Privacy Policy

Bizlek.com, Inc. Privacy Policy

Bizlek.com, Inc. ("Bizlek," "we," "us," or "our") provides back-office services, including bookkeeping services, controller services, tax services, R&D tax credit services, COO services, CFO services, and stock administration services, as well as software-as-a-service tools to local partners and their customers (together, our "Services"). This Privacy Policy ("Privacy Policy") explains how we handle personal information when we market and sell our Services to prospective customers and local partners, deliver our Services to our customers, local partners and their customers, and operate our business.

We collect, use, and disclose information in order to market, sell, and provide services to businesses and other organizations in the United States - not to individual consumers. To the extent we process personal information about an individual ("you"), it is for one or more of the following purposes:

• to market and sell our Services to the organization which employs you (or with which you are affiliated)
• to provide our Services to an organization that has collected your information
• to operate and/or improve our Services

As a provider of services to organizations we do not knowingly process data of individuals who are under sixteen years old.

Our website located at https://www.Bizlek.com, including all related tools, content, subdomains, and services offered therein (the "Site"), is intended solely for business use and is intended to be viewed and used by commercial and other entities in the United States. The Site is not for individual, family, or household use, and we do not target or market our services to consumers as defined under applicable consumer protection laws.

Privacy information applicable to job applicants and tax partner personnel

Job applicants: If you are applying for a position at Bizlek, please refer to our Job Candidate Privacy Policy.

Tax partner personnel: If you are a representative of a third-party tax service provider that we use to fulfill the Bizlek Tax Services, please see our Bizlek Privacy Policy for Tax Services Providers for details about the types of information we collect, how we collect it, and how we use it in connection with our tax services.

Questions?

If you have questions regarding our Privacy Policy or how we handle personal information, or if you are a Texas resident and want to exercise any of the rights described below, please contact us at privacy@Bizlek.com.

Privacy policy at a glance

Our Privacy Policy contains the following sections:

Information for Prospective Customers. This section explains the types of personal information we collect as part of our sales and marketing efforts, why we collect it, and how long we keep it.

Information for Customers. This section explains the types of data we process when providing our Services - referred to as Customer Data, Business Record Data, and Administrative Data. It also covers why we process this data, how we use it to operate and improve our Services and business, and how long we keep it.

General Information. This section explains how we handle personal information in connection with call recording and the categories of third parties to whom personal information may be disclosed.

INFORMATION FOR PROSPECTIVE CUSTOMERS

This section applies to you if you visit our website, attend our events, are in the process of purchasing our Services, or we have obtained your information through marketing activities.

Information We Process

We collect personal information including identifiers (name, business email, phone, address), employment information (employer name, job title), internet activity information (website visits, email interactions), and geolocation data (IP address).

How We Use Your Information

We collect and process personal information to market and sell our Services. Examples include:

• Sending marketing communications via email, SMS, or newsletters
• Communicating during sales processes via email, SMS, call, or videoconference
• Managing lead lists and organizing prospects
• Collecting information about Site visits to optimize sales and measure marketing effectiveness
• Market research and product research through surveys and call analysis
• Event management including registrations and communications

How long we retain information

We retain your business contact information until you request deletion or we determine we no longer need it for our business purposes.

INFORMATION FOR CUSTOMERS

This section applies if you are affiliated with one of our customers and want to understand how we process personal data when providing our Services.

Customer Data

Customer Data is financial or business data provided by customers for Bizlek to deliver Services. This may include identifiers, names, job titles, commercial information, and business ownership information.

How we use it: We process Customer Data to provide, monitor, and improve our Services, manage customer relationships, provide support, and conduct research using aggregated data.

Retention: Tax-related data is retained for at least 7 years. Other Customer Data is retained to assist customers, comply with legal obligations, and prevent fraud.

Business Record Data

Business Record Data is created as we deliver Services and includes communications, work papers, financial statements, and service delivery information.

How we use it: To provide Services, operate our business, manage customer relationships, and provide support.

Retention: Retained for as long as we have a legal or business reason, at least through applicable statute of limitations periods.

Administrative Data

Administrative Data includes service management information (account credentials), service usage information (log data, metadata), and Usage Data from our application.

How we use it: For account registration, providing Services, customer support, communications, and service improvements.

Retention: Currently retained indefinitely for business operations.

GENERAL INFORMATION

Call Recordings

We record calls and video conferences for training, service delivery, and process improvement. Recordings are retained for up to 3 years or until you request deletion.

How We Disclose Your Personal Information

We may disclose information to:

• Service Providers who help operate our business
• Service Fulfillment Partners for tax, R&D credit, and stock administration services
• Integration Partners for efficient service delivery
• Legal authorities when required by law
• Business advisors subject to confidentiality
• Acquirers in case of business sale or merger

International Data Transfers

We may transfer and process information outside your country of residence where we or our service providers operate.

How to Contact Us

Email: privacy[at]Bizlek.com

Mail: Bizlek.com, Inc., PO Box #8544, Texas 75070-1679

Changes to our Privacy Policy

We may update this Privacy Policy at any time. Material changes will be communicated via our Services or other channels. Continued use after changes constitutes acceptance.

Your Rights and Managing Your Privacy

Updates and Access: Contact your account manager or email privacy[at]Bizlek.com to update or access your information.

Marketing Communications: We honor your choices about receiving marketing communications.

SMS Communications: Reply "STOP" to opt out of SMS messages.

Cookies: You can control Cookies through your browser settings.

Privacy Rights under State Laws

If the Texas Data Privacy and Security Act (TDPSA) applies to you, you have rights including:

• To receive disclosure of personal information we have collected
• To request deletion of your personal information
• To request correction of inaccurate information
• To be free of discrimination for exercising your rights

Texas residents can opt out of "sales" or "sharing" of personal information by clicking "Do Not Sell or Share My Personal Information" at the bottom of our website.

For questions about exercising your rights, contact privacy@Bizlek.com.