1. Introduction
Intake ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy
explains how we collect, use, disclose, and safeguard your information when you use our
document collection and management service.
2. Information We Collect
Account Information
When you create an account, we collect:
- Email address
- Name (optional)
- Password (stored securely hashed)
- Payment information (processed securely by Stripe)
Client Information
When you use our service to collect documents from your clients, we store:
- Client email addresses and names you provide
- Documents uploaded by your clients
- Metadata about documents (file names, sizes, upload times)
Usage Information
We automatically collect:
- Log data (IP addresses, browser type, pages visited)
- Device information
- Usage patterns and feature interactions
3. How We Use Your Information
We use the information we collect to:
- Provide and maintain our service
- Process document uploads and AI classification
- Send transactional emails (document request notifications, reminders)
- Process payments and manage subscriptions
- Improve our service and develop new features
- Respond to customer support requests
- Detect and prevent fraud or abuse
4. AI Document Processing
We use artificial intelligence to classify uploaded documents. This processing is performed
to identify document types (e.g., W-2, 1099, bank statements) and match them to your
request lists. Document content is processed only for classification purposes and is not
used to train AI models or shared with third parties.
5. Data Sharing
We do not sell your personal information. We may share information with:
- Service Providers: Third parties that help us operate our service
(cloud hosting, payment processing, email delivery)
-
Legal Requirements: When required by law or to protect our rights
-
Business Transfers:
In connection with a merger, acquisition, or sale of assets
Third-Party Services We Use
- Google Cloud Platform: Cloud infrastructure and AI services
- Stripe: Payment processing
- Email providers: Transactional email delivery
6. Data Security
We implement industry-standard security measures to protect your data:
- All data is encrypted in transit using TLS/SSL
- Documents are encrypted at rest
- Access controls and authentication requirements
- Regular security assessments
7. Data Retention
We retain your data for as long as your account is active. You may request deletion of
your account and associated data at any time. After account deletion:
- Account data is deleted within 30 days
- Uploaded documents are permanently deleted
- Backup copies may persist for up to 90 days
8. Your Rights
You have the right to:
- Access and download your data
- Correct inaccurate information
- Delete your account and data
- Object to certain processing activities
- Withdraw consent where applicable
9. Cookies
We use essential cookies to maintain your session and preferences. We do not use
third-party tracking cookies for advertising purposes.
10. Children's Privacy
Our service is not intended for children under 18. We do not knowingly collect
information from children.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant
changes by email or through the service.
12. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Email: privacy@dointake.com