Effective Date: November 6, 2025

Business Name: Solo to Scaled Software

Contact: [email protected] | (832) 682-9861

Address: 15211 Fondren Rd Suite B

1. Purpose of This Policy

This Privacy Policy explains how we collect, use, and protect the personal information you provide when accessing or using our software platform and related services. We are committed to maintaining the confidentiality, integrity, and security of your personal and business data throughout your relationship with us.

2. Information We Collect

We may collect the following types of information:

Personal identifiers: Name, address, phone number, date of birth, and email address.

Account information: Username, password credentials, subscription tier, billing details, and account activity.

Business data: Information you input, upload, or generate while using our platform, including business records, documents, workflows, and configurations.

Payment data: Credit card or bank account information used to process subscription or service fees.

Verification documents: Government-issued identification may be required for account verification or compliance purposes.

Digital interactions: IP address, browser type, device information, usage logs, session data, and communication preferences collected through our platform, website, forms, or SMS/email systems.

We only collect information that is necessary to deliver our software services, maintain platform functionality, comply with legal obligations, and provide requested support.

3. How We Use Your Information

Your information is used strictly for:

Providing, maintaining, and improving access to our software platform and features.

Communicating with you regarding your account, subscription, or support requests.

Processing payments and managing billing.

Responding to regulatory, legal, or compliance inquiries as authorized.

Providing onboarding, training, or advisory services at your request.

Maintaining internal records for compliance and service quality.

Sending email or SMS messages related to your account status, platform updates, new features, or special offers (with your consent).

We do not sell or share your information with non-affiliated third parties for marketing or unrelated purposes.

4. Email and SMS Marketing Communications

By providing your contact information (including phone number or email), you consent to receive transactional and promotional communications from Solo to Scaled Software through email, text message, or automated systems.

We use these communications to:

Send important platform updates, account alerts, or feature announcements.

Share promotions, educational content, and special offers related to our services.

Confirm onboarding sessions, calls, or requests for additional information.

You may opt out at any time by: Clicking the "Unsubscribe" link at the bottom of our emails. Replying "STOP" to any SMS message. Contacting us directly at [email protected] to adjust your preferences. We will never share your phone number or email address with third-party marketers, and all messages comply with the CAN-SPAM Act and Telephone Consumer Protection Act (TCPA) regulations.

5. Information Sharing and Disclosure

We may share your information only when necessary: With regulatory or government authorities, as required by law. With third-party service providers who assist in platform delivery, payment processing, data storage, security, or marketing automation (under strict confidentiality agreements). When you authorize in writing the disclosure to a third party (e.g., an integration partner, consultant, or agency). As required by court order, subpoena, or other legal process.

6. Data Security

We maintain physical, electronic, and procedural safeguards to protect your personal and business information.

This includes:

Encrypted data storage and transmission using industry-standard protocols.

Secure, password-protected systems with role-based access controls and limited staff access.

Regular staff training on data confidentiality and cybersecurity best practices.

Automated monitoring, intrusion detection, and incident response procedures.

Secure digital data deletion and disposal procedures upon account termination or data removal requests.

7. Data Retention

Your account data and records will be retained for the duration of your active subscription and for a minimum of three (3) years following account closure, or longer if required by law. After that period, data is securely destroyed in compliance with applicable data protection regulations.

8. Your Rights

You have the right to:

Request a copy of the information we maintain about you.

Request corrections to inaccurate or incomplete information.

Request deletion of your data, subject to legal retention requirements.

Withdraw consent for certain data uses (except where required by law).

Requests can be submitted to [email protected] or mailed to: Solo to Scaled Software 15211 Fondren Rd Suite B

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on our platform and/or website with the revised effective date. Continued use of the platform following any update constitutes your acceptance of the revised policy.

10. Contact Information

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Solo to Scaled Software 15211 Fondren Rd Suite B 📞 (832) 682-9861 📧 [email protected]