Privacy Policy

ComplyTX ("ComplyTX," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have when using our website, platform, and compliance-management tools.

By accessing or using ComplyTX, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information that allows us to provide our services, improve accuracy, and support your business.

1.1 Personal & Business Information

Provided directly by you during account creation or use of the Service:

• Name
• Email address
• Phone number
• Business name
• Business address(es)
• Business type and registration details
• Number of locations
• Billing information (handled securely by our payment processor)

1.2 Usage Data

Collected automatically when you use ComplyTX:

• IP address
• Device & browser type
• Pages viewed, buttons clicked, and usage patterns
• Session logs
• Approximate location (city/county) to determine jurisdiction-specific rules
• Cookies and tracking technologies

1.3 Compliance Data Inputs

Collected when using ComplyTX's compliance automation features:

• Your responses to onboarding questions about your business
• Data you provide when updating rules, locations, or obligations
• Actions taken within the compliance dashboard

1.4 Communications

• Support requests
• Emails or messages exchanged
• Feedback and survey responses

1.5 Payment Information

All payment processing is handled by a secure third-party provider. We do not store full credit card numbers.

2. How We Use Your Information

We use your information only to support, improve, and operate ComplyTX.

• To provide automated compliance calendars and reminders
• To generate insights, alerts, and recommendations
• To power "Ask Teddy," our AI-driven assistant (not legal advice)
• To manage billing, subscriptions, and account access
• To improve our platform and troubleshoot issues
• To send service notifications, updates, and critical alerts
• To protect the security and integrity of our systems
• To comply with legal obligations

We do not use your data for advertising or sell it to third parties.

3. Data Sharing & Disclosure

We share information only when necessary:

3.1 Authorized Service Providers

Strictly vetted third parties that help us operate the platform:

• Payment processors
• Infrastructure & hosting providers
• Email delivery and customer support tools
• Analytics providers

All providers are bound by contractual confidentiality requirements.

3.2 Legal Requirements

We may disclose data if required:

• To comply with state or federal law
• To respond to legal processes or subpoenas
• To protect our rights, users, and platform integrity

3.3 Business Transfers

If ComplyTX is acquired, merged, or undergoes financing or asset transfer, user data may be included as part of the transaction under the same privacy protections.

4. Data Security

We implement administrative, technical, and physical safeguards, including:

• Encrypted transmission (HTTPS)
• Encrypted storage of sensitive data
• Access controls and monitoring
• Regular platform and infrastructure audits

However, no method of storage or transmission is completely secure, and we cannot guarantee absolute security.

5. Your Rights & Choices

You may request any of the following at any time:

• Access to your personal data
• Correction of inaccurate information
• Data export (portable format)
• Deletion of your information (subject to legal retention requirements)
• Opt-out of non-essential communications

Contact: privacy@complytx.com

6. Cookies & Tracking

We use cookies to:

• Maintain your login session
• Improve platform performance
• Analyze usage trends
• Provide location-based compliance insights

You can control or disable cookies through your browser settings.

7. Children's Privacy

ComplyTX is not intended for individuals under 13. We do not knowingly collect information from children.

8. SMS/Text Message Communications

8.1 Consent & Opt-In Process

SMS notifications are completely optional and are not required to use ComplyTX. You can use all features of our platform without enabling SMS. If you choose to receive text message reminders, you must explicitly opt-in:

1. Log in to your account at app.complytx.com/settings
2. Navigate to the Notifications section
3. Toggle on "SMS Notifications"
4. Read and check the unchecked-by-default consent checkbox that states: "Optional SMS Reminders: I would like to receive text message reminders from ComplyTX..."
5. Click "Enable SMS Reminders" to confirm

By completing this opt-in process, you provide your express written consent to receive SMS messages from ComplyTX.

8.2 Information We Collect

When you enable SMS notifications, we collect:

• Your mobile phone number (in E.164 format, e.g., +15125551234)
• The date and time you provided consent
• Your notification preferences (timing, quiet hours)

8.3 Types of Messages You Will Receive

If you opt-in, you will receive the following types of text messages:

• Compliance deadline reminders – Alerts about upcoming tax filings, permit renewals, and regulatory deadlines
• Overdue filing alerts – Notifications when a deadline has passed
• Account notifications – Important updates about your ComplyTX account

Message frequency varies based on your compliance obligations, typically 2-8 messages per month. Message and data rates may apply.

8.4 What We Do NOT Do

• We do not sell, rent, or share your phone number with third parties for marketing purposes
• We do not send promotional, advertising, or marketing messages via SMS
• We do not share your phone number with any third party except our SMS delivery provider (Twilio)
• We do not require SMS opt-in to use ComplyTX – it is entirely optional

8.5 How to Opt-Out (Stop Messages)

You can stop receiving SMS messages at any time using any of these methods:

• Reply STOP to any text message from ComplyTX
• Disable SMS in your account settings at app.complytx.com/settings
• Email us at support@complytx.com with the subject "SMS Opt-Out"

After opting out, you will receive a confirmation message and no further SMS messages will be sent unless you opt-in again.

8.6 Help & Support

Reply HELP to any message for assistance, or contact us:

• Email: support@complytx.com
• Settings: app.complytx.com/settings

8.7 Data Retention

Your phone number and SMS consent records are retained while your account is active. Upon account deletion or SMS opt-out, your phone number is removed from our notification systems within 30 days. Consent records may be retained for legal compliance purposes.

8.8 Third-Party Service Provider

SMS messages are delivered through Twilio, our telecommunications provider. Twilio processes your phone number solely to deliver messages on our behalf and is bound by contractual confidentiality and data protection requirements. Twilio does not use your phone number for any other purpose.

9. Changes to This Policy

We may update this Privacy Policy. Material changes will be communicated through:

• Email notifications OR
• A notice on our website