Privacy Policy

Last updated: August 3, 2026

Taskploy Technologies Inc. (“Taskploy,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how we collect, use, disclose, retain and protect personal information when you use Taskploy, including our websites, web applications, mobile applications, APIs, integrations, communications tools, artificial intelligence features and related services (collectively, the “Services”).

Taskploy is the product name. The Services are provided by Taskploy Technologies Inc., or another contracting affiliate identified in your applicable agreement or Order Form.

By accessing or using the Services, you acknowledge the practices described in this Privacy Policy.

This Privacy Policy should be read together with our Terms of Service and any applicable Data Processing Agreement.

1. Scope of This Privacy Policy

This Privacy Policy applies to personal information that Taskploy collects or processes in connection with:

• visits to Taskploy websites;
• account registration;
• use of Taskploy web and mobile applications;
• customer support;
• product demonstrations;
• sales enquiries;
• marketing communications;
• billing and subscriptions;
• integrations;
• API usage;
• artificial intelligence features;
• events and webinars;
• partnerships; and
• other interactions with Taskploy.

It does not govern the independent privacy practices of third-party websites, applications or services that are not controlled by Taskploy.

2. Taskploy's Role in Processing Information

Depending on the circumstances, Taskploy may process personal information in different roles.

Information Taskploy Controls

Taskploy determines how and why certain personal information is processed when we interact directly with:

• website visitors;
• prospective customers;
• account administrators;
• billing contacts;
• support contacts;
• partners; and
• individuals who subscribe to Taskploy communications.

For this information, Taskploy generally acts as the organization responsible for determining the purposes of processing.

Customer Data

Businesses using Taskploy may upload, create or otherwise process information about their:

• employees;
• customers;
• prospective customers;
• contractors;
• vendors;
• business partners; and
• other individuals.

For this Customer Data, the Customer generally determines why the information is collected and how Taskploy should process it.

Taskploy processes such information on behalf of the Customer in accordance with the Customer's instructions, our agreements and applicable law.

If you have questions about personal information that an organization has stored about you in Taskploy, you may need to contact that organization directly.

3. Personal Information We Collect

The information we collect depends on how you interact with Taskploy and which Services you use.

Account Information

We may collect:

• first and last name;
• business email address;
• telephone number;
• username;
• password credentials in protected form;
• job title;
• company name;
• department;
• account role;
• profile information;
• preferred language;
• country or region; and
• account preferences.

Business and Organization Information

We may collect:

• organization name;
• business address;
• industry;
• company size;
• business registration information;
• departments;
• locations;
• organizational structure; and
• administrative settings.

Billing and Transaction Information

We may collect:

• billing name;
• billing address;
• subscription plan;
• invoices;
• transaction history;
• payment status;
• tax information; and
• limited payment-related information.

Payment card information may be processed directly by approved third-party payment providers. Taskploy should clearly disclose whether it stores any payment card information directly.

Customer and CRM Information

Customers may use Taskploy to process information such as:

• customer names;
• telephone numbers;
• email addresses;
• postal addresses;
• company information;
• lead information;
• sales opportunities;
• communication history;
• appointment information;
• quotations;
• contracts;
• invoices;
• support requests;
• notes; and
• related business records.

Employee and Workforce Information

Where Customers use Taskploy's HR or workforce features, information may include:

• employee names;
• contact information;
• employee numbers;
• job titles;
• departments;
• managers;
• employment dates;
• work schedules;
• attendance;
• leave requests;
• overtime information;
• payroll-related information;
• compensation information;
• employee loan information;
• documents; and
• other employment records entered by the Customer.

Customers are responsible for determining whether they are legally permitted to collect and process this information through Taskploy.

Financial and Operational Information

Depending on the modules used, Taskploy may process:

• invoices;
• quotations;
• expenses;
• receipts;
• vendor information;
• payment records;
• transaction details;
• approval records;
• project costs;
• account balances; and
• financial reports.

Communications Information

Where supported, we may process communications sent or received through Taskploy, including:

• emails;
• SMS messages;
• WhatsApp messages;
• chat messages;
• support conversations;
• call records;
• voicemail;
• communication metadata; and
• recordings where enabled and legally permitted.

Customers are responsible for providing notices and obtaining consent for communications or recordings where required.

Marketing Information

We may collect information about:

• marketing preferences;
• campaign engagement;
• email opens;
• link clicks;
• subscriptions;
• forms;
• surveys;
• event registrations;
• lead sources; and
• communication preferences.

Device and Technical Information

When you use Taskploy, we may automatically collect information such as:

• IP address;
• browser type;
• device type;
• operating system;
• application version;
• device identifiers;
• login timestamps;
• referring pages;
• pages viewed;
• application events;
• error logs;
• approximate location derived from IP address; and
• security-related activity.

Mobile Information

If supported mobile functionality is enabled, we may process information associated with:

• mobile application usage;
• device identifiers;
• push notifications;
• camera or file access;
• time and attendance activity; and
• location information where a specific feature requires it and appropriate permissions have been granted.

Taskploy should request device permissions only when needed for the relevant feature.

4. Information We Receive From Third Parties

We may receive personal information from third parties where permitted, including:

• Customers;
• authorized account administrators;
• payment processors;
• identity providers;
• calendar providers;
• communications providers;
• social networks;
• accounting platforms;
• integration partners;
• analytics providers;
• referral partners; and
• publicly available business sources.

The information received depends on the service you connect and the permissions you authorize.

5. How We Use Personal Information

We may use personal information to:

Provide the Services

Including to:

• create and maintain accounts;
• authenticate users;
• provide requested features;
• process transactions;
• maintain customer records;
• enable workflows;
• facilitate approvals;
• provide mobile functionality;
• operate integrations; and
• deliver communications.

Administer Accounts

Including to:

• manage subscriptions;
• manage users;
• administer roles and permissions;
• maintain billing records;
• respond to administrative requests; and
• communicate important account information.

Provide Customer Support

Including to:

• respond to enquiries;
• diagnose technical issues;
• troubleshoot errors;
• investigate complaints;
• provide onboarding assistance; and
• improve support documentation.

Secure the Services

Including to:

• authenticate users;
• detect suspicious activity;
• prevent fraud;
• investigate security events;
• maintain logs;
• protect infrastructure; and
• enforce our Terms of Service.

Improve Taskploy

We may analyze usage patterns and product interactions to:

• identify problems;
• improve usability;
• measure performance;
• develop new features;
• improve workflows;
• understand product adoption; and
• enhance reliability.

Where appropriate, we may aggregate or de-identify information before using it for analytics or product development.

Communicate With You

We may send:

• service notices;
• security alerts;
• billing notifications;
• product announcements;
• support communications;
• onboarding messages; and
• marketing communications where permitted.

You may unsubscribe from promotional communications as described below.

Comply With Legal Obligations

We may process information when reasonably necessary to:

• comply with applicable law;
• respond to lawful requests;
• maintain required records;
• enforce agreements;
• protect legal rights; and
• investigate suspected unlawful activity.

6. Consent and Other Permitted Processing

Taskploy collects, uses and discloses personal information where permitted by applicable law.

Depending on the circumstances, this may include processing based on:

• your consent;
• performance of a contract;
• legitimate business purposes permitted by law;
• compliance with legal obligations;
• protection of security or legal rights; or
• other grounds permitted by applicable privacy legislation.

Where consent is required, the form of consent may depend on the sensitivity of the information and the reasonable expectations of the individual.

You may withdraw consent where legally permitted, although doing so may affect the availability of certain Services.

7. Customer Responsibilities

Customers using Taskploy are responsible for their own collection and use of personal information.

Customers must:

• collect personal information lawfully;
• provide required privacy notices;
• obtain consent where required;
• limit information collected to appropriate purposes;
• configure permissions responsibly;
• respond to applicable privacy requests;
• comply with employment and marketing laws;
• protect account credentials; and
• ensure their use of Taskploy complies with applicable law.

Taskploy's availability as a technical platform does not by itself authorize a Customer to collect or use personal information.

8. Artificial Intelligence Features

Taskploy may provide features supported by artificial intelligence or machine-learning services.

Depending on the feature, information submitted to an AI function may be processed to:

• generate text;
• summarize information;
• classify content;
• suggest actions;
• answer questions;
• assist with customer interactions;
• analyze business information; or
• support automated workflows.

Third-Party AI Providers

Some AI features may rely on third-party AI providers.

Where applicable, Taskploy should maintain information about:

• the provider involved;
• categories of data transferred;
• purpose of processing;
• retention practices;
• geographic processing locations; and
• applicable contractual safeguards.

AI Training

Taskploy should clearly disclose whether Customer Data is ever used to train:

• Taskploy-owned models; or
• third-party AI models.

Unless expressly disclosed and permitted by applicable agreements, Customer confidential information should not be used to train general-purpose third-party models for unrelated purposes.

Human Review

AI-generated content may contain errors.

Customers should review AI-generated information before using it for important financial, employment, legal, regulatory or customer decisions.

9. Automated Workflows

Taskploy may allow Customers to configure automated actions.

These may include:

• sending messages;
• assigning tasks;
• updating records;
• triggering approvals;
• creating follow-up actions; and
• routing customer enquiries.

The Customer determines how these workflows are configured and is responsible for ensuring automated processing is appropriate and lawful for its intended use.

10. How We Share Personal Information

Taskploy does not sell personal information to advertisers.

We may disclose personal information in the circumstances described below.

Service Providers

We may use service providers to support:

• cloud hosting;
• data storage;
• payment processing;
• email delivery;
• messaging;
• telecommunications;
• customer support;
• analytics;
• monitoring;
• authentication;
• AI capabilities;
• document processing; and
• other business operations.

Providers receive only the information reasonably necessary to perform their services and are subject to applicable contractual requirements.

Customer-Authorized Integrations

If a Customer connects Taskploy with another service, Taskploy may disclose information to and receive information from that provider as necessary to operate the integration.

Within a Customer Organization

Information may be available to authorized users within the Customer's Taskploy workspace according to roles, permissions and configuration.

Corporate Transactions

If Taskploy is involved in a merger, acquisition, financing, restructuring or sale of all or part of its business, information may be disclosed as reasonably necessary to evaluate or complete the transaction, subject to appropriate confidentiality and privacy protections.

Legal Requirements

We may disclose information where permitted or required by law, including to:

• comply with court orders;
• respond to lawful government requests;
• enforce agreements;
• investigate fraud;
• protect users;
• defend legal claims; or
• protect the security of the Services.

11. We Do Not Sell Personal Information

Taskploy does not sell Customer Data or personal information to advertisers.

If Taskploy's business model changes in a manner that materially affects this statement, this Privacy Policy should be updated and any legally required notice or consent obtained before the change takes effect.

12. International and Cross-Border Processing

Taskploy and its service providers may process information in countries other than the country where the information was originally collected.

For example, cloud, communications, analytics or AI providers may operate infrastructure in Canada, the United States or other jurisdictions.

When personal information is processed outside Canada, it may be subject to the laws of the jurisdiction where it is processed and may be accessible to courts, governments or law-enforcement authorities under applicable law.

Taskploy should maintain contractual, organizational and technical measures appropriate to the nature of the processing.

Where customers have specific data-residency requirements, they should contact Taskploy before purchasing the applicable Service.

13. Data Residency

Available data-hosting locations may depend on:

• the Taskploy service being used;
• cloud architecture;
• connected integrations;
• customer region; and
• third-party providers.

Taskploy will provide verified hosting and data-residency information where relevant.

Where Customer-selectable data residency becomes available, applicable options and limitations should be documented separately.

14. Cookies and Similar Technologies

Taskploy websites and applications may use cookies and similar technologies.

These technologies may be used for:

• authentication;
• session management;
• security;
• user preferences;
• website functionality;
• analytics; and
• permitted marketing purposes.

Essential Cookies

These are required for the website or application to function properly.

Analytics Cookies

These help us understand how visitors and users interact with our websites and Services.

Preference Cookies

These remember settings such as language or display preferences.

Marketing Cookies

Where used, these may support campaign measurement or advertising.

Where legally required, non-essential cookies should be used only after appropriate consent has been obtained.

You may be able to manage cookies through our cookie controls or your browser settings.

15. Analytics

We may use analytics services to understand:

• website traffic;
• feature usage;
• application performance;
• conversion activity; and
• product adoption.

Analytics information may include device and usage data.

Where appropriate, Taskploy should configure analytics tools to minimize unnecessary collection of personal information.

16. Marketing Communications

If you subscribe to Taskploy marketing communications, we may send information about:

• product updates;
• features;
• events;
• guides;
• promotions;
• webinars; and
• other business content.

You can unsubscribe from marketing communications at any time by using the unsubscribe link provided in the message or contacting us.

Unsubscribing from marketing does not prevent us from sending essential account, billing, security or service communications.

17. Security

Taskploy uses administrative, technical and organizational safeguards designed to protect personal information against:

• unauthorized access;
• unauthorized disclosure;
• loss;
• misuse;
• alteration; and
• destruction.

Security measures may include, where applicable:

• encryption;
• role-based access;
• authentication controls;
• monitoring;
• logging;
• backups;
• secure development practices;
• vulnerability management; and
• access restrictions.

No method of internet transmission or electronic storage is completely secure, and Taskploy cannot guarantee absolute security.

More information is available on our Security page.

18. Security Incidents and Privacy Breaches

If Taskploy becomes aware of a security incident involving personal information, we will investigate and take appropriate steps in accordance with applicable law and contractual obligations.

Where legally required, Taskploy may notify:

• affected Customers;
• affected individuals;
• privacy regulators; or
• other authorities.

Customers should notify Taskploy promptly if they suspect unauthorized access to their Taskploy account.

Under applicable Canadian privacy requirements, certain breaches may require notification to affected individuals and regulators, and organizations may also have breach-record obligations.

19. Data Retention

Taskploy retains personal information only for as long as reasonably necessary for purposes such as:

• providing the Services;
• maintaining customer accounts;
• complying with legal obligations;
• resolving disputes;
• maintaining security records;
• preventing fraud;
• enforcing agreements; and
• supporting legitimate business requirements.

Retention periods vary depending on:

• the category of data;
• account status;
• contractual requirements;
• legal requirements; and
• Customer instructions.

Following account termination, Customer Data may remain available for a limited period before deletion or anonymization.

Backup copies may remain for additional periods until overwritten through normal backup processes.

Taskploy should maintain a documented retention schedule before publishing specific retention periods.

20. Data Deletion

Customers may be able to delete certain records directly through the Services.

When an account is closed, Taskploy may delete or anonymize Customer Data following the applicable retention period, subject to:

• legal obligations;
• dispute requirements;
• security requirements;
• backup retention; and
• other lawful retention grounds.

Customers should export information they need before closing their account.

21. Data Portability and Export

Where supported, Customers may export certain information from Taskploy.

Available export formats may vary by product module.

Customers requiring data export for migration, compliance or account closure should contact Taskploy support where self-service export is unavailable.

22. Access and Correction

Depending on applicable privacy law, individuals may have rights to request access to personal information held about them and request correction of inaccurate information.

If Taskploy controls the relevant information, requests may be submitted using the contact information below.

If the information is controlled by a Taskploy Customer, the request should generally be directed to that Customer.

Taskploy will assist Customers with appropriate requests as required by applicable agreements and law.

23. Other Privacy Rights

Depending on your jurisdiction, you may have rights relating to:

• access;
• correction;
• deletion;
• withdrawal of consent;
• objection to certain processing;
• portability;
• restriction of processing; or
• complaints to a privacy authority.

These rights are not absolute and may be subject to legal exceptions.

Taskploy may need to verify your identity before completing a request.

We will not request more information than reasonably necessary for verification.

24. How to Make a Privacy Request

To submit a privacy request, contact:

privacy@taskploy.com

Please provide:

• your name;
• the email address associated with your account;
• the nature of your request; and
• enough information for us to identify the relevant records.

Do not send passwords, payment card numbers or unnecessary sensitive information.

If your request relates to information controlled by a Taskploy Customer, we may direct you to that organization.

25. Children and Minors

Taskploy is designed for businesses and organizations and is not intended as a general consumer service for children.

Individuals under the age required to independently consent to the processing of personal information in their jurisdiction should not create a Taskploy account unless appropriately authorized.

Customers that use Taskploy to process information about children or minors are responsible for ensuring that they have an appropriate legal basis, consent and safeguards for doing so.

26. Sensitive Personal Information

Certain Taskploy modules may allow Customers to store sensitive information, including employment, financial or identification information.

Customers should:

• collect only information necessary for legitimate purposes;
• limit access to authorized individuals;
• avoid storing information that is not required;
• configure permissions carefully; and
• comply with applicable legal requirements.

Taskploy may prohibit particular categories of highly sensitive information from being stored in specific product fields or features.

27. Payment Information

Payments may be processed through third-party payment providers.

Where payment providers collect payment card details directly, their privacy policies and contractual terms apply to their processing.

Taskploy should disclose:

• the providers used;
• whether Taskploy receives full card numbers;
• what transaction information Taskploy retains; and
• how payment information is secured.

Taskploy should not state that it is PCI DSS certified unless the applicable scope and evidence have been verified.

28. Third-Party Links and Services

Taskploy may contain links to or integrations with third-party services.

Taskploy is not responsible for the privacy practices of services that we do not control.

Before connecting an integration or submitting information to another service, you should review that provider's privacy practices.

29. Social Media

If you interact with Taskploy through social networks, those platforms may provide us with information according to your settings and their policies.

Taskploy's processing of information received through those interactions is governed by this Privacy Policy.

The social platform's independent processing is governed by its own privacy policy.

30. Business Transfers

If Taskploy undergoes a corporate transaction such as:

• merger;
• acquisition;
• reorganization;
• financing;
• asset sale; or
• insolvency proceeding,

personal information may be transferred as part of the transaction where permitted by law.

Any successor that receives personal information will be required to handle it in accordance with applicable privacy obligations.

31. Privacy by Design and Accountability

Taskploy aims to incorporate privacy considerations into product development, security, vendor selection and internal processes.

Our privacy program should include:

• assigned privacy responsibility;
• policies and procedures;
• employee training;
• vendor oversight;
• security safeguards;
• incident-response processes;
• retention practices; and
• mechanisms for handling privacy questions and requests.

Taskploy should periodically review these practices as the platform and applicable legal requirements evolve.

32. Changes to This Privacy Policy

We may update this Privacy Policy when:

• our Services change;
• our data practices change;
• new features are introduced;
• service providers change; or
• legal requirements change.

The updated policy will include a revised “Last updated” date.

If we make material changes, we may provide additional notice through:

• email;
• the Taskploy application; or
• our website.

Where legally required, we will obtain consent before applying a materially different use of personal information.

33. Privacy Complaints

If you have concerns about how Taskploy handles personal information, please contact us first so that we can investigate.

We will review privacy complaints and respond within a reasonable period.

You may also have the right to submit a complaint to the privacy regulator responsible for your jurisdiction.

34. Contact the Privacy Team

Questions, requests or concerns about this Privacy Policy may be directed to:

Taskploy Technologies Inc.
Attn: Privacy Officer
privacy@taskploy.com
Ontario, Canada

For general support: help@taskploy.com

For security matters: security@taskploy.com

For legal enquiries: legal@taskploy.com

You may also contact us through the Taskploy Contact page.