Privacy Policy

At BizXpert, Inc., we prioritize your privacy and take it very seriously. Being a global provider of business software solutions through online platforms, we recognize and respect your need for safeguarding your personal details. BizXpert values the trust you place in us and is committed to maintaining the confidentiality and security of the information you share with us through our web services.

This Privacy Notice outlines the nature of information we gather on BizXpert’s digital platforms, the usage of such information, and the parties with whom it might be shared. Our Privacy Policy elaborates on the steps we undertake to secure your data. It also provides guidance on how you can reach out to us to modify your information, opt out of our communication lists, or seek clarity on our privacy procedures.

BizXpert’s Customer Privacy Policy encompasses the collection, utilization, and disclosure of personal information that could be gathered by BizXpert during any interaction with us, like when you visit our site, purchase our products and services, or engage with our sales or support teams. We invite you to review this document to understand our approach to information management, including the collection method, usage, disclosure norms, and our commitment to protecting your personal information.

Ensuring the confidentiality and integrity of your data is paramount to us, regardless of the medium through which it is collected—be it our websites and, our mobile applications, electronic communications such as emails, chats, social media interactions, or in-person engagements at our events.
Please note that our website and services are not designed for children, and we do not intentionally gather information about children.

We advise you to read this privacy notice along with any other privacy or processing policies we might provide on certain occasions of personal data collection or processing, to stay informed about our data use and your rights. This privacy notice is designed to complement, not replace, any other notices or privacy policies.


BizXpertis the controller and responsible for your personal data.

BizXpert is made up of different legal entities, details of which can be found here on our website. BizXpert operates under a unified privacy policy reflective of our group’s commitment to data protection. When we use terms like “BizXpert,” “we,” “us,” or “our,” we’re referring to the specific entity within the BizXpert Group tasked with your data’s care.

We’ve designated a Data Protection Officer (DPO) to field any inquiries regarding this privacy policy and your data rights. Should you have any questions or wish to exercise your legal data rights, please reach out to our DPO at the following email address

It’s important to note that this policy does not extend to personal data within documents (such as invoices or receipts) that you or someone acting on your behalf upload to the BizXpert platform. In such instances, while we hold your data, you remain the data controller, and we serve as your data processor.

1. What Data Do We Collect?

We understand the importance of safeguarding your personal data, defined
as any information from which an individual can be identified,
excluding anonymized data.

Our data collection spans various categories, including:

  • Identity Data: This encompasses your first and last name, username or similar identifier, marital status, title, date of birth, and gender.
  • Contact Data: We gather details such as your job title, billing address, email address, and telephone numbers.
  • Transaction Data: This includes information related to payments, receipts, or invoices between you and third parties, as wellas transactions involving us.
  • Technical Data: We collect data such as your IP address, login details, browser specifics, operating system, and other technology on your devices that access our website or app. We might also receive Technical Data from external analytics providers, such as Google.
  • Profile Data: This covers your username and password, purchase history, preferences, feedback, and survey responses.
  • Usage Data: We monitor how you interact with our website, products, and services.
  • Marketing and Communications Data: This includes your marketing preferences and how you prefer to communicate with us

Additionally, we collect Aggregated Data for statistical purposes, which does not reveal your identity. However, if Aggregated Data is combined with your personal data in a way that could identify you, it will be treated as personal data under this privacy policy.

We explicitly avoid collecting any sensitive personal data, including information about your racial or ethnic origin, religious beliefs, sexual orientation, political opinions, health, genetic, or biometric data, as well as any details regarding criminal convictions and offences.

Obligation to Provide Personal Data: It’s important to note that if you do not provide necessary personal data when requested, which might be required by law or a contract with us, we may not be able to deliver the services you seek. In such cases, we may need to cancel a service you have with us, but we will notify you if that becomes necessary.

We gather your personal data using various methods to ensure comprehensive coverage and accuracy:

2. Direct Interactions


You directly provide us with significant portions of your data, notably your Identity, Contact, and Transaction Data. This occurs through multiple channels, including but not limited to:

    • Signing up for our products or services.
    • Requesting a demonstration of what we offer.
    • Establishing an account on our website.
    • Opting in to receive our marketing materials.
    • Participating in webinars, training sessions, or events, whether they’re held online or in person.
    • Engaging in competitions, promotions, or surveys.
    • Providing feedback or initiating communication with us, whether by post, phone, email, or other means.

3. Automated Technologies or Interactions

Your interactions with our website allow us to automatically collect Technical Data about your device, browsing activities, and patterns. This collection is facilitated through cookies, server logs, and similar technologies. Moreover, if you visit websites that use our cookies, we may receive Technical Data about you from those sites.

4. Third-party or Publicly Available Sources


We also receive personal data about you from various third parties and public sources:

    • Technical Data from entities such as:
        ◦ Analytics providers like Google, located outside the EU.
        ◦ Advertising networks, whether based within or outside the EU.
        ◦ Search information providers, situated inside or outside the EU.
    • Identity, Contact, Profile, Usage, and Transaction Data from:
        ◦ Technical, payment, and delivery service providers such as Stripe, Salesforce, or Segment, operating within or outside the EU.
    • Identity and Contact Data from:
        ◦ Data brokers or aggregators based within or outside the EU.
        ◦ Publicly available sources like Companies House and the Electoral Register within the EU.

This multifaceted approach to data collection ensures we have a thorough understanding of your needs and preferences, allowing us to tailor our services and interactions to better suit you. We utilize your personal data in strict adherence to legal stipulations, ensuring our actions are justified under the law. Primarily, we process your personal data under these circumstances:

    • To fulfill our contractual obligations to you, for services or products you’ve engaged with.
    • When it aligns with our legitimate business interests or those of a third party, provided your rights and interests do not outweigh these considerations.
    • To comply with our legal responsibilities.

While we generally do not depend on consent as the basis for processing your personal data, we will seek your explicit consent for any third-party direct marketing communications sent to you via email or text. It’s important to note that you can retract this consent at any time by getting in touch with us.

Below, we detail the various purposes for which we intend to use your personal data, alongside the legal justifications for these actions. Where our activities are driven by legitimate interests, we’ve made sure to clarify these interests for transparency.

Please be aware that certain uses of your personal data may be justified on more than one legal ground, depending on the specific purpose at hand. Should you require further information about the precise legal grounds we rely on, particularly when multiple justifications are presented, please feel free to reach out to us for detailed explanations.

What do we use your information for? What type of information do we use What reason do we have to use it?
To register you as a new subscriber or to register you for a free trial
- Identity
- Contact
Performance of a contract with you
To send you information which you have asked us to send to you
All the personal information we collect
We use this information to pursue our legitimate interest to comply with your request to contact you
To process and deliver your order including:

- To manage payments, fees, and charges
- To collect and recover money owed to us
- Identity
- Contact
- Usage
- Transaction
- Marketing and Communications
Performance of a contract with you

- Necessary for our legitimate interests (to recover debts due to us)
So that one of our experts can contact you to discuss our services
- Identity
- Contact
- Transaction
- Usage
- Profile
We use this information to pursue our legitimate interest to comply with your request to contact you
To manage our relationship with you which will include:
- Account management services
- Notifying you about changes to our terms and conditions or privacy policy
- Asking you to leave a review, take a survey, or take part in a trial of a new product or service
All the personal information we collect
Performance of a contract with you
- Necessary to comply with a legal obligation
- Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services)
To send you other information which we think you might like such as details about our services or offers
- Identity
- Contact
- Technical
- Usage
- Profile
- Marketing and Communications
Necessary for our legitimate interests (to develop our products/services and grow our business)
To enter into and perform contracts where we are supplying services to you
All the personal information we collect
We use this information for the performance of our contract with you
To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting, and hosting of data)
- Identity
- Contact
- Technical
- Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)
- Necessary to comply with a legal obligation
To deliver relevant website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you
- Identity
- Contact
- Profile
- Usage
- Marketing and Communications
- Technical
Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy)
To use data analytics to improve our website, products/services, marketing, customer relationships, and experiences
- Identity
- Contact
- Profile
- Usage
- Technical
- Transaction
- Usage
Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy)
To help you if you have questions or you need technical support
- Identity
- Contact
- Profile
- Transaction
- Usage
To pursue our legitimate interest to make sure we deal with any issues you have quickly
To comply with our legal obligations
All the personal information we collect
To comply with any legal obligation or requirement

If you have told us we can use your information in a certain way, you can tell us to stop using it at any time (see Contact section below). Also look out for the link at the bottom of any messages we send you which will also put a stop to any messages.


5. Marketing


We aim to empower you with choices about the use of your personal data, especially in terms of marketing and advertising.

Promotional Offers from Us

We may analyze your Identity, Contact, Technical, Usage, and Profile Data to gauge your potential interest in our products, services, and offers. This process helps us identify marketing opportunities that could be relevant to you.

You will be included in our marketing communications if you’ve either requested information from us or engaged with our services, provided you haven’t opted out of such communications.

Third-party Marketing

Your explicit opt-in consent will be sought before we share your personal data with any third party for marketing purposes, ensuring your autonomy in choosing to receive such communications.

Opting Out

You have the liberty to request a halt to marketing communications from us or third-party marketers at any time by utilizing the opt-out links provided in any marketing message sent to you. It’s important to note that opting out of marketing messages does not extend to personal data provided to us as a result of purchasing our products or subscribing to our services, which may still be used for transactional or service-related purposes.


You have control over your browser’s handling of cookies, including the ability to refuse all or some browser cookies or to be alerted when websites set or access cookies. Be aware that if you choose to block or refuse cookies, certain parts of our website may not be accessible or function as intended. For more detailed information on the cookies we employ, please refer to our cookie policy., please see


6. Who else receives your personal data?


Our personal data may be shared with various entities, under specific circumstances, as outlined below:

    • Your Consent: We share your data with parties you explicitly approve us to disclose your details to.
    • Service Providers: This includes marketing agencies, communication firms, customer relationship management platforms (like Salesforce and Freshdesk), website and support platform managers, third-party payment processors (such as PayPal), IT service providers (including cloud storage solutions like AWS and collaboration tools), and third-party mailing services (like Mailgun).
    • Business Partners: We collaborate with various business partners, including integrators, with whom we might share your information.
    • Affiliated Companies: Your data might be shared within our group of companies.
    • Business Transfers: In the event of a sale, merger, acquisition, or transfer of business assets, your personal data may be disclosed to the prospective or actual buyers or partners.
    • Legal and Regulatory Obligations: We may disclose your data to government entities as required by law or for assisting in investigations.
    • Law Enforcement: Your information could be shared with police or security services to aid in investigations, crime prevention, or matters of national security.

We mandate that all third parties maintain the confidentiality and integrity of your personal data, adhering to legal standards. We strictly prohibit our third-party service providers from using your personal data for their own purposes and restrict their processing of your data to specific purposes, as directed by us and in compliance with our instructions.


7. How long will we keep your personal data for?


We retain your personal data in compliance with legal requirements and our internal policies:

    • Retention Period: We are obligated by law to retain basic customer information, including Contact, Identity, and Transaction Data, for six years following the end of the customer relationship, either for tax purposes or from the last date of contact with you.
    • Deletion Requests: You have the right to request the deletion of your data under certain conditions. For more details on how to exercise this and other rights, please refer to the section on Your rights to your personal data and complaints.
    • Anonymization: In certain cases, we may anonymize your personal data, rendering it incapable of identifying you, for use in research or statistical analyses. When anonymized, the data could be used indefinitely without further notification to you.


These measures ensure that your personal data is managed responsibly, safeguarding your privacy while complying with legal and regulatory obligations.

Your Rights

As a valued individual, you have specific rights concerning the personal data we hold about you. You have the right to request us to:

    1. Access: You can ask for access to the personal data we hold about you.
    2. Rectification: You have the right to have any inaccuracies in your data corrected.
    3. Erasure: You can request the deletion of your personal data from our records.
    4. Restriction: You may ask us to halt the processing of your personal data.
    5. Data Portability: You have the right to receive a digital copy of your personal data.
    6. Objection: You can object to our processing of your personal data.
    7. Automated Decisions: You have the right to object to automated decision-making using your personal data.
    8. Data Breach Notifications: You are entitled to be informed in the event of a breach of your personal data.


Exercising Your Rights


To exercise any of your rights, please reach out to us using the contact details provided in the Contact section below.


Fees and Charges


    • Accessing your personal data and exercising your rights is generally free. However, we may impose a reasonable fee if your request is unfounded, repetitive, or excessive. In certain cases, we might also decline your request under these circumstances.
    • To confirm your identity and safeguard your data, we may request specific information from you. This step is crucial to ensure that your personal data is not wrongfully disclosed.


Response Time

We aim to respond to all legitimate requests within one month. Complex or multiple requests may extend this timeframe. Should there be any delays, we  will inform you accordingly and keep you updated on our progress.


8. Changes to the privacy policy and your duty to inform us of changes


Policy Updates

We regularly review and update our privacy policy to ensure it reflects our current practices and complies with applicable laws.


Accuracy of Your Data

It’s crucial that the personal data we hold about you remains accurate and up-to-date. Please inform us promptly of any changes to your personal data during your association with us.


9. Third-party links


Our website may feature links to external sites, plug-ins, and applications. Interacting with these links may allow third parties to collect or share your data. We have no control over these external sites and their privacy policies. We recommend reviewing the privacy policies of any website you visit through our links.


10. Contact


For any questions, comments, or requests regarding this privacy notice, please feel free to reach out to us via email at


11. Company Registration Details


BizXpert Inc. 2630 W Broward Blvd, Suite 203-430, Fort Lauderdale, FL, 33312


This section outlines the importance of keeping the privacy policy current and your responsibility to ensure your personal data is updated. It also highlights the potential risks associated with third-party links and provides contact details for further inquiries or updates to your personal data.


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