Legal
Privacy Policy
This privacy policy explains the types of information RoboBooks may collect, how that information supports the product experience, and the steps users can take to manage access and business data more carefully.
Information We Collect
RoboBooks may collect account, business, contact, and usage information that helps deliver invoicing, reporting, onboarding, and support experiences. This can include names, business details, email addresses, phone numbers, and transaction-related records entered by your team.
We may also collect product interaction data such as session activity, navigation behavior, or feature usage patterns to help improve usability and performance.
How Information Is Used
Your information is used to operate the platform, power product workflows, improve reporting experiences, respond to support requests, and maintain secure access across the product.
Information may also be used to improve design decisions, optimize performance, and help our team understand where users may need a smoother or more reliable workflow.
Business Data and Access
Business records stored in RoboBooks can include financial, customer, tax, and reporting information. We encourage customers to review internal permissions regularly so only the right people have access to sensitive data.
Access controls, account reviews, and careful team management can help reduce the chance of accidental exposure or misuse.
Security Approach
We design the product to support a more secure and controlled business experience. While no system can promise absolute security, we work to improve reliability, reduce unnecessary exposure, and support safer day-to-day use of the platform.
Users can strengthen privacy protection further by using strong passwords, limiting shared access, and keeping account details up to date.
User Choices
You can review account information, update business details, and manage who can access your workspace. Browser settings and device preferences may also affect how some website features behave.
If you have questions about the information you share through the platform, it is a good idea to contact the RoboBooks team for clarification and support.