Privacy Policy

Last updated: June 15, 2026

1. Information We Collect

We collect information needed to provide SimplifyClient, including account details, workspace details, client records, project and invoice data, payment metadata, support requests, device information, and usage events.

2. Account Information

Account information may include name, email address, password credentials, profile image, agency name, role, workspace settings, team membership, and authentication provider details.

3. Payment Information

Subscription payments and connected payment processing are handled by third-party providers. We store payment identifiers, subscription status, plan, billing events, transaction references, and limited payment metadata, but not full card numbers.

4. Usage Analytics

We may collect product usage data such as pages visited, actions taken, feature usage, device type, browser, approximate region, errors, and performance events to operate, secure, and improve the service.

5. Cookies

SimplifyClient uses essential cookies for authentication, session security, preferences, and service operation. Where analytics or marketing cookies are used, consent controls can be integrated.

6. Legal Basis for Processing

For users in the EEA or UK, legal bases may include contract performance, legitimate interests, consent, legal obligation, and, where applicable, establishment or defense of legal claims.

7. Data Retention

We retain personal data for as long as needed to provide the service, comply with legal obligations, resolve disputes, prevent abuse, maintain backups, and enforce agreements. Deleted account data is removed or anonymized according to operational and legal requirements.

8. Data Security

We use administrative, technical, and organizational safeguards designed to protect data, including secure authentication, workspace isolation, validation, access controls, audit logging, and encrypted transport where available.

9. Third-Party Services

We use third-party services to provide hosting, authentication, payments, email delivery, AI assistance, analytics, storage, and support workflows. These providers process data according to their own agreements and privacy terms.

10. Stripe Processing

Stripe may process subscription billing, invoices, checkout, payment links, customer records, disputes, and payment metadata. Stripe acts as an independent controller or processor depending on the activity.

11. PayPal Processing

PayPal support is planned for a future update. If enabled later, PayPal may process online payments, merchant onboarding, captures, refunds, disputes, and payout-related information for connected agency accounts.

12. Email Providers

Resend, SendGrid, or similar providers may process names, email addresses, invoice details, verification links, reminders, support notifications, and operational email content.

13. AI Service Providers

AI providers may process prompts, project summaries, invoice context, overdue invoice details, and generated messages when AI features are used. Users should avoid submitting unnecessary sensitive personal data into AI prompts.

14. User Rights

Depending on your location, you may have rights to access, correct, delete, restrict, object to, or export personal data. Contact support@simplifyclient.com to exercise rights.

15. GDPR Rights

EEA and UK users may request access, rectification, erasure, restriction, portability, objection to processing, and withdrawal of consent. You may also lodge a complaint with a supervisory authority.

16. Right to Access

You may request a copy of personal data associated with your account or workspace, subject to identity verification and legal limitations.

17. Right to Erasure

You may request deletion of your account or workspace data. Some records may be retained where required for legal, security, tax, billing, dispute, backup, or fraud-prevention purposes.

18. Right to Rectification

You may correct inaccurate account, agency, client, invoice, and billing information through the product or by contacting support.

19. International Transfers

Data may be processed in countries outside your location. Where required, we use appropriate safeguards such as contractual protections and provider commitments.

20. Contact Information

Company: SimplifyClient. Website: https://simplifyclient.com. Support: support@simplifyclient.com. You may request data export or account deletion through product settings or support.