Privacy Policy

Last Updated: 05/29/2026

INTRODUCTION

This Privacy Policy provides details about how we collect, use, and share (collectively referred to as “process”) your personal information in connection with:

  • Your use of our websites, mobile applications, and social media pages that link to this Privacy Policy.

  • Your interactions with us during in-person meetings at our facilities or events.

  • Other online and offline sales, marketing, and operational activities.

This Privacy Policy also explains your privacy rights.

In this Privacy Policy, “personal information” refers to any data that identifies or could reasonably identify an individual, such as name, physical or mailing address, email address or business contact details. For a detailed description of the types of personal information we may process, please see the section “Categories of Personal Information Processed” below.

This Privacy Policy may change over time to meet evolving legal requirements or business needs.

SCOPE

This Privacy Policy outlines how we handle personal information. However, it does not apply to the following:

1. Personal Information Collected by Our Customers

If our customers use our products or services to process your personal information, they are responsible for their own data collection and processing practices. Please refer to their privacy policies to understand how your personal information is handled.

2. Services Data Processed on Behalf of Customers

When providing technical support or consulting services, we may process personal information solely to fulfill our contractual obligations to our customers. In these instances:

  • We do not control the collection, use, or retention of this data.

  • We process the data only as instructed by the customer and for purposes directly related to delivering our services..

Our customers determine how personal information is used, shared, and retained. If your personal information is being processed by us as part of services we provide to a customer, please refer to that customer’s privacy policy for details about their data practices and your rights.

Although we do not currently have a formalized Data Processing Agreement (DPA), we have implemented safeguards to protect personal information handled during the delivery of our services, including:

  • Limiting access to authorized personnel.

  • Securely transmitting and storing data.

3. Third-Party Websites and Services

Our sites may include links or integrations with third-party websites, social networks, applications, or services not controlled by us. Any personal information you provide to these third parties will be subject to their privacy policies. We encourage you to review those policies before using third-party services or features.

RESPONSIBILITY FOR THE HANDLING OF PERSONAL INFORMATION

The responsibility for processing your personal information as described in this Privacy Policy lies with our organization and any affiliated entities. When we refer to "we," "us," or "our" in this Privacy Policy, we mean the entity responsible for collecting and using your personal information in accordance with this statement.

If you have questions about this Privacy Policy or how your personal information is handled, please contact us at:

ProBuilt Software

10077 Grogans Mill Rd Ste 250

The Woodlands, TX 77380

privacy@probuiltsoftware.com

CATEGORIES OF PERSONAL INFORMATION PROCESSED

Business and Organizational Accounts

If you interact with our services as part of a business account, such as through your employer or an affiliated organization, the administrator or owner of that account may have certain control over your access and personal information. For example, they may:

  • Adjust your access rights or permissions.

  • Adjust your access rights or permissions.

  • Require certain actions, such as enabling location tracking for work-related purposes.

Your use of our services through a business account may also be subject to the privacy and security policies of the business itself, which may differ from this Privacy Policy. We are not responsible for the privacy or security practices of third- party businesses. You should review their policies before connecting your personal information to their accounts or services.

Information You Provide Directly

  • Identity and Contact Information: This includes your name, address, email, phone number, professional title, company name, and account credentials.

  • Profile Information: Information provided when creating an account, subscribing to services, or interacting with our platforms, such as preferences, demographic details, and billing information.

  • Communication Data: Includes details you share when contacting us for support, participating in surveys, attending events, or engaging in other interactions. This may include chat transcripts, call recordings, and feedback.

  • Social and Community Content: Content shared through social media platforms or forums associated with our services.

Automatically Collected Information

  • Device Information: Includes IP address, browser type, device type, operating system, and unique device identifiers.

  • Usage Data: Information about how you interact with our websites or platforms, such as pages visited, links clicked, advertisements viewed, and search terms used.

  • Location Data: With your consent, precise geolocation data may be collected from your device to enable location-based services.

  • Communication Interaction Data: Information about interactions with our emails or other communications, such as whether an email was opened or links were clicked.

Information from Third-Party Sources

We may also receive personal information about you from third parties, such as:

  • Business Partners and Service Providers: Includes demographic and preference data, account verification information, or supplemental details about your interactions with shared services.

  • Social Media Platforms: Publicly available information from platforms like LinkedIn, including professional and educational background.

  • Publicly Available Sources: Information from public databases, government records, or other open sources.

  • Affiliated Users: Personal data shared by others using our platforms, such as when customers provide information about you in connection with their use of our services.

How We Use Cookies and Similar Technologies

Certain automatically collected data may come from the use of cookies and other tracking technologies. These tools help us personalize your experience, and understand usage patterns. For more information about how we use cookies, see our “Cookies & Tracking” section.

What We Don’t Collect

We do not intentionally collect special categories of sensitive personal information, such as race, religion, sexual orientation, political opinions, or health data, nor do we process information about criminal convictions or offenses unless explicitly required for legal or operational purposes.

Important Note About Public Content

Content you choose to share in public forums, social media pages, or community platforms associated with our services may be visible to others. Please consider carefully what information you share and tailor your submissions accordingly.

DATA RETENTION

Data Retention Practices

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal or regulatory obligations, or address operational needs. While we are currently refining our specific retention periods, we are committed to managing your data responsibly.

Deletion Requests and Anonymization

You may request the deletion of your personal information at any time, subject to legal, regulatory, or operational requirements. If immediate deletion is not feasible, we take reasonable steps to securely isolate the data. We may also anonymize your personal information so it can no longer be associated with you. Anonymized data may be retained indefinitely for research, statistical, or analytical purposes.

If you have any questions about how your personal information is handled or retained, please contact us through the designated channels in this policy. Verification may be required to protect your privacy and security.

DATA SHARING

We may share your personal information with third parties under specific circumstances to provide services, comply with legal obligations, or support our operations.

Sharing with Service Providers

We may share your personal information with third-party service providers who perform business functions on our behalf, such as:

  • IT infrastructure and support providers.

  • Marketing and event management services.

  • Data analytics and auditing services.

  • Email delivery and customer support tools.

These providers are required to process your information only as necessary for the purposes outlined in this policy and in compliance with applicable laws.

For Legal Reasons

We may disclose personal information when legally required, such as to:

  • Comply with subpoenas, court orders, or other legal processes.

  • Protect the safety, rights, or property of our organization, customers, or others.

  • Investigate and prevent fraud or unauthorized activities.

For Business Transactions

In the event of a reorganization, merger, acquisition, or sale of assets, your personal information may be shared as part of the transaction. The receiving parties will be obligated to maintain the confidentiality and security of your information.

With Your Consent

We may share your information with third parties when you give us explicit consent. For example:

  • Sharing data with partners to provide products, services, or special offers.

  • Connecting your account to third-party services or social media platforms.

Compliance and Protection

We may process and share your personal information to:

  • Enforce our Terms of Service or other agreements.

  • Prevent misuse of our services and detect fraudulent activity.

  • Comply with applicable laws and regulatory requirements.

Your Rights and Choices

Depending on your location, you may have rights to:

  • Access, correct, or delete your personal information.

  • Opt out of certain data sharing or targeted advertising.

  • Manage cookie preferences or unsubscribe from marketing communications.

To exercise these rights, please contact us through the designated channels in this policy. Verification may be required to protect your privacy and security.

DATA SECURITY

We take the security of your personal information seriously and have implemented measures designed to protect it from unauthorized access, disclosure, alteration, or destruction. Our approach includes technical, physical, and organizational safeguards appropriate to the sensitivity of the information we handle.

Breach Notification:

In the event of a suspected or actual data breach, we will act promptly to investigate the incident, mitigate any risks, and, where required by applicable law, notify affected individuals and regulatory authorities.

While no security system is completely foolproof, we are committed to continuously assessing and improving our practices. We also encourage you to take steps to protect your personal information, such as using strong, unique passwords and safeguarding sensitive data when sharing it online.

If you have any questions about how your personal information is secured, please contact us through the designated channels in this policy. Verification may be required to protect your privacy and security.

COOKIES & TRACKING

We use essential cookies to operate this site. These cookies may collect information such as your device ID, IP address, and browsing activity. We may also use optional cookies to improve performance and personalize content. You can manage your cookie preferences through your browser settings. If you have any questions about this or how we handle your data, please feel free to contact us using the methods provided in this Privacy Policy.

PAYMENT METHODS

We may, in our sole discretion, select any payment method to transfer funds on your behalf to a payee or between you and Bank. These payment methods may include, without limitation, use of a virtual card or other transaction through a payment card network; an automated clearing house (ACH), wire, or other electronic funds transfer; or a check or draft. To the extent that ACH transactions are used, you agree to be bound by the NACHA Operating Rules.

FINANCIAL INSTITUTIONS

ProBuilt Software, Inc. uses Plaid Inc. (“Plaid”) to gather your data from financial institutions. By using the Service, you grant ProBuilt Software, Inc. the right, power, and authority to act on your behalf to access and transmit your personal and financial information from your relevant financial institution. You agree to your personal and financial information being transferred, stored, and processed by Plaid.

USER RIGHTS

Depending on your state of residence, you may have certain rights regarding your personal information, including:

Access Your Information:

Request the categories and specific pieces of personal information we have collected, the purposes for collection, and categories of third parties with whom we share it.

Delete Your Information:

Ask us to delete personal information we have collected from you, subject to certain exceptions (e.g., legal obligations, fraud prevention, free speech considerations, etc.).

Correct or Update Your Information:

Request that we correct inaccurate personal information.

Opt Out of Sales or Sharing:

We do not currently sell or share personal information. If this practice changes in the future, you will have the right to opt out by contacting us.

Limit the Use of Sensitive Personal Information:

Our platform enables customers to manage and process data, including sensitive personal information such as Social Security Numbers, payroll details, or tax- related data. We do not control what information our customers choose to collect or process using our platform. If you have questions about how this information is handled, please refer to the privacy policy of the organization collecting your data.

How to Exercise These Rights:

To exercise these rights, please contact us through the designated channels in this policy. Verification may be required to protect your privacy and security.

We will respond within legally required timeframes and verify your identity to protect your security.

If you designate an authorized agent, please indicate this in your request. Instructions will be provided for verification.

If you have created an account for certain ProBuilt Software services, you may be able to directly access, update, or delete some of your personal information by logging in. If the data is managed separately by your company’s account administrator, please contact your IT department for further assistance.

PROHIBITED CATEGORIES OF PERSONAL INFORMATION

Do not send us sensitive personal information (e.g., government IDs, racial/ethnic origin, political opinions, religious beliefs, health, genetic, or biometric data, criminal background, or trade union membership). Our services are not intended for such data.

PROTECTING CHILDREN’S PRIVACY

ProBuilt Software’s websites and services are designed for businesses and not directed at minors. We do not knowingly collect personal information from children under 13. If we discover this has occurred without proper consent, we will delete it promptly.

If you are a parent or guardian who believes ProBuilt Software has collected information about your child, please contact us at privacy@probuiltsoftware.com or 936-777-2228. We will take steps to delete the information as soon as possible.

CALIFORNIA RESIDENTS USER RIGHTS

If, in the future, we become subject to the California Consumer Privacy Act (CCPA) or similar laws, California residents may have additional rights to:

  • Access their information.

  • Request deletion or correction of inaccurate personal information.

  • Opt out of sales/sharing of personal information.

How to Exercise These Rights:

If these laws apply in the future, California residents or their authorized agents may contact us through the designated channels in this policy. Verification may be required to protect your privacy and security.

We will comply as required by law.

Note: Currently, we do not meet the CCPA thresholds. This section is provided for informational purposes in anticipation of potential future obligations.

ISSUE RESOLUTION & COMPLAINTS

If you have questions, concerns, or complaints about how we handle your personal information, please contact us first. We will attempt to resolve any issues in a manner consistent with this Privacy Policy and applicable law.

Please contact us at privacy@probuiltsoftware.com

Appeal Process:

If we decline to act on a request related to your personal information, you may appeal by contacting us using the details provided in this Privacy Policy. We will respond in writing, explaining any actions we will take or why we cannot comply. Should we deny your appeal, we will provide information about further steps, such as contacting your state’s attorney general or relevant regulatory body.

CONTACT INFORMATION

For questions or concerns, please contact ProBuilt Customer Support: