Privacy Policy

This privacy policy sets out how, owned by TrialBalance Limited, uses and protects any information that you give when you use this website.

TrialBalance is committed to ensuring that your privacy is protected. Should we ask you (“the User”) to provide certain information by which you can be identified when using (“the site”) it will only be used in accordance with this privacy statement.

Personal identification information

TrialBalance may collect personal data from Users in a variety of ways, including but not limited to, when Users visit our Site, register on the site, fill out an invoice template, respond to survey, or otherwise interact with or make use of activities, services, features or resources made available on the Site.

Users may be asked for personal data including but not limited to name, address, e-mail address, credit card information and bank details. TrialBalance will collect personal data from Users only if they voluntarily submit such information. Users can refuse to supply personally data, although doing so may prevent them from accessing TrialBalance services such as, but not limited to, Invoice Builder.

Non-personal identification information

TrialBalance may collect non-personal identification information about Users whenever they interact with our site. Non-personal identification information may include, but is not limited to, web browser name, type of computer, and technical information about the means of connection to our site such as operating system and Internet Service Provider utilised.

Web browser cookies

Our Site may use ‘cookies’ to enhance Users’ experience. Cookies help us provide a better service by enabling us to monitor which pages Users find useful and which they do not. A cookie in no way gives us access to a User’s computer or any information about a User, other than the data they choose to share with us.

Such information will not identify a User personally. It is used by us to analyse how visitors interact with the site so that we can continue to develop and improve the services we offer.

All computers have the ability to decline cookies. This can be done by activating web browser settings .

If a User declines cookies, they may be unable to access particular areas of the site.

How we use collected information

TrialBalance may collect and use personal data for purposes of running, improving and operating our Invoice Builder service, improving customer experience, monitoring patterns of usage (such as, but not limited to, login dates and volumes of data) and responding to any feedback sent to us.

From time to time, we may also use User information to make contact for market research purposes. We may contact Users by email, phone or mail. We may use the information received as a result to customise the website according to Users’ needs.

How we protect User information

All data you provide to us is securely stored on our servers. We adopt appropriate security measures to protect against unauthorised access, alteration, disclosure or destruction of Users’ personal data, username, password and sensitive financial information.

Sharing your personal information

TrialBalance will not sell, distribute or lease Users’ personal information to third parties unless we have their permission or are required by law to do so. We may use Users’ personal data to send promotional information about third parties which we think they may find interesting if they tell us they wish this to happen. We may share generic aggregated demographic information not linked to any personal data regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above.

Changes to this privacy policy

TrialBalance may change this policy from time to time by updating this page. Users should check this page from time to time to ensure they are happy with any changes.

Acceptance of these terms

By using, you agree to accept this policy.

Contacting us

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at

This document was last updated on May 1, 2017