What Information Do We Collect?
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 that most likely 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.
In general, you can browse the Site and App without telling us who you are or revealing personal information about yourself. Once you become a User, we require you to provide various contact and identity information, billing information, and other personal information as indicated on the relevant forms on the Site and App (which vary, depending on what kind of User you are). Where possible, on these forms we indicate which fields are required and which fields are optional.
In addition, as you use the Site and App, you can from time to time enter or send to us personal information. For example, if you are a User, you can enter your own payroll and other billing information. As you use the Site and App you can also from time to time enter personal information about third parties. For example, if you are a User, you can enter personal information about your Client or your staff.
You always have the option to not provide information by choosing not to become a User or by not using the particular feature of the Site or App for which the information is being collected.
If you are a User, we may collect your credit card information for billing purposes. And if you are a User who wishes to subscribe on a recurring basis, we collect and store your credit card information for payment purposes.
Some of our pages utilize framing techniques to serve content to you from our partners while preserving the look and feel of our site. Please be aware that you are providing your personal information to these third parties and not to www.cfoinbox.com.
We also automatically track certain information about you based upon your behavior on our Site and App and store it through log files. We use this information to do internal research on our users’ demographics, interests, and behavior to better understand, protect and serve you and our community. This information may include the URL that you just came from, which URL you next go, your computer browser information, and your IP address. We may provide Users’ IP addresses to payment intermediaries in the course of the payment process.
We also make use of third-party companies to extract contact information (ie. phone numbers), which we will use to contact you in relation to marketing purposes and/or to enhance existing services and programs. Technologies such as: cookies and similar technologies are used by CBox and our partners (e.g., advertising, marketing and analytics), affiliates, or other service providers. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.
We partner with a third party to either display advertising on our website or app or to manage our advertising on other sites. Our third-party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests.
We, or our designated third-party service provider, may from time-to-time contact you by telephone. Such calls may as indicated by us, and with your consent, be monitored, recorded, stored and used for the purposes specified in such calls.
How We Use Your Information?
We may also use personal information about you to improve our marketing and promotional efforts, to analyze Site and App usage, to improve our content and product offerings, and to customize the Site’s and the App’s content, layout, and services. These processes include automated decision-making and profiling information. The intention of the usage is to improve the Site and the CBox application and better tailor it to meet your needs, so as to provide you with a smooth, efficient, safe and customized experience while using the Site and App.
Sharing of Your Information
Your Use of Other Persons’ Information
If you choose to use our referral service to tell a friend about our site, we will ask you for your friend’s name and email address. We will automatically send your friend a one-time email inviting him or her to visit the site. CBox stores this information for the sole purpose of sending this one-time email, tracking the success of our referral program, and compliance with laws. Your friend may contact us at firstname.lastname@example.org to request that we remove this information from our database.
Other Information Collectors
Your use of automated bank account feeds implies that you consent to our collection and disclosure of your information.
Consent for Withdrawal
Correcting, Updating, and Transferring Your Personal Information
Upon written request CBox will provide you with information about what personal information we have about you. To review, delete, and update your personal information to ensure it is accurate, you may contact us at email@example.com. We will respond to your request within a reasonable timeframe. We may ask you for further information from you to help us respond to your request, including asking for government-issued identification.
CBox is a complex business network that connects hundreds of users. CBox manages a business eco system that brings together contractors, companies and customers. This network relies on the exchange and sharing of information that is important to others in your network. Tracked hours, sent invoices, paid invoices, contractor invoices are all vital to other people that work with you. These are the official history of work done and moneys paid. The complexity and connected nature of the system requires that this history exists in perpetuity to accommodate proper function and accounting for the other systems that you have connected to via contracting hours, invoices, estimates. CBox will reasonably assure that information will be deleted in a compliant manner.
When a user chooses to close an account we will remove your information from our marketing and billing systems. This will ensure that there are not further mailings or billings directed towards the canceled user.
As we continue to refine CBox we will establish a method for the complete removal of all user information from the system without breaking accepted accounting principles for other connected CBox accounts. This document will evolve as these new methods are defined and tested for permanent account deletion.
We will retain your information for as long as your account is active or as needed to provide you services.
Our goal is to retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements; this retention period may extend past the point at which you close your account.
The criteria that will be for determining periods of retention will be based on the type of data. For example, data relevant to accounting information will be retained for at least 7 years, whereas temporary cookie data of a web visitor may not be retained at all.
Supplemental Policy Information
Invitations: You have the opportunity to invite others to work with you through your CBox account. To do that, CBox asks you to import or to manually enter your contacts’ email addresses. As you direct, we then send them an invitation on your behalf or other notices reflecting changes you make to their status in your account.
With your consent we may post your testimonial along with your name. If you want your testimonial removed please contact us at firstname.lastname@example.org.
Residents of Canada
Personal information (as the term is defined in the Personal Information Protection and Electronic Documents Act of Canada (“PIPEDA”)) will be collected, stored, used and/or processed by the CBox in compliance with the CBox’s obligations under PIPEDA.
The California Consumer Privacy Act (“CCPA”), which is effective as of January 1, 2020, regulates how we handle personal information of California residents and gives California residents certain rights with respect to their personal information.
When we act as a service provider (for example, by providing our services to another company that you interact with), we follow the instructions of the business that engaged us with respect to how we process your personal information. If you would like more information about how your personal information is processed by other companies, including companies that engage us as a service provider, please contact those companies directly.
Notification of Privacy Statement Changes
We may update this privacy statement to reflect changes to our information practices. If we make any material changes we will notify you by email (sent to the email address specified in your account) or by means of a notice on this App prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.
It is our goal to make our privacy practices easy to understand. If you have questions, concerns or if you would like more detailed information, please email our data protection representatives at: