Account information. Your name, email address, and optionally your phone number and company. If you sign in with Google, Google sends us your name, email address, and profile picture. We never receive your Google password. Authentication is handled by Clerk, and Clerk stores your credentials, not us.
Billing information. Card details are entered directly into Stripe and never touch our servers. We store only the Stripe customer identifier, your plan, and the history of what you purchased.
Security and seat enforcement data. Sign-in timestamps, IP address, approximate city level location, a hashed device fingerprint, browser user agent, and active session records. This exists to enforce the two device and no concurrent session rules in our Terms, and to spot credential sharing.
Usage data. Which pages and features you use, which tax lots (BBLs) you look up, which reports you generate, and when. We keep the reports you generate so you can return to them.
Content you create. Anything you enter into Workspace: deals, saved searches, watched sites, notes, uploaded documents, and CRM contacts. CRM contacts may include names, companies, phone numbers, and email addresses of other people that you choose to add.