Privacy Policy

You (and your clients) can rest assured – we’ve got your data on lockdown.

Privacy Policy

1. You own Your Data
Actionstep is an online business and practice management service which stores business, personal, and financial information as provided or entered by users of the service or imported on their instructions.

The Data entered, or imported on instruction, by You remains Your property and Actionstep will not use nor make available for use any of this information without Your permission.

2. You control who has access to Your Data
The Data entered, or imported on instruction, by You is stored securely in a database, or electronic file system, and is only accessible to any person You have authorised to use the Service.

It is Your responsibility to keep Your password safe.

It is Your responsibility to delete login credentials when they are no longer needed.

3. Actionstep monitors system usage
The Data entered, or imported on instruction, by You is stored securely in a database and is only accessible to persons You have authorized to use the Service. It is Your responsibility to keep Your password safe.

Actionstep, Actionstep’s staff and Actionstep’s partners do not have access to Your password and are therefore unable to login to your instance of the Service without receiving an invitation to do so from You.

Actionstep may need to access some of your data to resolve system errors or to recreate scenarios to resolve support requests, however this will not be done without first obtaining permission from You.

Actionstep will need to access your data as a whole for backup, system maintenance, integrity checking, and load-balancing purposes.

Actionstep staff and key commercial partners can access non-identifying and aggregated usage information and transaction volumes in order to better understand how our customers are using the Service so we can improve the system design and where appropriate have the system prompt users with suggestions on ways to improve their own use of the system.

4. Your Data is sent securely across the Internet
Actionstep’s servers have SSL Certificates, so all data transferred between users and the Service is encrypted. However, the Internet is not in itself a secure environment. Users should only enter, or instruct the importation of data to the database within a secure environment. This means that Your browser must support the encryption security used in connection with the Service.

5. Actionstep does not store Your credit card details
If you choose to pay for the Service by credit card, your credit card details are not stored by the Service and cannot be accessed by Actionstep staff.

Your credit card details are encrypted and securely stored by payment processors to enable Actionstep to automatically bill your credit card on a recurring basis.

6. Your browser stores no information that will identify You or Your Organization
The Service utilities “cookies” and other technical measures that enable us to monitor traffic patterns and to serve you more efficiently if you revisit the site. A cookie does not identify You personally or contain any other information about You or Your Organization, but it does identify Your computer. You can set your browser to notify you when you receive a cookie and this will provide you with an opportunity to either accept or reject it in each instance.

Actionstep will not sell or otherwise provide Your personal information to a third party, or make any other use of personal information about You for any non-operational purpose.

Where Actionstep uses third party services for operational purposes, Actionstep will ensure that their privacy standards are consistent with this privacy policy.

7. Actionstep can use Your non-personally identifiable data
By using the Service, You agree that Actionstep can access, aggregate and use non-personally identifiable data Actionstep has collected from You.

Actionstep may use non-personally identifiable data to provide You with context-sensitive help when using the Service.

Actionstep may use aggregated non-personally identifiable data to:

  • assist Actionstep to better understand how the Service is being used;
  • identify and resolve performance issues; and
  • otherwise improve the Service.

8. You can opt-out of any email communications
Actionstep sends billing information, product information, Service updates and Service notifications to You via email.

Some email communications are essential to the proper running of the Service and You agree that you can not opt-out from these communications whilst using the Service.

Non-essential email communication will contain clear and obvious instructions describing how You can opt to be removed from the mailing list. Actionstep will remove You from these communications upon Your request.

9. You are responsible for checking the Privacy Policy of any third-party applications the Service links to

The Service may contain links enabling the electronic transfer of data with third-party applications. Actionstep takes no responsibility for the privacy practices or content of these applications.

10. Breaches and complaints
If Actionstep becomes aware that your Data has been accessed by, or disclosed to, an unauthorized party, then Actionstep will notify you as soon as possible.

Actionstep will cooperate with investigations conducted by the Privacy Commissioner or other duly-authorized government privacy bodies. If you suspect a breach of privacy please contact Actionstep via our Contact Us page.

11. This policy may be updated from time to time
Actionstep reserves the right to change this policy at any time and any amended policy is effective upon the posting on this website. Actionstep will communicate these changes to You via email or notification via the website.

12. Please read our Terms of Use
Use of the Service is subject to Actionstep’s Terms of Use and this Privacy Policy should be read in conjunction with this. In the event of a conflict or disagreement between this Privacy Policy and the Terms of Use, the Terms of Use will prevail.

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