We collect information in a few different ways to give you the best possible service whilst keeping everything secure and compliant.
Information you provide
We collect the following information that you give us directly:
Contact information (name, business email, phone number)
Financial information (if it includes personal data)
Content in open text fields (like 'contact us' forms)
Display name, profile details, and job title
Company information (like name and phone)
Summary of issues, documentation, and screenshots when you contact customer support
Identity verification data to ensure we only discuss your account with you or your Authorised Representatives
Information we collect automatically
We also automatically collect certain information to improve our services and keep things secure:
Name, address, and date of birth from accounting apps for payments
Technical information (IP address, browser type, etc.) when you use our service
Account creation date
Content you view or search, page interactions, and how you use the platform
Type, size, and filenames of attachments
Device identifiers, download errors, crash data, and phone numbers used for customer service
Links to other websites
We may include links to third-party websites, and social media features may collect your IP address and other data governed by the third party’s privacy statement through your use of our service.
For more information, check out our Privacy Policy.