Do we need to tell our clients we use Botkeeper?
It depends on your firm's client and insurance agreements.
Your firm's client agreements and insurance guidelines are two factors that will inform your need to disclose your use of Botkeeper. Ideally, your agreement has a third-party disclosure statement like the one shown below. If not, you can run this sample past your insurance provider to see if it's appropriate to cover you.
Third-Party Disclosure Statement Example
THE STATEMENT PROVIDED BELOW IS AN EXAMPLE AND SHOULD BE THOROUGHLY REVIEWED AND APPROVED BY YOUR INSURANCE PROVIDER BEFORE PUTTING INTO USE.
Third-Party Disclosure and the use of Third Party Services Unless you indicate otherwise, you consent to and authorize our firm to transmit confidential information that you provide to us to third parties in order to facilitate delivering our services to you. Examples of such transmissions may include, but are not limited to, the access to your contact information by members of our team (independent contractors such as consultants, administrative assistants, or third party developers), transfer of accounting information and other data files via the internet, online back-up services, web site developer and hosting services (for newsletter and order processing), or a credit card processing company. We only work with established companies that we believe to be reputable and that have demonstrated their commitment to safeguarding your data. As the paid provider of professional services, our firm remains responsible for exercising reasonable care in providing such services, and our work product will be subjected to our firm's customary quality control procedures. Please feel free to inquire if you would like additional information regarding the transmission of confidential information to entities outside the firm.