Privacy Policy
This Privacy Policy describes how EASYPROPLUS LLC (“EasyPro Plus,” “we,” “us,” or “our”) collects, uses, stores, and protects information about clients, end users, and visitors of easyproplus.com and the EasyPro Plus services. By using our website, services, or messaging channels, you agree to the practices described in this Policy.
1. Information We Collect
We collect the following categories of information:
- Identity information: full name, business name, role, and similar identifiers.
- Contact information: email address, mailing address, and mobile phone number.
- Account information: login credentials, account preferences, and authentication data.
- Service information: client intake data, documents, case or service status, appointments, deadlines, and operational records that you or your end clients submit through the platform.
- Payment information: billing details processed through our payment provider (we do not store full card numbers on our own servers).
- Usage and technical data: IP address, browser type, device information, log data, and analytics about how the service is used.
- SMS opt-in data: the mobile phone number you provide, the date and method of consent, and a record of messages sent and received.
2. How We Use Your Information
We use the information we collect to:
- Operate, maintain, and improve the EasyPro Plus platform and Sophia AI assistant.
- Provide client intake, document collection, case tracking, and reminders for professional service offices.
- Process transactions, send invoices, and confirm payments.
- Send transactional communications by email and SMS, including: payment links, intake links, appointment reminders, document reminders, payment confirmations, and case or service status notifications.
- Provide customer support and respond to inquiries.
- Detect, prevent, and address fraud, abuse, and security incidents.
- Comply with applicable legal obligations.
3. SMS Messaging and Mobile Information
When you provide your mobile phone number and opt in to receive SMS messages from EASYPROPLUS LLC, we use that number to send transactional messages directly related to the services we provide. These messages may include payment links, intake links, appointment reminders, document reminders, payment confirmations, and case or service status notifications.
Message frequency varies based on your activity, your service provider’s workflow, and the status of your matter. Message and data rates may apply depending on your mobile carrier and plan. You can reply STOP at any time to opt out of further SMS messages, or reply HELP for assistance.
Full SMS terms, opt-in scope, and opt-out instructions are available in our SMS Terms and Conditions.
4. How We Share Information
We do not sell personal information. We share information only as needed to operate the service:
- With service providers who process data on our behalf (for example, cloud hosting, database, payment processing, email delivery, and SMS delivery) and are bound by contractual confidentiality and security obligations.
- With your professional service office when you, as an end client, submit intake information, documents, or messages intended for that office.
- When required by law, in response to lawful requests, subpoenas, court orders, or to protect rights, property, or safety.
- In a business transition, such as a merger, acquisition, or sale of assets, in which case we will require any successor to honor this Privacy Policy.
As stated above, mobile phone numbers, SMS opt-in data, and SMS consent are excluded from any sharing or disclosure to third parties or affiliates for marketing or promotional purposes.
5. Cookies and Similar Technologies
We use cookies and similar technologies to keep you signed in, remember your preferences, secure the service, and understand how the website is used. You can manage cookie preferences through your browser settings. Blocking some cookies may affect the functionality of the platform.
6. Data Security
We use administrative, technical, and physical safeguards designed to protect the information we collect, including encryption in transit, access controls, and provider-level security on our hosting and database infrastructure. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
7. Data Retention
We retain personal information for as long as needed to provide the service, comply with legal obligations, resolve disputes, and enforce our agreements. When the information is no longer needed, we delete or anonymize it in accordance with our internal retention policy.
8. Your Rights
Depending on where you live, you may have rights regarding your personal information, including the right to access, correct, delete, or restrict the use of your information, and the right to opt out of certain types of processing. To exercise these rights, contact us at the address below.
9. Children’s Privacy
EasyPro Plus is intended for use by professional service offices and their adult clients. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date above and, where appropriate, notify you through the service or by email.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, contact us at:
EASYPROPLUS LLC
Email: privacy@easyproplus.com
Website: https://easyproplus.com