Privacy Policy

Audit Suite was built to streamline audit processes, reduce the administrative burden for accountants, and standardize processes in a central location. Here we describe how we collect, use, and handle your personal information when you use our website(s), software, mobile applications (“Sites”) and related services (“Services”). This Privacy Policy applies only to the Sites, not to any other third-party sites that may be accessible from the Sites.

We may change the terms of this Privacy Policy from time to time. By continuing to use any of the Sites and/or the Services or submitting personal information through the Sites or the Services, you expressly consent to the transfer of your personal data to our servers or third party servers with whom we contract for our collection, use, and disclosure in accordance with this Privacy Policy. By accessing and using the Sites or Services, you acknowledge and confirm that you have read the Privacy Policy, Terms of Service, and all other statements governing your use of the Sites and Services.

Information Collected

You directly provide us with most of the data we collect when you or your organization register with our Services.  We collect and use the following information to provide, improve, and protect our Services:

Account information. We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, set up two-factor authentication (like your name, email address, phone number, payment info, and physical address), and/or allow access to third parties for whom you approve access to your information. Some of our Services let you access your accounts and your information via other service providers.

Uploaded Information. Our Services are designed to make it simple for you to store your files, documents, photos, comments, messages, and so on (“Uploaded Information”), collaborate with approved third parties, and work across multiple devices. To make that possible, we store, process, and transmit your Uploaded Information as well as information related to it. This related information includes information used to identify you to said approved third parties (your profile information) that makes it easier to collaborate and share your Uploaded Information with others, as well as things like the size of the file, the time it was uploaded, collaborators, and usage activity. Our Services provide you with different options for sharing your Uploaded Information.

Contacts. You may choose to give us access to your contacts to make it easy for you to do things like share and collaborate on your Uploaded Information, send messages, and invite others to use the Services. If you do, we’ll store those contacts in your account for you to use.

Usage information. We collect information related to how you use the Services, including actions you take in your account (like sharing, editing, viewing, and moving files or folders). We use this information to improve our Services, develop new services and features, and protect you and other users. By using the Services, you consent to our use of this information to improve our Services in any manner we deem necessary.

Device information. We also collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services.

Cookies and other technologies. We use technologies like cookies to provide, improve, protect, and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interacting with our Services, and improving them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use the Services.

Payment Information. If you submit credit card, bank account, or other financial information (“Payment Information”) the Sites or through use of the Services, we may collect your credit card number and the other information necessary to provide the Services. We may also collect information used to verify ownership and authenticity of any Payment Information.

Bases for processing your data. We collect and use the personal data described above in order to provide you with the Services in a reliable and secure manner. We also collect and use personal data for our legitimate business needs. To the extent we process your personal data for other purposes, we ask for your consent in advance or require that our partners obtain such consent. We use your data for the following non-exhausting purposes:

  • To provide, update, maintain, and protect our Services and business. For example, we make it easier to share and collaborate by storing your contacts and making them available for you to use.
  • To communicate with you by responding to your requests, comments, and questions. If you contact us with questions or concerns about the Services, we may use your personal information to respond.
  • To send you emails and other communications. We may contact you about important changes to our Services and Service-related notices. These communications are considered part of the Services and you may not opt out of them.
  • To understand how you use our Services and improve them.
  • To send marketing emails and other communications in certain instances.
  • To investigate and prevent security issues and abuse of the Services or our users.
  • To protect any person from death or serious bodily injury.
  • To comply with applicable law, legal process, or regulation.
  • To perform a task carried out in the public interest.
  • To send you marketing materials about our Services. If you do not wish to receive these materials, simply click the Unsubscribe link in any email.
  • To improve our Services and develop new features.
  • To complete sale or merger in the event that we are or may be acquired by or merged with another company or involved in any other business deal (or negotiation of a business deal) involving sale or transfer of all or part of our business or assets, we may transfer or assign your information as part of or in connection with the transaction. In the event of insolvency, bankruptcy, or receivership, information may be transferred as a business asset.

Sharing with Trusted Third Parties

We may share information as discussed below, but we won’t sell it to advertisers or other third parties.

Others working for and with Us. We use certain trusted third parties (for example, providers of customer support and IT services) to help us provide, improve, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we’ll remain responsible for their handling of your information per our instructions. These trusted third parties include, but are not strictly limited to: 

  • Amazon Web Services, Inc.
  • Google LLC
  • Stripe
  • ZenDesk
  • WPEngine
  • Microsoft/Office365
  • HubSpot
  • Mailgun
  • MailChimp
  • WooCommerce
  • Vault Innovation

These third parties will access your information only to perform tasks on our behalf and in compliance with our Privacy Policy.

Other users. Our Services display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing environments. You can also share your Uploaded Information with other users if you choose. When your account is created by an administrator on a domain owned by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information—like your name, team name, profile picture, and email address—visible to other users on the same domain. This helps you sync up with teams you can join and helps other users share files and folders with you. Your administrator determines whether or not you have administrator rights on your team.

Certain features let you make additional information available to others.

Other applications. You can also give third-party providers access to your information and account. Just remember that their use of your information will be governed by their privacy policies and terms.

Audit Administrator.  As a user of the Services, your audit administrator shall have the ability to access and control your organization’s account. Please refer to your organization’s internal policies if you have questions about this. The audit administrator shall be responsible for determining other users’ access to account documents, messaging, and other information. Your organization and audit administrator are ultimately responsible for the administration and access of all related user accounts.

Geographic Restrictions. If users access this site from the United States or from any other jurisdictions, they do so giving express consent to perform any data collection, sharing and usage that takes place on any site, app, email publication or other property as a consequence of your use of the Sites, Services and/or Google and Amazon products; and you acknowledge and agree that, as an end user, you have been provided with clear and comprehensive information about, and consents to, the storing and accessing of cookies or other information on the end user’s device where such activity occurs in connection with a product to which this policy applies.

Law & Order and the Public Interest. We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of our Sites, our Services, or our users; (d) protect our rights, property, safety, or interest; or (e) perform a task carried out in the public interest.

How your Information is Handled

Security. We have a team dedicated to keeping your information secure and testing for vulnerabilities in a commercially reasonable manner. We also continue to work on features to keep your information safe in addition to things like two-factor authentication, encryption of files at rest, and we may offer additional features in the future such as alerts when new devices and apps are linked to your account.

User Controls. You can access, amend, download, and delete your personal information by logging into your account. You can also limit the way we collect and use your data by logging into your account.

Retention. When you sign up for an account with us, we’ll retain information you store on our Services for as long as your account is in existence or as long as we need it to provide you the Services. Your information may be retained for as long as your organization remains as a paying client, and for a period of time thereafter. Upon your written request or that of your organization to delete your information, we will make every effort to ensure such deletion within a reasonable period of time thereafter.      Please note: (1) there might be some latency in deleting this information from our servers and back-up storage; and (2) we may retain this information if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.

Your Right to Control and Access Your Information

You have control over your personal information and how it is collected, used, and shared. For example, you have a right to:

  • Erase or delete all or some of your Uploaded Information in your account.
  • Change or correct personal data.
  • Access and request copies of your personal data. We may charge you a small fee for this service.
  • Restrict the processing of your personal data, under certain conditions.
  • Request the transfer of your personal data collected to another organization or directly to you, under certain conditions.


If you make a request hereunder, we have one month to respond to you.


Please contact us with any questions or comments about this Privacy Policy, your information, our third-party disclosure practices, or your consent choices.


Audit Suite, LLC

Attention: Privacy Officer


Last updated on June 21, 2019.

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