Privacy Policy

Last Updated: April 26, 2019

Thank you for selecting Helm, an online cash flow forecasting tool designed for bookkeepers, accountants and small to medium sized businesses. Please read this privacy policy carefully and thoroughly. This privacy policy applies across all websites that we own and operate and all services that we provide. For the purposes of this privacy policy, we will refer to all of our online and mobile accounting and financial services products (and other apps or services that we may offer) simply as “our services”. The terms “we”, “us” and “our” mean Slick, Iterative Design Corp. and its affiliates and subsidiaries, doing business as Helm.

The term “personal information” means identifiable information about you, like your name, email, address, telephone number, bank account details, passwords, payment information, support queries, community comments and so on. In connection with your access and use of our services, we may collection personal information from you. We collect information when you register or open an account, sign in, pay a bill, purchase a service, use a service, call us for support, or give us feedback. We may also get information from other companies or third parties, such as when you sync a third party account or service with our services, or when we use service providers to supplement the personal information you give us to help maintain the accuracy of your data and provide you with better service. We may also collect content or other information that you provide or create when you use our services. This information may include internet protocol (IP) addresses, log files, unique device identifiers, pages viewed, browser type, any links you click on to leave or interact with our services, and other usage information collected from cookies and tracking technologies. For example, we may collect IP addresses to track and aggregate non-personal information such as using IP addresses to monitor the regions from which users navigate to our services. We may also collect IP addresses from users when they log into our services as part of our log-in and security features. If you enable location-based services and functions, then we may also collect global positioning system data and/or motion data. If you can’t be identified (for example, when personal data has been aggregated and anonymized) then this privacy policy does not apply. Check out our terms of service agreement for more information on how we treat your other data.

Our services may change over time and we may introduce new features that may collect new or different types of information. We may need to update this privacy policy from time to time.

Our Principles of Data Protection

Our approach to data protection is based around four key principles. These principles are the foundation of everything we do with respect to personal information:

  • Integrity. We are open, honest and transparent about how we use and process personal information and the data that we collect about you.
  • Security. We take industry leading approaches to securing the personal information that you entrust us with.
  • Stewardship. We accept the responsibility that comes with collecting, processing and holding personal information.
  • Betterment. We utilize drive productivity and growth and to support our mission to continually improve our services and your experience.

How We Collect Your Personal Information

When you visit our website or use our services, we collect personal information. The ways that we collect it can be broadly categorized into the following:

  • Personal information that you provide directly to us. When you visit or use some parts of our websites and/or our services we might ask you to provide personal information to us. For example, we ask for your contact information when you sign up for a free trial, respond to a job application or an email offer, participate in community forums, join us on social media, take part in training and events, contact us with questions or request support. If you don’t want to provide us with personal information, you don’t have to, but it might restrict you from using some parts of our websites or our services.
  • Information that we collect automatically. We collect some information about you automatically when you visit our websites or use our services, like your IP address and device type. We also collect information when you navigate through our websites and services, including what pages you looked at and what links you clicked on. This information is useful for us as it helps us get a better understanding of how you’re using our websites and services so that we can continue to provide the best experience possible (i.e., by personalising the content you see). Some of this information is collected using cookies and similar tracking technologies.
  • Information that we get from third parties. The majority of the data we collect, we collect directly from you. Sometimes we might collect personal information about you from other sources, such as publicly available materials or trusted third parties like our marketing and research partners. We use this information to supplement the personal information that we already hold about you, in order to better inform, personalize and improve our services, and to validate the personal information that you provide. Where we collect personal information, we’ll only process it: to perform a contract with you, where we have legitimate interests to process the personal information and they’re not overridden by your rights, in accordance with a legal obligation, or where we have your consent. If we don’t collect your personal information, then we may be unable to provide you with all of our services, and some functions and features on our websites may not be available to you. If you’re someone who doesn’t have a relationship with us, but believe that a Helm subscriber has entered your personal information into our websites or our services, then you’ll need to contact that Helm subscriber for any questions you have about your personal information (including where you want to access, correct, amend, or request that the user delete, your personal information).

How We Use Your Personal Information

We use your personal information to operate our website, provide you with our services that you have requested, and to manage our relationship with you. We also use your personal information for other purposes, which may include the following:

  • Account registration. We may use your name, address, phone number, and email address to register your account for certain of our services that we provide and to communicate important information to you. We may obtain additional personal information about you, such as address change information, from commercially available sources, to keep our records current. If you set up an account that may be accessed by people other than you, please note that they may see and have the ability to change or delete your personal information.
  • To provide our services and operate our business. We may use your personal information to operate our business, including providing our services that you requested, provide you with support related to our services, and to help us protect our services, including to combat fraud and protect your information. We may also use information that we collect about you to personalize or customize your experience and our services, develop new features or services, and to improve the overall quality of our services.
  • To communicate with you. We may use your personal information to communicate with you about our services and to give you offers for third party products and services that we think may be of use to you. These communications may include providing you with information you’ve requested from us (like training or education materials) or information we are required to send to you, operational communications, like changes to our websites and our services, security updates, or assistance with using our websites and our services, and asking you for feedback or to take part in any research we are conducting (which we may engage a third party to assist with).
  • Research and aggregating information. Only in a way that would not allow you or any other person to be identified, we may prepare and share information about our subscribers with third parties, such as advertisers or partners, for research, academic, marketing and/or promotional purposes. For example, we may share demographic data that describes the percentage of our subscribers who use mobile services or who use a particular operating system. We, or our third party partners, may publicly report the aggregated findings of the research or analysis, but only in a way that would not allow you or any other person to be identified.

How We Share Your Personal Information and Data

There may be times when we need to share your personal information with third parties. We will only disclosure your personal information to:

  • Third party service providers. We may share your information, including personal information and usage data, with third party service providers who perform various functions to enable us to provide our services and help us operate our business, such as website design, sending email communications, fraud detection and prevention, customer care, or performing analytics. Our contracts with these third parties require them to maintain the confidentiality of the personal information that we provide to them, only act on our behalf and under our instructions, and not use your personal information for purposes other than the product or service they’re providing to us or on our behalf.
  • Respond to legal requests. We may share your information with courts, law enforcement agencies, or other government bodies when we have a good faith belief we’re required or permitted to do so by law, including to meet national security or law enforcement requirements, to protect our business, or to respond to a court order, subpoena, search warrant, or other law enforcement request.
  • Protect our business and our services. We may share account information, personal information and usage data when we believe it is appropriate to enforce or apply our terms of service and other agreements; or protect the rights, property, or safety of Helm, our services, our users, or others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction. This does not include selling, renting, sharing, or otherwise disclosing personal information of our customers for commercial purposes in violation of the commitments set forth in this privacy policy.
  • Share information between our affiliated entities. We share your information, including your personal information, with and among our affiliates and subsidiaries, except where prohibited by law. Affiliates and subsidiaries means companies related by common ownership or control. The reasons why we share your information include for our everyday business purposes, such as to: process your transactions, maintain your accounts, operate our business, etc. We will also share your information in order for us to be able to offer our products and our services to you. We may also share information about your creditworthiness, your transactions and experience so that we can operate our business effectively, detect and prevent fraud, and improve our services and your experience.
  • Sell our business. We may provide your personal information to an actual or potential buyer of our business (and its agents and advisers) in connection with an actual or proposed purchaser, merger, or acquisition of Helm or any party of our business.
  • Other people, with consent. In addition to the above circumstances, we may share your personal information with other parties when we have your consent. We will provide you with notice and the opportunity to choose when your personal information may be shared with other parties.

International Data Transfers

When we share data, it may be transferred to, and processed in, countries other than the country you live in. These countries may have laws different to what you’re used to. Rest assured, where we disclose personal data to a third party in another country, we put safeguards in place to ensure your personal information remains protected.


Security is a priority for us when it comes to your personal information. We’re committed to protecting your personal information and have appropriate technical and organizational measures in place to make sure that happens. For more information about security, check out Helm’s security pages.


The length of time we keep your personal information depends on what it is and whether we have an ongoing business need to retain it (for example, to provide you with a service you’ve requested or to comply with applicable legal, tax or accounting requirements). We’ll retain your personal information for as long as we have a relationship with you and for a period of time afterwards where we have an ongoing business need to retain it, in accordance with our data retention policies and practices. Following that period, we’ll make sure it’s deleted or anonymized.

Cookies and Other Tracking Technologies

The following is a high level summary of our practices and your controls for cookies and other tracking technologies. In accordance with applicable law, Helm and our service providers may use commonly-used tools to recognize your visit and track your interactions with our services such as cookies, web beacons, pixels, local shared objects, and similar technologies (collectively, “Cookies”). Sometimes this tracking is necessary in order for us to provide you our services that you have requested. Other times, we combine usage data collected from Cookies with that of other customers to improve your and other customers’ experience. You have control over some of the usage data that we collect from Cookies and how we use it. Information on changing your browser settings to opt out of Cookies can be found in your browser settings. Helm may also use advertising networks and other third parties to display advertising on our website or to manage our advertising on other sites. Our third party partners may place Cookies on our services and unaffiliated websites in order to serve advertisements that may be relevant to you based on your browsing activities and interests, and to determine the effectiveness of such advertisements. Our services may use social media features, such as Facebook sharing (“Social Media Features”). These features may collect your IP address and which page you are visiting within our service, and may set a cookie to enable the feature to function properly. Social Media Features are either hosted by a third party or hosted directly on our Services. Your interactions with these features are governed by the privacy statement of the company providing the relevant Social Media Features.

Your Rights

It’s your personal information and you have certain rights relating to it. When it comes to marketing communications, you can ask us not to send you these at any time – just follow the unsubscribe instructions contained in the marketing communication, or send your request to You also have rights to: know what personal information that we hold about you, and to make sure it’s correct and up to date, request a copy of your personal information, or ask us to restrict processing your personal information or delete it, and object to our continued processing of your personal information. You can exercise these rights at any time by sending an email to If you’re not happy with how we are processing your personal information, please let us know by sending an email to We will review and investigate your complaint, and try to get back to you within a reasonable time frame. You can also complain to your local data protection authority. They will be able to advise you how to submit a complaint.

How to Contact Us

We are always excited to hear from you. If you’re curious about what personal information we hold about you or you have a question or feedback for us on this privacy policy, our website or our services, please get in touch. As a technology company, we prefer to communicate with you by email – this ensures that you’re put in contact with the right person, in the right location, and in accordance with any regulatory time frames. Please email us at