Privacy Policy
Last Updated: March 7, 2026
Yoxxie, Inc. d/b/a WorkBalance (“WorkBalance,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal information. This Privacy Policy explains how we collect, use, disclose, store, and otherwise process personal information when you visit our websites, use our software, communicate with us, or interact with our products and services.
This Privacy Policy applies to information collected through our website, applications, platform, and related services (collectively, the “Services”).
By using the Services, you acknowledge that you have read and understood this Privacy Policy.
1. Scope of This Policy
This Privacy Policy applies to personal information collected from:
- visitors to our website;
- prospective customers;
- customers and account owners;
- authorized users, including employees, contractors, accountants, and advisors added to an account;
- customers’ clients or business contacts who interact with records, invoices, documents, or communications generated through the Services; and
- individuals who communicate with us for support, sales, marketing, or other business purposes.
This Privacy Policy does not apply to third-party websites, applications, or services that may link to or integrate with WorkBalance and are governed by their own privacy policies.
2. Personal Information We Collect
The personal information we collect depends on how you interact with WorkBalance and which Services you use.
Information you provide directly
We may collect information you provide when you:
- create an account;
- request a demo;
- subscribe to updates or marketing communications;
- contact sales, support, or customer service;
- purchase or subscribe to Services;
- upload files, documents, records, or other content;
- invite or add users to your account; or
- submit forms through our website.
Depending on the interaction, this information may include:
- full name;
- email address;
- phone number;
- mailing or billing address;
- company name;
- job title;
- account login credentials;
- payment or billing information;
- tax, invoicing, or business contact information;
- identity verification information, if required for certain services; and
- any other information you choose to provide.
Information collected automatically
When you use our website or Services, we may automatically collect certain information, including:
- IP address;
- browser type and version;
- device identifiers;
- operating system;
- referring URLs;
- pages viewed and actions taken;
- dates and times of access;
- crash data, diagnostics, and log information; and
- cookie, pixel, session replay, and similar tracking data, where permitted by law.
Information collected through your use of the Services
When you use WorkBalance, we may collect information associated with your use of the platform, such as:
- account profile information;
- project, task, budget, document, invoice, payment, vendor, contractor, team, and customer records;
- communications and support requests;
- usage metrics and feature interaction data;
- configuration settings and preferences; and
- information submitted by authorized users under your account.
Information from third parties
We may receive information from third parties, including:
- payment processors;
- identity verification or fraud prevention providers;
- marketing and analytics providers;
- integration partners;
- customer relationship or referral sources;
- public databases or sanctions screening providers; and
- other users who invite you to WorkBalance or submit your information through the Services.
If you connect third-party integrations to WorkBalance, we may receive information from those integrations in accordance with your settings and authorization.
3. How We Collect Information
We collect personal information in several ways:
- directly from you;
- automatically when you use our website or Services;
- from your employer, client, accountant, contractor, or other account administrator who adds you to the platform;
- from service providers and integration partners;
- from payment, verification, or fraud prevention partners; and
- from publicly available or commercially available sources, where permitted by law.
4. How We Use Personal Information
We use personal information for legitimate business and operational purposes, including to:
- provide, operate, maintain, and improve the Services;
- create and manage accounts;
- authenticate users and secure accounts;
- process subscriptions, payments, renewals, and billing;
- provide customer support and technical assistance;
- communicate about transactions, service updates, and account activity;
- personalize user experience and product functionality;
- analyze product usage and improve performance;
- monitor, prevent, investigate, and detect fraud, abuse, security incidents, and unlawful conduct;
- verify identity where needed;
- send marketing and promotional communications, subject to your choices and applicable law;
- comply with legal obligations and respond to lawful requests; and
- protect the rights, safety, and property of WorkBalance, our users, and others.
We may also use information in other ways that are disclosed at the time of collection or with your consent.
5. How We Share Personal Information
We do not sell personal information in the traditional sense for money. We may disclose personal information as described below.
Service providers
We share information with vendors and service providers that perform services on our behalf, such as:
- cloud hosting and infrastructure providers;
- payment processors;
- customer support tools;
- analytics providers;
- email and communications vendors;
- identity verification and fraud detection providers;
- document, file storage, and database providers; and
- security and performance monitoring providers.
These providers may access personal information only as needed to perform services for us and subject to contractual restrictions.
Within your organization or by your instruction
If you use WorkBalance through a business account, your information and activity may be visible to the account owner, administrators, accountants, managers, or other authorized users associated with that account.
We also share information when you instruct us to do so, such as when you enable integrations or send invoices, documents, or communications to third parties through the platform.
Legal and compliance disclosures
We may disclose personal information if we believe in good faith that disclosure is necessary to:
- comply with applicable law, regulation, court order, subpoena, or legal process;
- enforce our agreements or policies;
- detect, prevent, or address fraud, security, or technical issues; or
- protect the rights, property, or safety of WorkBalance, our users, or others.
Business transfers
If WorkBalance is involved in a merger, acquisition, financing, corporate reorganization, sale of assets, or bankruptcy proceeding, personal information may be disclosed or transferred as part of that transaction, subject to applicable law.
Aggregated or de-identified information
We may use and disclose aggregated, anonymized, or de-identified information that cannot reasonably be used to identify you for analytics, benchmarking, operational, product improvement, security, and other lawful business purposes.
6. Payments and Identity Verification
If you purchase paid Services, payment-related information may be collected and processed by our third-party payment processors. We may receive limited information from those providers, such as billing status, payment confirmation, card type, or partial payment method details.
If identity verification, fraud screening, or compliance checks are required for certain features, we may share information with third-party providers that perform those services. Those providers will process information under their own terms and privacy policies, as applicable.
7. Cookies and Tracking Technologies
We use cookies and similar technologies to operate our website and Services, remember preferences, analyze traffic, improve performance, and support marketing efforts.
These technologies may include:
- essential cookies necessary for site functionality;
- analytics cookies used to understand usage and improve the Services;
- functional cookies used to remember settings and preferences; and
- advertising or attribution technologies, where permitted.
You can manage cookies through your browser settings and, where available, through our cookie consent or preference tools. Disabling some cookies may affect website functionality.
8. Analytics, Usage Data, and Product Improvement
We collect and analyze usage data to understand how users interact with the Services, improve features, maintain reliability, troubleshoot issues, and develop new functionality.
To the extent permitted by law, we may generate statistical, aggregated, and de-identified insights from platform usage, including performance, adoption, trends, and operational patterns. These insights do not identify individual users.
9. Artificial Intelligence and Automated Processing
WorkBalance may use automation, machine learning, or artificial intelligence features to support the Services, such as:
- fraud detection and abuse prevention;
- workflow suggestions and categorization;
- customer support assistance;
- document extraction or summarization; and
- operational recommendations and analytics.
These tools may involve automated processing of information submitted to the platform. Outputs generated by automated systems may not always be accurate, complete, or appropriate for every context, and human review may still be required.
We do not use solely automated decision-making to make legally significant decisions about individuals unless permitted by applicable law and appropriately disclosed.
10. Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:
- provide the Services;
- maintain your account;
- comply with contractual obligations;
- resolve disputes;
- enforce agreements;
- satisfy legal, tax, accounting, or regulatory requirements; and
- preserve security, backup, and business continuity records.
Retention periods vary based on the type of information, the sensitivity of the data, the purpose for which it was collected, and legal requirements. When personal information is no longer needed, we may delete it, anonymize it, or securely archive it as permitted by law.
11. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.
However, no system is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your credentials and for using appropriate security measures on your own devices and systems.
12. Data Transfers
WorkBalance is based in the United States, and personal information may be processed, stored, and transferred in the United States or other countries where we or our service providers operate.
Those jurisdictions may have privacy laws that differ from the laws in your location. By using the Services, you understand that your information may be transferred to and processed in the United States and other jurisdictions, subject to appropriate safeguards where required by law.
13. Your Privacy Choices and Rights
Depending on your location and applicable law, you may have rights regarding your personal information, which may include the right to:
- know whether we process your personal information;
- access personal information we hold about you;
- correct inaccurate personal information;
- request deletion of personal information;
- obtain a portable copy of certain personal information;
- object to or limit certain processing;
- withdraw consent where processing is based on consent;
- opt out of certain marketing communications; and
- appeal a denied privacy request, where required by law.
You may exercise certain rights by contacting us using the information at the end of this Privacy Policy. We may need to verify your identity before processing your request. We may also deny or limit a request where permitted by law.
You may opt out of marketing emails by using the unsubscribe link in those messages. Even if you opt out of marketing, we may still send you transactional or service-related communications.
14. U.S. State Privacy Rights
Residents of certain U.S. states, including California and other states with applicable privacy laws, may have additional rights regarding their personal information.
Depending on your state of residence, those rights may include:
- the right to know categories of personal information collected, used, disclosed, or sold/shared;
- the right to access specific pieces of personal information;
- the right to correct inaccurate personal information;
- the right to request deletion;
- the right to data portability;
- the right to opt out of targeted advertising, sale, or certain profiling, if applicable; and
- the right not to receive discriminatory treatment for exercising privacy rights.
WorkBalance does not knowingly sell personal information for monetary consideration. We also do not knowingly process sensitive personal information for purposes that would require a separate right to limit use, except as permitted by law or necessary to provide the Services.
To submit a privacy request, contact us at [privacy@workbalance.pro].
California notice
For California residents, the categories of personal information we may collect include identifiers, contact information, commercial information, internet or network activity, professional information, financial or billing information, and other information described in this Privacy Policy.
We collect this information from:
- you directly;
- your use of the Services;
- your organization or account administrator;
- service providers and integration partners; and
- other lawful third-party sources.
We use and disclose it for the business and commercial purposes described in this Privacy Policy.
15. Children’s Privacy
The Services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take steps to delete it.
16. Third-Party Links and Services
The Services may contain links to third-party websites, products, or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing information to them.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated version here and revise the “Last Updated” date. If we make material changes, we may also provide additional notice, such as through the Services or by email.
Your continued use of the Services after the effective date of an updated Privacy Policy means the updated Privacy Policy will apply going forward.
18. Contact Us
If you have questions about this Privacy Policy or would like to submit a privacy request, contact us at:
Yoxxie, Inc. d/b/a WorkBalance