Privacy Policy

Last updated: October 23, 2026

This Privacy Policy explains how collects and uses information through AskFERS™.

Information we collect

• Account information: name, email, phone, company, title, licensing type, password (stored only as a salted hash).
• Billing information: handled by Stripe. We receive your subscription status and the last four digits/brand of your card, never the full number.
• Client files: information you enter or upload about your clients (for example salary, service dates, benefit elections, documents you choose to upload).
• Usage information: sign-in times, feature usage counts, IP address and device information used for security.

How we use it

• To provide, secure and improve the Service; to send account, billing and security emails; and, if you opt in, product updates.
• Questions and documents you send to the AI are processed by our AI provider (Anthropic) to generate a response. Under its commercial terms, API data is not used to train its models.

Sharing

We share information only with service providers that run the Service (Cloudflare for hosting and database, Stripe for payments, Brevo for email, Anthropic for AI), when required by law, or in a business transfer. We do not sell personal information.

Security

Data is encrypted in transit and at rest. Client files are visible only to the account that created them. Uploaded documents are processed to extract fields and are not stored after extraction.

Retention and your choices

We keep account data while your account is open. You can update your profile and delete client files at any time, and close your account from Account settings, which deletes your client files. Contact us to access or delete other personal information.

Contact

Template provided for convenience. Have an attorney review this policy before launch.