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Caboto Sim S

Privacy Policy

We believe transparency builds trust. This policy explains how Caboto Sim S collects, uses, and protects your personal information when you use our AI-powered financial reporting services.

Information We Collect

When you work with us, we gather different types of information to provide personalized financial analysis services. Here's what we collect and why:

  • Account Information: Your name, email address, company details, and contact preferences
  • Financial Data: Business financial records, transaction data, and accounting information you share for analysis
  • Technical Information: Device information, browser type, IP address, and usage patterns on our platform
  • Communication Records: Messages, support requests, and feedback you send us
  • Payment Details: Billing information and transaction records for our services

We only collect information that's necessary to deliver accurate financial reports and improve our service quality. You can always ask us what specific data we have about your account.

How We Use Your Information

Your data helps us create meaningful financial insights tailored to your business needs. We use collected information to:

  • Generate automated financial reports and analysis using our AI systems
  • Provide customer support and respond to your questions promptly
  • Improve our reporting algorithms and platform functionality
  • Send important updates about your account and our services
  • Ensure platform security and prevent unauthorized access
  • Comply with financial regulations and legal requirements in Italy and EU

We never use your financial data for marketing to competitors or share sensitive business information with third parties for promotional purposes.

Data Protection and Security

Protecting your financial information is our top priority. We've implemented multiple security layers to keep your data safe:

  • Encryption: All data transfers use TLS 1.3 encryption, and stored data is encrypted at rest
  • Access Controls: Only authorized staff can access client data, with detailed audit logs
  • Regular Security Audits: Third-party security assessments and vulnerability testing
  • Data Backup: Secure, encrypted backups stored in multiple European data centers
  • Staff Training: Our team receives ongoing privacy and security training

We follow GDPR requirements and maintain BaFin compliance standards. If you notice any suspicious account activity, contact us immediately at the details below.

Your Rights and Choices

Under EU privacy laws, you have several rights regarding your personal data. Here's what you can do:

  • Access: Request a copy of all personal data we hold about you
  • Correction: Update or correct any inaccurate information in your account
  • Deletion: Ask us to delete your account and associated data
  • Portability: Receive your data in a machine-readable format
  • Restriction: Limit how we process your information in certain circumstances
  • Objection: Object to processing for marketing or other specific purposes

To exercise these rights, send us a written request. We'll respond within 30 days and verify your identity before making any changes to protect your account security.

You also have the right to file a complaint with the Italian Data Protection Authority (Garante per la protezione dei dati personali) if you're not satisfied with how we handle your privacy concerns.

Data Sharing and Third Parties

We limit data sharing to essential service providers who help us deliver financial reporting services. Here's who might access your information:

  • Cloud Infrastructure: European-based servers for data storage and processing
  • Payment Processors: Secure payment handling for billing purposes only
  • Customer Support Tools: Platforms that help us respond to your questions effectively
  • Legal Compliance: Authorities when required by Italian or EU law

All third-party partners sign strict data protection agreements. We never sell your personal information or share it for advertising purposes. Any data sharing is limited to what's necessary for providing our services.

If we ever need to share data for reasons not covered in this policy, we'll ask for your explicit consent first.

Data Retention and Deletion

We keep your information only as long as necessary to provide services and meet legal requirements:

  • Active Accounts: Data retained while your account remains active
  • Closed Accounts: Most data deleted within 90 days of account closure
  • Legal Requirements: Some financial records kept for 7 years per Italian regulations
  • Marketing Data: Removed immediately upon unsubscribe request
  • Support Records: Kept for 3 years to improve service quality

When we delete data, it's removed from all active systems and backups. Some information might remain in offline archives solely for legal compliance purposes.

Cookie Usage and Tracking

Our platform uses cookies to improve your experience and ensure proper functionality. We categorize cookies as:

  • Essential Cookies: Required for login, security, and basic platform functions
  • Performance Cookies: Help us understand how you use our platform
  • Preference Cookies: Remember your settings and customizations

You can control cookie preferences through your browser settings, though disabling essential cookies might affect platform functionality. We don't use cookies for cross-site tracking or targeted advertising.

International Data Transfers

While we primarily store data within the European Union, some processing might occur internationally. When this happens:

  • We use Standard Contractual Clauses approved by the European Commission
  • All international partners meet GDPR adequacy requirements
  • Data transfers are logged and monitored for compliance
  • You can request details about specific international processing

Our goal is to minimize international transfers while maintaining service quality and reliability for all clients.

Changes to This Policy

We review this privacy policy regularly and update it when necessary. When we make significant changes:

  • We'll notify active users by email at least 30 days before changes take effect
  • Updated policy will be posted on our website with revision date
  • Major changes will include a summary of what's different
  • You can always access previous policy versions upon request

Last updated: January 15, 2025. This policy is effective immediately for new users and existing users after the notice period.

Privacy Questions and Contact

If you have questions about this privacy policy or want to exercise your data rights, we're here to help.

Email: info@cabotoonline.c

Phone: +15853585500

Address: Piazzale Cadorna 5, 20123 Milano, Italien

BaFin-ID: 20000625

We typically respond to privacy requests within 5 business days. For urgent security concerns, call us directly during business hours.