Privacy Policy

Version Francais

Effective date: May 1, 2026

Your privacy matters to us.

This privacy policy explains how Solupay Consulting LLC d/b/a Versapay and our corporate affiliates, including without limitation Versapay ULC, DadeSystems, Inc., 2C Processor Holdings, LLC, and ChargeLogic Holdings, LLC (collectively, “Versapay”, “we”, “us”, “our”) collect, use, disclose, and protect your personal information when you use our products, services, websites, and mobile applications (collectively, the “Services”) or otherwise interact with us. The Services include the provision of software-as-a-service (SaaS) and other tools enabling our business customers to process payments.

If you do not agree with the terms of this privacy policy, you may not access or use our Services or interact with us.  By continuing to use our Services or interacting with us, you acknowledge and agree to the processing of your information in accordance with these terms.

This privacy policy is intended to help you understand:

• Information we collect
• How we use information
• How we disclose and transfer information
• How we store and secure information
• How long we keep information
• How to access and control your information
• Our policy towards children
• Regional disclosures
• Changes to our privacy policy
• How to contact us

This privacy policy describes Versapay’s data practices as a controller of Personal Information (i.e., where Versapay is in control of the Personal Information and is processing Personal Information for its own purposes). For example, Versapay acts as a controller of Personal Information of Representatives. When you are acting on behalf of an existing or potential Versapay customer, as a signer, account administrator, employee or contractor, for example, you are a “Representative”.

This privacy policy does not apply to the extent that we process Personal Information in the role of a processor or service provider on behalf of our customers. If you are accessing Versapay’s services as a “Buyer”, namely, a party who has purchased goods or services from one of our customers, Versapay is acting in the role of a processor or service provider on behalf of that customer with respect to your Personal Information.  When Versapay processes Personal Information on behalf of our customers (such as a supplier from whom you or your business purchase goods or services, if you are a Buyer), the customer is the controller of the Personal Information processed and manages those accounts on the Service. In such cases, Versapay processes your information according to the instructions of that organization. We are not responsible for the privacy or security practices of our customers, which may differ from those described in this privacy policy. If you are a Buyer, please refer to the privacy policy of the customer you’re doing business with for its privacy practices, and to exercise your choices and controls.

We maintain separate privacy policies for our job applicants and employees. If you are a job applicant, you may view our job applicant privacy policy. If you are a Versapay employee, please contact [email protected] .

For purposes of this privacy policy:

“Personal Information” means “personal information”, “personal data”, “personally identifiable information” or other similar terms under applicable privacy laws, including information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or, to the extent applicable, household.  “Personal Information” does not include information that is deidentified, anonymized, or aggregate information, “publicly available information”, or “business contact information”, to the extent applicable privacy laws do not apply to such information.

“Sensitive Personal Information” means Personal Information that constitutes “special categories of personal data”, “sensitive personal information”, “sensitive data”, or other equivalent term under applicable law, including, as applicable, Personal Information that reveals an  individual’s: social security, social insurance, driver’s license, government identification card, or passport number; log-in, financial account, debit card, or credit card number in combination with any required security or access code, password, or credentials allowing access to an account;  precise geolocation; racial or ethnic origin, citizenship or immigration status, religious or philosophical beliefs, or union membership; genetic or neural data; or the contents of an individual’s mail, email, and text messages unless Versapay is the intended recipient of the communication.

“Transaction Information” means information collected and used by Versapay to facilitate transactions you request. This includes invoice data, including merchant and location information, amount and date of purchase, and details about what was purchased.  Some Transaction Information may be Personal Information under applicable privacy laws and may include financial information, such as bank account numbers, routing numbers, credit/debit card numbers, tax IDs and payment instrument details.

This privacy policy includes sections describing how Versapay processes Personal Information in general. The sections labelled “Regional disclosures” set out provisions that specifically address Versapay’s processing of Personal Information where such processing is governed by more localized legal requirements. In case of inconsistency, the provisions of the relevant “Regional disclosures” section prevail over the general provisions of this privacy policy.

Changes to our privacy policy

We may update this privacy policy from time to time in order to provide clarification or notice of changes to our practices. If we make changes, we will revise the Effective Date at the top of this privacy policy. Changes to this privacy policy will be effective once they are posted unless otherwise indicated.

Notice at collection

The table below describes the categories of Personal Information we collect and have collected in the past 12 months, the purposes for which we collect and disclose this information, the categories of recipients of disclosures we make and have made for business purposes in the past 12 months, and the categories of disclosures we make and have made in the past 12 months that may be considered a “sale” of Personal Information or “sharing” of Personal Information for cross-context behavioral advertising under California privacy law or other comprehensive privacy laws that may apply to us. To learn more about the choices you may have regarding the “sale” or “sharing” of Personal Information, please see the “California privacy disclosures” section below.  To learn more about choices you may have regarding targeted advertising, please see the “U.S. state privacy disclosures” section below.

We retain Personal Information for as long as needed to achieve the purpose for which it was collected, to fulfill the requirements of the financial institutions with which we work, and to meet our legal, regulatory and contractual obligations, or other purposes permitted by law.

If you have questions about the categories of information we may collect about you or the sources of such information, please see the “Information we collect” section. For more details about our processing activities, please see the “How we use information” section. And for more information about how we may disclose information to third parties, please see the “How we disclose and transfer information” section.

Information we collect

We collect your Personal Information from a variety of sources, including:

• Information you provide
• Information we collect automatically
• Information from other sources, such as third parties

Information you provide

We collect information about you when you input it into the Services or otherwise provide it directly to us. This includes the following categories of information:   

Information collected to establish eligibility to use our Services: For these purposes, we may collect certain business information from you, including, but not limited to: recent business bank statements; recent merchant processing statements; company financials including P&L, balance sheet or tax returns; YTD company financials; banking documents, including a voided check or bank letter; business validation documents, including articles of incorporation or organization, or a business license; Tax ID such as EIN or TIN; business addresses and phone numbers; business bank account information including routing and account numbers.  We collect additional Personal Information from individuals designated as signers on behalf of our business customers, including their home address.  This information includes Sensitive Personal Information, such as a driver’s license, passport or other government issued ID, and the signer’s Social Security Number.  You may provide this information through our merchant portal.

Account information and profile information: We collect information when you register for an account, create or modify your profile, set preferences, and process transactions using the Services.  This information may include your contact information (e.g., name and email address) and billing information (e.g., billing address, corporate credit card or bank details).

Content you provide through our products: We collect information when you are using our products, including Transaction Information.

Content you provide through our Services: You may interact with an AI chatbot via our website or within our product when you are seeking support.  In some cases, you may not be able to submit a free-form question; instead, you will respond to predefined questions presented in our chat tool’s playbook.  These playbooks are designed to guide users toward specific outcomes, such as requesting a demo, accessing resources, or being routed to support.  In some cases, you may provide Personal Information such as your name and email address when chatting with our tool.  

We also collect contact information through forms on our website.  We may also collect your name and email address to verify your identity when you make a request for documents via our compliance document portal, or make a DSAR request through our Data Subject Access Request webform .

Information you provide through our support channels: The Services also include customer support, whereby you may submit inquiries or other information regarding a problem or concern you are experiencing with our Services. Whether you designate yourself as a technical contact, open a support ticket, speak to one of our representatives directly or otherwise engage with our support team or support features, you will be asked to provide contact information (including your name, company name, email address and phone number), a summary or description of the problem you are experiencing, and any other documentation, screenshots or information that would be helpful in resolving the issue.  To enable support, you may also provide data files, import files, and video recordings of the UI for troubleshooting purpose.  When you contact Versapay for support, we may ask for certain information to verify your identity, such as your name, contact information, job title and company.  We may also ask for your time zone information to determine the best time of day to reach you.

Recorded call data: Versapay captures certain information about you when you participate in a call recorded in accordance with applicable law.  Calls are recorded for sales, customer support, and customer relationship maintenance purposes, and may be used for employee training, understanding customer sentiment, product research, feedback about our Services and to improve our Services.  Calls are frequently recorded in lieu of notetaking on calls so that our representatives may be fully present.  Both the call recordings and call transcripts may be used for these purposes. For example, our Customer Success team may record customer onboarding, training, strategic consulting, customer status and quarterly business review calls.   If you do not wish for your call to be recorded, you may advise the Versapay representative on the call to turn off call recording, or you may end the call. We may use AI agents in calls for the purpose of recording audio and video on calls, or for speech-to-text transcription.

Payment information: We may collect certain payment information from your business including, banking documents, such as a voided check or bank letter, as well as business bank account information including routing and account numbers, as part of the merchant onboarding process.

Survey information: We collect information that you may provide in response to surveys. This may include your first name, last name, email address, responses to survey questions asked, and any additional information you choose to provide.

Other information: We also collect other information, including any other Personal Information you choose to share with us.

Information we collect automatically

We automatically collect information about you when you use our Services, including browsing our websites and taking certain actions within the Services. Information may also be collected about how you interact with and use features in our software products. This includes the following categories of information:         

Your use of the Services: We collect information regarding your interaction with our Services such as login timestamps, frequency of visits, pages used, time spent on pages, features used, navigation paths and clickstream data.  We log technical data about your interaction with our Services to understand and analyze user journeys.

Device and connection information: We collect information about your computer, phone, tablet, or other devices you use to access the Services. This device information includes your connection type and settings when you install, access, update, or use our Services. We also collect information through your device about your operating system, browser type, IP address, URLs of referring/exit pages, device identifiers, and diagnostic and crash data. We use your IP address and/or country preference to approximate your location to provide you with a better Service experience. How much of this information we collect depends on the type and settings of the device you use to access the Services. 

Cookies and other tracking technologies: Versapay and our third-party partners, such as our advertising and analytics partners, use cookies and other tracking technologies (e.g., web beacons, device identifiers and pixels) to provide functionality, to measure and analyze the performance of our Services, for logging and authentication, to recognize you across the Services and different devices, to help prevent fraud and forgery, to collect information about how you interact with our Services, to demonstrate that certain content was viewed or clicked, and to market our services to you by means of targeted advertising. For more information, please see our Cookie Notice, which includes information on how to control or opt out of these cookies and tracking technologies.

Information from other sources

Other users of the Services: We receive your email address from other Service users when they provide it in order to invite you to the Services. Similarly, an administrator may provide your contact information when they designate you as the billing or technical contact on your company's account or when they designate you as an administrator.

Versapay partners: We work with a network of partners who help us market and promote our services, generate leads, resell our services, and support customer implementations. In connection with these activities, we may receive information about you from our partners, such as business contact information, company name, billing and technical contact details, Versapay services you have purchased or may be interested in, evaluation or referral information you have provided, events you have attended, country or region, and information about your interest in and engagement with our services and related marketing. We do not receive Sensitive Personal Information from partners except where required to facilitate transactions and subject to appropriate safeguards.

Financial networks: We receive transaction status, settlement details, and interchange data from card networks, banks, and payment processors to facilitate payment processing and other transactions.

Third-party providers: We may receive information about you from third-party providers of business and security information and from publicly available sources, including physical mail addresses, job titles, email addresses, phone numbers, verification of your identity and bank account status, and business or consumer credit reports.

How we use information

We use the information we collect, including Transaction Information, for the following purposes:

To determine your eligibility to use the Services: We use substantially all categories of Personal Information, including commercial information, Sensitive Personal Information and protected classification information to determine your suitability to become a customer of Versapay, including whether you meet our anti-money laundering, “know your customer,” background checking and other compliance requirements.

To provide the Services and personalize your experience: We use substantially all categories of Personal Information about you to provide the Services to you, including to process transactions, authenticate you when you log in, remember your preferred settings, tailor your workflow, provide customer support, collect fees for our Services, and otherwise operate, maintain, and improve the Services.  We use Transaction Information to process payment transactions, calculate sales tax, to help customers determine revenue, settle invoices and accounts and execute accounting tasks, and for invoice, bill and dispute handling.  We may use Transaction Information to help you secure lower interchange fees, or help you determine which Buyers are more likely to pay on time, for example.  We also use Transaction Information to operate, maintain, and improve services.

To develop and improve our Services: We use substantially all categories of Personal Information about you to understand and analyze user journeys, to resolve technical issues you may encounter, to respond to your requests for assistance, and to repair and improve the Services.  We might also use your information for insights about our Services, including our product and support, to identify other products you may be interested in, or to determine if you would be a good prospect for an interview or more in-depth conversation about our Services, and to contact you by email with related offerings.   We may also use recorded call data and other feedback you provide as part of our research to develop and improve our Services, or for employee training purposes.

To communicate with you about the Services: We use substantially all categories of Personal Information about you to send transactional communications via email and within the Services, including, payment confirmations, technical notices, updates to our policies, security alerts, multifactor authentication when you log into your account, and administrative messages which may include servicing emails, for example, to confirm that we have opened or closed a support ticket on your behalf, or to reset your password.  Servicing emails may be automated or personalized.  We also provide tailored communications based on your activity and interactions with us, and we may contact you regarding product feedback, and to respond to your requests for assistance. 

To conduct marketing and promotional activities: We use information about you to send you newsletters and information about our Services.  We also communicate with you about new Services, product offers, and promotions. You can control whether you receive these communications as described below at the “Certain access and control you may have about your information” section under "Opt out of communications."  Additionally, we engage in account-based marketing, whereby we may display advertisements to you on third-party professional platforms, such as LinkedIn, based on your employer’s industry or business characteristics.

To provide customer or technical support: We use substantially all categories of Personal Information about you to resolve technical issues you encounter, to respond to your requests for assistance, to analyze crash information, and to repair and improve the Services.

To send SMS or text messages when you have opted in to receiving this kind of messaging: We may use your telephone number for the purpose of contacting you by SMS or text messaging, when you have opted into and consented to receive such messaging.  Depending upon the types of communications that you have consented to receive, we may use SMS or text messaging to communicate with you about customer service, operational, sales, and marketing purposes, as well as other transactional messaging.  These communications may include, for example, responding to your inquiries, providing account related notices, sending transactional or service updates, confirming appointments or requests, delivering sales communications, or sending promotional messages about our Services.

To maintain Service safety and security: We use information about you and your use of the Services to verify accounts and activity, to detect, prevent, and respond to potential or actual security incidents, and to monitor and protect against other malicious, deceptive, fraudulent, illegal or inappropriate activity, including violations of Service policies.

To confirm and update information we have about you: We may use information we receive from public, third-party sources, in order to confirm and update your business contact information, in order to maintain our CRM data as accurate and up to date.  We may also extract Personal Information from call recordings in order to update and maintain your profile.

To aggregate, anonymize, or de-identify data: We may aggregate, anonymize, or de-identify your information collected through the Services so it can no longer be re-identified by us or another party. We may use and disclose aggregated, anonymized, or de-identified data for a number of purposes, including to develop and improve our Services and to conduct marketing and promotional activities. We use aggregate commercial activity and feedback to design and develop new product and service offerings.  To the extent we de-identify, anonymize, or aggregate any data originally based on Personal Information, we maintain and use such data in de-identified, anonymized, or aggregate form and will not attempt to re-identify the data.

With your consent or where permitted or required by law: We use information about you where you have given us consent to do so for a specific purpose not listed above, or where permitted or required by law.

To protect our legitimate business interests and legal rights: Where we believe it is necessary to protect our legal rights and interests, or the legal rights or interests of others, we use information about you in connection with legal claims, compliance, regulatory, and audit functions, and disclosures in connection with the acquisition, merger, sale of a business, or other corporate change of control events.  

How we disclose and transfer information

Versapay automates and simplifies the invoice to cash process, from invoicing to reconciliation. To enable AR flow without friction and otherwise operate our business, we disclose and transfer information through the Services and to certain third parties. We disclose and transfer information we collect in the ways discussed below.

Banks and payment method providers: If you are a customer, we may disclose or transfer information you provide with service providers and third parties, including those businesses, banks, and/or independent service organizations involved in processing payment transactions. We disclose or transfer this information to authenticate your account information, process your transaction, prevent fraud and handle disputes.

Identity verification vendors: If you are a Representative, we may disclose or transfer your identification information to our identity verification vendors, and for background and other suitability checks.

Other service providers: Our service providers may also include IT, advertising, or communications providers who help us operate our Services. The services they provide may include, but are not limited to: website and application development, hosting, maintenance, backup, storage, virtual infrastructure, payment processing, analysis, marketing, and other services.

Versapay partners: Versapay works with several categories of partners, each of whom may receive substantially all categories of Personal Information, including: identifiers, professional or employment information, commercial information, internet or other electronic network activity, for defined purposes.  These partners may include: (i) technical and implementation partners, who assist customers with onboarding, configuration, deployment, ERP/CRM/payment integrations, and technical consulting or professional services; (ii) reseller and referral partners, who market, promote, and resell Versapay Services, and generate qualified leads; and (iii) professional services partners, who provide implementation, advisory, or customer success support on Versapay’s behalf.   

With your consent or where otherwise permitted or required by law: We may also disclose information about you to third parties when you give us consent to do so, or where permitted or required by law. 

To comply with the law or legal obligations, and to enforce our rights: We may disclose information about you to government authorities or law enforcement if we believe that disclosing is reasonably necessary to (i) comply with any applicable law, regulation, legal process or enforceable governmental request, or legal obligation, (ii) enforce the terms of our agreements and our policies, (iii) protect the security or integrity of our products and services, and (iv) protect Versapay, our customers or the public from harm or illegal activities.

Disclosure in connection with sale or transfer of Versapay assets: We may disclose or transfer information we collect under this privacy policy in connection with any merger, sale of company assets, financing, reorganization, dissolution, or acquisition of all or a portion of our business to another company, or any similar change of control event.

The description on how we disclose information in this “How we disclose and transfer information” section excludes text messaging originator opt-in data and consent; this information will not be disclosed to third parties.

Links to third-party sites

The Services may include links that direct you to third-party websites or services.  The privacy practices of those third parties may differ from ours. If you submit information to any of those third-party websites or services, such third party’s use of your information is governed by their privacy policies.

How we store and secure information

We are committed to maintaining measures designed to protect the security of your information. Of course, despite these measures, no network or system is ever entirely secure, and we cannot guarantee the security of networks and systems that we operate or that are operated on our behalf. Note that our Services may interact with other payment processors, payment gateways, and third-party systems at your direction, if you are a customer, or at the direction of our other business customers. We are not responsible for the security of these third-party systems.

We use industry standard technical and organizational measures designed to secure the information we store. For more information on where and how we store your information, please visit Versapay’s Trust Center.

Certain access and control you may have about your information

Your Rights and Choices:

Depending on the jurisdiction you live in, you may have certain privacy rights under applicable law. Please refer to the “Regional disclosures” section below for more information.

Account settings: You may also be able to exercise certain privacy-related choices by logging into the Services and using settings available within the Services or your account.  You may be able to use certain “self-help” tools in order to fulfill these requests: for example, you may have the ability to update or correct Personal Information when logged into your account, or to download or print information that we have collected about you as described in this privacy policy.

Opt out of communications: You may opt out from receiving promotional emails from us by using the unsubscribe link that can be found at the bottom of each email that we send, or by contacting us as described in the “How to contact us” section below to request that your contact information be removed from our promotional email list or subscription database.  If you are a Representative, you will continue to receive transactional messages from us, even if you elect to opt out from marketing and promotional communications.

Our policy towards children

Versapay offers B2B Services.  Our Services are not marketed to children, and our website is not intended for use by children.  We do not knowingly collect any information from minors under the age of majority (e.g., individuals under the age of eighteen in the United States, as applicable).

Regional disclosures

Depending on where you live, you may have specific privacy rights that apply to you. The following privacy representations and disclosures are intended to supplement the main privacy policy and provide additional information about those rights and other information relevant to data subjects located in the following jurisdictions.

• For residents of the United States, please refer to the U.S. State privacy disclosures below.
• For residents of California, please refer to the California privacy disclosures below.
• For residents of Canada, please refer to the Canadian privacy disclosures below.
• For residents of the European Union and the United Kingdom, please refer to the European Union and United Kingdom privacy disclosures below.

U.S. State privacy disclosures

The disclosures in this section apply only to U.S. residents that reside in states that have enacted comprehensive privacy laws that apply to us.

Your rights: You may have the following rights regarding your Personal Information:

• Right to know what Personal Information we collected about you, and to access it in a portable form.
• Right to correct or update inaccurate Personal Information we maintain about you.
• Right to delete your Personal Information we maintain about you.
• Right to opt out of “sales” or “sharing” of your Personal Information or processing of your Personal Information for targeted advertising.
• Right to appeal our denial of your request.

And you may not be discriminated against for exercising these rights. You may request to exercise the foregoing rights or these additional rights by emailing us at [email protected] or by completing our Data Subject Access Request webform.

Opt out of “sales”, “sharing”, and “targeted advertising”: You may also opt out of “sales” of Personal Information to third parties, “sharing” of Personal Information for purposes of cross-context behavioral advertising, and “targeted advertising” by clicking here to access our Privacy Preference Center, and by making selections.  Where required, we also honor requests to opt out which are submitted via privacy preference signals, such as the Global Privacy Control (“GPC”), which you may learn more about here.   

Authorized agent: You may also authorize an agent to exercise your rights on your behalf.  An agent may request to exercise rights on your behalf, by contacting us  via email at [email protected], or by completing a request through our Data Subject Access Request Webform. In the event that your rights are exercised by an agent acting on your behalf, in accordance with applicable law, they will be asked to provide their first name, last name, and email address, as well as yours, so that we can confirm their identity and determine what information we have collected about you.  As permitted under applicable law, we may require an authorized agent to verify their authority to submit a request on your behalf, or we may require you to verify your own identity or confirm with us that you provided the agent with permission to submit the request.  We will only use the information provided for verification, to confirm the requester’s identity or authority to make the request, and for our compliance records.

Verification: In order to protect your information from unauthorized access, correction, or deletion, we may require you to provide your first name, last name and email address, or additional information if necessary to verify your identity, as applicable, to verify your identity in response to exercising requests of the above type. We may limit our response to your exercise of the above rights as permitted under applicable law. When you submit a request to exercise your rights above, we will use the information you provide to process your request and to maintain a record of your request and our response, as permitted under applicable law.

California privacy disclosures

Collection, use, and disclosure of Personal Information: Please refer to the “Notice at collection” and “Information we collect” sections to learn more about how we collect, retain, use, and disclose Personal Information, including the sources of Personal Information. The purposes for which we use Personal Information include the following business purposes:

• Auditing related to counting ad impressions to unique visitors, verifying positioning and quality of ad impressions, and auditing compliance with this specification and other standards.
• Helping to ensure security and integrity to the extent the use of personal information is reasonably necessary and proportionate for these purposes.
• Debugging to identify and repair errors that impair existing intended functionality.
• Short-term, transient use, provided that personal information is not disclosed to another third party and is not used to build a profile about the consumer or otherwise alter the consumer’s experience outside the current interaction with Versapay.
• Performing services on behalf of Versapay.
• Undertaking internal research for technological development and demonstration.
• Undertaking activities to verify or maintain the quality or safety of a service or device that is owned by, manufactured by, manufactured for, or controlled by Versapay, and to improve, upgrade, or enhance the service or device that is owned, manufactured, manufactured for, or controlled by Versapay.

California Privacy Rights: In addition to those set forth in the “U.S. privacy disclosures” section above, residents of California may have certain additional rights with respect to our use of their Personal Information, such as the right to limit our processing of their Sensitive Personal Information.  However, we do not use or disclose Sensitive Personal Information for purposes that create the right to limit the use or disclosure of Sensitive Personal Information.  Therefore, we do not provide a means for you to limit our processing of Sensitive Personal Information.   

As a California resident, you may have the right to request more information concerning our processing of your Personal Information in the preceding 12 months, much of which can be found within this privacy policy, namely:

• The categories and specific pieces of Personal Information we have collected about you;
• The categories of sources from which we have collected your Personal Information;
• The business or commercial purpose why we collected or, if applicable, “sold” or “shared” your Personal Information;
• The categories of third parties with whom we “sold”, “shared”, or disclosed your Personal Information;
• The categories of Personal Information that we have disclosed to third parties about you for a business purpose; and
• If applicable, the categories of Personal Information that we “sold” or “shared” about you and the categories of third parties who received your Personal Information in the “sale” or “sharing”.

You may request to exercise the foregoing rights or these additional rights by emailing us at [email protected] or by completing our Data Subject Access Request webform. Please see the “U.S. privacy disclosures” section to learn more about additional methods you may use to exercise the right to opt out of “sale” or “sharing”, including through the use of GPC signals, how to use authorized agents, and what verification process may apply.

Contacting us: Please refer to the “How to contact us” section on how to contact us if you have any questions about this privacy policy or need access to this privacy policy in an alternative format for accessibility.

California notice of financial incentive: California law requires that we disclose specific information about financial incentives that we offer.  We offer a $250 gift card to California residents who participate in a one-on-one virtual product demonstration and sales meeting.

• Personal Information Collected: Identifiers (first name, last name, email address, phone number) and professional or employment-related information (company name and job title).
• Material Terms: When you attend the full demonstration, the gift card will be issued by email within seven (7) days of the demo. Read the full terms and conditions here.
• How to Opt In: Schedule your demo via the link provided and complete the session.
• Right to Withdraw: You may cancel the meeting at any time prior to the session by emailing the contact designated in your meeting invitation.
• Value of Data: The incentive is based on a reasonable good-faith estimate that the value of your engagement and data is reasonably related to the costs related to the processing of Personal Information in connection with this incentive program.

Canadian privacy disclosures

This section only applies to residents of Canada.

Transfers of Personal Information outside Canada: We may transfer your Personal Information outside of Canada to fulfill the purposes for which we collected it, including for processing and storage by service providers. While your Personal Information is outside of Canada, it is subject to the laws of the country in which it is located, which may have different data protection laws than Canada. Those laws may require disclosure of your Personal Information to authorities in that country. For more information about our policies and practices regarding service providers outside of Canada, please refer to the “How to contact us” section on how to contact us.

Consent: We may collect, use, and disclose your Personal Information with your consent. How we obtain your consent, including whether it is express or implied, will depend on the circumstances and the sensitivity of the Personal Information in question. Generally, we will seek your consent at the time we collect your Personal Information, either orally, electronically, or in writing. If you provide Personal Information about another individual to us, it is your responsibility to obtain the consent of that individual to enable us to collect, use and disclose their information as described in this privacy policy.  In certain circumstances, we may collect, use, and disclose your Personal Information without your consent to the extent permitted or required by law.

Your rights: You may have the following rights regarding your Personal Information:

• Access and correction: You may make a request to review any Personal Information about you that we have collected, used, or disclosed, and that we hold, as well as information about those uses and disclosures, and we will provide you with any such Personal Information to the extent required by applicable laws.

   

  You may also challenge the accuracy or completeness of your Personal Information in our records. If you demonstrate that your Personal Information in our records is inaccurate or incomplete, we will amend or delete your Personal Information as required. We may transmit the amended information to third parties to whom we have disclosed your Personal Information.

   

  We may require that you provide sufficient identification to fulfill your request to access or correct your Personal Information. We will not charge you any fees to access your Personal Information in our records without first providing you with an estimate of the approximate fees, if any.
   

• Withdrawal of consent: If you wish to withdraw your consent to our collection, use or disclosure of your Personal Information, please contact us using the contact information in the “How to contact us” section. We will accommodate your request to withdraw consent, subject to legal or contractual restrictions. Withdrawal of your consent may mean that we will no longer be able to provide you with certain products or services.

European Union and United Kingdom privacy disclosures

This section of the privacy policy provides information on the processing of Personal Information that we carry out when we transfer Representatives’ Personal Information from our European Union (“EU”) or United Kingdom (“UK”)based customers to locations outside the EU and/or the UK (including in the United States) to process it there. The information below is provided pursuant to the European Commission’s Standard Contractual Clauses for the transfer of Personal Information to third counties (“SCCs”) that Versapay enters into with customers in the EU/UK.

The purpose of this section of the privacy policy is to inform Representatives in the EU and the UK of their privacy rights and how Versapay processes their Personal Information; it does not create any binding or contractual obligations vis-a-vis those Representatives.

Personal Information we process: We collect, transfer, and process the following categories of Personal Information relating to Representatives: Name, surname, email address, employer company, job title, telephone number, and billing information (including corporate credit card or bank account details); identification documents such as a driver’s license, passport, or other government issued ID; social security number; account information, including profile changes and preferences; date of birth; transaction data relating to your use of the Services; information concerning how you use the Services; information you upload or that is generated when you interact with our AI powered chatbot or agents; information processed when you submit questions, inquiries, or requests for assistance; recordings of calls when you contact our sales, customer support, or customer relationship management teams; information provided when you participate in our surveys; and any other information processed in connection with your use of the Services, such as device and connection information, internet and other electronic network activity including IP address, websites visited, browsing history, search history, data collected via cookies and other tracking technologies, and any other information you voluntarily share with us.

Onward Transfers of Personal Information: We may share your Personal Information with third parties, in particular for the purposes described and with the categories of recipients identified in the general sections of this privacy policy. Where such sharing involves the onward transfer of Personal Information outside the EU and/or the UK, we also ensure that these onward transfers comply with the requirements set out in applicable EU and UK privacy and data protection laws to ensure that the transferred Personal Information remains protected.

Your privacy and data protection rights: When it comes to your Personal Information and how it is being collected, transferred, and processed by Versapay, you can exercise the following rights:

• The right to obtain a copy of the relevant SCCs that are used to transfer your Personal Information outside of the EU/UK.
• The right to obtain confirmation as to whether we process any Personal Information relating to you and, where this is the case:
  • Obtain a copy of the Personal Information we process in relation to you.
  • Receive additional information regarding the processing, including on the categories of (Sensitive) Personal Information processed, the nature of the processing, the purposes of the processing, the period for which the Personal Information is retained by us, and, where applicable, details of any onward transfers of your Personal Information, including the recipients or categories of recipients, the purposes of such onward transfers, and the legal grounds permitting those transfers.
• The right to request rectification of inaccurate or incomplete Personal Information.
• The right to erase your Personal Information if the Personal Information is being or has been processed in violation of the SCCs or if you withdraw the consent on which the processing is based.
• The right to object to the processing of your Personal Information where Versapay processes it for direct marketing purposes.
• The right to lodge a complaint with a supervisory authority.

To exercise any of these rights, you may use our Data Subject Access Request webform  or contact us using the contact details provided at the end of this privacy policy. We will respond to your request as promptly as possible and, in any event, within one month of receipt. Where an extension is required due to the complexity of the request or the number of requests received, we will inform you and explain the reason for the delay in accordance with applicable law.

Please note that the rights described in this section may, in certain circumstances, be subject to limitations in accordance with applicable law in the EU and the UK. Under certain conditions, we may refuse your request if such refusal is allowed under the laws of the country where Personal Information is processed. If we intend to refuse your request, we shall inform you of the reasons for the refusal and the possibility of lodging a complaint with the competent supervisory authority and/or seeking judicial redress.

How to contact us

Your information is controlled by Versapay as described in this privacy policy.  If you have questions or concerns about how your information is handled, transferred outside of the EU and/or the UK, or if you wish to exercise your rights, please direct your inquiry to Versapay as provided below.

Versapay

548 Market Street #43812

San Francisco, CA 94104

+1(866) 999-8729

[email protected]