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Client Self Service Portal Privacy Notice

This notice covers the privacy practices that CPA Global and its affiliates ("CPA Global" or "we") employ when providing product support, consulting or other software support services (the "services") to its customers ("you" or "your") via Client Self Service Portal and. The scope of this notice applies to customers of the following products: Inprotech, Memotech, FoundationIP, Ipendo, Forecast, First to File and Workflow. CPA Global established this privacy notice specifically to outline the use of personal information which may be made available to us in the course of providing services to you. CPA Global will only use personal data on the basis of processing being necessary for the provision of the services and may access your information for the following purposes:

  • To provide services and for software issue resolution, including resolving bugs and other issues you have reported to CPA Global. Any copies of services data created for these purposes are only maintained for time periods relevant to those purposes.
  • For testing and applying new product or system versions, upgrades, software fixes; monitoring and testing system use and performance
  • Investigation of reported software faults, within the CPAGSS (CPA Global Software Solutions) product portfolio.
  • To comply with legal requirements that CPA Global is subject to

CPA Global may process services data, but does not control your collection or use. If you provide any services data to CPA Global, you are responsible for providing any notices and/or obtaining any consents necessary for CPA Global to access, use, retain and transfer services data as specified in this policy.

The Client Self Service Portal itself is hosted on behalf of CPA Global by Salesforce (registered office: Route de la Longeraire 9, 1110 Morges, Switzerland). Salesforce processes any information on the system under CPA Global’s strict instruction and has no direct control over the personal data on the system. Please refer to Salesforce Privacy for further details.

CPA Global may transfer and access services data globally as required for the purposes specified above. CPA Global is a global corporation and has developed global data security practices designed to ensure that your personal information is appropriately protected. Please note, that personal information may be transferred, accessed and stored globally as necessary in accordance with this privacy policy.  CPA Global complies with both the EU-US Privacy Shield Framework and the Swiss-US Privacy Shield Framework as set forth by the US Department of Commerce, please refer to CPA Global Privacy Shield Policy.

If you have any questions, concerns or requests regarding the handling of your personal data please contact compliance@cpaglobal.com