Skip to main content

Privacy Policy

Effective Date: August 9, 2019  |  Last Updated: June 10, 2025

Introduction

epp Technologies Inc. (referred to herein as “ePlannerPro”, “we”, “our” or “us”) recognizes the importance of protecting personal information we may collect from visitors and any other individual or entity (“Users”, “you”, or “your”) who visit our web sites and who use our application. This Privacy Policy applies to data collection by ePlannerPro and shall apply to your use of the website, www.eplannerpro.com and other ePlannerPro-related sites, applications, software, communications, capabilities and services (“Services”) accessible on or by any top-level ePlannerPro domain owned by us (each, a “Site” and collectively the “Sites”), but excluding services that state that they are offered under a different privacy policy.

Our Privacy Policy explains: (1) what information we collect; (2) why we collect it; (3) how we use that information; (4) how we may share it; (5) the choices we offer, including how to access and update information; and (6) the measures we take to keep your information safe.

Please read this Privacy Policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, you may choose not to use our Site. By accessing or using this Site, you agree to this Privacy Policy. This policy may change from time to time. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Irrespective of which country you live in, you authorize us to transfer, store, and use your information in the United States, and any other country where we operate. If you do not agree to the transfer, storage and use of your information in the United States, and any other country where we operate, please do not use the Sites or Services.

GDPR Compliance

ePlannerPro is committed to protecting the privacy and personal data of our users in accordance with the General Data Protection Regulation (GDPR). We process personal data lawfully, fairly, and transparently, and only collect data that is necessary for the delivery of our services. Users based in the European Union (EU) have specific rights under the GDPR, including the right to access, correct, delete, or restrict the processing of their personal data.

We implement appropriate technical and organizational measures to ensure data security and integrity. Where data is transferred outside the EU, we ensure adequate safeguards are in place to protect your information. If you have questions about this Privacy Policy, please submit a request to Privacy@ePlannerPro.com.

When This Privacy Policy Applies

Our Privacy Policy applies to all of the Services offered by ePlannerPro, and Services offered on our Site, but excludes services that have separate privacy policies that do not incorporate this Privacy Policy.

Our Privacy Policy does not apply to services offered by other companies or individuals, including products or sites that may be displayed to you, or other sites linked from our Services.

The Information We Collect

When you use our Site and/or Services, we may collect personal information about you. We use the term “Personal Information” to refer to any information that identifies or can be used to identify you.

1. Information You Give to Us

You may choose to provide us with Personal Information about yourself, including your name, organization name, title, address, phone number, and email address by completing forms on our website. In addition, when you use our platform, certain information is required when creating an account such as your name, email address, password and your location.

2. Information We Obtain from Your Use of Our Site and Services

We collect certain information automatically, such as your operating system version, browser type, and internet service provider. This includes details of how you used our Site, your Internet protocol address, and cookies that uniquely identify your browser.

3. Cookies and Similar Technologies

We and our customers use various technologies to collect and store information when you visit our Site or the Services. The technologies we use include:

  • Cookies — small files placed on your device to identify your browser or session.
  • Web Beacons — small electronic files used to count users who have visited pages or opened emails.
  • Clickstream Data — information collected when you request web pages from our Sites.
  • Mobile Device Identifiers and SDKs — the mobile app version of a web beacon.

How We Use Information We Collect

We use your Personal Information in ways that are compatible with the purposes for which it was collected or authorized by you, including:

  1. To inform you about services available from ePlannerPro;
  2. To authorize access to our Sites and Services;
  3. To provide you with Services;
  4. To personalize the User experience;
  5. To administer content or other Site features;
  6. To communicate about our Services and to deliver pertinent emails;
  7. To comply with all applicable legal requirements;
  8. To investigate possible fraud or other violations of our Terms and Conditions.

Our Legal Basis for Collecting Personal Information

Whenever we collect Personal Information from you, we may do so on the following legal bases:

  1. Your consent to such collection and use;
  2. Out of necessity for the performance of an agreement between us and you;
  3. Our legitimate business interest, including product development, communications, fraud detection, and cybersecurity enhancement.

Do We Share the Information We Collect?

We provide Personal Information to our affiliates or other trusted businesses or partners to process it for us, based on our instructions and in compliance with our Privacy Policy. It is our policy to only share Personal Information with contractors and service providers who are bound by contractual obligations to keep Personal Information confidential.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.

Our Retention of Your Personal Information

We may retain your Personal Information for a period of time consistent with the original purpose for collection. We keep your Personal Data for no longer than reasonably necessary for your use of our programs and Services and for a reasonable period of time afterward. We also may retain your Personal Information during the period of time needed for us to pursue our legitimate business interests, conduct audits, comply with our legal obligations, resolve disputes and enforce our agreements.

Rights to Access and Control Your Personal Information

Subject to applicable law, you may have the following rights with respect to your Personal Information:

  1. The right to be informed — you are entitled to be informed of the use of your Personal Information.
  2. The right of access — you have the right to request a copy of your Personal Information.
  3. The right of correction — you have the right to request correction of inaccurate information.
  4. The right to be forgotten — you have the right to request deletion of your Personal Information.
  5. The right to object (opt-out) — you have the right to opt-out of certain uses of your Personal Information.
  6. The right to data portability — you have the right to a portable copy of your Personal Information.
  7. The right to refuse automated decision making — including profiling that produces a legal or similarly significant effect.
  8. The right to lodge a complaint — with a supervisory authority.

To make these requests, contact us at Privacy@ePlannerPro.com. You may also update or correct information about yourself by emailing us at that address.

How We Protect Personal Information

ePlannerPro maintains administrative, technical and physical safeguards designed to protect your Personal Information against accidental, unlawful or unauthorized destruction, loss, alteration, access, disclosure or use. We use commercially reasonable security measures such as encryption, firewalls, and transport layer security (TLS) / HTTPS to protect Personal Information. We report any data breaches to the supervisory authorities and the individuals affected by the breach.

Third-Party Sites

The Sites may contain links to webpages operated by parties other than ePlannerPro. We do not control such websites and are not responsible for their contents or the privacy policies or other practices of such websites. ePlannerPro strongly recommends that each User review the third party's terms and policies.

Children

The Site is not intended for use by children. We do not intentionally gather Personal Data about United States visitors who are under the age of 13 or about European Union, United Kingdom or Swiss visitors who are under the age of 16. If you believe that we might have any information from a child under age in the applicable jurisdiction, please contact us at Privacy@ePlannerPro.com.

Changes to This Privacy Policy

Our Privacy Policy may change from time to time. We will not reduce your rights under this Privacy Policy without your explicit consent. We will post any privacy policy changes on this page and, if the changes are significant, we will provide a more prominent notice.

How to Contact Us

If you have any specific questions about this Privacy Policy, you can contact us:

Email: Privacy@ePlannerPro.com

Mail: ePlannerPro, Attn: Privacy Policy Inquiry, 3423 Piedmont Rd NE, Atlanta, GA 30305, U.S.A.