Privacy
Policy.

1Section 1: Scope and our roles

This Policy explains how TapClicks handles personal information when you visit the Tap website, ask for information or a demonstration, communicate with us, or use Tap products and services (collectively, the “Tap Services”).

This Policy should be read together with any customer agreement, order form, data processing agreement, and other terms that apply to the Tap Services. If a written agreement addresses the processing of customer data differently, that agreement controls for that customer data.

TapClicks handles personal information in different roles depending on the context:

If your information appears in data that one of our customers controls, please contact that customer first. We will support the customer as required by our agreement and applicable law.

2Section 2: Personal information we collect

Information you provide

Name, business contact details, company, role, messages, demo requests, survey responses, event registrations, preferences, and other information you choose to provide.

Account and commercial information

Login and account details, user role, subscription and order information, billing contacts, transaction records, and customer relationship history. Payment-card information may be handled by a payment provider rather than stored directly by TapClicks.

Customer and connected-source data

Marketing, advertising, analytics, CRM, commerce, call-tracking, sales, operational, or other data that a customer connects, uploads, or makes available through a third-party service. The scope depends on the customer’s configuration and permissions.

Usage and device information

IP address, browser and device type, operating system, pages and features used, dates and times, referring URLs, cookie or similar identifiers, diagnostic data, and security events.

Support and communications

Support requests, meeting notes, call or chat records where permitted, feedback, troubleshooting information, and correspondence with TapClicks personnel.

Information from third parties

Information from connected platforms, service providers, channel partners, public sources, marketing partners, and business data providers, subject to their terms and your permissions.

Please do not provide sensitive personal information unless it is necessary, you are authorized to do so, and the applicable customer agreement expressly supports that use.

3Section 3: How we use personal information

• Provide, configure, operate, maintain, support, and secure the Tap Services.
• Authenticate users and administer accounts, permissions, connected sources, reports, and experiences.
• Process customer instructions and generate dashboards, analyses, narratives, recommendations, alerts, and other outputs.
• Respond to inquiries, demonstrations, support requests, and other communications.
• Manage contracts, billing, collections, renewals, and the customer relationship.
• Monitor performance, diagnose problems, prevent fraud or misuse, protect users, and enforce our terms.
• Improve products and services, conduct research and analytics, and develop new features using information as permitted by applicable agreements and law.
• Send service messages and, where permitted, marketing communications. You can opt out of marketing email using the link in the message.
• Comply with law, respond to lawful requests, establish or defend legal claims, and complete a corporate transaction.

4Section 4: AI-assisted features

Some Tap Services use artificial intelligence or machine learning to analyze information and help create insights or other outputs. These features process the information selected or configured for the relevant task. TapClicks does not share customer data for external model training.

AI-generated output may be incomplete or inaccurate and should be reviewed by an appropriate person before it is used for decisions. Customers are responsible for configuring access, supplying lawful and appropriate data, and deciding how outputs are used.

5Section 5: Legal bases where required

Where a law requires a legal basis, we rely on one or more of the following: performance of a contract; our legitimate interests in operating, securing, improving, and promoting our business; compliance with legal obligations; protection of vital interests; and consent where required. When TapClicks acts as a processor, the customer determines the relevant legal basis for customer-directed processing.

6Section 6: How we disclose personal information

We may disclose personal information to:

• Service providers and subprocessors that support hosting, infrastructure, analytics, communications, support, security, billing, professional services, and AI-assisted features.
• Connected platforms and integrations at the direction of a customer or user.
• TapClicks affiliates and personnel who need the information for the purposes described in this Policy.
• Business partners when you request or authorize an integrated offering, event, referral, or other joint activity.
• Authorities, regulators, courts, advisers, and other parties when reasonably necessary to comply with law, protect rights or safety, investigate misuse, or establish or defend claims.
• A buyer, investor, lender, or adviser in connection with a merger, financing, reorganization, sale of assets, or similar transaction, subject to appropriate safeguards.
• Other parties with your direction, authorization, or consent.

We may use and disclose aggregated or de-identified information where permitted by law. We do not disclose SMS consent or messaging data to third parties for their own marketing or promotional purposes.

7Section 7: Cookies and similar technologies

We and our providers may use cookies, pixels, local storage, and similar technologies to keep the site working, remember settings, understand use, improve performance, measure campaigns, and support advertising where permitted. The choices available to you depend on your location and the technology involved. Use the cookie settings available on the Tap website or your browser settings to manage applicable preferences.

8Section 8: International transfers

TapClicks is based in the United States, and personal information may be processed in the United States and other countries where TapClicks or its providers operate. Where required, TapClicks uses recognized transfer safeguards described in the applicable DPA or other agreement. These may include the European Commission’s Standard Contractual Clauses and, for transfers governed by UK data protection law, the UK International Data Transfer Agreement or the UK Addendum to the EU Standard Contractual Clauses, together with transfer assessments and supplementary measures where required.

9Section 9: Retention

TapClicks maintains category-specific retention schedules designed to reflect leading practices and the different legal, contractual, security, and operational needs associated with each type of information. We retain personal information only for as long as reasonably necessary for the purposes described in this Policy, including to provide the Tap Services, follow customer instructions, maintain business and security records, comply with law, resolve disputes, and enforce agreements.

The applicable period varies based on the type and sensitivity of the information, the customer configuration and contract, risk, and legal requirements. Customer data is returned or deleted as provided in the applicable agreement and DPA, subject to permitted backup, legal-hold, security, and technical exceptions.

10Section 10: Security

TapClicks maintains administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure. Additional information is available in the TapClicks Security Commitment: www.tapclicks.com/tapclicks-security-commitment.

11Section 11: Your choices and privacy rights

Depending on your location and subject to applicable exceptions, you may have rights to access, correct, delete, restrict or object to processing, receive a portable copy, withdraw consent, opt out of certain advertising-related processing, or appeal a decision. You may also have the right not to receive discriminatory treatment for exercising a privacy right.

To make a request about information TapClicks controls, contact legal@tapclicks.com. We may need to verify your identity and authority. If your request concerns information controlled by a Tap customer, contact that customer; we will assist it as required. Authorized agents may submit requests where permitted by law, subject to verification.

You may opt out of marketing email using the unsubscribe link in the message. Service and account communications may still be sent where necessary.

12Section 12: Children

The Tap Services are intended for business users and are not directed to children. You must be at least 18 years old, or the age of legal majority where you live, to create an account or enter into an agreement for the Tap Services. If you believe a child has provided personal information to us, contact legal@tapclicks.com.

13Section 13: Third-party services

The Tap Services may link to or connect with third-party platforms. Those third parties control their own privacy practices. Review their terms and privacy notices before authorizing a connection. TapClicks is not responsible for a third party’s independent practices.

14Section 14: Changes to this Policy

We may update this Policy from time to time. We will post the revised version and update the effective date. If required by law or contract, we will provide additional notice.

15Section 15: Contact us

Questions and privacy requests may be sent to: