Privacy Policy

EasyIntake App is a workflow automation and data intake platform used by businesses, professionals, and organizations to collect and manage information from their customers, clients, or applicants.

Because the platform operates in a B2B2C model, there are two types of users:

Business Users

Organizations or professionals who use EasyIntake to collect information.

End Users

Individuals who provide information through forms or workflows created by Business Users.

Business Users control how they collect and use End User data. EasyIntake processes that data on behalf of Business Users.

We may collect several types of information.

Information You Provide

Information you voluntarily provide may include:

• name
• email address
• phone number
• company information
• account login credentials
• billing information
• form responses submitted through workflows
• documents uploaded through the platform
• messages or communications sent through the Service

Business Users determine what information they collect from End Users.

Automatically Collected Information

When you use the Service, we may automatically collect certain technical information, including:

• IP address
• device type
• browser type
• operating system
• access times
• pages viewed
• interaction with the Service
• referral URLs

This information helps us maintain security and improve the Service.

Cookies and Tracking Technologies

We may use cookies, local storage, and similar technologies to:

• remember user preferences
• authenticate users
• analyze platform usage
• improve service performance

Users may control cookie preferences through browser settings.

We use collected information to:

• provide and operate the Service
• maintain system security
• authenticate users
• process transactions
• respond to inquiries
• improve platform functionality
• develop new features
• analyze system performance
• comply with legal obligations

We may also use aggregated and anonymized data to improve the platform.

Certain EasyIntake features may include automated technologies designed to:

• extract information from documents
• structure data for forms
• automate workflow steps
• assist with data entry

These systems may involve automated processing of submitted data.

Users remain responsible for verifying the accuracy of any automated outputs.

EasyIntake does not use customer data to train generalized AI models without authorization.

Business Users are responsible for:

• obtaining necessary consent from End Users
• complying with applicable privacy laws
• determining what data is collected
• ensuring lawful processing of End User information

EasyIntake acts as a data processor on behalf of Business Users.

Business Users are typically the data controllers responsible for their privacy obligations.

We do not sell personal information.

We may share information in the following circumstances:

With Service Providers

We may share information with trusted third-party providers that assist in operating the Service, including:

• cloud hosting providers
• payment processors
• analytics providers
• communication services
• infrastructure providers

These providers are required to safeguard information.

Legal Requirements

We may disclose information if required to:

• comply with legal obligations
• respond to lawful requests
• enforce our Terms of Service
• protect our rights or safety

Business Transfers

If EasyIntake is involved in a merger, acquisition, or asset sale, information may be transferred as part of that transaction.

We retain information only for as long as necessary to:

• provide the Service
• comply with legal obligations
• resolve disputes
• enforce agreements

Business Users control how long their End User data is retained.

EasyIntake implements commercially reasonable security measures designed to protect information, including:

• encryption
• secure infrastructure
• access controls
• monitoring systems

However, no internet transmission or storage system is completely secure.

Users are responsible for protecting their account credentials.

The Service may store or process information in countries other than where users reside.

By using the Service, you consent to such transfers.

We take reasonable steps to ensure appropriate safeguards are in place.

Depending on your location, you may have rights regarding your personal information.

These may include:

• access to personal data
• correction of inaccurate data
• deletion of personal information
• restriction of processing
• data portability
• objection to certain uses

Requests regarding data collected by a Business User should be directed to that Business User.

California residents may have the right to:

• request access to personal information
• request deletion of personal information
• request correction of inaccurate information
• opt out of certain data sharing

EasyIntake does not sell personal information.

Requests may be submitted through the contact information listed below.

The Service is not intended for individuals under the age of 18.

We do not knowingly collect information from children.

If we become aware that personal information from a child has been collected, we will delete it.

The Service may contain links to third-party websites.

EasyIntake is not responsible for the privacy practices of those websites.

Users should review the privacy policies of external sites.

We may update this Privacy Policy periodically.

Updates will be posted on this page with a revised effective date.

Continued use of the Service after updates constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or our data practices, you may contact us at:

Easy Intake App

Email: support@easyintakeapp.com

Website: https://www.easyintakeapp.com