Data & Security

How we handle your data

Your data, and your customers' data, is sensitive, and we treat it that way. You may use one of our services or several, so this page starts with the principles that apply across everything we do, then explains, service by service, exactly what we handle and what we never do. No jargon, no fine print designed to be skipped.

Across every service

Our core principles

These hold true no matter which service you use.

You stay in control

Across every service, you review and approve what goes out. We build the automation; you stay the final authority on your work and your customer relationships.

We never sell your data

Your information, and your customers’ information, is never sold, rented, or shared with third parties for marketing. Ever.

We never train AI on your data

Nothing you send us is used to train or improve AI models. Your data is used only to deliver the service you signed up for.

We keep only what the service needs

We hold the minimum data required to run your service, and we delete it when it is no longer needed. You can request deletion of everything at any time.

Service disclosures

Bookkeeping & Accounting

For our automated client-briefing service, you forward a CSV and we return a clean, firm-branded briefing. Your numbers are validated before the AI writes a word, and nothing reaches your client without your review.

A formal agreement at onboarding

When you become a client, a formal data agreement is provided that sets out how your information is handled, stored, and retained. It is shared and reviewed as part of onboarding, before any of your client data is processed.

What we don't do

No real-time access to your books, you forward a CSV; we never connect into your accounting system.
No replacing your judgment, the assistant drafts, you decide what reaches a client.
No storing your raw files, the CSV you forward is deleted automatically as soon as your briefing is produced.

Service disclosures

Trades · Missed Call SMS

Our automated text-back service helps a business hold onto callers it misses. Here is exactly how it works, and how someone comes to receive a text from us.

How our text messaging works

1
A person calls a business that uses our service, and the call goes unanswered. That inbound call is the person's own action, and it is what starts the interaction.
2
Within seconds, our system sends one automated text message back to the number that called. The message names the business, tells the caller their call was missed, and asks them to text back their name, their city, and what they need.
3
Nothing else is sent unless the caller texts back. If the caller does not reply, they hear nothing further from us. There is no keyword sign-up, no opt-in program, and no marketing list of any kind.
4
If the caller does reply, their details are passed to the business owner and the caller receives one confirmation that the business has their information. A typical interaction is one to three messages per missed call. Every message identifies the business by name. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance. We never sell or share the caller's number, and we do not send marketing or promotional texts of any kind.

SMS & text messaging terms

For our AI missed-call text-back service, we process the mobile phone number of any caller who contacts a business using our service, along with any message content that caller chooses to send in reply. This information is used solely to respond to that caller and to notify the business owner of the inquiry.

We do not sell, rent, or share mobile phone numbers or SMS opt-in data with any third parties or affiliates for marketing or promotional purposes. Mobile information is used only to operate the service.

Consent to receive text messages is established when a person calls a business that uses our service and that call goes unanswered; an automated text reply is then sent to that caller. No further messages are sent unless that caller replies by text. There is no keyword sign-up and no opt-in program. Message frequency varies based on caller activity and is typically one to three messages per missed call. Message and data rates may apply. Reply STOP at any time to opt out of further messages, or reply HELP for assistance.

Service disclosures

Custom Emailing

For outreach campaigns, we work from publicly available, business-to-business contact information. When we run outreach on your behalf, every reply routes straight back to you, and we honor opt-outs and suppression on a per-client basis.

We never sell or share your contact lists, and outreach we run for one client is never mixed with or reused for another.

Service disclosures

Website Builds & Revamps

For a website project, we handle only the project details and contact information you share with us. We do not store sensitive customer data, and nothing goes live until you have reviewed the finished work and payment is complete.

In short: whichever service you use, you stay in control of your work, your customer relationships, and your data the whole way through. We keep only what the service needs, we never sell it, and we never train AI on it.