Privacy Policy

Who we are and what this policy covers

This Privacy Policy describes how Service Squared Corp., a California corporation (“Service Squared,” “we,” “us,” or “our”), collects, uses, discloses, retains and otherwise processes Personal Information in connection with:

the Pulse Point client portal, including its website and its mobile applications for iOS and Android (together, the “App”); and
our website at servicesquaredcorp.com (the “Site”).

We refer to the App and the Site together as the “Services.” “Personal Information” means information that identifies, relates to, describes, or is reasonably capable of being associated with an identified or identifiable individual.

Service Squared provides outsourced accounting, payroll, business intelligence and related professional services. The App is provided to businesses that have engaged Service Squared (“Clients”) and to individuals a Client has authorized to use it (“Authorized Users”). It is a business tool and is not offered to consumers for personal, family or household use.

Information that a Client or its Authorized Users submit to the Services, or that we process on a Client's behalf in performing our engagement (“Client Data”), is also governed by the engagement letter or services agreement between Service Squared and that Client (the “Client Agreement”). If this Privacy Policy and a Client Agreement conflict with respect to Client Data, the Client Agreement controls.

1. Information we collect

(a) Information you provide to us

Account and contact information, such as your name, email address, telephone number, company, role, and other profile information you choose to provide.
Business onboarding information, such as legal and trade names, business addresses and locations, federal and state tax and government registration identifiers, ownership and organizational information, and company documents.
Third-party account credentials that you or the Client choose to provide so that we can access payroll, tax or other third-party systems on the Client's behalf in the course of our engagement.
Documents and files you upload to the Services, such as statements, reports and receipts.
Financial account information, if you choose to connect a bank or other financial account. See “Connecting a financial account” below.
Communications, such as the content of support requests, forms you submit on the Site, and other correspondence you send us.

(b) Information we receive in providing our services

In performing services for a Client, we receive financial, accounting, payroll, tax and operational information from the Client and from accounting, payroll, point-of-sale and other systems the Client has authorized us to access. Payroll information may include information about the Client's employees. We make this information available to the Client's Authorized Users through the App according to the access level the Client assigns.

(c) Information collected automatically

When you use the Services, we and our service providers automatically collect technical information such as IP address, device and browser type, operating system, sign-in and authentication events, the dates and times of access, and records of actions taken within the App. We use this information to operate, secure, troubleshoot and audit the Services.

(d) Connecting a financial account

If you choose to connect a financial account, the connection is made through Plaid Inc. (“Plaid”). You enter your financial institution credentials directly into Plaid's interface; Service Squared does not receive or store them. Plaid then provides us with the account information you authorize, such as account details, balances and transactions. By connecting an account, you acknowledge that Plaid collects, uses and shares your information in accordance with the Plaid End User Privacy Policy. Connecting a financial account is optional, and you may disconnect it at any time.

(e) Information we do not collect

The App does not contain third-party advertising, advertising identifiers, or third-party analytics or tracking technologies, and does not track you across other companies' apps or websites. The App does not collect your precise location, contacts, microphone or camera input, or biometric information. The App accesses files on your device only when you choose a file to upload.

2. How we use information

We use the information we collect to:

provide, operate, maintain and support the Services, including creating and authenticating accounts and storing and displaying documents and reports;
perform the professional services described in the applicable Client Agreement, including accounting, reconciliation, payroll and tax work;
communicate with you about your account, security, requests you make, and the Services;
protect the security and integrity of the Services, including detecting, investigating and preventing fraud, unauthorized access and other prohibited activity;
comply with applicable laws, regulations, professional standards and legal process, and establish, exercise or defend legal claims; and
for any other purpose disclosed to you when the information is collected, or with your consent.

We may use automated tools, including software and artificial intelligence technologies operated by us or by our service providers, to process information solely for the purposes described above. We do not use Client Data to train generalized artificial intelligence models, and we do not permit our service providers to do so.

We do not use Client Data for our own marketing, and we do not aggregate it into benchmarks or publications without the Client's written permission.

3. How we disclose information

We do not sell Personal Information, and we do not share Personal Information for cross-context behavioral advertising. We disclose information only as follows:

Within the Client. To the Client and to the Authorized Users the Client has designated, at the access level the Client has set.
Service providers. To vendors that perform services on our behalf, such as cloud hosting and storage, identity and authentication, financial account connectivity, email delivery, workplace productivity, and data processing tools. Service providers are contractually required to process information only on our instructions, to keep it confidential and secure, and not to use it for their own purposes.
At the Client's direction. To third parties as directed or authorized by the Client, such as the Client's other advisors, lenders, or the payroll and tax systems we operate on its behalf.
Third-party services you choose to use. Such as Plaid when you connect a financial account, as described in Section 1(d).
Legal requirements and protection of rights. Where we believe in good faith that disclosure is required by law, regulation, professional standards or legal process, or is necessary to protect the rights, property or safety of Service Squared, our Clients, or others.
Corporate transactions. In connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business, in which case the information will remain subject to this Privacy Policy.

4. Data security

We maintain administrative, technical and physical safeguards designed to protect information against unauthorized access, use, alteration and disclosure. These include encryption of data in transit and at rest using industry-standard protocols, role-based access controls that limit access to personnel and systems with a business need, audit logging, and segregated storage of authentication secrets and third-party credentials. We will notify affected individuals and Clients of a security breach as required by applicable law.

No method of transmission over the internet or of electronic storage is completely secure, and we cannot guarantee absolute security. You are responsible for keeping your account credentials confidential and for telling us promptly at support@servicesquaredcorp.com or (650) 960-7420 if you suspect unauthorized use of your account. Clients are responsible for telling us promptly when an Authorized User's access should be changed or removed.

5. Data location

Service Squared is located in the United States, and we store and process Client Data primarily in the United States. Some of our service providers may process information in other locations, in which case we require appropriate contractual safeguards. If you use the Services from outside the United States, you understand that your information will be transferred to and processed in the United States, where data protection laws may differ from those of your jurisdiction.

6. Data retention

We retain information for as long as necessary to provide the Services and for the purposes described in this Privacy Policy, including to satisfy our legal, regulatory, tax, accounting, professional and contractual obligations, to resolve disputes, and to enforce our agreements. In general:

Account information is retained while your account is active and deleted when your account is deleted, as described in Section 7.
Client Data, including financial, payroll and tax records and documents, is retained for the duration of the Client's engagement and thereafter for the period required by the Client Agreement, applicable law and professional record-keeping standards.
Security, audit and access logs, and records of privacy requests, are retained for as long as reasonably necessary for security, fraud prevention, and legal compliance purposes.
Backup copies are retained for a limited period for disaster recovery and are deleted in the ordinary course of our backup cycle.

When information is no longer required, we delete it or de-identify it.

7. Deleting your account and data

You can request deletion of your Pulse Point account and the Personal Information associated with it at any time, in any of these ways:

In the app. Go to Settings → Delete Account, confirm your identity, and confirm the deletion.
On the web. Use the form below, at servicesquaredcorp.com/privacy#delete.
By email. Write to support@servicesquaredcorp.com with the subject line “Account Deletion Request” from the email address associated with your account.

What is deleted. Your account profile, your sign-in credentials, your preferences, and any financial account connections you made through the App. Deleting your account also ends your access to the Services.

What is retained, and for how long.

Client Data, including documents, financial, payroll and tax records, belongs to the Client, not to an individual Authorized User. It is not deleted when an individual account is deleted, and remains subject to the Client Agreement and the retention periods in Section 6. A request to delete Client Data must come from a person authorized to act for the Client.
A record of your deletion request, and security and audit logs, are retained for as long as reasonably necessary for security, fraud prevention, and legal compliance purposes.
Information we are legally required to keep is retained for the required period and then deleted.
Backup copies are overwritten in the ordinary course of our backup cycle.

Timing. In-app deletion takes effect immediately. Requests made by web form or email are verified and completed within thirty (30) days, and in any event within the time required by applicable law. We will confirm when your request is complete.

8. Your rights and choices

You can review and update your profile information in the App's settings, and connect or disconnect a financial account at any time.

Depending on where you live, you may have the right to request access to, correction of, deletion of, or a copy of your Personal Information; to know how we collect, use and disclose it; and to object to or restrict certain processing. To make a request, contact us as described in Section 15. We will verify your identity before acting on a request, generally by confirming information already associated with your account, and will respond within the time required by applicable law. You may designate an authorized agent to make a request on your behalf, subject to verification. We will not discriminate against you for exercising any of your rights.

Where we process Client Data on behalf of a Client, we may refer your request to that Client and will assist the Client in responding as required by law.

9. California privacy notice

This section supplements this Privacy Policy for California residents and applies to the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act (the “CCPA”), applies to us.

Categories collected. In the preceding twelve (12) months, we have collected the following categories of Personal Information, from the sources and for the business purposes described in Sections 1 and 2, and disclosed them for business purposes to the categories of recipients described in Section 3: identifiers; customer records and financial information described in Cal. Civ. Code § 1798.80(e); commercial information; internet or other electronic network activity information; and professional or employment-related information.

Sensitive personal information. Certain information we collect, such as account log-in credentials, financial account information, third-party account credentials and government identifiers, may constitute “sensitive personal information” under the CCPA. We use and disclose it only for the purposes permitted by Cal. Civ. Code § 1798.121 and its implementing regulations, and not to infer characteristics about you.

No sale or sharing. We do not sell or share Personal Information, as those terms are defined in the CCPA, and have not done so in the preceding twelve (12) months. We have no actual knowledge of selling or sharing the Personal Information of consumers under sixteen (16) years of age.

Service provider role. When we process Client Data on behalf of a Client, we act as the Client's service provider under a written contract, and requests concerning that information should be directed to the Client.

Your rights. Subject to the CCPA, you have the right to know, access, correct and delete Personal Information, to opt out of sale or sharing (which we do not do), to limit the use of sensitive personal information, and not to receive discriminatory treatment for exercising these rights. To exercise them, email support@servicesquaredcorp.com with the subject line “California Privacy Request,” or call (650) 960-7420.

Shine the Light. We do not disclose Personal Information to third parties for their own direct marketing purposes.

Do Not Track. The Site does not respond to Do Not Track browser signals. We do not track users across third-party websites.

10. Individuals whose information appears in client records

If you are an employee, customer or vendor of a Client, your information may appear in records we process for that Client, such as payroll reports. We process that information on the Client's behalf and under its instructions. To access, correct or delete it, please contact the Client first; we will assist the Client in responding. If you cannot obtain a response, you may contact us as described in Section 15.

11. Healthcare clients

The Services are financial and accounting tools. They are not designed to store patient or other health records, and healthcare Clients should not submit protected health information to the Services. If such information is submitted in error, please contact us so we can address it.

12. Children

The Services are intended for business use and are not directed to individuals under the age of eighteen (18). We do not knowingly collect Personal Information from children as users of the Services. If we learn that we have done so, we will delete it. Payroll records we process for a Client may include information about a minor whom the Client lawfully employs; we process that information only on the Client's behalf.

13. Third-party services and links

The Services may link to, or allow you to connect with, websites and services that we do not operate, including Plaid. We are not responsible for the privacy practices of those third parties, and their own privacy policies govern your use of them.

14. Changes to this policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page and revise the date at the top. If we make material changes, we will provide additional notice through the Services or by email as required by law. This page is publicly available without signing in.

15. Contact us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Service Squared Corp.
Attn: Privacy
21771 Stevens Creek Blvd #200b
Cupertino, CA 95014
Email: support@servicesquaredcorp.com
Phone: (650) 960-7420