Privacy Policy

Privacy Policy

Last updated: Jun 16, 2026

This boilerplate is intended to be reviewed, refined, and approved by counsel before production use. It is not legal advice.

1. Scope

This Privacy Policy explains how Ben Herila collects, uses, discloses, and protects information when you use this website, tools, calculators, account areas, client portals, finance features, personal health record features, and related services (the “Service”).

2. Information we collect

Depending on the features you use, we may collect:

  • Account information, such as name, email address, authentication details, roles, and preferences.
  • User-provided content, such as documents, financial records, client portal content, calculator inputs, medical or health-related records you choose to upload, notes, messages, and files.
  • Transaction and billing information, such as invoice, payment, subscription, and payment processor metadata.
  • Device and usage information, such as IP address, browser type, operating system, pages viewed, referring URLs, timestamps, logs, and diagnostic events.
  • Cookies and similar technologies used for authentication, security, preferences, analytics, and Service operation.

3. How we use information

We use information to:

  • Provide, maintain, secure, and improve the Service.
  • Authenticate users, manage permissions, and prevent unauthorized access.
  • Process requests, transactions, invoices, documents, uploads, exports, and support communications.
  • Personalize settings and remember user preferences.
  • Monitor reliability, troubleshoot errors, detect abuse, and enforce policies.
  • Comply with legal obligations and protect rights, safety, and property.

4. Legal bases for processing

Where GDPR or similar laws apply, we process personal data based on one or more legal bases, including performance of a contract, legitimate interests, consent, compliance with legal obligations, and protection of vital interests where applicable.

5. How we disclose information

We may disclose information to:

  • Service providers that host, secure, analyze, support, or process the Service on our behalf.
  • Payment processors and financial service providers when needed to complete transactions or integrations.
  • Professional advisers, auditors, insurers, or legal authorities when reasonably necessary.
  • Other users or organizations you intentionally share information with through account, client portal, or collaboration features.
  • Successors involved in a merger, acquisition, reorganization, or similar transaction, subject to appropriate protections.

We do not sell personal information in the ordinary meaning of that term. If future functionality changes this, this Policy should be updated before launch.

6. Retention

We retain information for as long as reasonably necessary to provide the Service, comply with legal obligations, resolve disputes, enforce agreements, maintain backups, and protect against fraud or abuse. Retention periods may vary based on feature, data type, and user settings.

7. Security

We use administrative, technical, and organizational safeguards designed to protect personal information. No system is completely secure, and we cannot guarantee absolute security.

8. International transfers

Information may be processed in the United States and other jurisdictions where we or our service providers operate. Where required, transfers are supported by appropriate safeguards such as contractual protections.

9. Your privacy rights

Depending on your location, including if you are in the European Economic Area, United Kingdom, Switzerland, or California, you may have rights to access, correct, delete, port, restrict, or object to processing of personal information, and to withdraw consent where processing is based on consent.

California residents may also have rights to know categories and specific pieces of personal information collected, request deletion or correction, opt out of sale or sharing if applicable, limit use of sensitive personal information where applicable, and be free from discrimination for exercising rights.

10. Children

The Service is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child provided personal information, contact us so we can take appropriate action.

11. Changes to this Policy

We may update this Policy from time to time. The updated version will be posted on this page with a revised “Last updated” date. Material changes may be communicated through the Service or other reasonable means.

12. Contact

To exercise privacy rights or ask privacy questions, contact us at [email protected].