Privacy Policy

How We Protect Your Privacy

Effective Date: August 21, 2024

1. Introduction

RealBalance Revenue Management LLC ("we", "us", or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, share, and protect your personal data in accordance with the General Data Protection Regulation (GDPR) and other applicable data protection laws. This policy applies to all users of our website (realbalancerevenue.com) and our virtual bookkeeping services.

2. Types of Information Collected

We collect and process the following categories of personal data:

  • Identity Data: name, username, or similar identifier
  • Contact Data: email address, telephone number, business address
  • Financial Data: bank account details, payment card details, transaction history
  • Technical Data: internet protocol (IP) address, login data, browser type and version
  • Usage Data: information about how you use our website and services
  • Marketing and Communications Data: your preferences in receiving marketing from us

3. How Information is Collected

We collect personal data through:

  • Direct interactions: when you create an account, use our services, or contact us
  • Automated technologies: cookies, server logs, and other similar technologies
  • Third parties: we may receive data from analytics providers or advertising networks

4. How Information is Used

We use your personal data for the following purposes:

  • To provide and manage our services
  • To communicate with you about our services
  • To improve our website and services
  • To comply with legal obligations
  • For marketing purposes (with your consent)

5. Legal Basis for Processing

Under GDPR, we process your personal data based on one or more of the following legal grounds:

  • Your consent
  • Performance of a contract with you
  • Compliance with a legal obligation
  • Our legitimate interests, provided they don't override your fundamental rights and freedoms

6. Data Sharing and Third Parties

We may share your personal data with:

  • Service providers who perform services on our behalf
  • Professional advisers including lawyers, bankers, auditors, and insurers
  • Government bodies that require us to report processing activities
  • Third parties to whom we may choose to sell, transfer, or merge parts of our business

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

7. International Transfers

We may transfer your personal data to countries outside the European Economic Area (EEA). When we do, we ensure a similar degree of protection is afforded to it by implementing safeguards such as:

  • Using specific contracts approved by the European Commission
  • Only transferring data to countries deemed to provide an adequate level of protection for personal data by the European Commission

8. User Rights

Under GDPR, you have the right to:

  • Access your personal data
  • Rectify inaccurate personal data
  • Erase your personal data ("right to be forgotten")
  • Restrict processing of your personal data
  • Data portability
  • Object to processing of your personal data
  • Withdraw consent at any time, where we rely on consent to process your personal data

To exercise these rights, please contact us using the information provided in the "Contact Us" section.

9. Data Retention

We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process your personal data, and whether we can achieve those purposes through other means.

10. Security Measures

We have implemented appropriate technical and organizational measures to ensure a level of security appropriate to the risk, including:

  • Encryption of personal data
  • Ability to ensure ongoing confidentiality, integrity, availability, and resilience of processing systems and services
  • Ability to restore the availability and access to personal data in a timely manner in the event of a physical or technical incident
  • Regular testing, assessing, and evaluating of the effectiveness of technical and organizational measures

11. Cookies and Tracking

We use cookies and similar tracking technologies to track activity on our website and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.

12. Children's Privacy

Our services are not intended for children under 16. We do not knowingly collect personal data from children under 16. If you become aware that a child has provided us with personal data, please contact us.

13. Updates to the Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Effective Date" at the top of this policy. You are advised to review this Privacy Policy periodically for any changes.

14. Contact Us

For any questions about this Privacy Policy or our data practices, please contact us. Email: bookkeeping@realbalancerevenue.com

You have the right to make a complaint at any time to the supervisory authority for data protection issues in your country. We would, however, appreciate the chance to deal with your concerns before you approach the authority, so please contact us in the first instance.

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