Cash Workspace legal
Privacy Policy
How HELPERG LLC collects, uses, and protects personal information and workspace data for Cash Workspace.
Last updated: May 14, 2026
Who We Are
Cash Workspace is operated by HELPERG LLC. Cash Workspace is a software workspace for organizing invoices, expenses, forecasts, documents, fiscal folders, and related financial operations for freelancers, small businesses, and agencies.
This Privacy Policy explains how we handle information when you create an account, use a workspace, upload document metadata, or contact us.
Information We Collect
- Account information, including your email address and basic profile details used for authentication and workspace access.
- Workspace usage data, such as workspace membership, roles, template installs, invoices, expenses, cashflow records, forecasts, document records, and product interactions.
- Client/contact data you enter into your workspace, such as client names, addresses, and emails for invoicing.
- Uploaded documents metadata, including file name, storage path, upload category, fiscal year, direction, status, size, and related workspace records.
- Tax Prep records and categorization summaries you create when organizing records for tax preparation. Cash Workspace does not file taxes — these records are preparation/checklist content only.
- Comments left by workspace members on financial records (documents, invoices, expenses) and feedback submitted via the in-workspace feedback form.
- Public profile data (if enabled), including workspace public profile fields you choose to publish.
- Cookie/consent preference choice, stored as a localStorage value (no cookie) — see our Cookie Policy.
- Support and contact information when you email us or ask for help.
- Technical information needed to secure and operate the service, such as logs, device/browser data, IP address, and security events.
Legal Bases (EU/EEA Users)
Where EU/EEA data protection law applies, we rely on the following legal bases: (a) contract necessity to provide and secure the service you signed up for, including authentication, workspace access, document storage, and invoicing; (b) legitimate interests in operating, securing, and improving the product, communicating with users about the service, and responding to support; (c) your consent for non-essential cookies/technologies such as analytics or marketing, where applicable; (d) legal obligation where we are required to retain or disclose information.
Cookies and Similar Technologies
We use essential technologies (authentication, session, security, and workspace functionality) without consent because they are necessary to provide the service.
Any non-essential technologies — for example analytics or marketing scripts — only load after you select "Accept all" in the cookie consent banner. You can change your preference at any time using the "Cookie preferences" link in the footer.
Your cookie preference choice is stored locally in your browser (localStorage), not as a cookie. See our Cookie Policy for the full list and how to change your choice.
Financial Documents Are Private Workspace Data
Financial documents and related records are private workspace data. They are used to provide the product, organize your workspace, support document workflows, and maintain security and auditability.
We do not sell personal data. We do not use private financial documents to provide banking, lending, payment processing, insurance, or regulated financial services.
How We Use Information
- To create and secure your account.
- To provide workspace features such as invoices, expenses, documents, forecasts, fiscal organization, exports, audit logs, and team membership.
- To troubleshoot bugs, prevent abuse, monitor service reliability, and improve product quality.
- To respond to support requests and operational questions.
- To send marketing emails only with your consent where required by law.
- To use analytics only with consent where required by law.
Sharing and Processors
We may use service providers for hosting, authentication, storage, email delivery, analytics, monitoring, and support. These providers process information only as needed to operate Cash Workspace.
We may disclose information if required by law, to protect the service, or to enforce our terms. We do not sell personal data.
Deletion and Export Requests
You can request deletion or export of your personal data and workspace data by contacting info@helperg.com. We may need to verify your identity and workspace authority before acting on a request.
Some information may be retained when required for security, fraud prevention, legal compliance, dispute resolution, backups, or audit records.
Your Rights
Depending on where you live, you may have the right to access, correct, delete, restrict the processing of, or port your personal data. You may also have the right to object to certain processing, to withdraw consent at any time where processing is based on consent, and to lodge a complaint with a supervisory authority.
To exercise any of these rights, contact info@helperg.com. Withdrawing consent does not affect the lawfulness of processing carried out before the withdrawal.
International Transfers
Your information may be processed in countries where our service providers operate, which may be outside your country of residence. Where required by law, we rely on appropriate safeguards for international transfers.
Retention
We retain personal and workspace data while your account or workspace is active, and for as long as needed to provide the service, secure operations, comply with legal obligations, resolve disputes, and enforce our agreements. Some records (security events, audit logs, backups) may be retained longer where strictly necessary.
Security
We use reasonable technical and organizational measures designed to protect information against unauthorized access, alteration, disclosure, and destruction. No service can guarantee absolute security; we work to maintain a high standard but cannot promise that breaches will never happen.
Children
Cash Workspace is not intended for children. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact info@helperg.com so we can remove it.
Changes to this Policy
We may update this Privacy Policy as the product evolves or as legal requirements change. Material changes will be reflected in the "Last updated" date at the top of the page. Please review periodically.
Contact
For privacy requests or questions, contact HELPERG LLC at info@helperg.com.