganization of all or part of our businesses or assets. You will be notified via email or a prominent notice on our websites for thirty (30) days of any such change in ownership or control of your Personal Information.

How do we protect your Personal Information?

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Retention of your Personal Information

We retain your Personal Information for as long as you maintain an account with us or as otherwise necessary to provide the Service, and thereafter as permitted or required by applicable law, regulation, or legal process. You may request deletion of your Personal Information at any time by contacting us.

Backups of data within our Service may contain your Personal Information and are maintained for a period of ninety (90) days to at least one year on a rolling basis. In certain circumstances, we may retain Personal Information for longer periods if necessary to comply with legal obligations, resolve disputes, or enforce agreements.

Third-party Links

This Privacy Policy does not apply to any third-party websites, services, or applications, even if they are accessible through our Services. We strongly advise you to review the privacy policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Children's Privacy

Our Services are not intended for use by children under the age of 13. We do not knowingly collect Personal Information from children. If you become aware that a person under the age of 13 has provided us with Personal Information, please contact us.

Transfers and Processing of Your Personal Information

Our Site is operated in the United States. If you are located in another jurisdiction, your information will be transferred to, stored, and processed in the United States. By using this site and providing us with information, you consent to this transfer, processing, and storage. Data provided to us is stored on secure servers. Details relating to transactions entered into via our site will be encrypted in motion and at rest.

Special Provisions — European Union Residents

This section applies to all personal information governed by the General Data Protection Regulations (GDPR). If the processing of personal data about you is subject to EU data protection law, you have certain rights with respect to that data:

You can request access to, and rectification or erasure of, personal data.
If automated processing is based on your consent or a contract with you, you have a right to receive a copy of your personal data in a portable format.
If processing is based on your consent, you can withdraw consent at any time for future processing.
You can object to or obtain a restriction of the processing of personal data under certain circumstances.
For residents of France, you can send specific instructions regarding the use of your data after your death.

To make such requests, contact us at hello@soraban.com. We will only use your Personal Information if we have a lawful basis for doing so — including contractual necessity, legitimate interest, or your consent.

Special Provisions — California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act ("CCPA"). Under the CCPA, California consumers may be provided the following rights:

The right to know about the categories or specific pieces of Personal Information we collect.
The right to have your Personal Information deleted.
The right not to be discriminated against for exercising consumer rights under the CCPA.
The right to opt out of any "sales" that may be occurring.
The right to opt out of marketing communications at any time.

We do not sell the personal information of California consumers. California consumers may exercise their rights by emailing us at hello@soraban.com.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

Contacting Us

We welcome any queries, comments, or requests you may have regarding this policy. Please contact us at hello@soraban.com, or email our Data Protection Officer with your name, company, title, country, state of residence, and contact information.