Privacy Policy

AdvicePay collects and receives information in various ways including personal data and cookie data.

Personal Data

Personal data means data about an individual who can be identified from those data (or from those and other information either in our possession or likely to come into our possession). The Company defines data in six categories.

1. Contact Data: When registering for the Services, or expressing an interest in obtaining additional information about the Services, the Company may require you to provide personal contact information, such as name, company name, phone number, and email address (“Contact Data”).
2. Billing Information: When purchasing the Services, the Company requires you to provide financial qualifications and billing information, such as social security number, tax id, credit card number, or account number (“Billing Information”). Billing information is securely transmitted directly to the Third Party Application Services provider for processing. The Company does not store or process Billing Information.
3. Billing History: When processing billing of services for the Customer, the Company stores history information such as date of billing and amount of billing (“Billing History”).
4. Client Information: When the Customer’s clients (the “Clients”) signup for the Services, the Company requires the Client to provide their name and email address (“Client Information”).
5. Client Payment Information: When the Clients submit payment for processing, the Company requires the Client to provide credit card or account number for payment processing purposes. Client Payment Information is transmitted directly to the Third Party Application Services provider for processing. The Company does not store or process Client Payment Information.
6. Client Payment History: When processing payments from the Client to the Customer, the Company stores payment history such as date of payment and amount of payment (“Client Payment History”)

Contact Data, Billing Information, and Billing History together are referred to collectively as “Data About Customers”.  Client Information, Client Payment Information, and Client Payment History together are referred to collectively as “Data About Clients”.

The Company uses Data About Customers and Data About Clients to perform the requested services on behalf of the Customer and the Client. For example, the company uses Data About Clients to perform payment processing services on behalf of the Customer and the Client. In another example, if you fill out a Web form so that the Company may contact you, the Company will use the information provided to contact you about your interest in the Services. The Company may also use Contact Data for promotional or marketing purposes. For example, the Company may use information you provide to contact you to further discuss your interest in the Services and to send you information regarding the Company and its partners, such as information about promotions or events. 

The company may share Data About Customers and Data About Clients with the Company’s contracted service providers so that these service providers can provide services on our behalf. Unless described in this Privacy Policy, the Company does not share, sell, rent, or trade any information provided with third parties for their promotional or marketing purposes. The Company may share Data About Customers with other companies in order to work with them, including affiliates. For example, the Company may need to share Data About Customers for customer relationship management purposes. From time to time, AdvicePay may partner with other companies to jointly offer products or services. If you purchase or specifically express interest in a jointly-offered product or service from AdvicePay, the Company may share Data About Customers collected in connection with your purchase or expression of interest with our joint promotion partner(s). The Company does not control our business partners’ (“Third Parties use of the Data About Customers or Data About Clients that a business partner collects, and their use of the information will be in accordance with the business partner’s own privacy policies. If you do not wish for your information to be shared in this manner, you may opt not to purchase or specifically express interest in a jointly offered product or service. AdvicePay uses a third-party service provider to manage credit card and ACH processing. These service providers are not permitted to store, retain, or use Billing Information or Client Payment Information except for the sole purpose of credit card and ACH processing on the Company’s behalf. The Company reserves the right to use or disclose information provided if required by law or if the Company reasonably believes that use or disclosure is necessary to protect the Company’s rights and/or to comply with a judicial proceeding, court order, or legal process. 

The Company retains Contact Data and Client Information for as long as the Company provides the Services to a Customer or Client. The Company may retain Contact Data and Client Information as necessary for regulatory compliance even if the Customer or Client closes their account. AdvicePay retains Billing Information specifically to comply with tax and accounting obligations.