Sorenson Subprocessors List

Name

Applicable Service(s)

Subject Matter

Nature & Purpose of Processing

Location(s) of Processing

6Sense

ABM platform

PII may include first name, last name, email address, and IP address.

Scheduling -> Invoice calculation and creation

US

6Sense

ABM platform

PII may include first name, last name, email address, and IP address.

Scheduling -> Invoice calculation and creation

UK

Atlassian

Confluence and JIRA

All Company Data

Product development and process research information

US

Atlassian

Confluence and JIRA

All Company Data

Product development and process research information

UK

Acryl Data Hub

Data Management

Data Governance

Mapping, Managing, Metadata, Governance

US Only

Adobe

AdobeSign

Business Contacts first name, last name, job title, email, address

Contract e-signature tool

US

Amazon Web Services

Amazon Web Services

All Company Data

Storing, Processing, and Ingesting Data

US

Amazon Web Services

Amazon Web Services

All Company Data

Storing, Processing, and Ingesting Data

UK

Android Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Apple Search Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

AppsFlyer

Analytics platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Monitoring CaptionCall Mobile customer activity.

US

Bloomberg Tax

Bloomberg Tax and Asset Mgmt (BBNA)

Sorenson Financial Information Fixed Assets

Application for fixed assets

US

Drift

Chatbot

PII may include first name, last name, email address, and IP address.

Providing automated help and responses while on the website.

US

Figma

Product design and research

First name, Last initial, e-mail address, and usage data

Processing anonymized data for product and research analysis

US

FinQuery

LeaseQuery

Business or Personal Name of Lessor, Address, Lease Location, Telephone #, Lease Agreement

Application to calculate leases payment, amortization and generate lease journal entries

US

FiveTran

ETL

ETL

Processing, Transforming, and Transfering Data

US

FiveTran

ETL

ETL

Processing, Transforming, and Transfering Data

UK

GitHub

Code Management

CICD/DEVOPS

Managing our Python and related code libraries

US

GitHub

Code Management

CICD/DEVOPS

Managing our Python and related code libraries

UK

Google Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Google BigQuery

Data warehouse

PII, PHI, and CPNI data

Storing, assimilating, and reporting on CaptionCall Mobile customer activities.

US

Google Looker Studio

Data reporting

PII, PHI, and CPNI data

Reporting customer activities.

US

Insightsoftware

Atlas

Business or Personal Name of Vendor, Tax EIN/Social Security#, Address, Telephone #, Contact Info, Banking Info.   Customer Name, Address, Telephone#, Tax EIN/SocialSecurity#

A tool to generate Financial statements, run detail reports, and upload entry into D365.

US

Instagram Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Intercom.com

Chatbot

PII, PHI, and CPNI data

Providing automated support to CaptionCall Mobile customers

US

Interpreter Intelligence

Interpreter Intelligence

Scheduling -> Invoice calculation and creation

US

Interpreter Intelligence

Interpreter Intelligence

Personal Data could include end user name(s), DOB, MRN, medical data, legal data, etc.

Scheduling -> Invoice calculation and creation

UK

Klaviyo

Email-automation platform

PII, PHI, and CPNI data

Collecting registered user information and sending email messages.

US

LexisNexis University

CounselLink

Business or Personal Name of Legal Counsel, Address, Telephone#, Legal Billing Summaries

Application to view, report, review and apporve legal invoices for payment

US

LinkedIn

LinkedIn Sales Navigator

Business Contact first name, last name, job title, email, address (optional: birthday, personal phone number, email, and address)

Lead generation and qualification, updating contacts

US, UK

LinkedIn Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Meru Data

Data Management, Cookie Consent Management, Privacy Training

All Company Data

Data Mapping, Data Governance, Data Management

US, UK

Meta Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Microsoft

Dynamics 365

Business Contact first name, last name, job title, email, address (optional: birthday, personal phone number, email, and address)

Customer Relationship Management, sales, customer care, invoicing

US

Microsoft

Power BI

Business or Personal Name of Vendor, Tax EIN/Social Security#, Address, Telephone #, Contact Info, Banking Info. Customer Name, Address, Telephone#, Tax EIN/SocialSecurity#

Reporting tool

US

Microsoft Bing

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Microsoft Suite of Services

Azure (& Service Bus), CE, Dual Write, F&O

Personal Data could include end user name(s), DOB, MRN, medical data, legal data, etc.

Invoice calculation and creation

US

MS Azure

MS Azure Cloud Services

Legacy Data & VITAL

Storing, Processing, and Ingesting Data

US

MS Azure

MS Azure Cloud Services

Legacy Data & VITAL

Storing, Processing, and Ingesting Data

UK

OneStream

OneStream

Sorenson Financial Information

Software for consolidation, financial reporting, budgeting and forecasting

US (Pulls from Snowflake and gets data from Dyanmics and Quickbooks (SLI)

Pendo.io

Product analytics and surveys

E-mail address, city, state, phone number, mac address

To identify and segment our users

US & UK

PowerBI

Enterprise Reporting

Corporate Reporting

Storing, Processing, and Ingesting Data

US, UK

Qualtrics

Customer-sentiment platform

PII and potentially PHI

Collecting and storing customer sentiment responses.

US

QuickBase

QuickBase

Personal Data could include end user name(s), DOB, MRN, medical data, legal data, etc.

US

QuickBooks

QuickBooks

Personal Data could include end user name(s), DOB, MRN, medical data, legal data, etc.

Invoice calculation and creation

UK

Reddit Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

SalesForce

SalesForce

Personal Data could include end user name(s), DOB, MRN, medical data, legal data, etc.

Invoice calculation and creation

UK

SAP

Concur Solutions

Vendor Name, Location. Employee name, email, address, Driver License # / Passport #, Corpate Credit Card #, Membership Programs #.

Application to report employy expenses and travel

US

Simplifi

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Tableau

Enterprise Data Warehouse

All Company Data

Storing, Processing, Ingesting, and Displaying Data

US

Twilio

SMS provider

PII may include first name, last name, email address, mobile phone number, and IP address.

Sending SMS messages.

US

Twitter Ads

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

WordPress

CMS

PII may include first name, last name, email address, and IP address.

Website application that enables the collection and storage of customer data.

US

WordPress: Gravity Forms

Webform add-on tool to WordPress

PII may include first name, last name, email address, last four digits of SSN, DOB. and IP address.

Collection of PII and PHI

US

WP Engine

Hosting provider

PII may include first name, last name, email address, last four digits of SSN, DOB. and IP address.

Server storage for website; customer data is stored within the website’s database.

US

YouTube

Advertising platform

For leadgen ads, PII may include first name, last name, email address, and IP address.

Collecting leads; targeting leads

US

Zapier

Data-piping tool

PII, PHI, and potentially CPNI data

Data piping from approved sources to approved destinations.

US

Zapier

Data-piping tool

PII, PHI, and potentially CPNI data

Data piping from approved sources to approved destinations.

UK

Zoom

Online event platform

PII and potentially PHI

Registration data for online events.

US

Wufoo

Sorenson Express and SignTime surveys

IP address, location, phone number

Repository for surveys

US