Privacy Policy

Last updated: 8/23/2025

Important Notice: Document Generation Service Only

Pleadify is a document generation tool only. We do not provide legal advice, legal representation, or professional tax consultation. We are not attorneys, certified public accountants, or enrolled agents. You represent yourself in all communications with the IRS or other tax authorities.

1. Information We Collect

1.1 Information You Provide

We collect information you provide directly to us, including:

  • Account registration information (name, email address, password)
  • Tax-related information you input for document generation
  • Payment information (processed securely through third-party payment processors)
  • Communications with our support team
  • Feedback and survey responses

1.2 Information We Collect Automatically

When you use our services, we automatically collect:

  • Usage data (pages visited, time spent, features used)
  • Device information (IP address, browser type, operating system)
  • Cookies and similar tracking technologies
  • Log files and technical data for service operation

2. How We Use Your Information

We use collected information to:

  • Provide and maintain our document generation services
  • Process payments and manage your account
  • Generate customized tax documents based on your input
  • Communicate with you about your account and our services
  • Improve our services and develop new features
  • Comply with legal obligations and enforce our terms
  • Prevent fraud and ensure security

3. Information Sharing and Disclosure

3.1 We Do Not Sell Personal Information

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

3.2 Limited Sharing

We may share your information only in the following circumstances:

  • Service Providers: With trusted third-party vendors who assist in operating our services (payment processors, cloud hosting, analytics)
  • Legal Requirements: When required by law, court order, or government request
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • Safety and Security: To protect the rights, property, or safety of our users or others
  • With Your Consent: When you explicitly authorize sharing

4. Data Security

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

  • Encryption of data in transit and at rest
  • Regular security audits and vulnerability assessments
  • Access controls and authentication measures
  • Secure payment processing through PCI-compliant providers
  • Employee training on data protection practices

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

5. Data Retention

We retain your information for as long as necessary to:

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

You may request deletion of your account and associated data at any time, subject to legal retention requirements.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Remember your preferences and settings
  • Analyze usage patterns and improve our services
  • Provide security features
  • Deliver relevant content and advertisements

You can control cookie settings through your browser preferences, though some features may not function properly if cookies are disabled.

7. Your Privacy Rights

7.1 General Rights

You have the right to:

  • Access and review your personal information
  • Correct inaccurate or incomplete information
  • Delete your account and associated data
  • Opt out of marketing communications
  • Request information about how your data is used

7.2 State-Specific Rights

If you are a resident of California, Virginia, Colorado, or other states with specific privacy laws, you may have additional rights including the right to know what personal information is collected, the right to delete personal information, and the right to opt out of the sale of personal information.

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 under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We ensure appropriate safeguards are in place to protect your information during such transfers.

10. Third-Party Links

Our services 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 personal information.

11. Changes to This Privacy Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by:

  • Posting the updated policy on our website
  • Sending an email notification to your registered email address
  • Providing notice through our services

Your continued use of our services after changes take effect constitutes acceptance of the revised policy.

12. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

  • Email: pleadify@gmail.com

Pleadify is a product of Lively Lake AI LLC