Privacy Policy

We collect information you provide directly to us when you create an account, complete a license application, or contact us for support. This includes: • Account information: name, email address, and password • Business information: company name, entity type, state of operation, and principal details you enter to generate a compliance checklist • Usage data: pages viewed, features used, and actions taken within the platform • Communications: emails or messages you send to our support team We do not collect payment card numbers directly. Payment processing is handled by our third-party payment processor, which maintains its own privacy and security practices.

We use the information we collect to: • Provide, maintain, and improve the ClearPath Pro platform • Generate compliance checklists and application documents based on your inputs • Send transactional emails such as document reminders and application status updates • Respond to your support requests and questions • Monitor platform security and prevent fraudulent activity • Comply with legal obligations We do not sell your personal information to third parties.

We share your information only in the following circumstances: • Service providers: We use third-party vendors to operate the platform (including Supabase for database hosting, Vercel for infrastructure, and Anthropic's Claude API for AI features). These vendors process data on our behalf and are bound by data processing agreements. • Legal requirements: We may disclose information if required by law, court order, or governmental authority. • Business transfers: If ClearPath Pro is acquired or merges with another company, your information may be transferred as part of that transaction, with prior notice to you. • With your consent: We may share information for other purposes with your explicit consent.

We implement industry-standard security measures to protect your information, including: • Encryption in transit (TLS/HTTPS) for all data transmitted to and from the platform • Encryption at rest for all data stored in our database • Access controls limiting which team members can access user data • Regular security reviews of our infrastructure and third-party dependencies No method of transmission or storage is 100% secure. We will notify you of any security breach affecting your account as required by applicable law.

We retain your account and application data for as long as your account is active or as needed to provide services. If you delete your account, we will delete or anonymize your personal information within 30 days, except where we are required to retain it for legal compliance purposes. Application data (document checklists, state requirements) may be retained in anonymized aggregate form for product improvement purposes.

Depending on your location, you may have the following rights regarding your personal information: • Access: Request a copy of the personal data we hold about you • Correction: Request correction of inaccurate or incomplete data • Deletion: Request deletion of your personal data (subject to legal retention requirements) • Portability: Request an export of your data in a machine-readable format • Objection: Object to certain types of processing To exercise any of these rights, email us at hello@clearpathpro.io. We will respond within 30 days.

We use cookies and similar technologies to maintain your login session and remember your preferences. We do not use third-party advertising cookies. Session cookies are required for the platform to function. You can configure your browser to block cookies, but doing so will prevent you from logging in.

ClearPath Pro is designed for business use and is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of material changes by email or by posting a notice on the platform at least 14 days before the change takes effect. Your continued use of ClearPath Pro after the effective date constitutes acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: ClearPath Pro Email: hello@clearpathpro.io We take privacy inquiries seriously and will respond promptly.