At Otterz (“we,” “us,” or “our”), we are committed to respecting and protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully to understand our views and practices regarding your personal data and how we will treat it.

Information We Collect

We collect information to provide better services to all our users. The types of information we collect include:

• Personal Identifiers: such as your name, business email, business phone number, job title, and mailing address.
• Financial and Transaction Data: including invoices, payroll, and other financial records you provide while using our services.
• Technical and Usage Data: IP addresses, browser type, pages visited, and other similar information collected through cookies and tracking technologies.
• Communications Data: records of your interactions with us via email, phone, chat, or video conferencing.
• Referral and Event Information: if you attend Otterz-hosted events or become a partner or customer via referrals.

All information is collected lawfully, fairly, and in a transparent manner for the purposes described below.

How We Use Your Information

Your information helps us:

• Deliver, maintain, and improve our bookkeeping, accounting, tax, CFO, and controller services.
• Communicate with you about your account, service updates, promotions, and security alerts.
• Analyze usage trends and monitor website performance to enhance your experience.
• Comply with legal obligations and protect our rights and property.
• Perform research and produce aggregated insights without identifying individual clients.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to personalize content, analyze site usage, and improve our marketing efforts on the Otterz website. You may manage cookie preferences through your browser settings or by using any opt-out options provided on our site.

Sharing and Disclosure of Information

We do not sell your personal information. We may share information with:

• Service Providers: who perform functions on our behalf, such as payment processing, data analytics, and customer support.
• Professional Advisors and legal entities as required.
• Legal Authorities: when required to comply with legal processes or protect the rights and safety of Otterz and others.
• Business Transfers: in the event of a merger or sale of Otterz assets.

All third parties are required to keep your information confidential and use it only to provide services to us.

Your Rights and Choices

If you are a resident of a jurisdiction with privacy laws (such as the CCPA or VCDPA), you have rights to:

• Access the personal information we hold about you.
• Request correction or deletion of your personal data (subject to legal exceptions).
• Opt-out of the sale or sharing of personal information, if applicable.
• Object to certain processing of your data.
• Withdraw consent at any time where processing is based on consent.

To exercise these rights or for any privacy concerns, please contact us as below.

Data Security and Retention

Otterz employs reasonable and appropriate technical, administrative, and physical safeguards to protect your personal data from unauthorized access, disclosure, alteration, and destruction.

We retain your personal data only as long as necessary to provide services and fulfill legal obligations. If you close your account, we will delete or anonymize your information according to applicable laws and our internal policies.

Updates to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new Privacy Policy on this page and where feasible, through direct communication.

Contact Us

If you have questions about this Privacy Policy or our data practices, please reach out to:

Otterz Privacy Team
Email: hello@otterz.co
Address: 5 Union Sq. West #1083, 
10003, New York, USA