Privacy Policy

Effective Date: 1 October 2025

Last Updated: 2 October 2025

Introduction

Welcome to TidyReturns ("we," "our," or "us"). This Privacy Policy explains how we collect, use, maintain, and protect information from users of our online platform that helps small business owners organize and manage their documents.

By using our platform, you agree to the practices described in this Privacy Policy.

Information We Collect

1. User-Provided Information

When you use TidyReturns, you may provide us with the following details:

  • Account Information: Name, email address, password, and business details you provide when creating an account.
  • Uploaded Documents: Invoices, receipts, letters of registration, permits, compliance documents, and any files you choose to upload or forward to TidyReturns.
  • Payment Information: If you subscribe to TidyReturns, we collect payment details via our third-party provider, LemonSqueezy.

2. Automatically Collected Information

We may collect certain information automatically, including:

  • Usage Data: How you interact with the platform (e.g., search history, tags applied, uploads made).
  • Device Information: Browser type, operating system, device identifiers, and IP address.
  • Cookies & Tracking Technologies: We use cookies and similar technologies to store preferences, keep you logged in, and analyze platform usage. You can manage cookies in your browser settings.

3. Analytics and Tracking Software

We may use third-party analytics software from time to time, including but not limited to:

  • Mixpanel: For user behavior analytics and product improvement insights.
  • Google Analytics: For website traffic analysis and user engagement metrics.
  • Other Analytics Tools: We reserve the right to implement additional analytics services as needed.

These analytics tools are used for the following purposes:

  • Security Monitoring: To detect and prevent unauthorized access and security threats.
  • Bug Investigation: To identify, diagnose, and resolve technical issues and software bugs.
  • Service Improvement: To understand user behavior and improve our platform's features, performance, and user experience.

Data Privacy Protection: We do not share your personal information (such as email addresses, names, or other personally identifiable information) with these analytics services. Instead, we use non-personally identifiable user IDs and anonymous data to track usage patterns. This ensures that even if a third-party analytics provider experiences a data breach, your personal information remains protected.

Important Note on Cookies: The use of these third-party analytics services may result in cookies and tracking technologies being placed on your browser or device. These cookies help us collect anonymous usage data and improve our service. You can manage or disable cookies through your browser settings, though some functionality may be affected.

How We Use Your Information

We use the information we collect for the following purposes:

  • Document Management: To process, organize, and store your uploaded or forwarded documents.
  • AI-Powered Processing: To extract text, vendor names, dates, and other data from your documents using OCR and AI models. Your documents are never used to train AI models.
  • Account Management: To create and maintain your account, provide customer support, and send service-related updates.
  • Payment Processing: To handle subscription payments securely via LemonSqueezy. We reserve the right to change payment processors at our discretion in the future.
  • Platform Improvement: To analyze aggregated usage data and improve features, speed, and reliability.

Information Sharing

We do not sell or rent your personal information. We may share limited information only in the following cases:

  • Service Providers: With trusted third parties (e.g., hosting, analytics tools like Mixpanel and Google Analytics, and payment providers) who help us operate the platform.
  • Legal Compliance: If required by law or to respond to lawful government requests.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of that process.

Data Security

We use encryption and industry-standard security measures to protect your data. However, no online system is 100% secure, and we cannot guarantee absolute security.

Your Choices

  • You can update or delete your account information in your account settings.
  • You may disable cookies and tracking technologies in your browser, though some features may not work correctly.
  • You can opt out of certain analytics tracking by adjusting your browser settings or using privacy extensions.
  • You may request deletion of your documents and account by contacting us.

Document Forwarding & Unique Email Addresses

Each business account is assigned a unique, secure TidyReturns email address for forwarding documents. If you believe your unique address has been compromised, you can easily generate a new one within your account.

Third-Party Links

TidyReturns may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

Children's Privacy

TidyReturns is not intended for individuals under the age of 18. We do not knowingly collect information from minors. If you believe a minor has provided us with data, please contact us and we will remove it.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page, and the “Last Updated” date will reflect the most recent version. Continued use of TidyReturns after updates constitutes acceptance of the revised Privacy Policy.

Contact Us

If you have questions about this Privacy Policy, please contact us:

Privacy Policy | TidyReturns