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Privacy Policy

Effective Date: 28 August 2025

Last Updated: 28 August 2025

Introduction

Welcome to TidyDocs ("we," "our," or "us"). This Privacy Policy explains how we collect, use, maintain, and protect information from users of our online platform that helps small business owners organize and manage their documents.

By using our platform, you agree to the practices described in this Privacy Policy.

Information We Collect

1. User-Provided Information

When you use TidyDocs, you may provide us with the following details:

  • Account Information: Name, email address, password, and business details you provide when creating an account.
  • Uploaded Documents: Invoices, receipts, letters of registration, permits, compliance documents, and any files you choose to upload or forward to TidyDocs.
  • Payment Information: If you subscribe to TidyDocs, we collect payment details via our third-party provider, LemonSqueezy.

2. Automatically Collected Information

We may collect certain information automatically, including:

  • Usage Data: How you interact with the platform (e.g., search history, tags applied, uploads made). This may include analytics through tools like Mixpanel to help us improve the Service.
  • Device Information: Browser type, operating system, device identifiers, and IP address.
  • Cookies & Tracking Technologies: We use cookies and similar technologies to store preferences, keep you logged in, and analyze platform usage. You can manage cookies in your browser settings.

How We Use Your Information

We use the information we collect for the following purposes:

  • Document Management: To process, organize, and store your uploaded or forwarded documents.
  • AI-Powered Processing: To extract text, vendor names, dates, and other data from your documents using OCR and AI models. Your documents are never used to train AI models.
  • Account Management: To create and maintain your account, provide customer support, and send service-related updates.
  • Payment Processing: To handle subscription payments securely via Stripe.
  • Platform Improvement: To analyze aggregated usage data and improve features, speed, and reliability.

Information Sharing

We do not sell or rent your personal information. We may share limited information only in the following cases:

  • Service Providers: With trusted third parties (e.g., hosting, analytics, and payment providers) who help us operate the platform.
  • Legal Compliance: If required by law or to respond to lawful government requests.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of that process.

Data Security

We use encryption and industry-standard security measures to protect your data. However, no online system is 100% secure, and we cannot guarantee absolute security.

Your Choices

  • You can update or delete your account information in your account settings.
  • You may disable cookies in your browser, though some features may not work correctly.
  • You may request deletion of your documents and account by contacting us.

Document Forwarding & Unique Email Addresses

Each business account is assigned a unique, secure TidyDocs email address for forwarding documents. If you believe your unique address has been compromised, you can easily generate a new one within your account.

Third-Party Links

TidyDocs may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

Children's Privacy

TidyDocs is not intended for individuals under the age of 18. We do not knowingly collect information from minors. If you believe a minor has provided us with data, please contact us and we will remove it.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page, and the “Last Updated” date will reflect the most recent version. Continued use of TidyDocs after updates constitutes acceptance of the revised Privacy Policy.

Contact Us

If you have questions about this Privacy Policy, please contact us: