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Sub-Processor List

Last revised and effective as of: April 30, 2025

Sub-Processor NameProcessor ActivitiesPersonal Data Process DetailProcessing LocationScope
Amazon Web Services, Inc.SquareWorks’ infrastructure for data storage, networking, computing to support the API associated services.Customer Name, Emails and Bank Information; Vendor Name, Emails and Bank InformationUSASquareWorks Automate – All Editions and Products
Veryfi, Inc.OCR Engine to scan documents as part of SquareWorks’ products and services.Information sent to OCR provider may contain names, addresses and Email addresses. However, this information is removed from SquareWorks’ infrastructure immediately after the process is complete.USASquareWorks Automate – AP Automation Suite
DwollaACH payment processing as part of SquareWorks’ products and services.Vendor Name and Bank informationUSASquareWorks Automate – AP Automation Suite
CheckeeperCheck printing and mailing services as part of SquareWorks’ products and servicesVendor Name and Remittance informationUSASquareWorks Automate – AP Automation Suite
RecurlySubscription BillingBusiness user data such as names, contracts, email addresses, product subscriptions and invoice data relating to customersUSASquareWorks Automate – AP Automation Suite
AtlassianService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by SquareWorksUSAAll Products and Services
Happy FoxService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by SquareWorksUSAAll Products and Services
Salesforce, Inc.CRMBusiness user data such as names, contracts, email addresses, product subscriptions and invoice data relating to customersUSAAll Products and Services
NetSuiteTime Tracking and BillingBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAServices Only
MailchimpEmail platformCustomer Name and Emails, as well as Vendor Name and Details.USASquareWorks Automate – AP Automation Suite
HubSpotMarketing AutomationBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAAll Products and Services