Privacy Policy
is committed to protecting the privacy of our users and their clients and to complying with all applicable requirements for the collection and use of mobile phone numbers and other personal data. We collect, store, use, and protect the personal information you share with us and do not share mobile numbers or other personal information with third parties or affiliates for their own marketing or promotional purposes.
This Privacy Policy applies to our website, web-based applications, and related online services (collectively, the “Service”). By signing up for and using the Service, you acknowledge and agree to this Privacy Policy. We may update this policy from time to time and will post any changes on this page.
Information We Collect
We may collect the following personal information when you purchase or use our products and services: name, email address, mobile phone number, mailing address, and payment information (such as credit card details). We may also collect transaction data from integrated third-party invoicing or accounting applications (for example, “Quickbooks,” “Xero,” or “Clio”), browser-related information, user-generated content, and other information you upload or submit when using the Service. Information relating to your own clients or customers that you provide to for invoicing or billing purposes (“Third-Party Client Information”) is treated as confidential and used only to provide the Service.
We may collect additional information when you respond to surveys, communicate with customer support, or otherwise interact with us. We use cookies and similar technologies so our Website can recognize you, help you sign in more quickly, remember your preferences, suggest relevant products or services, and compile non-identifiable usage statistics (for example, pages visited and time spent on the site).
How We Use Personal Information
We use your personal information to:
• Create and manage your account.
• Communicate with you about products or services you have purchased and, where permitted, about related offerings.
• Process payments and provide customer support.
• Operate, maintain, and improve the Service, including enforcing our terms of service and complying with applicable laws.
We may use certain information in an aggregated or de-identified form (so that it does not identify you personally) for purposes such as understanding how the Service is used, diagnosing technical or security issues, and personalizing content.
Protection of Personal Information
All personal information, including any Third-Party Client Information, is stored securely on servers located in the United States, and we use appropriate technical and organizational measures designed to protect it from unauthorized access, disclosure, alteration, or destruction. Third-Party Client Information is treated as confidential and is not disclosed to any third party except as required by law or as necessary to provide the Service (for example, to process electronic billing and collections).
Although we use reasonable safeguards and industry-standard security measures, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. Your use of the Website and Service is at your own risk.
Sharing Personal Information
does not rent or sell your personal information, including mobile phone numbers, to third parties or affiliates for marketing or promotional purposes. We may store personal information on systems operated by trusted service providers (such as data hosting or payment processors) who are contractually required to protect it and to use it only to provide services to .
We may disclose personal information if required to do so by law or legal process, or if we believe that such disclosure is reasonably necessary to: comply with legal obligations; enforce our user agreements; protect our rights, property, or safety or that of our customers or others; or assist in the prevention or investigation of fraud or other illegal activity. In the event of a business transaction such as a merger, acquisition, or sale of assets, customer and transaction information may be transferred as part of that transaction, subject to continued protection consistent with this Privacy Policy.
Compromise of Personal Information
If we become aware of a breach of security that results in the unauthorized access to personal information, we will take appropriate steps to investigate and, where required by law, notify affected individuals using the contact details we have on file or by other appropriate means. is not responsible for unauthorized access or disclosure resulting from events beyond our reasonable control, such as power failures, natural disasters, or other force majeure events.
Your Choices and Access to Information
You may choose not to provide certain personal information, though this may limit your ability to use some features of the Service. You may update or correct your account information at any time by logging into your account. You may also contact us to review, update, or correct the personal information we maintain about you, subject to applicable law.
Information Relating to Minors
The Service is not directed to individuals under the age of 18, and does not knowingly collect personal information from anyone under 18. If you are under 18, please do not register for the Service or send any personal information to us. If we learn that we have collected personal information from a minor under 18 without verifiable parental consent, we will delete that information as soon as reasonably practicable.
Links to Other Websites
Our Website may contain links to third-party websites. is not responsible for the privacy practices or the content of such external sites. Your use of any linked site is subject to that site’s own terms and privacy policies, and we encourage you to review them before providing any personal information.
Notifications
We may provide you with notifications (including required legal notices and service-related messages) via email, written or hard copy notice, SMS, or by prominently posting such notices on our Website, as determined appropriate in our discretion and in accordance with applicable law.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the revised policy on this page with an updated effective date. Your continued use of the Service after any changes become effective means that you accept the revised Privacy Policy.
Contact
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact our Customer Support Team at .