How SaaS Direct Technologies collects, uses, and protects your personal information across all web properties.
Who We Are
SaaS Direct Technologies, Inc. (“SaaS Direct,” “we,” “us,” or “our”) is a professional services firm specializing in financial system migrations, technology advisory, operational solutions, and ERP consulting for growing businesses and professional accounting firms. We operate across the United States and Canada.
This Privacy Policy describes how we collect, use, disclose, and protect personal information when you visit any of our web properties — saasdirect.com, saasdirect.us, or saasdirect.ca — or when you engage with our services. By using any of the Sites, you consent to the practices described in this policy.
Information We Collect
Information You Provide Directly
When you submit a contact form, request a consultation, schedule a discovery call, upload files through our secure file upload tool, or otherwise communicate with us, we may collect:
- Any other information you choose to provide in correspondence
- Full name and job title
- Business name and industry
- Email address and phone number
- Mailing or billing address
- Financial system and software information relevant to your engagement (e.g., current ERP or accounting platform)
- Files, documents, or data you voluntarily upload to our secure transfer portal
Information Collected Automatically
When you visit our Sites, our servers and third-party tools may automatically collect:
- IP address and approximate geographic location
- Browser type, version, and operating system
- Device type (desktop, tablet, mobile)
- Referring URLs and pages visited on our Sites
- Date, time, and duration of your visit
- Clickstream data and interactions with page elements
Information Collected Automatically
We use cookies, web beacons, pixels, and similar technologies to improve your experience and analyze site performance. These include:
- Strictly necessary cookies: Required for the Sites to function (e.g., session management, form handling).
- Analytics cookies: Tools such as Google Analytics help us understand how visitors interact with our Sites in aggregated, anonymized form.
- Marketing and retargeting cookies: May be used to present relevant content or advertisements on third-party platforms.
- Preference cookies: Remember your settings and choices across visits.
You may manage cookie preferences through your browser settings. For users in Canada or the EEA, we honor opt-out requests made through our cookie consent mechanism. Disabling certain cookies may limit site functionality.
How We Use Your Information
SaaS Direct uses the information we collect for the following purposes:
- Protecting the security and integrity of our systems and business operations
- Responding to inquiries, consultation requests, and pre-discovery conversations
- Delivering agreed professional services, including migrations, advisory engagements, and technical consulting
- Sending project-related communications, updates, and deliverables
- Processing and managing secure file transfers associated with client engagements
- Sending marketing communications, newsletters, or webinar invitations (with your consent, where required)
- Analyzing website usage to improve the Sites and our service offerings
- Complying with applicable legal, regulatory, or contractual obligations
We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.
Legal Basis for Processing
United States Visitors (saasdirect.com / saasdirect.us)
For users in the United States, our use of your personal information is governed by this Privacy Policy and applicable federal and state laws, including the California Consumer Privacy Act (CCPA/CPRA) for California residents and the Federal Trade Commission Act. We process personal information only for legitimate business purposes as described herein.
California Residents — CCPA/CPRA Rights
If you are a California resident, you have the following rights:
Right to Know: Request disclosure of the categories and specific pieces of personal information we have collected, their sources, and purposes.
Right to Delete: Request deletion of personal information we hold about you, subject to certain legal exceptions.
Right to Correct: Request correction of inaccurate personal information we maintain about you.
Right to Opt Out: SaaS Direct does not sell personal information or share it for cross-context behavioral advertising.
To exercise these rights, contact us at [email protected] with the subject line: “California Privacy Rights Request.” We will respond within 45 days as required by law.
Canadian Visitors — PIPEDA (saasdirect.ca)
For users in Canada, we process personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, substantially similar provincial legislation in Alberta, British Columbia, and Quebec. Our processing is based on:
- Consent: We obtain your consent, either express or implied, before or at the time of collecting personal information.
- Contract Performance: Processing necessary to fulfill our service agreements.
- Legitimate Business Purposes: Uses that a reasonable person would expect given our business relationship.
Canadian residents have the right to access personal information we hold and to request correction of inaccurate data. Contact us at [email protected]om with the subject line: “Privacy Rights Request – Canada.” You may withdraw consent at any time, subject to legal or contractual restrictions.
International Data Transfers
SaaS Direct Technologies, Inc. is headquartered in the United States and serves clients in the United States and Canada. To deliver our services, we may engage personnel, contractors, subcontractors, or third-party service providers located outside your country of residence — including in countries outside the United States and Canada. This means that data and files you share with us in connection with a professional engagement may be accessed, processed, or handled by individuals or systems located in other jurisdictions, including offshore locations.
By engaging our services or submitting information through our Sites or secure file upload portal, you acknowledge and consent to this standing disclosure that your data may be processed in jurisdictions other than your own. This notice satisfies our advance disclosure obligation and applies to all current and future engagements unless you instruct us otherwise in writing before an engagement begins.
What this means in practice: Regardless of where a specific team member or subcontractor is located, SaaS Direct remains accountable for your data. We apply consistent confidentiality requirements, access controls, and data handling standards to all personnel and vendors involved in your engagement, irrespective of geography.
Safeguards We Apply
- All personnel and subcontractors involved in client engagements are bound by confidentiality obligations
- Access to client data is limited to individuals directly involved in delivering your engagement
- We do not permit offshore personnel to store client data on personal or unmanaged devices
- Data transmission to external collaborators occurs over secure, encrypted channels
- Vendor and subcontractor relationships are subject to data protection provisions consistent with this policy
For Canadian Clients — PIPEDA Notice
Under Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), we are required to make you aware that your personal information may be processed outside of Canada, including in the United States and other countries, and that the laws of those jurisdictions may differ from Canadian privacy law. Foreign governments, courts, or law enforcement may have rights to access personal data under the laws of those jurisdictions.
This section constitutes that standing notice. It applies at the time you first engage with SaaS Direct and to all subsequent engagements, so you do not need to receive a separate per-engagement notification. If you have concerns about cross-border processing, please contact us at [email protected]om before your engagement begins.
For U.S. Clients
If you are accessing our services via saasdirect.com or saasdirect.us, your information may similarly be accessed or processed by personnel or subcontractors located outside the United States. We apply the same confidentiality and access control standards described above regardless of where processing occurs.
How We Share Your Information
SaaS Direct does not sell or rent your personal information. We may share information with the following categories of parties, solely as necessary to operate our business:
- Service Providers: Third-party vendors who assist with website hosting, analytics, email communications, CRM tools, and secure file transfer. These parties are contractually bound to protect your data.
- Professional Partners: In white-label or co-delivery engagements, limited client context may be shared with authorized partner firms under confidentiality obligations.
- Legal and Regulatory Authorities: We may disclose information where required by law, subpoena, or court order, or to protect the rights, safety, or property of SaaS Direct, our clients, or the public.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, personal information may be transferred. We will provide notice prior to any such transfer.
Data Security
SaaS Direct implements industry-standard technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These include:
- Encrypted transmission of data over secure HTTPS connections
- Secure, access-controlled environments for file storage and client data
- Restricted internal access to personal data on a need-to-know basis
- Regular review of our security practices and vendor relationships
No method of transmission over the internet or electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee absolute security. In the event of a data breach posing risk of significant harm, we will notify affected individuals and applicable authorities as required by law.
Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, to maintain our business relationship with you, or as required by applicable law, tax, or regulatory requirements. When personal information is no longer needed, we securely delete or anonymize it.
Client engagement data may be retained for a minimum of seven (7) years in accordance with standard professional and financial recordkeeping obligations.
Third-Party Links and Services
Our Sites may contain links to third-party websites, tools, or resources (such as Intuit, NetSuite, Sage, or Microsoft platforms). This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party services you access through our Sites. SaaS Direct is not responsible for the privacy practices or content of third-party websites.
Children’s Privacy
Our Sites and services are directed to business professionals and are not intended for individuals under the age of 18 (or 13 in the United States under COPPA). We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us and we will promptly delete it.
Your Privacy Rights & Choices
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate or incomplete data
- Request deletion of your personal information (subject to legal exceptions)
- Withdraw consent to processing where consent is the legal basis
- Opt out of marketing communications at any time
- Lodge a complaint with a relevant data protection authority
To exercise any of these rights, contact us using the information in Section 13. We will respond within the timeframe required by applicable law (generally 30–45 days). We may need to verify your identity before processing your request.
To unsubscribe from marketing emails, use the unsubscribe link in any email we send or contact us directly.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The revised version will be indicated by an updated “Last Updated” date at the top of this page. For material changes, we will provide prominent notice on our Sites or by email where required. Your continued use of our Sites following any updates constitutes acceptance of the revised policy.
Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or how your personal information is handled, please contact:
Company: SaaS Direct Technologies, Inc.
U.S. Privacy: [email protected]
CA Privacy: [email protected]
U.S. Mailing: 2300 West Sahara Avenue, Suite 800, Las Vegas, Nevada 89102 USA
CA Mailing: 100 King Street West, Suite 5600, Toronto, Ontario, M5X 1C91021 Canada