Privacy Policy

1. Information We Collect

Information you provide to us

We may collect information you provide directly, including:

• name
• email address
• password or authentication credentials
• company or workspace name
• billing information
• customer relationship and lead data you choose to store in the Service
• communications you send to us

Information collected automatically

When you use the Service, we may automatically collect certain information, such as:

• IP address
• browser type
• device information
• pages viewed
• referring website
• dates and times of access
• usage and interaction data
• cookies and similar technologies

The FTC notes that websites and apps commonly use tracking technologies to understand usage, remember preferences, and support advertising or analytics.

2. How We Use Information

We may use information to:

• provide, operate, and maintain the Service;
• create and manage accounts and workspaces;
• process transactions and subscriptions;
• communicate with you about the Service;
• provide customer support;
• improve and develop the Service;
• protect the security and integrity of the Service;
• comply with legal obligations;
• send marketing communications where permitted by law.

If you send commercial emails, the CAN-SPAM Act imposes rules on those messages, including honoring opt-out requests and using accurate sender information.

3. How We Share Information

We may share information:

• with service providers who help us operate the Service, such as hosting, analytics, email delivery, authentication, customer support, and payment processors;
• with your organization’s admins or workspace owners, where applicable;
• if required by law or legal process;
• to protect rights, safety, and security;
• in connection with a merger, acquisition, financing, or sale of assets.

We do not sell personal information in the traditional sense of exchanging it for money.

We do not share personal information for cross-context behavioral advertising.

4. Data Retention

We keep information for as long as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements. We may retain and use aggregated or de-identified information after account closure.

The FTC’s business guidance recommends keeping only the personal information you need and disposing of it securely when no longer needed.

5. Data Security

We use reasonable administrative, technical, and organizational measures to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

The FTC has emphasized that companies can face enforcement risk if they promise security practices they do not actually maintain.

6. Cookies and Analytics

We may use cookies, pixels, local storage, and similar technologies to:

• keep you signed in;
• remember preferences;
• analyze usage;
• improve performance;
• measure marketing effectiveness.

You can control some cookies through your browser settings. Depending on your setup, you may also need a cookie banner or consent mechanism.

7. Your Choices

You may:

• update account information in your settings;
• unsubscribe from marketing emails using the unsubscribe link;
• request deletion of your account, subject to legal and operational exceptions;
• control cookies through browser settings.

8. California Privacy Rights

If you are a California resident, you may have rights under California law, including the right to know, delete, correct, and opt out of certain sharing or selling of personal information, along with the right not to be discriminated against for exercising those rights. Whether and how these rights apply to you depends on applicable law and our practices under the CCPA.

To submit a privacy request, contact us at: privacy@leadstax.app

California Notice

In the last 12 months, we may have collected the following categories of personal information:

• identifiers, such as name, email address, IP address, and account identifiers;
• commercial information, such as subscription and billing records;
• internet or network activity information, such as usage and analytics data;
• professional or employment-related information you choose to provide;
• other information you submit through the Service.

We collect this information from:

• you directly;
• your use of the Service;
• service providers and integrations you authorize.

We use this information for the business and commercial purposes described above.

9. Children’s Privacy

The Service is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, contact us and we will take appropriate steps.

Services directed to children or that knowingly collect information from them are subject to COPPA, including additional notice and consent requirements.

10. International Users

If you access the Service from outside the United States, your information may be processed and stored in the United States and other countries where our service providers operate.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated version and revise the “Last updated” date.

12. Contact Us

If you have questions about this Privacy Policy or want to exercise privacy rights, contact us at:

Email: privacy@leadstax.app

Mailing address: [BUSINESS ADDRESS]