Privacy policy

About this policy

COUNT is online accounting software operated by COUNT Financial, Inc. and provided at getcount.com. This page summarises how we collect, use, share and protect information when you use COUNT, and it sits alongside our Terms of Service.

It is a plain-language summary of the full Privacy Policy published at app.getcount.com/privacy, which is the governing document.

Who this policy covers

We use a few defined terms throughout:

• Subscribers — our customers, including firms and the organisations they serve.
• Customers — the clients of our Subscribers.
• Vendors — the suppliers of our Subscribers.
• Team Members — people a Subscriber has granted access to COUNT.
• Users — all of the above, plus anyone registered on our interactive areas.

What information we collect

You can browse our website without telling us who you are. Once you become a User, we need contact, identity and billing information to set up and run your account.

As you work in COUNT you may enter personal information about yourself and others. This can include employee records, timesheets, salary and wage details, tax withholding and tax identification numbers, banking details, and customer and supplier records. Providing this information is optional in the sense that you can choose not to use the features that rely on it.

We also use cookies and similar technologies for authentication, analytics and improving the product. You can manage cookies through your browser settings.

How we use information

We use personal information to deliver the service, bill amounts due, resolve disputes, support you, tell you about updates and offers, personalise your experience, detect and prevent fraud, and enforce our Terms of Service. We also use it for analytics that help us improve COUNT.

How we share information

We share personal information only as described in this policy. That includes sharing invoices and timesheets between Subscribers and their Customers, and sharing data with the providers that help us operate. These include payment processors for billing and payroll processors where you use payroll. Payroll data is processed by Rollfi, whose terms and privacy policy apply to that service; you can enable or disable those integrations from your account settings or by emailing support@getcount.com.

Service providers act as processors: they may use your information only to provide services on our behalf, or in anonymised form for their own analytics and product improvement. We may share aggregated data for analytical purposes. We do not sell personal information, including any data obtained through Google Workspace APIs.

Information about other people

COUNT lets you give limited access to other people's personal information. When you do, you confirm you have the consents and rights needed for that information to be collected, used and disclosed as described here.

Connected financial accounts

When you connect a financial account, we collect transaction details, balances, account numbers and related data, using industry-standard encryption and only with your explicit authorisation during the connection process.

That data powers automated categorisation, reconciliation, reporting, expense tracking and payment or payroll processing. Disconnecting an account stops new data being collected, and you can request deletion of connected-account data at any time by emailing privacy@getcount.com. We act on requests promptly unless retention is required by law.

Google Workspace and Google user data

If you connect a Google account, we access only the data you authorise, for example Gmail or Google Drive content relevant to accounting workflows. It is used solely to provide and improve COUNT features.

We do not use Google user data for advertising, do not sell it, and do not transfer it to third parties except where necessary to deliver the service or comply with law. Our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Data retention

We keep information for as long as your account is active or as needed to provide the service, and afterwards where required to meet legal obligations, accepted accounting standards, dispute resolution and enforcement of our agreements.

Retention periods depend on the type of data: accounting and payroll records are typically retained for seven years or longer where the law requires, while temporary cookie data may not be retained at all.

Security

We and our processors use technical, organisational and physical safeguards to protect financial and account data. These include industry-standard encryption in transit and at rest, strict access controls and continuous monitoring. No internet service can be guaranteed completely secure, but security is designed in rather than added later. Our current controls and compliance reports are published in the COUNT Trust Center.

Children

COUNT is not intended for anyone under 18, and we do not knowingly collect personal information from children.

Regional rights

The full policy contains supplemental sections for California residents, for New Zealand Subscribers under the Privacy Act 2020, and for visitors in the European Economic Area and United Kingdom, covering the legal bases we rely on and the rights available to you.

To exercise a right, email privacy@getcount.com from the address on your account and we will respond within the timeframes set by applicable law.

Changes and contact

We update this policy from time to time and will post the revised version with a new effective date; material changes are notified by email or in-app.

Questions can be sent to privacy@getcount.com, or raised with our support team at support.getcount.com.