Privacy Policy

This policy is in effect as of Oct 28, 2016.


This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.


Kaizen Operations, Inc. is doing business as TrueRecords. is the website for TrueRecords.  References to refer to TrueRecords in this Privacy Policy.


TRUE RECORDS relies on you, the client to provide complete and accurate information.  If you do not provide complete and accurate information the reports will not reflect an accurate financial picture.  We cannot be held responsible or accountable if you do not provide legible, compete or accurate information, whether purposefully or accidentally. 


By using website, you accept the terms of this Privacy Policy.  If you have questions or concerns about the Privacy Policy, please contact our Customer Service at (


1.     What Personal Information do we collect about our Customers?

When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number, credit card information, social security number or other details to help you with your experience.  Personally identifiable information includes:

a)               “Contact Data” (such as your name, address, city, state, zip code, phone number, and email address);

b)               “Financial Data” (such as your credit card number, expiration date, and verification code);

c)               “Demographic Data” (such as your age, zip code, gender, number of children); and, with regard to processing the TrueRecords financial reports:

d)               other “Legal Data” (such as your social security number, income, banking and credit card statements, mortgage information, automobile information, marital information, trade secrets, inventions, and idea submissions and other sensitive information necessary to generate the products, or provide the TrueRecords Services and reports, that you request).


Certain personal information becomes public record when documents are filed with the federal or state government, or with a court. The TrueRecords Privacy Policy does not cover these or similar third-party actions.  It is expressly understood by the user that TrueRecords does not have any control of documents are used by the courts or that be used by the courts or be made public records.


When do we collect information?

We collect information from you when you register on our site, place an order, subscribe to a newsletter, respond to a survey, fill out a form, Use Live Chat, Open a Support Ticket or enter information on our site.  Personally identifying information may be collected when you talk on the phone with TrueRecords staff; request information or updates; contact Customer Service; participate in promotions, surveys, forums, content submissions, chats, bulletin boards, discussion groups, webinars; requests for suggestions; or other aspects of services offered by TrueRecords.


How do we use your information?

TrueRecords, sometimes with the assistance of a third party, may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

·       To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested

·       To improve our website in order to better serve you

·       To gather general statistics about our customers and visitors and to analyze our customer demographics

·       To allow us to better service you in responding to your customer service requests

·       To inform you of changes to our Online services

·       To generate products and provide services you request

·       To administer a contest, promotion, survey or other site feature

·       To quickly process your transactions

·       To ask for ratings and reviews of services or products

·       To follow up with you after correspondence (live chat, email or phone inquiries)


2.     How Secure is the Personal Information We Collect?

TrueRecords uses all reasonable means available to protect the confidentiality and confidentiality of our data; but, no system or systems can be 100% secure.  Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.  We use anti-viral software, and update regularly taking into account our outside vendors and hosting servers. 

TrueRecords creates your reports by running an automated, data mining and analysis process on every applicable line item and transaction from the data that you have provided. This analysis is processed on our secure servers that are behind a firewall.  Once the processing is complete, your reports are uploaded and stored in a secure system so that you can have access to your individual reports.

Your personal reports and report information is stored with a third-party vendor service.  You will need to establish a logon and password to obtain access to your reports.  The storage service we use has received the endorsement of the American Bar Association which finds that this vendors’ standards meets with the confidentiality standards required by lawyers.  And thus TrueRecords is comfortable that those standards meet or exceed any obligations.




We use regular Malware Scanning.

Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.


We implement a variety of security measures when a user places an order enters, submits, or accesses their information to maintain the safety of your personal information.  All transactions are processed through a gateway provider and are not stored or processed on our servers.


Your Responsibilities.

TRUE RECORDS relies on you, the client to provide complete, legible and accurate information.  If you do not provide complete and accurate information the reports will not reflect an accurate financial picture.  Electronic versions (e.g. statements downloaded directly from a bank account) generally have the best clarity.  We do not accept hand-written financial data. It is your responsibility to ensure that any documents that have been faxed, copied or otherwise previously scanned are still legible (readable) or we may request that you re-submit a cleaner (more legible) copy.   We cannot be held responsible or accountable if you do not provide legible, compete or accurate information, whether purposefully or accidentally. 


You are responsible for safeguarding and preventing unauthorized access to the information and password that you use to access the Site, Services and/or Applications (Login Info). You agree not to disclose your Login Info to any third party and you are responsible for any activity using your Login Info to access the Site, Services, or Applications, whether or not you authorized that activity. You must immediately notify TrueRecords of any unauthorized use of your Log in information or any other information you have provided to TrueRecords.


3.     Do we use 'cookies'?

Yes. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We use cookies to:

·       Help remember and process the items in the shopping cart.

·       Understand and save user's preferences for future visits.

·       Keep track of advertisements.

·       Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.


We do NOT use cookies to capture Personally Identifiable Information in cookies or use cookies to mine Personally Identifiable Information. 

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.


If users disable cookies in their browser.

If you turn cookies off, some features will be disabled. Some of these features make your site experience more efficient and some features may not function properly.


However, you will still be able to place orders over the telephone by contacting customer service.


4.     What Traffic Data Do we collect?

TrueRecords uses a number of internal and third-party methods to recognize visitor data like IP addresses and browser settings (collectively “Visitor Data”). The TrueRecords third party hosting servers and software to automatically recognize Visitor Data. No Personally Identifiable Information is revealed in this process. Information about your computer hardware and software may be automatically collected by TrueRecords.  This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used by TrueRecords for the operation of the Site and Services, to maintain the quality of the Services, and to provide general statistics regarding use of the TrueRecords Site. The Site may use Visitor Data to compile traffic data about the types of visitors who use the Site at specific intervals (collectively “Traffic Data”).


We may use Traffic Data to analyze Site traffic, but this information is not examined for Personally Identifiable Information. For example, we may inform third parties about the number of registered users, unique visitors, and the pages most frequently visited. We may also use Traffic Data to diagnose problems with our server, administer our Site, or display content according to your preferences. Visitor Data and Traffic Data may also be shared with business partners, affiliates, or advertisers on an aggregated and anonymous basis.


5.     Third-party disclosure.

We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential. We may also release information when it's release is appropriate to comply with the law, enforce our site policies, or protect ours or others' rights, property or safety.

However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.


Unless specifically authorized by you, we do not provide Personally Identifiable Information to third parties for marketing purposes. We may provide information to a third party in response to a subpoena or to otherwise comply with the law.


6.     Third-party links.

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.


We may work with third-party service providers that we do not own or control. Unless authorized by you, we do not provide your Personally Identifiable Information to any third-party service providers, except as explained in this Privacy Policy.


7.     Google.

Google's advertising requirements can be summed up by Google's Advertising Principles. They are put in place to provide a positive experience for users.

We use Google AdSense Advertising on our website.

Google, as a third-party vendor, uses cookies to serve ads on our site. Google's use of the DART cookie enables it to serve ads to our users based on previous visits to our site and other sites on the Internet. Users may opt-out of the use of the DART cookie by visiting the Google Ad and Content Network privacy policy.


We will use Google’s Demographics and Interests Reporting. We, along with third-party vendors such as Google use first-party cookies (such as the Google Analytics cookies) and third-party cookies (such as the DoubleClick cookie) or other third-party identifiers together

implement Google Analytics.


Users can set preferences for how Google advertises to you using the Google Ad Settings page. Alternatively, you can opt out by visiting the Network Advertising Initiative Opt Out page or by using the Google Analytics Opt Out Browser add on.


8.     Website Areas Beyond TrueRecords’ Control.

The Site may include interactive forums, such as message boards and chat rooms. Any Personally Identifiable Information disclosed in these areas is public and becomes public information. You should use caution when deciding whether to disclose your personal information in these forums.


9.     Other Transfers.

We may share Personally Identifiable Information and other data with businesses controlling, controlled by, or under common control with TrueRecords.  If TrueRecords is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer Personally Identifiable Information and other data in connection with the associated transactions.


10.  Bankruptcy.

In the event of a TrueRecords bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, we may not be able to control how your personal information is treated, transferred, or used. If such an event occurs, your Personally Identifiable Information may be treated like any other TrueRecords asset and sold, transferred, or shared with third parties, or used in ways not contemplated or permitted under this Privacy Policy, without notice to you or your consent.


11.  California Online Privacy Protection Act.

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law's reach stretches well beyond California to require any person or company in the United States (and conceivably the world) that operates websites collecting Personally Identifiable Information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals or companies with whom it is being shared. - See more at:


According to CalOPPA, we agree to the following:

·       Users can visit our site anonymously.

·       Once this privacy policy is created, we will add a link to it on our home page or as a minimum, on the first significant page after entering our website.

·       Our Privacy Policy link includes the word 'Privacy' and can easily be found on the page specified above.

·       All TrueRecords clients make changes to their information at anytime by logging into their online account as applicable

·       If you want to remove your Personally Identifiable Information from our Site, you may contact our Customer Service at  TrueRecords may maintain some or all of this data in its archives even after it has been removed from the Site.


12.  You will be notified of any Privacy Policy changes on our Privacy Policy Page.


13.  How does our site handle Do Not Track signals?

We don't honor Do Not Track signals and Do Not Track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place. We track information to maintain the quality of the services and to provide general statistics regarding use of the True Records Site.


Third-party behavioral tracking.

TrueRecords allows third-party behavioral tracking.


14.  COPPA (Children Online Privacy Protection Act).

When it comes to the collection of personal information from children under the age of 13 years old, the Children's Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, United States' consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children's privacy and safety online.

We do not specifically market to children under the age of 13 years old.  We do not knowingly collect Personally Identifiable Information from children under the age of 13 years old.  Minors are not eligible to use this Site or the Applications on this Site and we ask that they do not submit any personal information to us.


By using this site you agree that you are over 18 years of age.  If we discover during the course of our work for you that you are under the age of 18, we reserve the right to immediately discontinue working on your project and retaining any funds earned.  We would refund any unearned funds at that time.


15.  CAN SPAM Act.

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address and use information we collect from the Online Services in order to:

·       Communicate with you by sending emails and newsletters

·       Send you information, respond to your inquiries, and/or other requests or questions

·       Process your orders and to send you information and updates pertaining to your online service and orders

·       Send you additional information related to your product and/or service. 

·       Send you supporting information that may include a welcome email, communications responding to your inquiries, providing responses to services you request, and/or requesting feedback from you

·       Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

·       Send you promotional information including information on offers and discounts

·       Inform you of service-related announcements such as planned downtime for site maintenance

To be in accordance with CANSPAM, we agree to the following:

·       Not use false or misleading subjects or email addresses

·       When applicable, identify the message as an advertisement in some reasonable way     

·       Include the physical address of our business or site headquarters

·       Monitor third-party email marketing services for compliance, if one is used

·       Honor opt-out/unsubscribe requests quickly

·       Allow users to unsubscribe by using the link at the bottom of each email.


16.  Opting Out.

If at any time you would like to unsubscribe from receiving promotional emails, you can follow the instructions at the bottom of each email and we will promptly remove you from promotional communications. 


Generally, you may not opt-out of service-related communications (non-promotional).  If you do not want to receive service-oriented communications, please email Customer Care at with the subject line Opt-Out of Service-Oriented Communications (


If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at or the Digital Advertising Alliance at If you delete your cookies, use a different browser, or buy a new computer, you will need to renew your online display advertising opt-out choice.


17.  Telephone Calls / Electronic Communications.

In the regular course of our business, we may monitor and record phone conversations, Skype communications, email communications and other electronic communications between you and TrueRecords staff for training and quality assurance purposes.  We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful, interesting and meaningful.  If you do not want to receive email from TrueRecords, you may unsubscribe from our mailing list by following the instructions to opt-out on any of the emails we send.


18.  Our Commitment to Data Security.

We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and personal information are transmitted by secure servers. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from the Site, Applications, or through the use of our third party hosting vendors, or through the use of our services, and you provide this information at your own risk.





19.  Contacting Us.

If there are any comments regarding this privacy policy, or if you believe that TrueRecords has not adhered to this Privacy Policy, please contact us using the information below.



This online privacy policy applies only to information collected through our website and not information collected offline.  We are not responsible for the privacy statements or other content on websites outside of the Site.


True Records will from time to time update this Privacy Policy to reflect company and customer feedback.  If we change our Privacy Policy, those changes will be posted on this page.  We encourage you to periodically review this page to stay informed of updates to this Privacy Policy.


Kaizen Operations, Inc. DBA TrueRecords


Last Edited on April 10, 2017