Privacy Policy

1. Who we are

ScopeLynx provides pricing and profitability intelligence software for accounting firms. References to “ScopeLynx,” “we,” “us,” or “our” in this Privacy Policy mean ScopeLynx.

2. Information we collect

We may collect information directly from you, automatically when you use our services, and from information you or your firm choose to provide through the platform.

Account and firm information

This may include your name, email address, firm name, website, role, login credentials, team membership, firm settings, branding, services, pricing assumptions, internal cost information, overhead assumptions and other information used to configure your ScopeLynx account.

Prospect, client and engagement information

Users may enter or upload information about prospects, clients and engagements, including contact information, assessment responses, transaction volumes, service requirements, workload assumptions, pricing information, quotes, engagement baselines, profitability reviews, scope changes and related business records.

Documents and uploaded content

ScopeLynx may allow users to upload financial reports, accounting reports, supporting documents and other files for analysis. These materials may contain business information or personal information selected by the user or the user's firm.

Billing information

When paid subscriptions are available, payment information may be collected and processed by our payment processor. ScopeLynx may receive transaction details such as subscription status, payment status, billing contact information and limited payment metadata, but we do not need to store complete payment-card numbers in order to operate the service.

Website, device and usage information

We may collect IP address, browser and device information, pages viewed, referring pages, dates and times of access, session information, application activity, error logs and similar technical information used to operate, secure and improve the service.

Communications

If you contact us, request information or submit a support inquiry, we may collect the information you provide and records of our communications with you.

3. How we use information

We may use information to:

• provide, maintain and operate ScopeLynx;
• create and administer accounts and subscriptions;
• process assessments, pricing calculations, quotes, engagement baselines and profitability reviews;
• analyze documents and information submitted by authorized users;
• provide AI-assisted analysis and generate requested outputs;
• personalize the platform using a firm's settings, services and pricing rules;
• communicate about accounts, support requests, service notices and product updates;
• process payments and administer trials, subscriptions and billing;
• detect, prevent and investigate fraud, abuse, security incidents and technical problems;
• understand service performance and improve ScopeLynx; and
• comply with law, enforce agreements and protect the rights and safety of ScopeLynx, our users and others.

4. AI-assisted processing

Some ScopeLynx features may use artificial intelligence or machine-learning services to analyze information, summarize documents, identify potential scope or pricing considerations, or generate other requested outputs. Information submitted to an AI-assisted feature may be processed by service providers that help us deliver that feature.

AI-generated outputs can be incomplete or inaccurate and should be reviewed by a qualified person before they are used for pricing, accounting, tax, legal, financial or client decisions.

5. How we disclose information

We may disclose information to the following categories of recipients when reasonably necessary to operate ScopeLynx:

• Service providers. Hosting, infrastructure, email, security, analytics, customer support, payment processing, document processing and AI technology providers that perform services for us.
• Your firm and authorized users. Information in a firm account may be accessible to administrators and other users authorized by that firm according to their roles and permissions.
• Professional advisers. Lawyers, accountants, auditors, insurers and other advisers where reasonably necessary.
• Legal and safety disclosures. Government authorities or other parties when required by law or when reasonably necessary to protect rights, safety, security or prevent fraud or abuse.
• Business transactions. A buyer, successor or other relevant party in connection with a merger, acquisition, financing, reorganization, sale of assets or similar business transaction, subject to applicable law.

ScopeLynx does not sell personal information for money. If our practices change in a way that creates additional rights under applicable privacy law, we will update this policy and provide any required choices or notices.

6. Customer data and accounting-firm responsibilities

Accounting firms control the information they choose to enter into ScopeLynx about their clients and prospects. A firm must have the rights, permissions and lawful basis necessary to collect, use and provide that information to ScopeLynx. Firms should avoid uploading information that is unnecessary for the pricing or profitability purpose for which ScopeLynx is being used.

If you are a client, prospect, employee or other individual whose information was submitted to ScopeLynx by an accounting firm, that firm may be the appropriate party to contact first about access, correction or deletion of information it controls.

7. Cookies and similar technologies

ScopeLynx may use cookies, session storage and similar technologies that are necessary for authentication, security, preferences and operation of the website and application. We may also use limited analytics technologies to understand how our services are used. Browser settings may allow you to restrict cookies, although disabling necessary cookies can prevent portions of ScopeLynx from working correctly.

8. Data security

We use administrative, technical and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure or destruction. These safeguards may include access controls, authentication, secure communications, logging, rate limiting and other measures appropriate to the service. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Data retention

We retain information for as long as reasonably necessary to provide the service, maintain legitimate business and security records, comply with legal obligations, resolve disputes and enforce agreements. Retention periods may vary depending on the type of information and why it is maintained. When information is no longer reasonably required, we may delete, anonymize or securely dispose of it, subject to backup and legal-retention requirements.

10. Your choices and privacy rights

Depending on where you live and the laws that apply to ScopeLynx, you may have rights relating to your personal information, which can include requesting access, correction or deletion, receiving information about how personal information is used or disclosed, or appealing certain privacy decisions.

We will evaluate privacy requests under the law that applies to the request. We may need to verify your identity and may retain information when an exception permits or requires us to do so. We will not unlawfully discriminate against you for exercising applicable privacy rights.

To submit a privacy request, use the ScopeLynx contact form and clearly identify the request as a privacy request.

11. California privacy information

California law may provide eligible residents with rights to know, access, correct or delete certain personal information and, where applicable, to opt out of certain sales or sharing of personal information or limit certain uses of sensitive personal information. ScopeLynx does not currently sell personal information for money. Applicability of specific California rights depends on whether the relevant statutory requirements apply to ScopeLynx and the information involved.

12. Children's privacy

ScopeLynx is a business service intended for accounting firms and business users. It is not directed to children under 13, and we do not knowingly seek to collect personal information directly from children under 13 through the service. If you believe a child has provided personal information directly to ScopeLynx, please contact us.

13. Third-party services and links

ScopeLynx may integrate with or link to third-party services. Their privacy practices are governed by their own policies, not this Privacy Policy. You should review the privacy terms of third-party services you choose to use.

14. Changes to this Privacy Policy

We may update this Privacy Policy as ScopeLynx evolves or as legal requirements change. We will post the updated policy on this page and revise the effective date. If a change materially affects how we use information, we may provide additional notice when required by law.

15. Contact us

Questions or requests about this Privacy Policy can be submitted through our contact page.

ScopeLynx
Ohio, United States