Rationara Privacy Policy

1 Information We Collect

The information we collect or access depends on the Services you receive and the information necessary for us to perform those Services.

Customer and Contact Information

We may collect information about you, your organization, and individuals associated with your organization, including:

• Name
• Organization name
• Mailing and billing address
• Email address
• Telephone number
• Job title or role
• Billing and payment information
• Communications with Rationara
• Other information you provide to us in connection with the Services

Financial and Business Information

As part of providing bookkeeping and related Services, Rationara may receive or have access to financial and business information belonging to you or your organization, including:

• Accounting records
• Bank and credit card transaction information
• Bank statements
• Invoices and bills
• Accounts payable and accounts receivable records
• Vendor information
• Customer or donor transaction information
• Payroll and contractor information
• Financial statements and reports
• Budget information
• Tax-related documents and records
• Receipts and expense documentation
• Information maintained within accounting, payroll, banking, payment processing, and other financial systems
• Other financial or business records you provide or authorize us to access

Depending on the Services being performed, these records may contain personal information relating to your employees, contractors, vendors, customers, donors, members, or other individuals.

2 Customer Ownership of Information

You retain ownership of the financial records, documents, data, and other information you provide to Rationara or authorize Rationara to access.

Rationara does not acquire ownership of your financial or business information by providing the Services.

We access and use customer information only as reasonably necessary to provide the Services, administer our relationship with you, maintain security, comply with applicable law, or as otherwise authorized by you.

3 How We Use Information

We may use information collected or accessed through Rationara to:

• Provide bookkeeping and related Services
• Maintain and reconcile financial records
• Prepare reports and financial information
• Perform Services specifically requested or authorized by you
• Communicate with you regarding your account and Services
• Process billing and payments for Rationara Services
• Provide customer support
• Maintain and improve our Services
• Protect against fraud, unauthorized access, or other unlawful activity
• Maintain appropriate business and financial records
• Comply with applicable laws, regulations, legal processes, or governmental requests
• Enforce our agreements and protect the rights and interests of Rationara, ConnectedView, our customers, and others

Rationara will not use customer financial information for unrelated marketing or promotional purposes.

4 Access to Financial Accounts and Systems

To provide the Services, you may authorize Rationara to access accounting software, financial institutions, bank accounts, credit card accounts, payroll systems, payment processors, document storage platforms, or other third-party systems.

Rationara will access these systems only as reasonably necessary to provide the Services you have requested or authorized.

Access to a financial account or system does not, by itself, authorize Rationara to initiate transactions, transfer funds, make payments, incur financial obligations, or otherwise act on your behalf unless you have specifically authorized Rationara to perform those activities.

You are responsible for determining the appropriate level of access granted to Rationara and for maintaining your accounts with third-party providers.

5 How We Share Information

Rationara does not sell your personal, financial, or business information to third parties.

We also do not share your personal or financial information with outside companies for their independent promotional or marketing purposes.

We may disclose information when reasonably necessary to:

• Employees and contractors who require access to perform or support the Services
• Technology and service providers that assist us in providing the Services
• Accounting, payroll, banking, payment processing, document management, and other platforms you authorize us to use
• Professional advisers, insurers, auditors, or legal counsel when reasonably necessary
• Government agencies, regulators, courts, or law enforcement when required by applicable law or valid legal process
• Other parties when you specifically direct or authorize us to disclose the information

We expect service providers that receive confidential or personal information from us to use that information only for the purposes for which it was provided and to maintain appropriate protections for that information.

6 Third-Party Services

Rationara may use or access third-party services in connection with providing the Services, including accounting platforms, financial institutions, payroll providers, payment processors, cloud storage providers, communication services, and other technology providers.

These third parties maintain their own privacy, security, and data-handling practices.

When you establish or maintain an account directly with a third-party provider, your relationship with that provider is also governed by its terms and privacy policies.

7 Confidentiality and Data Security

We recognize that bookkeeping services may involve access to confidential and sensitive financial information.

Rationara uses reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, misuse, or loss.

Access to customer information is limited to employees, contractors, and service providers who reasonably require access to perform or support the Services.

However, no method of transmitting or storing information can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information provided to or accessed by Rationara.

8 Payment Information

Rationara may use third-party payment processors to collect payments for our Services.

Payment information submitted through a payment processor may be collected and processed directly by that provider in accordance with its privacy and security practices.

Rationara may retain information regarding your billing history, payment status, payment method, and related transaction information as necessary to administer your account and maintain our business records.

9 Website Information and Cookies

When you visit a Rationara or ConnectedView website, we may automatically collect certain technical information, such as:

• IP address
• Browser type
• Device information
• Pages visited
• Referring website
• Date and time of visits
• Cookie and similar technology information

We may use cookies and similar technologies to operate our website, understand how visitors use it, improve website performance, maintain security, and provide a better user experience.

Your browser may allow you to control or disable certain cookies.

10 Data Retention

Rationara retains information for as long as reasonably necessary to provide the Services, maintain appropriate business records, comply with legal and regulatory requirements, resolve disputes, enforce agreements, and fulfill other legitimate business purposes.

Following cancellation or termination of your Rationara Services, we may retain certain customer and financial information for a reasonable period when necessary for these purposes.

Where information is no longer reasonably necessary and we are not legally required to retain it, we may delete or securely dispose of it in accordance with our data retention practices.

Customers should maintain their own copies of financial records and documents required for their business, accounting, tax, regulatory, or record-retention purposes.

11 Privacy Requests

You may contact Rationara to request access to, correction of, or deletion of personal information that we maintain about you.

Certain information may not be eligible for deletion when we are required or permitted to retain it for purposes such as:

• Completing Services you requested
• Maintaining financial or transaction records
• Complying with legal or regulatory requirements
• Detecting or preventing fraud or security incidents
• Resolving disputes
• Establishing or defending legal claims
• Enforcing our agreements
• Other legitimate business purposes permitted by law

We may take reasonable steps to verify your identity and authority before responding to a privacy request.

12 Information About Other Individuals

In providing Services to your organization, Rationara may receive personal information concerning individuals who do not have a direct relationship with Rationara, such as your employees, contractors, vendors, customers, donors, members, or other individuals.

When you provide personal information about another individual to Rationara, you are responsible for ensuring that you have the appropriate authority or legal basis to provide that information and permit Rationara to process it for the purpose of providing the Services.

Rationara will process such information on your behalf and in accordance with the Services you have requested, these privacy practices, and applicable law.

13 California Privacy Rights

California residents may have certain rights regarding their personal information under applicable California privacy laws.

Depending on the circumstances and applicability of those laws, these rights may include the right to request information about:

• Categories of personal information collected
• Sources from which personal information was collected
• Purposes for collecting or using personal information
• Categories of third parties to whom information has been disclosed
• Specific pieces of personal information maintained about the individual

California residents may also have rights to request correction or deletion of certain personal information and to receive information regarding the disclosure, sale, or sharing of personal information.

Rationara does not sell personal information and does not share personal information with third parties for their independent promotional purposes.

We will not discriminate against an individual for exercising privacy rights provided by applicable law.

Privacy requests from California residents may be submitted using the contact information below. We may request information reasonably necessary to verify your identity or authority to make the request.

14 Legal Requirements and Protection of Rights

Rationara may use, retain, or disclose information when we reasonably believe doing so is necessary to:

• Comply with applicable laws or regulations
• Respond to a subpoena, court order, or other valid legal process
• Respond to lawful requests from government or regulatory authorities
• Investigate or prevent suspected fraud, security incidents, or unlawful activity
• Protect the rights, property, safety, or security of Rationara, ConnectedView, our customers, or others
• Establish, exercise, or defend legal claims

When appropriate, we will limit disclosures to information reasonably necessary for the applicable purpose.

15 Business Transfers

If ConnectedView or Rationara is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information maintained in connection with Rationara may be transferred as part of that transaction.

Any successor organization will remain subject to applicable privacy obligations regarding transferred personal information.

16 Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our Services, business practices, technology, or legal requirements.

The effective date at the top of this Privacy Policy will indicate when the policy was most recently updated.

If we make material changes to the way we collect, use, or disclose information, we will provide reasonable notice as appropriate.

17 Contact Us

If you have questions about this Privacy Policy, Rationara’s privacy practices, or information we maintain about you, or if you would like to submit a privacy request, please contact: