ProBooks CPA's long-standing commitment to safeguard the privacy of information our clients entrust to us is essential to our goal to be our clients's first choice for accounting services. Protecting the confidentiality and security of client information has always been an integral part of how we conduct our business worldwide.
We pledge to continue to ensure that our global business practices protect your privacy.
U.S. Privacy Policy
Effective: December 2024
ProBooks CPA, LLC (“us”, “our”, or “we”) appreciates that you have trusted us with your Personal Information; protecting that information is an important part of how we conduct our business. We believe it is important for you to know how we treat Personal Information that we may have about you. This policy is a U.S. Privacy Notice (“Notice”) provided on behalf of our entities, as well as other persons or entities acting on our behalf. This Notice describes how we collect, use, share, and protect (“process”) information. The Notice should be read in conjunction with any other policy or notice you receive from other companies controlled by, or under common control with, ProBooks, including companies sharing common ProBooks and ProMoney branding (“Affiliates”).
Who Is this Notice Applicable to?
This Notice describes the rights you have concerning the Personal Information we collect about you. This Notice is applicable to U.S. residents and other clients of ProBooks services about whom we have Personal Information, except:
Clients, plan participants, and other individuals who, by virtue of the financial services we provide, have their Personal Information protected by the Gramm Leach Bliley Act (“GLBA”).
Employees and contingent workers, and job applicants.
Why Do We Process Personal Information?
We use personal information to better tailor and personalize our services and communications to you and for any other purpose permitted by applicable law, including the following purposes:
to administer and operate services, including, without limitation, maintaining or servicing accounts, verifying customer information, authorizing or confirming transactions, retaining records of transactions, and for billing purposes;
to provide operational and technical support and development of our businesses, including to improve or enhance our services, evaluate customer service, efficiency and cost, as well as for risk management purposes;
to carry out credit checks (where applicable), money laundering, conflict checks, for fraud and financial crime prevention purposes, or other activity required under applicable laws;
to detect security incidents and protect against malicious, deceptive, fraudulent, or illegal activity;
in order to comply with legal and regulatory requests made to us or any Affiliates anywhere in the world, and to assist with law enforcement, investigations, complaints, regulatory requests, litigation, arbitration, mediation, and other legal processes;
for monitoring purposes, such as to establish the existence of facts (e.g., keeping records of transactions), to maintain compliance with regulatory or self-regulatory practices, to comply with applicable laws, and for other purposes permissible under applicable law; and
to conduct research and analytics, and for marketing purposes in accordance with applicable law.
With Whom Do We Share Personal Information?
We may share Personal Information at your request or to complete a transaction for which the Personal Information was collected, provide a service to you, assist you in exercising your rights with respect to your information, detect security incidents or illegal activity, conduct our regular business activity including quality assurance and marketing to you, and as required by law (for instance with regulators and law enforcement agencies). We may share Personal Information for the purposes listed within this Notice to the following categories of recipients:
our Affiliates;
your agents, representatives, and other persons acting on your behalf or to whom you instruct or authorize us to disclose your Personal Information;
if you are a representative of an entity or institution, to the entity or institution you represent;
our service providers;
third parties that are necessary to administer services to you or the client you represent or are associated with, such as general partners of funds we advise or manage;
our agents and representatives, such as attorneys, auditors, and other professionals;
government, legal regulatory, supervisory, or other authorities under applicable laws;
prospective purchasers and assignees in the event our business, or a portion thereof, is sold or assigned; and
other third parties as may be required for the purposes set forth within this Notice, or where we have obtained the appropriate authorization if required.
We may also use and share Personal Information on an aggregate or deidentified basis (such that it does not identify individuals) for various business purposes, where permissible under applicable laws.
Notification of Personal Information Collection
We collect, use, and process your Personal Information, as described within this Notice, for expected internal reasons, Legal obligations, and servicing a transaction or providing a service. In addition, we may use your information to detect security and fraud as well as technical support functions.
Further detail on categories of and Personal Information collected about you, sources of Personal Information, purposes for collecting Personal Information, as well as Third Parties to whom we disclose Personal Information, are described within this Notice.
Access to Specific Pieces of Information
You may request that we disclose certain information to you about our collection and use of your Personal Information over the past 12 months.
Upon your valid written request, we will provide a report outlining specific pieces of Personal Information collected about you the consumer that you have requested. You may make this request a maximum of two times within a twelve-month period.
Deletion of Personal Information
You may request that we and our service providers delete any Personal Information that we collect from you. Our obligation to comply with this request is subject to exemptions. If you are interested in requesting deletion of your Personal Information, please note we may have a legal reason to retain your information, as permitted by the CCPA, in accordance with the original reason provided for collecting and processing Personal Information as described within this document.
We retain Personal Information in accordance with our information management policies, which establishes general standards and procedures regarding the retention, handling, and disposition of our records, including Personal Information. Personal Information is retained as long as necessary to meet legal and regulatory requirements. Retention may be extended if we are required to preserve Personal Information in connection with litigation, investigations, and proceedings.
Anti-Discrimination
We will not discriminate against you for exercising your CCPA rights.
In order to provide a response, ProBooks may ask that you provide clarifying or identifying information to verify your request. We cannot respond to your request or provide you with Personal Information if we cannot verify your identity and confirm that the Personal Information relates to you.
Agents who make requests on behalf of individuals will be required to verify their authority to make the request by submitting written authorization from the individual. We will not honor any requests from agents until authorization is verified.
Will the U.S. Privacy Policy and Notice Change?
We reserve the right to modify or supplement this Notice at any time. Therefore, we recommend that you review this Notice, updated and posted on this Site, regularly for changes. The Effective Date of this Notice, as stated above, indicates the last time this Notice was revised.
What Information We Collect
The Websites collect information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household (“Personal Information”). The Websites have collected the following categories of Personal Information in the past twelve months:
Identifiers:
This includes:
Contact information, such as your real name, alias, account name, phone number, postal address, email address, unique personal identifier, and your personal and/or work-related contact information;
Government-issued identifiers, such as your Social Security number, passport number, or other similar identifiers as required and permitted by applicable laws;
Characteristics of classifications, such as your age, gender, marital status, nationality, or citizenship;
Commercial and financial information, such as your source of wealth/income, investment experience and objectives, creditworthiness and credit history, and risk tolerance;
Professional or employment related information, such as current or past job history; and
Internet or other electronic network activity information, including Internet Protocol (“IP”) address, to the extent you access one of our websites.
We have collected this type of Personal Information in the past twelve months.
Personal Information as Described in California Consumer Records Statute
This includes: Name, signature, social security number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical
We have collected this type of Personal Information in the past twelve months.
The below companies may collect personal information when you interact with our digital property, including IP addresses, digital identifiers, information about your web browsing and app usage and how you interact with our properties and ads for a variety of purposes, such as personalization of offers or advertisements, analytics about how you engage with websites or ads, and other commercial purposes. For more information about the collection, use and sale of your personal information and your rights, please use the below links.
This includes: Age (over age 40), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental health disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, or genetic information
We have collected this type of Personal Information in the past twelve months.
Commercial Information
This includes: Records of personal property, products, or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies
We have collected this type of Personal Information in the past twelve months.
Biometric Information
This includes: An individual’s physiological, biological or behavioral characteristics, including an individual’s DNA, that can be used, singly or in combination with each other or with other identifying data, to establish individual identity.
We have not collected this type of Personal Information in the past twelve months.
Internet or Other Electronic Network Activity Information
This includes: Browsing history, search history, and information regarding a consumer’s interaction with the Websites, application, or advertisement, etc.
We have collected this type of Personal Information in the past twelve months.
Geolocation Data
This includes physical location or movements.
We have collected this type of Personal Information in the past twelve months.
Sensory Information
This includes: Audio, electronic, visual, thermal, olfactory, or other similar information.
We have not collected this type of Personal Information in the past twelve months.
Professional or Employment-related information
This includes your current or past employment history or other information related thereto.
We have collected this type of Personal Information in the past twelve months.
Education Information
This includes: Information that is not publicly available personally identifiable information as defined in the Family Educational Rights and Privacy Act, which includes: records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, schedule, student identification codes, student financial information, or student disciplinary records.
We have not collected this type of Personal Information in the past twelve months.
Inferences Drawn from Personal Information
We have not collected this type of Personal Information in the past twelve months.
This includes inferences drawn from the Personal Information collected by the Websites to create a profile about a consumer reflecting the consumer’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.
What Information We Have Used For Business Purposes
From time to time, the Websites use your personal information for business purposes. A “business purpose” is defined as the use of personal information for the business’ or a service provider’s operational purposes, or other notified purposes, provided that the use of personal information shall be reasonably necessary and proportionate to achieve the operational purpose for which the personal information was collected or processed or for another operational purpose that is compatible with the context in which the personal information was collected. The Websites have collected the following categories of Personal Information in the past twelve months:
Identifiers:
We have used the following information when voluntarily entered: Real name, postal address, unique personal identifier, email address.
We have used the following information, which has been automatically collected or obtained through cookies: Internet Protocol (IP) address.
Personal Information as Described in California Consumer Records Statute
We have used the following information, which has been voluntarily entered: Name, credit card number for purchases (which are processed through a service provider and not stored in our system).
Protected Classification Characteristics
We have used the following information which has been voluntarily entered: gender and gender identity, which are selected during purchase of programs with gender differences.
Commercial Information
We have used the following information which has been voluntarily entered: purchase records related to purchases from the Websites.
Internet or Other Electronic Network Activity Information
We have used the following information, which has been automatically collected or obtained through cookies: browsing history and information regarding a consumer’s interaction with the Websites, application, or newsletters.
Geolocation Data
We have not used any information in this category for business purposes.
Sensory Information
We have not used any information in this category for business purposes.
Professional or Employment-related information
We have used information in this category for business purposes.
Education Information
We have not used any information in this category for business purposes.
Inferences Drawn from Personal Information
We have not used any information in this category for business purposes.
What Information We Have Sold
From time to time, the Websites may sell your Personal Information. A “sale” is defined as “selling, renting, releasing, disclosing, disseminating, making available, transferring, or otherwise communicating orally, in writing, or by electronic or other means, a consumer’s personal information by the business to another business or a third party for monetary or other valuable consideration. The Websites have sold the following categories of Personal Information from you in the past twelve months:
Identifiers:
We have sold the following information, which has been automatically collected or obtained through cookies: Internet Protocol (IP) address for advertising purposes.
Personal Information as Described in California Consumer Records Statute
We have not sold any information in this category.
Protected Classification Characteristics
We have not sold any information in this category.
Commercial Information
We have not sold any information in this category.
Biometric Information
We have not sold any information in this category.
Internet or Other Electronic Network Activity Information
We have sold information for advertising purposes through the Facebook or Pinterest.
Geolocation Data
We have not sold any information in this category.
Sensory Information
We have not sold any information in this category.
Professional or Employment-related information
We have not sold any information in this category.
Education Information
We have not sold any information in this category.
Inferences Drawn from Personal Information
We have not sold any information in this category.
How We Collect Personal Information
Information You Voluntarily Submit to the Websites: The Websites may collect personal information from you such as your name or email address. For example, you may voluntarily submit information to the Websites by subscribing to a newsletter or making a purchase. In addition, we may ask you to create a user profile, which would allow you to create a username and password. We will store the username, but your password will not be visible in our records.
Information We Collect from Others: The Websites may receive information about you from other sources. For example, if you use a third-party software through the site, they may transfer information to us for fulfillment.
Automatically-Collected Information: The Websites automatically collect certain information about you and the device with which you access the Websites. For example, when you use the Websites, the Websites will log your IP address, operating system type, browser type, referring website, pages you viewed, and the dates/times when you accessed the Websites. The Websites may also collect information about actions you take when using the Websites, such as links clicked.
Cookies: The Websites may log information using cookies, which are small data files stored on your browser by the Websites. The Websites may use both session cookies, which expire when you close your browser, and persistent cookies, which stay on your browser until deleted, to provide you with a more personalized experience on the Websites.
How Your Information May Be Used
The Websites may use the information collected in the following ways:
To operate and maintain the Websites;
To create your account, identify you as a user of the Websites, and customize the Websites for your account;
To facilitate your access to any paid products;
To market our products to you on other approved platforms, like Facebook or Instagram;
To market products through affiliate advertisements;
To send you promotional information, such as newsletters. Each email promotion will provide information on how to opt-out of future mailings;
To send you administrative communications, such as administrative emails, confirmation emails, technical notices, updates on policies, or security alerts;
To respond to your comments or inquiries;
To provide you with user support;
To process payment for purchases you make on the Websites;
To track and measure advertising on the Websites; or,
To protect, investigate, and deter against unauthorized or illegal activity.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties for their marketing reasons/purpose
Third-party Use Of Personal Information
We may share your information with third parties when you explicitly authorize us to share your information.
Additionally, we may share your information with “Service Providers,” which are defined as “a sole proprietorship, partnership, limited liability company, corporation, association, or other legal entity that is organized or operated for the profit or financial benefit of its shareholders or other owners, that process information on behalf of a business and to which the business discloses a consumer’s personal information for a business purpose pursuant to a written contract, provided that the contract prohibits the entity receiving the information from retaining, using or disclosing the personal information for any purposes other than for the specific purpose of performing the services specified in the contract for the business” or “retaining, using, or disclosing the personal information for a commercial purpose other than providing the services specified in the contract with the business.” All above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
The Websites may use third-party service providers to service various aspects of the Websites. Each third-party service provider’s use of your personal information is dictated by their respective privacy policies; however, we have entered an agreement with them that they will not use your information for any purpose other than the business purposes that are part of our agreement with them. The Websites currently uses the following third-party service providers:
HubSpot – this service is used for delivery of email updates and newsletters. HubSpot stores your name and email address for purposes of delivering such communications. This service is also used to provide customer service to our clients. Your IP address, email address, and voluntarily entered information will be stored by Intercom on its servers.
Paypal – this service is used for payment processing on ecommerce products. At no time is your banking information passed to the Websites. We receive only information used for order fulfillment and reporting.
Stripe – this service is used for payment processing on ecommerce products. At no time is your banking information passed to the Websites. We receive only information used for order fulfillment and reporting.
Samcart – this service is used for our ecommerce products. Your personal information may be shared with us for purposes of order fulfillment, customer service, or reporting. You may automatically receive certain correspondence from us related to your order, but your purchase will not automatically add you to any marketing email lists.
Kajabi – this service is used to host our ecommerce products. Your personal information is used to create your account and communicate with you regarding the service.
Typeform – this service is used occasionally to capture information from our clients. All personal information is voluntarily input and is not required unless a client elects to submit the applicable form. Any information input into the form is saved by Typeform and is accessible to ProBooks staff.
Post Affiliate Pro – this service is used to allow us to service our affiliate programs, including products sold by our ProMoney Certified Coaches.
Salesmsg and EZ Text – these services are used to provide SMS communications to our clients
Leadpages – this service is used to create subscription opt-in pages. Leadpages captures information, which it automatically transfers to Active Campaign.
Vidapp – this service is used to host the ProMoney mobile application. Your email address is shared with Vidapp to verify membership.
Shopify - this service is used for our ecommerce products. Your personal information may be shared with us for purposes of order fulfillment, customer service, or reporting. You may automatically receive certain correspondence from us related to your order, but your purchase will not automatically add you to any marketing email lists.
Merchandise Fulfillment – if you purchase a physical product from the Websites, your information may be forwarded to one of our merchandise fulfillment partners for the purpose of fulfilling your order. You may receive emails regarding shipping or fulfillment, but your purchase will not automatically add you to any marketing email lists.
At this time, your personal information is not shared with any other third-party applications. This list may be amended from time to time in the Websites’ sole discretion.
Except when required by law, ProBooks will not sell, distribute, or reveal your email addresses or other personal information without your consent; however, ProBooks may disclose or transfer personal information collected through the Websites to third parties who acquire all or a portion of our business, which may be the result of a merger, consolidation, or purchase of all or a portion of our assets, or in connection with any bankruptcy or reorganization proceeding brought by or against us.
SMS Terms And Conditions
ProBooks offers different text messaging programs, depending on the products/services you purchase. These messages include marketing/product information, as well as account notifications, as indicated below:
ProMoney Accelerator: Coaching notifications, event/training reminders, purchase notifications and newsletters for new clients (6 week program).
ProMoney Coaching: Coaching notifications, event/training reminders, purchase notifications and newsletters for ProMoney Coaching Membership clients (30 day recurring membership).
ProMoney Coaches: Coaching notifications, meeting/training reminders, offers to share with clients and newsletters for ProMoney coaches.
You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at https://www.probookscpa.com/generalsupport.
Carriers are not liable for delayed or undelivered messages
As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
Website Analytics
The Websites use Google Analytics to analyze traffic to the Websites.
In order to track usage, Google Analytics places a cookie with a randomly generated Client ID on your browser. Google does use your personal information such as your IP address in order to capture reporting for the Websites regarding usage. You may opt-out of Google Analytics through a Browser Add-on, which is available here.
Anonymous Data
From time to time, ProBooks may use anonymous data, which does not identify you alone, or when combined with data from other parties. This type of anonymous data may be provided to other parties for marketing, advertising, or other uses. Examples of this anonymous data may include analytics or information collected from cookies.
Cookie Policy
A cookie is a small piece of data (text file) that a website – when visited by a user – asks your browser to store on your device in order to remember information about you, such as your language preference or login information. Those cookies are set by us and called first party cookies. We also use third party cookies – which are cookies from a domain different than the domain of our Website – for our advertising and marketing efforts.ies. You can opt-out certain cookies (except strictly necessary cookies) as explained further below.
More specifically, we use cookies and other tracking technologies for the following purposes:
Assisting navigation of our Websites;
Assisting in registration to use our demos and white papers, and to login to our Websites;
Analyzing your use of our Websites and the products, services or applications offered on our Websites;
Assisting with our promotional and marketing efforts. (including behavioral advertising).
Below is a detailed list of the cookies we use on our Website. We will use reasonable efforts to update this list as our cookies and their use changes. We classify cookies in the following categories:
(a) Strictly Necessary Cookies;
(b) Performance Cookies;
(c) Functional Cookies; and
(d)Targeting Cookies.
You can opt-out certain cookies (except strictly necessary cookies) as explained further below.
Strictly Necessary Cookies
These cookies are necessary for the Websites to function and cannot be turned off in our systems. They are usually only set in response to actions made by you which amount to a request for information or services, such as logging in or filling in forms on our Websites. You can set your browser to block or alert you about these cookies, but some parts of the Websites will not then work. These cookies do not store any personally identifiable information.
Advertising
Retargeting Ads
From time to time, the Websites may engage in remarketing efforts with third-party companies, such as Google, Pinterest, Facebook, or Instagram, in order to market the Websites. These companies use cookies to serve ads based on someone's past visits to the Websites. This means, after visiting the Websites, you may see an ad for our services. However, your personally identifiable information is not used by any remarketing service other than to present you offers from the Websites. We use the following third-party service providers for remarketing:
On the Websites, you may subscribe to our newsletter, which may be used for advertising purposes. All newsletters sent may contain tracking pixels. The pixel is embedded in emails and allows an analysis of the success of online marketing campaigns. Because of these tracking pixels, ProBooks may see if and when you open an email and which links within the email you click. Also, this allows ProBooks to adapt the content of future newsletters to the interests of the user. This behavior will not be passed on to third parties; however, it is accessible by our email service providers, HubSpot and Google Business.
Affiliate Program Participation
The Websites may engage in affiliate marketing, which is done by embedding tracking links into the Websites. If you click on a link for an affiliate partnership, a cookie will be placed on your browser to track any sales for purposes of commissions.
ProBooks, LLC. is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and links to Amazon.com. As part of this Amazon Associates program, ProBooks will post customized links, provided by Amazon, to track the referrals to their website. This program utilizes cookies to track visits for the purposes of assigning commission on these sales.
Do Not Sell My Personal Information
California law requires that we maintain a separate webpage that allows you to opt-out of the sale of your personal information. To review what personal information we may sell, please review of our privacy policy.
Presently, we may sell your personal information to Facebook and Pinterest for marketing purposes. All other uses of your personal information are with Service Providers, as defined under the California Consumer Privacy Act.
Please note that we may need to retain certain information for record keeping purposes or to complete transactions, or when required by law.
Sensitive Personal Information
At no time should you submit sensitive personal information to the Websites. This includes your social security number, information regarding race or ethnic origin, political opinions, religious beliefs, health information, criminal background, or trade union memberships. If you elect to submit such information to us, it will be subject to this Privacy Policy.
Children's Information
The Websites do not knowingly collect any personally identifiable information from children under the age of 16. If a parent or guardian believes that the Websites have personally identifiable information of a child under the age of 16 in its database, please contact us immediately at success@probookscpa.com and we will use our best efforts to promptly remove such information from our records.
CCPA - Rights Related To Your Personal Information
If you are a resident of California, you are entitled to certain information and have certain rights under the California Consumer Protection Act (“CCPA”). Throughout this policy, we have disclosed what information we collect, how it is used, and the types of third parties that may receive your information. Under CCPA, you also have the following rights:
Right to Access:
You have the right to request that we disclose certain information to you about the personal information we collect and how it has been used over the past 12 months. After we receive and confirm your verifiable consumer request, we will disclose the following:
The categories of your personal information we collected;
The categories of your personal information we sold;
The categories of any third parties to whom we have sold your personal information;
A list of which categories of your personal information we sold to each party; and,
The categories of your personal information we disclose for business purposes.
Right to Delegation:
You have the right to request that we delete your personal information.Please note that this right does not apply when we need to retain your personal information in order to do the following:
Provide goods or services to you;
Detect or resolve security or functionality-related issues;
Comply with the law;
Conduct research in the public interest;
Safeguard the right to free speech; or,
Carry out any actions for internal purposes that you might reasonably expect
Right to Non-Discrimination:
You have the right to request that we delete your personal information.You have the right not to be discriminated against for exercising your rights under CCPA. In particular, we may not:
Deny you goods or services;
Charge you different prices for goods or services, whether through denying benefits or imposing penalties;
Provide you with a different level or quality of goods or services; or,
Threaten you with any of the above.
Opt-Out of Sale of Personal Information:
If you would like to opt-out of the sale of your personal information, visit this page: https://www.probookscpa.com/donotsell
To exercise these rights, you must submit a verifiable consumer request to us by:
Contacting us at success@probookscpa.com
Calling us at 440-847-8001
You may only make a request under these rights twice in a twelve-month period. Your verifiable consumer request must:
Please note that only you, or a person registered with the California Secretary of State that you authorize to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a request on behalf of a minor child.
Provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information (or that it is an authorized representative acting on your behalf);
Describe your request with sufficient detail that allows us to properly understand and respond to it.
Notice for Nevada Residents
Pursuant to Nevada SB 220, Nevada residents may opt out of the sale of any personal information. As described above, your personal information may be shared with third-party vendors and service providers in order to fulfill purchased products or to communicate with you. ProBooks does not sell your personal information under the NPICICA. If you have any questions regarding our usage of your personal information, please email success@probookscpa.com.
Contact Information
At any time, please contact us at success@probookscpa.com for questions related to this Privacy Policy.
