Privacy Policy

1. Introduction

Automate with Cass ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax document automation platform.

By using our services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Information You Provide

We collect information that you voluntarily provide when you:

• Create an account or subscribe to our services
• Upload documents or files to our platform
• Contact our support team
• Fill out forms on our website
• Participate in surveys or promotions

This may include: name, email address, business name, payment information, tax documents, and other business-related data.

2.2 Information Automatically Collected

When you access our platform, we automatically collect certain information, including:

• IP address and device information
• Browser type and version
• Usage data and analytics
• Cookies and similar tracking technologies

3. How We Use Your Information

We use the collected information for the following purposes:

• Service Delivery: To provide, maintain, and improve our tax document automation services
• Account Management: To create and manage your account, process payments, and handle subscriptions
• Communication: To send you service updates, technical notices, and support messages
• Analytics: To analyze usage patterns and improve our platform
• Security: To detect, prevent, and address technical issues and fraudulent activity
• Legal Compliance: To comply with legal obligations and enforce our terms

4. Data Sharing and Disclosure

4.1 Third-Party Service Providers

We may share your information with trusted third-party service providers who assist us in operating our platform:

• Payment Processing: Stripe (for secure payment processing)
• Cloud Storage: For data hosting and backup
• Analytics: Google Analytics (for website analytics)
• Email Services: For transactional and marketing emails

4.2 Legal Requirements

We may disclose your information if required by law or in response to valid requests by public authorities.

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Data Security

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit and at rest
• Regular security audits and assessments
• Access controls and authentication requirements
• Secure data centers and infrastructure

However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services to you
• Comply with legal obligations
• Resolve disputes and enforce our agreements

Upon account termination, we will retain certain information as required by law or for legitimate business purposes.

7. Your Rights and Choices

Depending on your location, you may have the following rights:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate data
• Deletion: Request deletion of your personal information
• Opt-Out: Unsubscribe from marketing communications
• Data Portability: Request a copy of your data in a portable format

To exercise these rights, please contact us using the information provided below.

8. Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience. You can control cookies through your browser settings, but disabling cookies may limit certain functionality.

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your data in accordance with this Privacy Policy.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.