Privacy Policy

Last updated: March 28, 2024

Introduction

StartFormly Inc. ("Company," "we," "us," "our," or "Service Provider") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and otherwise process your personal information in connection with our website, mobile applications, and services (collectively, the "Services").

Please read this Privacy Policy carefully. By accessing or using StartFormly, you acknowledge that you have read, understood, and agree to be bound by all the terms of this Privacy Policy. If you do not agree with any part of this Privacy Policy, please do not use our Services.

1. Information We Collect

1.1 Information You Provide Directly

Account Information: When you create an account, we collect your name, email address, phone number, password, and other information you provide to set up and maintain your account.

Business Formation Information: To provide our services, we collect information about your business, including business name, structure type (LLC, S-Corp, etc.), state of formation, business address, and details about business owners and members.

Tax Information: We may collect tax identification numbers (EIN, SSN), income information, and other tax-related documents necessary for tax preparation and compliance services.

Payment Information: When you make purchases, we collect payment method information. Payment processing is handled by third-party processors, and we do not store full credit card details on our servers.

Communication Information: We collect information when you contact us through email, phone, chat, or contact forms, including your messages and any attachments.

1.2 Information Collected Automatically

Usage Information: We collect information about your interactions with our Services, including pages visited, time spent on pages, links clicked, and search queries.

Device Information: We collect information about the devices you use to access our Services, including device type, operating system, unique device identifiers, IP address, browser type, and mobile network information.

Cookies and Similar Technologies: We use cookies, web beacons, pixels, and similar tracking technologies to collect information about your browsing activities and preferences.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Providing, maintaining, and improving our Services
  • Processing business formation and tax compliance services
  • Creating and managing your account
  • Processing payments and sending related information
  • Responding to your inquiries and providing customer support
  • Sending transactional communications (confirmations, receipts, updates)
  • Sending marketing communications (with your consent)
  • Conducting analytics and research to improve our Services
  • Detecting, investigating, and preventing fraud and other illegal activities
  • Complying with legal obligations and enforcing agreements
  • Personalizing your experience on our Services

3. How We Share Your Information

3.1 Service Providers

We share your information with third-party service providers who assist us in operating our website, conducting our business, and providing services to you, including cloud storage providers, payment processors, email service providers, and analytics services.

3.2 Professional Advisors

To provide our services, we share relevant information with CPAs, attorneys, and other professional advisors on our team or network who assist with business formation and tax compliance.

3.3 Government and Legal Authorities

We may disclose your information when required by law or when we believe in good faith that such disclosure is necessary to comply with legal obligations, enforce our agreements, or protect our rights or the rights of others.

3.4 Business Transfers

In the event of a merger, acquisition, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

3.5 With Your Consent

We may share your information with third parties when you give us explicit consent to do so.

4. Data Security

We implement appropriate technical and organizational measures designed to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure socket layer (SSL) technology, firewalls, and access controls.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience, understand how you use our Services, and deliver targeted advertising. Cookies are small files stored on your device that contain information about your browsing activity.

Types of Cookies:

  • Essential Cookies: Required for the functionality of our Services
  • Analytical Cookies: Help us understand how you use our Services
  • Marketing Cookies: Used to deliver targeted advertisements
  • Preference Cookies: Remember your preferences and settings

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

6. Your Privacy Rights and Choices

6.1 Access and Correction

You have the right to access and update your personal information. You can do so by logging into your account or contacting us at [email protected].

6.2 Deletion Requests

You may request deletion of your personal information, subject to certain legal obligations. We will accommodate reasonable requests while maintaining records necessary for compliance, fraud prevention, and legitimate business purposes.

6.3 Marketing Communications

You may opt out of marketing communications by clicking the "unsubscribe" link in any marketing email or by adjusting your communication preferences in your account settings.

6.4 Do Not Track Signals

Some browsers include a "Do Not Track" feature. Currently, there is no industry standard for recognizing DNT signals, and we do not respond to DNT browser signals.

6.5 California Consumer Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know, delete, and opt-out of the sale of your personal information.

6.6 European Privacy Rights

If you are located in Europe, you have rights under the General Data Protection Regulation (GDPR), including the right to access, rectification, erasure, and data portability.

7. Data Retention

We retain personal information for as long as necessary to provide our Services, comply with legal obligations, and maintain records for accounting and legal purposes. The retention period may vary depending on the context of the processing and our legal requirements.

Generally, we retain account information for the duration of your relationship with us and for a reasonable period thereafter. Tax and compliance-related information is retained in accordance with applicable federal and state requirements.

8. Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will promptly delete such information.

9. Third-Party Links

Our Services may contain links to third-party websites and applications. We are not responsible for the privacy practices of these third parties. Please review their privacy policies before providing your information.

10. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about our privacy practices, please contact us at:

StartFormly Inc.

Privacy Team

14535 Valley View Ave

La Mirada, CA 90638

Email: [email protected]

Phone: 1-800-FORMLY-1

We will respond to privacy requests within 30 days or as required by applicable law.

11. Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, and other factors. We will notify you of material changes by posting the updated Privacy Policy on our website and updating the "Last Updated" date. Your continued use of our Services following the posting of changes constitutes your acceptance of the updated Privacy Policy.