Information we collect
To power invoicing, tax calculations, and financial planning, we may collect account details, transaction data you choose to enter, and basic device and browser information. We also keep technical logs for security and performance. Nothing fancy. Just enough to make the tools work well.
We don’t ask for data we don’t need. If a field isn’t required for the service you’re using, you’ll know it. That’s part of accounting data protection done properly, isn’t it?
Examples: name, email address, invoice line items, tax inputs, IP address, browser type, and usage timestamps.
How we use your data
We use your information to create invoices, estimate taxes, compare plans, and keep your account in sync across devices. We may also use it to improve performance, detect fraud, and send service notices when something changes in your account.
Need a refund-ready invoice in under a minute? Or a cleaner estimate before the quarterly deadline? This is the data path that makes that possible.
Data sharing
We share data only with providers who help us operate the platform, such as secure hosting, payment processing, analytics, and support tooling. Those providers are bound by contract and may use the data only to provide their services to us.
We do not sell personal information. We do not rent it out. And we don’t allow third parties to use it for their own marketing. Simple boundaries. Stronger trust.
Your rights
You can request access, deletion, correction, and data portability where applicable under US state privacy laws, including CCPA-style rights. You can also ask questions about how your information is handled or request details about the data we keep.
Send your request to privacy@legacyfinance.com. We’ll review it and respond as required by law. Not a black box. Not a maze.