Privacy Policy

1.0 Overview

1.1 CaseWare Cloud Ltd. (“CWC”) has developed this Privacy Policy in order to demonstrate CWC’s firm commitment to your privacy.

1.2 This Privacy Policy describes how CWC will collect, use, disclose, retain and protect your Personal Information in order to provide you with access to a variety of resources, including Cloud Services offered and maintained by us and CWC’s Affiliates.

1.3 This Privacy Policy should be read in conjunction with CWC’s CaseWare Cloud Terms of Use and where applicable, CWC’s CaseWare Cloud Services Agreement.

1.4 As used herein, the following terms shall have the following meanings:

  • “Affiliate” means a corporation that controls, is controlled by, or is under common control with, a CWC.
  • “CaseWare Cloud Services” means those Cloud Services offered by CWC to subscribers.
  • “Cloud Infrastructure” means those computing devices, including servers, networking equipment, data storage devices, and associated software used in the provision of the Cloud Services.
  • “Cloud Services” means computing resources provided by way of the Internet and may include the provision of storage, software, platform, computing services or other resources.
  • “Personal Information” means information about an identifiable individual, and may include information such as a person’s name, email address, residential address, telephone number, bank account details, and in some cases, more sensitive information such as but not limited to gender, demographic information, family status, investment particulars, consumption preferences, business expenditures, credit score, accounting data, social security or social insurance numbers, bank account information, passports, drivers licenses and payment card information.”
  • “Subscriber Data” means any content, information, and data input by you using the Cloud Services licensed hereunder, and data derived therefrom.

1.5 CWC has the following Affiliates:

CaseWare Europe Limited

CaseWare International Inc.

CaseWare LatinoAmerica, S.R.L.

CaseWare Asia Ptd. Ltd.

CaseWare IDEA Inc.

CaseWare IDEA B.V.

CaseWare Software Holding Limited

CaseWare UK Limited

CaseWare RCM Inc.

CaseWare Beijing Limited

CaseWare Hong Kong Limited

CaseWare Greater China Pte Ltd.

2.0 Questions or Complaints?

If you have any questions or complaints about this Privacy Policy, please contact us at:

CaseWare Cloud Ltd.
1 Toronto St, Suite 1400
Toronto ON M5C 2V6

Telephone: (416) 867-9504
Fax: (416) 867-1906
Email: privacy@caseware.com

3.0 Scope

For the purposes of this Privacy Policy, the term “website” means www.caseware.com, and any other website operated by CWC in providing the CaseWare Cloud Services and includes all related webpages, and all related websites operated by Affiliates, but does not include any third-party websites which are linked to or may link from the website whether or not such third-party websites are used in connection with the CaseWare Cloud Services.

4.0 Accountability

4.1 CaseWare’s Security and Compliance Manager is responsible for the oversight and implementation of this Privacy Policy and procedures to protect Personal Information, for receiving your privacy-related questions, and for providing you with information about CWC’s privacy practices, by posting updated information on CWC’s website.

4.2 You may send us your privacy-related questions or challenge CWC’s compliance with this Privacy Policy by submitting your concern to CWC’s Security and Compliance Manager:

Lynn Dookhran
Security & Compliance Manager
(416) 867-9504
privacy@caseware.com

5.0 Consent

5.1 CWC collects Personal Information directly from you and only obtains Personal Information from other organizations (e.g., your bank or other third-party service providers) when you provide CWC with the account numbers, passwords or other credentials required to retrieve the Personal Information and for the purpose of providing you with CaseWare Cloud Services. CWC uses and discloses the Personal Information only as described in this Privacy Policy and CWC’s Terms of Use.

5.2 To the extent Subscriber Data includes Personal Information about others (including any Personal Information of your clients’ or third parties), you represent and warrant that you have obtained all necessary consents to disclose such Personal Information to CWC, and to allow CWC to process such Personal Information in accordance with this Privacy Policy.

5.3 You can opt out of any e-mail communication sent by CWC or its Affiliates. CWC’s e-mails will contain clear and obvious instructions describing how you can be removed from any mailing list. CWC will remove you at your request within a reasonable amount of time.

6.0 Identifying Purposes

CWC collects, uses and discloses Personal Information only for the purposes of providing you with CaseWare Cloud Services, and in improving Cloud Services or Cloud Infrastructure and for such other ancillary purposes consented to by you as a user of the CaseWare Cloud Services, or as required by law.

7.0 Limiting Collection

7.1 Use of CaseWare Cloud Services may require you to provide Subscriber Data. That Subscriber Data may include Personal Information.

7.2 CaseWare may collect Personal Information directly from you when you:

  • register to use the CaseWare Cloud Services;
  • use the CaseWare Cloud Services;
  • provide Subscriber Data;
  • contact CWC for support; and
  • visit CWC’s website.

7.3 You can always choose not to provide Personal Information to CWC, but it may mean that CWC is unable to provide you with CaseWare Cloud Services.

8.0 Limiting Use, Disclosure and Retention of Personal Information

8.1 CWC collects, uses and discloses information (which may include Personal Information) for the following purposes:

  • To verify your identity.
  • To provide you with the CaseWare Cloud Services. CWC may collect contact, billing or credit information including phone numbers, email addresses and physical addresses, or information related to your clients for billing purposes. CaseWare Cloud Services may, for example, require data related to you or your clients in order to the provide CaseWare Cloud Services, or to promote or offer you products, services and offers (including new and other Services which are offered by CWC and its Affiliates) that may be relevant to you.
  • To contact you for the purposes of product information, service updates, billing notifications, or notifications relating to the CaseWare Cloud Services. In particular, CWC requires you to give us necessary contact information such as name and email address. We also ask for unique identifiers (log-in password names). CWC uses such contact information to send information about CWC’s or its Affiliates’ products and services.
  • To monitor and/or improve system usage, server and software performance. CWC may use login information, and IP addresses of computers which access the Cloud Infrastructure to help diagnose any problems with the Cloud Infrastructure, and to administer our website to help identify you and to gather broad demographic information. CWC may use cookies or tracking technologies to monitor access to the Cloud Infrastructure, to save your password, or otherwise allow offering of the CaseWare Cloud Services.
  • To assist you with technical support issues.
  • To comply with any laws, regulations, court orders, subpoenas or other legal process or investigation and to protect CWC, its Affiliates and other individuals from harm.
  • To improve and enhance CWC Service offerings. CWC may use Personal Information provided by its users in an anonymous, and/or aggregated fashion to improve or enhance its Cloud Services and other service offerings

9.0 Accuracy

9.1 CWC relies on you to ensure that the Personal Information you provide to us while using the CaseWare Cloud Services is as accurate, complete and up-to-date as necessary for the purposes for which it is to be used. Upon request, CWC will provide you with information CWC holds about you. You are welcome to make changes, request deletions or corrections to this Personal Information at any time by contacting us at the contact information listed in this Privacy Policy. We will respond to your request within a reasonable timeframe. Notwithstanding the foregoing, shall not apply to any Personal Information contained in Subscriber Data. Such Personal Information can only be accessed through, and in such a manner as provided by, the CaseWare Cloud Services.

9.2 You are responsible for ensuring that the information you have provided is truthful, accurate, reliable and complete, and does not infringe the rights of others.

9.3 CWC will retain Subscriber Data provided by you as long as you (or your organization) remain(s) a subscriber of the CaseWare Cloud Services in good standing, in accordance with the CaseWare Cloud Services Agreement. CWC will retain and use your Personal Information as necessary to comply with CWC’s legal obligations, resolve disputes, and enforce agreements with CWC.

10.0 Where Your Personal Information is Stored

10.1 CWC uses third-party data hosting providers (Amazon Web Services) to host its Cloud Services and Subscriber Data on servers located in throughout the world.

10.2 Upon subscribing to the CaseWare Cloud Services, CWC shall inform you of the jurisdiction in which the server that has be allocated to host your Subscriber Data and Personal Information is located. At present, CWC uses servers in the United States, Australia, Canada, and Europe. You may consent to such allocation, or refuse a server so allocated. If you refuse allocation of a server, CWC may not be able to provide you with CaseWare Cloud Services.

10.3 For subscribers to the CaseWare Cloud Services in the United States, CWC will attempt to allocate a server in the United States. For subscribers to the CaseWare Cloud Services in Europe, CWC will attempt to allocate a server in Europe. For subscribers of CaseWare Services in Canada, CWC will attempt to allocate to a server in Canada. For subscribers to the CaseWare Cloud Services in Australia, CWC will attempt to allocate a server in Australia.

10.4 By entering personal information into the CaseWare Cloud Services, you consent to that Personal Information being hosted on servers where allocated. Each data hosting provider’s role is limited to providing a hosting and storage service to CWC, and CWC has taken reasonable measure to ensure that our data hosting providers will not access the data, and will use the necessary level of protection for, Personal Information. They do not control, and are not permitted to access or use your personal information, except for the limited purpose of storing the information.

10.5 If You do not want Your Personal Information to be transferred to a server as described above, You should not provide CWC with Personal Information or use the CaseWare Cloud Service.

11.0 Safeguards

11.1 CWC is committed to protecting the security of your Personal Information and we take all reasonable precautions to protect it from unauthorized access, modification and disclosure. Your Personal Information is stored on secure servers that are encrypted, and all data transferred between you and the CaseWare Cloud Services is encrypted.

11.2 However, the Internet is not in itself a secure environment and CWC cannot give an absolute assurance that your Personal Information will be secure at all times. Transmission of Personal Information over the Internet is at your own risk and you should only enter, or instruct the entering of, Personal Information to the CaseWare Cloud Services within a secure environment.

11.3 CWC will advise you at the first reasonable opportunity upon discovering or being advised of an incident where your Personal Information is lost, stolen, accessed, used, disclosed, copied, modified or disposed of by unauthorized persons or in an unauthorized manner.

12.0 Individual Access

CWC makes no claim to your Subscriber Data. Upon request, CWC will provide you with a list of the third-party service providers used to host your Subscriber Data, and the countries in which our servers are located.

13.0 Openness

CWC makes clear and transparent notice of its privacy practices publicly available through this Privacy Policy. CWC reserves the right to change this Privacy Policy at any time, and any amended Privacy Policy is effective upon posting to the website. CWC will make every effort to communicate any significant changes to you via email or notification via the CaseWare Cloud Services. Your continued use of the CaseWare Cloud Services will be deemed acceptance of any amended Privacy Policy.

14.0 Challenging Compliance

You may send us your privacy-related questions or challenge our compliance with our Privacy Policy by submitting your concern to our Security & Compliance Manager:

Lynn Dookhran
Security & Compliance Manager
(416) 867-9504
privacy@caseware.com