Log In The updated Privacy Policy will take effect on October 29, 2025 for all new accounts and December 1, 2025 for existing customers.
Privacy Policy
Last Updated: October 29, 2025
Introduction
2NDSITE Inc. (“FreshBooks”, “we”, “us” and terms of similar meaning) is committed to providing a best in class accounting platform, and we believe that includes taking great care in protecting your Personal Information. The following policy explains how we collect, use, store, share, retain, transfer, and process your Personal Information. This policy also describes your choices and rights with respect to your Personal Information and how to exercise those rights.
“Personal Information” is any information relating to an identified or identifiable individual.
This Privacy Policy applies to the information and data that FreshBooks collects when you use our website or our products and services.
Summary
This policy applies to:
- Visitors to our website
- Customers
- Clients
- Users of our products and services
We may amend this policy from time to time. We encourage you to review this policy periodically, as changes will be posted on this page. If we make any material changes to this policy, we will provide a prominent notice. If you do not agree with this policy, you should not use our website, products, or services.
This policy will cover:
- What Personal Information We Collect
- How We Collect Personal Information
- How We Use Your Personal Information
- How We Share Personal Information
- How Long We Retain Your Personal Information
- Cookies and Other Tracking Technologies
- Security
- Automated Decision Making and Artificial Intelligence
- Information for California Residents
- Your Rights Regarding Access to and Control over Personal Information
- Information for California Residents
- How to Contact Us
- What Personal Information We Collect
We collect various types of Personal Information depending on how you interact with us and what products or services you use.
Personal Information you provide to us
If you fill out a form on our website that requires contact information such as signing up for a newsletter, submitting a request for information or products and services we will collect and process that information to provide you with the communication, products or services. These types of Personal Information may include your name, email address, company name, job title, your physical address, payment and billing information.
Personal Information collected when you visit our website
When you use our website, we may, with your consent where required under applicable law, automatically collect Personal Information such as your IP address, user-agent information (which is automatically sent by your web browser and may include device type), and information collected by cookies and other similar technologies.
Personal Information collected when you use our products or services
When you use our products and services, we collect other types of Personal Information. These types of Personal Information include:
IP Address
Name
Email address
Street Address
Telephone Number
Credit report, credit score and other relevant credit information
We may also collect usage data regarding your use of our products and services, and this data may contain Personal Information.
We also collect payment and billing information when you subscribe to the use of our products and services. For example, we may ask you to provide a billing address for your account and payment information. We use this information solely to process payments and deliver our products and services.
- How We Collect Personal Information
We collect Personal Information from you when you visit our website or use our products and services. Some of this information is provided by you, and some is collected automatically. We collect Personal Information in the following ways:
- Directly from you when you create a business account
- Directly from you when you create a contractor or employee account
- Directly from you when you create an accountant account
- Directly from a business owner if you are an employee or contractor
- Directly from a business owner if you have a business relationship with them
- Directly from an accountant if you have a business relationship with them
- From credit bureaus or similar agencies
- Via automated technologies and third party services you use as you navigate through our website or use our products and services
- How We Use Your Personal Information
We process your Personal Information for the following purposes:
- To provide our products and services
- To respond to your requests for information
- To protect ourselves against fraud and other criminal activity
- To contact you with updates about our products and services
- To market and advertise our services, including sending marketing communications, with your consent
- To analyze and improve our website and services
- In any other way we may describe to you when you provide the information, or for other purposes with your consent
- How We Share Personal Information
We share Personal Information with our affiliates and partners, as needed to provide our services. We share Personal Information with service providers such as accountants, payment processing companies, and other vendors we use to operate our website and provide our products and services.
Our vendors and service providers are not permitted to use your Personal Information for any other purpose than to provide contracted services. Vendors are not permitted to use your Personal Information for their own marketing, and are not allowed to share your Personal Information for marketing purposes.
We may share Personal Information in response to a legal summons or subpoena, if required by law enforcement agencies, or to enforce or apply our agreements with you.
Please find a list of our third-party sub-processors here.
*FreshBooks does not sell Personal Information.
- How Long We Retain Your Personal Information
How long we keep Personal Information that we have collected depends on the type of information and the purpose for which it was collected. After the completion of the purpose for which it was collected and, as permitted under applicable law, for a reasonable period of time thereafter, we will either delete the Personal Information or, to the extent permitted under applicable law, anonymize it. The criteria for determining periods of retention will be based on the type of data.
As permitted under applicable law, we retain Personal Information where we have an ongoing legitimate business purpose to do so, for example to resolve disputes or to comply with ongoing legal obligations.
- Cookies and Other Tracking Technologies
Cookies are small files stored on your web browser when you visit our website. Some cookies last only as long as you remain on the website; others, called “persistent cookies,” may be stored for longer periods of time. These cookies can make browsing easier by storing your password or your preferences regarding how you use the website. Cookies collect information such as the IP address of your computer, your browser settings, and information about how you use the website. Your general location may be estimated from your IP address. Some cookies track users’ activity on our website, apps, and services in order to deliver personalized advertising to you on this and other websites.
If you would like to opt out of cookies, please use our cookie management tool. You may also find more information about cookies, including how to opt out of interest-based advertising, at www.cookiesandyou.com.
FreshBooks may use technologies that monitor, record and report on your use of our website, products or services including but not limited to information concerning the devices used to access the website, our products or services; and the frequency, type and manner of use of FreshBooks (collectively, “Usage Data”). You agree that FreshBooks may, in its sole discretion, collect and use Usage Data to support, maintain, and improve its products and services, and to enforce its rights relating thereto. To the extent any Usage Data is Personal Information, you hereby: (a) consent to FreshBooks’ collection, use and disclosure of such Usage Data for these purposes; and (b) represent and warrant that you have obtained the consent of any individual to whom such Usage Data relates to FreshBooks’ collection, use and disclosure of such Usage Data for these purposes, or that the consent of any such individuals is not required to be obtained under applicable law.
- Security
We take reasonable steps to protect the information we receive from you from accidental or unlawful destruction, loss, alteration, and unauthorized disclosure or access. We have put in place reasonable physical, technical, and administrative measures designed to safeguard and secure your information, but no security measures are perfect; the risk of a data breach is possible.
For more details on how we protect your data, please see our Security Safeguards Page.
- Automated Decision Making and Artificial Intelligence
We will use automated decision-making and artificial intelligence in various ways to help improve user experience and prevent fraud. Automated decision-making may be used for marketing purposes to help deliver attractive offers to you. Artificial intelligence may be utilized in the following ways:
- Fraud detection
- Support chatbot
- Credit evaluation
We take care when using artificial intelligence especially involving your Personal Information and endeavor there is always a human involved in the process.
- Data Transfers
Personal Information may be transferred outside of the jurisdiction in which it was collected to our servers, partners, or vendors located in the United States and other non-EU countries. We have taken reasonable safeguards designed to ensure that Personal Information remains protected wherever it is transferred. When we transfer Personal Information of individuals in the European Economic Area (“EEA”), Switzerland or the United Kingdom (“UK”) to the US, we make use of the Standard Contractual Clauses and the UK Addendum as well as additional safeguards where appropriate.
We may process, store, and transfer your Personal Information in and to another jurisdiction, with different privacy laws that may or may not be as comprehensive as the laws in your jurisdiction of residence. In these circumstances, the governments, courts, law enforcement, or regulatory agencies of that country may be able to obtain access to your Personal Information through the laws of that jurisdiction. You are welcome to contact us at privacy@freshbooks.com to obtain further information about our policies regarding service providers.
- Your Rights Regarding Access to and Control over Personal Information
Depending on where you reside you may have the following rights with regard to your Personal Information:
Right of information and access – You have the right to access your Personal Information we have about you and to be provided with a copy of your Personal Information.
Right to rectification – You have the right to correct or update your inaccurate or out of date Personal Information.
Right of erasure – You have the right to request that your Personal Information be permanently erased/deleted.
Right to restrict processing – You have the right to restrict the processing of your Personal Information.
Right to object to processing – You have the right to object to specific types of processing of your Personal Information.
Right to portability – You may ask to receive a portable copy of your Personal Information in a format that may be transferred to another organization.
Right not to be subject to decisions based solely on Automated Decision Making – You have the right not to be subject to decisions based solely on automated processing.
Right to complain to a data protection authority – You have the right to complain to a supervisory authority in the country in which you reside, details of which can be provided upon request or to the lead supervisory authority for [Company Name], which is [insert name and contact details of your company’s designated data protection authority].
Right to withdraw consent – If you have given us consent to collect or process your Personal Information, you may withdraw that consent at any time.
The Right to Non-Discrimination – We may not discriminate against you if you exercise your privacy rights.
If you wish to exercise any of these rights, please submit a request to privacy@freshbooks.com.
- Aggregated Anonymous Data
Notwithstanding anything to the contrary herein, FreshBooks may obtain and aggregate technical and other data about your use of our website, products and services that is non-personally identifiable with respect to you (“Aggregated Anonymous Data”), and FreshBooks may use the Aggregated Anonymous Data to improve, support and operate its products and services and for any other lawful purpose during your relationship with FreshBooks and after your relationship with FreshBooks has come to an end.
- Information for California Residents
The California Consumer Privacy Act (CCPA) applies to information collected from California residents. Residents of California have the following rights with regard to their Personal Information:
The Right to Know and Access Information
The categories of Personal Information we collect is described above in the section entitled “What Personal Information We Collect.” California residents may submit a verifiable request regarding the information collected, the types of sources from which personal Information is collected, the purposes for which information is collected, and the specific Personal Information collected about them.
- The Right to Have Personal Information Deleted
The Right To Portability
California residents may request a copy of their Personal Information in a format that can be transferred to another person or entity.
The Right to Non-Discrimination
We may not discriminate against you if you exercise your privacy rights.
You may be asked for more information in order for us to verify your identity when you make a request. You may exercise your rights by contacting us at privacy@freshbooks.com.
We do not sell Personal Information to third parties (pursuant to California Civil Code Sections 1798.100-1798.99, also known as the California Consumer Privacy Act of 2018).
The sections above “What Personal Information We Collect” lists the categories of Personal Information we have collected in the preceding 12 months.
- Credit Reports
By using our products and services, you authorize FreshBooks, its affiliates, and designated third-party service providers in accordance with the Fair Credit Reporting Act and other applicable law to obtain and periodically refresh your credit information and other information about you from credit bureaus or similar third parties for marketing and eligibility, as required in connection with your use of our products and services, to offer additional products and services to you, and refer third party products and services to you. You also agree to cooperate with any credit or Know-Your-Client process that FreshBooks initiates in connection with your use of our products and services. This authorization shall remain in effect for the duration of your relationship with FreshBooks.
- Data Processing Agreement
FreshBooks’ Data Processing Agreement is incorporated herein by reference and applies to the processing of (a) personal data that is subject to Regulation (EU) 2017/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation), (b) personal information that is subject to the California Consumer Privacy Act of 2018, and (c) personal information that is subject to the Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (Canada), the Personal Information Protection Act (Alberta), the Personal Information Protection Act (British Columbia) and, the Act respecting the protection of personal information in the private sector (Québec).
- UK Disclosure
In the UK, FreshBooks provides you with regulated account information services as an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Registration Number: 804718) for the provision of payment services, including account information services.
- How to Contact Us
It is our goal to make our privacy practices easy to understand. If you have questions, concerns or if you would like more detailed information, please email our data protection representatives at:
FreshBooks Privacy Team
privacy@freshbooks.com
225 King St. W. Suite 1200
Toronto, ON
M5V 3M Canada
FreshBooks Data Protection Officer (DPO)
Attn: Davina Furnish
dpo@freshbooks.com
225 King St. W. Suite 1200
Toronto, ON
M5V 3M Canada
FreshBooks EU Representative
Attn: Davina Furnish
eu-dpo@freshbooks.com
FreshBooks Netherlands B.V.
Nieuwezijds Voorburgwal 298 1012 RT
Amsterdam, Netherlands