This Privacy Notice aims to provide you with a clear understanding of how ClearBooks collects and utilizes personal data, and outlines your rights with respect to your data. We value your privacy and are committed to protecting your personal information from being sold or shared with any third-party. We take all necessary measures to ensure the security and confidentiality of your information.

Personal Data

Personal Information refers to any information that pertains to an individual that can be used to identify them, either directly or indirectly. This includes but is not limited to, identifiers such as name, address, identification number, company affiliation, occupation, industry, region/country, your reasons for contacting ClearBooks, topics you're interested in, and any other information you may provide to us. It also includes data that may suggest an individual's physical, physiological, genetic, mental, economic, cultural or social identity. 

In addition, when you register for an event with ClearBooks, we may collect additional information (online or offline) in relation to the event, such as recordings or photographs.

Collection and Use of Personal Information

We will collect and use your personal information with your consent to provide you access to our website and communications, or where we have a legitimate business interest or other legal basis for such collection and use. The information that you provide to us will be used to manage our relationship with you, including any requests you might have, and to customize or improve our website and related services. 

If you register or log in to our website using a third-party single sign-in service that authenticates your identity and connects to your social media login information (e.g. LinkedIn, Facebook, Twitter), we will collect any information or content needed for the registration or login that you permitted the social media provider to share with us, such as your name and email address. 

We may also use your personal information to send you promotional materials or communications regarding services that we feel may be of interest to you. We may also contact you to seek feedback on our services or for market or other research purposes. 

Your personal information may also be used to protect our rights or property and that of our clients. If you wish to stop receiving communications or emails from us, you can simply send an email to

We will use your personal information only for the purposes outlined in this privacy statement. Your information will not be used for any other purposes without obtaining your permission, unless otherwise required or permitted by law or professional standards.

Cookies and Other Similar Technologies Policy

ClearBooks uses cookies on its website at The Cookies Policy explains what cookies are, how we use them, how third-parties we may partner with may use them on the Service, your choices regarding cookies, and further information about them.

What are cookies?

When you visit a website, your web browser sends small text files called cookies to that site. These cookies are stored in your browser and can be used by the website or third-parties to recognize you and enhance your experience during your next visit. Cookies can make it easier for you to use the website and help improve the overall service.

How ClearBooks uses cookies

When using and accessing our service, we may store some cookie files in your web browser. These cookies are used for various purposes such as enabling specific functions of the service, providing analytics, storing user preferences, and delivering advertisements, including behavioral advertising. We use both session and persistent cookies on the service and different types of cookies are used to run the service.

Essential or strictly necessary cookies

We use essential cookies to verify user identity and prevent fraudulent account access. These cookies are necessary and cannot be disabled.

Performance cookies

These cookies enable us to track and analyze website traffic and visits to enhance our website's performance. They assist us in identifying the most and least frequently visited pages and observing how visitors browse through the site. All the data collected through these cookies is combined and anonymous.

Functional cookies

These cookies store data to improve website functionality and personalize user experience. They can be set by ClearBooks or third-party providers whose services are integrated into our pages.

If you do not allow these cookies, then some or all of these functions may not function properly.

Targeting Cookies

These cookies may be set by advertising partners on our site. These cookies help these partners build a profile of your interests and allow them to show you relevant advertisements on other websites. These cookies do not directly store any personal information, but they are used to identify your browser and internet device. If you do not allow these cookies, you may see less relevant and targeted advertising.

What are your choices regarding cookies?

This website uses cookies to collect analytical information and provide a personalized user experience, and to monitor site performance. By using the site, you agree to the use of our cookies, which help us improve your experience. You can control the use of third-party cookies in your browser settings. 

Please note that if you delete cookies or refuse to accept them, you might not be able to use all of the features we offer or to store your preferences, and some of our pages may not display properly.

Where can I find more information about cookies?

You can learn more about cookies from the following third-party websites:


Network Advertising Initiative:

Disclosure of information to third parties

We may share your personal information with third parties, including their subsidiaries and affiliates, for various purposes such as supporting our internal processes, providing you with information that might interest you, conducting market research, responding to your requests or inquiries, or where those parties handle information on our behalf. In relation to communications, we may share your personal information with service providers responsible for delivering such communications. 

We only use third-party providers that maintain appropriate levels of data protection, security, and confidentiality, and comply with any applicable legal requirements for transferring personal data. 

Personal information may also be disclosed to law enforcement, regulatory or other government agencies, or other third parties, to comply with legal, regulatory, or national security obligations or requests.

Third-Party Sites and Social Media Applications

Please note that this privacy notice only pertains to the use and disclosure of information collected by ClearBooks when you use their website or interact with them in any communication. The website may contain links to third-party websites that are not governed by ClearBooks’s privacy practices. These third-party organizations have their own privacy statements and personal information collection, use, and disclosure practices. It is advisable to review each site’s privacy policy before sharing any personally identifiable information. 

Additionally, this website may host various social media applications or services such as blogs, forums, wikis, etc. (collectively referred to as Social Media Applications), which allow you to share content with other users. It's important to note that any personal or other information that you contribute to any Social Media Application can be read, collected, and used by other users of that application over whom ClearBooks has little or no control. ClearBooks is not accountable for any third party’s use, misuse, or misappropriation of any personal or other information that you contribute to any Social Media Application.

Information retention

We will keep your personal information for as long as it is necessary to fulfill the purpose for which it was collected, as explained in our Privacy Notice. However, we may continue to hold your information if it is necessary to comply with our legal or professional obligations, enforce our agreements, or resolve disputes.

Information security

We use reasonable technology and operational security to protect all personal information provided by users with respect to Communications, or via the Website from unauthorized access, disclosure, alteration, or destruction.

Children’s privacy protection

We recognize the significance of safeguarding children's online privacy. Our communication channels and website are not intended or designed for the use of children under the age of 16. It is not our policy to intentionally gather or keep data about individuals who are under 16 years of age. If we become aware of having received such information, we will take immediate action to delete it.

State-Specific Privacy Information

If you reside in California or Virginia, we collect and utilize personal data in accordance with California and Virginia privacy laws.

Changes to our Privacy Notice

When we do make changes, we will update the revision date at the top of this page. The revised Privacy Notice will take effect as of that revision date and will apply to you and your information. We recommend that you review this Privacy Notice periodically for any updates. If you have any questions about this notice, please feel free to reach out to us at

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