Last updated May 13, 2020
for choosing to be part of our community at Smithgeek LLC
, doing business as Client Portals LLC
Client Portals LLC
”, “we”, “us”, or
“our”). We are committed to protecting your personal information and your right to
privacy. If you have any questions or concerns about our
, or our practices with regards to your personal information, please contact us at
visit our website clientportals.app,
and use our services, you trust us with your personal
information. We take your privacy very seriously. In this
, we seek to explain to you in the clearest way possible what information we
collect, how we use it and what rights you have in relation to it. We hope you take some time to
read through it carefully, as it is important. If there are any terms in this
that you do not agree with, please discontinue use of our Sites
and our services.
applies to all information collected through our
(such as clientportals.app),
and/or any related services, sales, marketing or events (we
refer to them collectively in this
as the "Services").
Please read this
carefully as it will help you make informed decisions about sharing your
personal information with us.
TABLE OF CONTENTS
1. WHAT INFORMATION DO WE COLLECT?
HOW DO WE USE YOUR INFORMATION?
3. WILL YOUR INFORMATION BE SHARED WITH ANYONE?
5. HOW LONG DO WE KEEP YOUR INFORMATION?
HOW DO WE KEEP YOUR INFORMATION SAFE?
7. DO WE COLLECT INFORMATION FROM MINORS?
8. WHAT ARE YOUR PRIVACY RIGHTS?
CONTROLS FOR DO-NOT-TRACK FEATURES
10. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
11. DO WE MAKE UPDATES TO THIS POLICY?
HOW CAN YOU CONTACT US ABOUT THIS POLICY?
1. WHAT INFORMATION DO WE
Personal information you
disclose to us
In Short: We collect personal information that you provide to
We collect personal information that you voluntarily provide to us when
registering at the Services
expressing an interest in obtaining information about
us or our products and services, when participating in activities on the Services
or otherwise contacting us
personal information that we collect depends on the context of your interactions with us and the
, the choices you make and the products and features you use. The
personal information we collect can include the following:
Publicly Available Personal Information. We collect
email addresses; and other similar
Personal Information Provided by You. We collect
financial information (credit card number, purchase history, invoices);
and other similar data.
Payment Data. We collect data necessary to process your payment if you make
purchases, such as your payment instrument number (such as a credit card number), and the security
code associated with your payment instrument. All payment data is stored by
personal information that you provide to us must be true, complete and accurate, and you must notify
us of any changes to such personal information.
Information automatically collected
Short: Some information — such as IP address and/or browser and
device characteristics — is collected automatically when you visit our Services
We automatically collect certain information when you visit, use
or navigate the Services
. This information does not reveal your specific identity
(like your name or contact information) but may include device and usage information, such as
your IP address, browser and device characteristics, operating system, language preferences,
referring URLs, device name, country, location, information about how and when you use our Services
and other technical information. This information is
primarily needed to maintain the security and operation of our
, and for our internal analytics and reporting purposes.
Like many businesses, we also collect information through cookies
and similar technologies.
Online Identifiers. We collect
tools and protocols, such as IP (Internet Protocol) addresses;
cookie identifiers, or others such as the ones used for analytics and
marketing; and other similar data.
2. HOW DO WE USE YOUR
Short: We process your information for purposes based on
legitimate business interests, the fulfillment of our contract with you, compliance with
our legal obligations, and/or your consent.
We use personal information collected via our Services
for a variety of business purposes described below. We
process your personal information for these purposes in reliance on our legitimate business
interests, in order to enter into or perform a contract with you, with your consent, and/or
for compliance with our legal obligations. We indicate the specific processing grounds we
rely on next to each purpose listed below.
We use the information we collect or receive:
- To facilitate account creation and logon
process. If you choose to link
your account with us to a third party account (such as your Google or Facebook account),
we use the information you allowed us to collect from those third parties to facilitate
account creation and logon process for the performance of the contract.
- To send you marketing and promotional
communications. We and/or our
third party marketing partners may use the personal information you send to us for our
marketing purposes, if this is in accordance with your marketing preferences. You can
opt-out of our marketing emails at any time (see the "WHAT ARE YOUR PRIVACY
- To send administrative information to
you. We may use your personal
information to send you product, service and new feature information and/or information
about changes to our terms, conditions, and policies.
- Request Feedback. We may use your information to request feedback and to
contact you about your use of our Services
- To protect our Services. We may use your information as part of our efforts to
keep our Services
safe and secure (for example, for fraud monitoring
- To enforce our terms, conditions and policies for
Business Purposes, Legal Reasons and
- To respond to legal requests and prevent
harm. If we receive a subpoena
or other legal request, we may need to inspect the data we hold to determine how to
other Business Purposes. We may use your
information for other Business Purposes, such
as data analysis, identifying usage trends, determining the effectiveness of our promotional
campaigns and to evaluate and improve our Services
, products, marketing and your experience.
Short: We only share information with your consent, to comply
with laws, to provide you with services, to protect your rights, or to fulfill business
process or share data based on the following legal basis:
- Consent: We may process
your data if you have given us specific consent to use your personal information in a
- Legitimate Interests: We
may process your data when it is reasonably necessary to achieve our legitimate business
- Performance of a
Contract: Where we have entered into a contract with you, we may process your
personal information to fulfill the terms of our contract.
Obligations: We may
disclose your information where we are legally required to do so in order to comply with
applicable law, governmental requests, a judicial proceeding, court order, or legal process,
such as in response to a court order or a subpoena (including in response to public
authorities to meet national security or law enforcement
Interests: We may disclose your
information where we believe it is necessary to investigate, prevent, or take action
regarding potential violations of our policies, suspected fraud, situations involving
potential threats to the safety of any person and illegal activities, or as evidence in
litigation in which we are involved.
More specifically, we may need to process your data or share
your personal information in the following situations:
- Vendors, Consultants and Other Third-Party Service
Providers. We may share your
data with third party vendors, service providers, contractors or agents who perform
services for us or on our behalf and require access to such information to do that work.
Examples include: payment processing, data analysis, email delivery, hosting services,
customer service and marketing efforts. We may allow selected third parties to use
tracking technology on the Services
, which will enable them to collect data about how
you interact with the Services
over time. This information may be used to, among
other things, analyze and track data, determine the popularity of certain content and
better understand online activity. Unless described in this Policy, we do not share,
sell, rent or trade any of your information with third parties for their promotional
- Business Transfers. We may share or transfer your information in connection
with, or during negotiations of, any merger, sale of company assets, financing, or
acquisition of all or a portion of our business to another company.
- Third-Party Advertisers. We may use third-party advertising companies to serve ads
when you visit the Services
. These companies may use information about your
visits to our Website(s) and other websites that are contained in web cookies and other
tracking technologies in order to provide advertisements about goods and services of
interest to you.
collect and store your information.
beacons and pixels) to access or store information. Specific information about how we use such
5. HOW LONG DO WE KEEP YOUR
Short: We keep your information for as long as necessary to
fulfill the purposes outlined in this
unless otherwise required by law.
We will only keep your personal information for as long as it
is necessary for the purposes set out in this
, unless a longer retention period is required or permitted by law (such
as tax, accounting or other legal requirements). No purpose in this policy will require us
keeping your personal information for longer than
When we have no ongoing legitimate business need to process your
personal information, we will either delete or anonymize it, or, if this is not possible (for
example, because your personal information has been stored in backup archives), then we will
securely store your personal information and isolate it from any further processing until
deletion is possible.
6. HOW DO WE KEEP YOUR
Short: We aim to protect your personal information through a
system of organizational and technical security measures.
We have implemented appropriate technical and organizational
security measures designed to protect the security of any personal information we process.
However, please also remember that we cannot guarantee that the internet itself is 100% secure.
Although we will do our best to protect your personal information, transmission of personal
information to and from our Services
is at your own risk. You should only access the services
within a secure environment.
7. DO WE COLLECT INFORMATION
Short: We do not knowingly collect data from or market to
children under 18 years of age.
We do not knowingly solicit data from or market to children under
18 years of age. By using the Services
, you represent that you are at least 18 or that you are the
parent or guardian of such a minor and consent to such minor dependent’s use of the Services
. If we learn that personal information from users less than
18 years of age has been collected, we will deactivate the account and take reasonable measures
to promptly delete such data from our records. If you become aware of any data we have collected
from children under age 18, please contact us at
8. WHAT ARE YOUR PRIVACY
You may review, change, or terminate your account at
If you are resident in the European Economic Area and you
believe we are unlawfully processing your personal information, you also have the right to
complain to your local data protection supervisory authority. You can find their contact
details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.
If you have questions or comments about your privacy rights,
you may email us at email@example.com.
If you would at any time like to review or change the
information in your account or terminate your account, you can:
Contact us using the contact information provided.
Upon your request to terminate your account, we will
deactivate or delete your account and information from our active databases. However, some
information may be retained in our files to prevent fraud, troubleshoot problems, assist
similar technologies: Most
Web browsers are set to accept cookies by default. If you prefer, you can usually choose to
set your browser to remove cookies and to reject cookies. If you choose to remove cookies or
reject cookies, this could affect certain features or services of our Services
. To opt-out of interest-based advertising by advertisers
on our Services
Opting out of email
marketing: You can
unsubscribe from our marketing email list at any time by clicking on the unsubscribe link in
the emails that we send or by contacting us using the details provided below. You will then
be removed from the marketing email list – however, we will still need to send you
service-related emails that are necessary for the administration and use of your account. To
otherwise opt-out, you may:
Contact us using the contact information provided.
9. CONTROLS FOR DO-NOT-TRACK
Most web browsers and some mobile operating systems and mobile
applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal
your privacy preference not to have data about your online browsing activities monitored and
collected. No uniform technology standard for recognizing and implementing DNT signals has
been finalized. As such, we do not currently respond to DNT browser signals or any other
mechanism that automatically communicates your choice not to be tracked online. If a
standard for online tracking is adopted that we must follow in the future, we will inform
you about that practice in a revised version of this
10. DO CALIFORNIA RESIDENTS
HAVE SPECIFIC PRIVACY RIGHTS?
Short: Yes, if you are a resident of California, you are granted
specific rights regarding access to your personal information.
California Civil Code Section 1798.83, also known as the
“Shine The Light” law, permits our users who are California residents to request and obtain
from us, once a year and free of charge, information about categories of personal
information (if any) we disclosed to third parties for direct marketing purposes and the
names and addresses of all third parties with which we shared personal information in the
immediately preceding calendar year. If you are a California resident and would like to make
such a request, please submit your request in writing to us using the contact information
If you are under 18 years of age, reside in California, and have a
registered account with the Services
, you have the right to request removal of unwanted data that
you publicly post on the Services
. To request removal of such data, please contact us using
the contact information provided below, and include the email address associated with your
account and a statement that you reside in California. We will make sure the data is not
publicly displayed on the Services
, but please be aware that the data may not be completely or
comprehensively removed from our systems.
11. DO WE MAKE UPDATES TO THIS
Short: Yes, we will update this policy as necessary to stay
compliant with relevant laws.
We may update this
from time to time. The updated version will be indicated by an updated
“Revised” date and the updated version will be effective as soon as it is accessible. If we make
material changes to this
, we may notify you either by prominently posting a notice of such changes or
by directly sending you a notification. We encourage you to review this
frequently to be informed of how we are protecting your
12. HOW CAN YOU CONTACT US
ABOUT THIS POLICY?
If you have questions or comments about this policy, you may email us at firstname.lastname@example.org
or by post to:
HOW CAN YOU REVIEW,
UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?
Based on the laws of some countries, you may have the right to
request access to the personal information we collect from you, change that information, or delete
it in some circumstances. To request to review, update, or delete your personal information, please
submit a request form by clicking here
. We will respond to your request within 30 days.