Privacy Policy

1. Information We Collect

We collect information you provide directly to us when you create an account, subscribe to a plan, contact our support team, or otherwise interact with the Platform. This includes:

• Account Information: Your name, email address, and password when you register.
• Billing Information: Payment card details and billing address. All payment processing is handled securely by a third-party payment processor – we never store or have direct access to your full payment card numbers.
• Profile Information: Your company name, logo, and other information you choose to add to your profile.
• Content: Files, documents, and other materials you upload to the Platform for sharing and approval.

2. Information Collected Automatically

When you access or use the Platform, we automatically collect certain information, including:

• Usage Data: Pages visited, features used, time spent on the Platform, and interactions with your content and deliverables.
• Device & Browser Data: IP address, browser type and version, operating system, device type, and language preferences.
• Event Data: When a recipient views, downloads, approves, or requests changes to shared content, we log their IP address, user-agent, and timestamp for audit trail purposes.
• Cookies & Similar Technologies: As described in Section 4 below.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Platform and its features;
• Process your subscription, manage billing, and send invoices;
• Send transactional emails (e.g., account verification, notifications, billing updates);
• Provide activity audit trails for content shared with your clients;
• Detect, prevent, and address fraud, abuse, security incidents, and violations of our Terms of Service;
• Analyze usage trends and improve the user experience;
• Comply with legal obligations and enforce our agreements.

4. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to ensure the Platform functions properly, enhance security, and analyze usage. The types of cookies we use include:

• Essential Cookies: Required for the Platform to function. These include session cookies for authentication, security tokens, and cookies necessary for the Platform to operate correctly.
• Analytics Cookies: We use analytics services to understand how users interact with the Platform and improve our services.
• Payment Cookies: Our payment processor may set cookies during the checkout process to facilitate secure payment processing and fraud prevention.
• Security Cookies: We use bot detection and security systems that may set cookies as part of their challenge process.

You can control cookie preferences through your browser settings. Please note that disabling essential cookies may affect the functionality of the Platform.

5. How We Share Your Information

We do not sell your personal information. We may share your information with third parties in the following circumstances:

• Payment Processing: We share billing information with our payment processor for subscription management and transaction processing.
• Infrastructure Providers: We use third-party hosting and content delivery services to operate and secure the Platform.
• Analytics: We use analytics services to understand usage patterns and improve the Platform.
• Legal Compliance: We may disclose information if required by law, court order, or governmental regulation, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.

6. Data Retention

We retain your account information and content for as long as your account is active. If you cancel your account, your data remains accessible in read-only mode for a period of time, after which it is scheduled for deletion. We may retain certain information as required by law or for legitimate business purposes, such as billing records and audit logs.

Backups of our database are retained for a limited period before being automatically pruned.

7. Data Security

We take reasonable measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit using industry-standard protocols;
• Secure access controls and secure tunnels for backend access;
• Encrypted storage at rest through our infrastructure providers;
• Regular security audits and updates;
• Strict access controls to production data.

While we strive to protect your information, no method of electronic storage or transmission is 100% secure, and we cannot guarantee absolute security.

8. Your Rights & Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to certain exceptions (e.g., legal obligations, billing records).
• Data Portability: Request a machine-readable copy of your data.
• Objection: Object to the processing of your data for certain purposes, including direct marketing.

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within the timeframe required by applicable law.

9. Third-Party Links

The Platform may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information.

10. Children's Privacy

The Platform is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal information, we will take steps to delete such information promptly.

11. International Data Transfers

Your information may be transferred to and processed in jurisdictions in which our service providers operate (including the United States). We take appropriate safeguards to ensure that your information receives an adequate level of protection in accordance with applicable data protection laws.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through a prominent notice on the Platform. Your continued use of the Platform after changes take effect constitutes your acceptance of the revised policy.

13. Contact

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: [email protected]