Effective date: June 4, 2026
This Privacy Policy explains how MyClientDocs.com (“MyClientDocs,” “Company,” “we,” “us,” or “our”) collects, uses, discloses, stores, and protects personal information when you access or use our website, application, document upload pages, billing flows, communications, and related services (collectively, the “Service”).
This Privacy Policy should be read together with our Terms of Service.
MyClientDocs provides a document request and collection workflow for accountants, bookkeepers, tax preparers, and similar professionals.
When an account holder uses the Service to request, collect, store, preview, download, or manage documents from clients or other uploaders, the account holder generally decides what information is collected and why. In that situation, the account holder is generally the “controller” or “business” under applicable privacy laws, and MyClientDocs generally acts as a “processor” or “service provider” on the account holder’s behalf, subject to our Terms, this Privacy Policy, and any separate written agreement.
When we collect information for our own business purposes, such as account administration, billing, security, analytics, support, legal compliance, or marketing, we act as the controller or business for that information.
If you are a client uploader and have questions about documents requested by an accountant, bookkeeper, tax preparer, or other account holder, please contact that account holder first. We may not be able to respond directly to requests involving Customer Content controlled by an account holder.
We may collect the following categories of information.
We may collect names, business names, email addresses, phone numbers, account credentials, role information, account settings, client names, client contact names, client contact emails, and other information provided when creating or managing an account, client, or request.
The Service allows account holders and client uploaders to submit documents, files, checklist items, request titles, request descriptions, comments, instructions, metadata, and related information (“Customer Content”).
Customer Content may include sensitive personal, financial, tax, business, or confidential information, depending on what users choose to request or upload. Examples may include tax forms, income records, bank statements, receipts, invoices, identification documents, payroll records, bookkeeping documents, business records, and other documents selected by users.
We do not decide what documents account holders request from their clients, and we do not review Customer Content for accuracy, completeness, legality, privilege, confidentiality, tax treatment, accounting treatment, or professional sufficiency.
We may collect information about document requests, upload links, request status, due dates, checklist completion, uploaded file names, file sizes, file types, upload timestamps, download activity, preview activity, reminder activity, and related audit or activity events.
If paid plans are offered, we and our payment processors may collect billing names, billing addresses, payment method details, subscription details, invoices, receipts, transaction records, payment status, tax information, and related billing information. We do not intentionally store full payment card numbers on our own systems. Payment information may be handled by our payment processor.
We may collect information you provide when you contact us, request support, respond to emails, submit feedback, complete forms, participate in surveys, or otherwise communicate with us. This may include message contents, attachments, contact details, and support history.
We may collect IP addresses, device identifiers, browser type, operating system, referring URLs, pages viewed, actions taken, timestamps, session information, approximate location derived from IP address, error logs, performance data, authentication events, security events, and other diagnostic or usage information.
We may use cookies, local storage, pixels, tags, SDKs, and similar technologies to operate the Service, keep users signed in, remember settings, secure accounts, measure usage, diagnose issues, improve performance, prevent abuse, and understand how the Service is used.
Where enabled, we may use Meta Pixel and Meta Conversions API on account-holder and marketing surfaces to measure advertising performance and understand whether visits or signups are associated with our ads. This may involve cookies or identifiers such as _fbp and _fbc, browser and device information, IP address, page visit information, and hashed account identifiers such as hashed email addresses. We do not use Meta Pixel on client upload pages or admin pages, and we do not send uploaded documents, document names, request titles, client uploader emails, or file metadata to Meta.
We may use personal information to:
We do not use Customer Content to provide accounting, bookkeeping, tax, legal, financial, compliance, or professional advice.
We do not use Customer Content to train artificial intelligence models unless we provide separate notice or obtain permission where required.
We may disclose personal information in the following circumstances.
Customer Content submitted through an upload link is made available to the account holder associated with that request and to any authorized users, administrators, or personnel the account holder permits to access the account.
Client uploaders may see information needed to complete a request, such as the request title, due date, instructions, checklist items, upload status, and related information provided by the account holder.
We may share information with vendors, contractors, processors, and service providers that help us operate the Service, such as hosting providers, file storage providers, database providers, email providers, payment processors, analytics providers, advertising measurement providers, logging and monitoring providers, security providers, customer support tools, and professional advisors.
These service providers may process information only as needed to provide services to us or as otherwise permitted by their agreements with us and applicable law.
Billing and payment information may be processed by third-party payment processors. Their privacy policies and terms may apply to their processing of payment information.
We may disclose information if we believe disclosure is reasonably necessary to comply with law, regulation, legal process, court order, subpoena, government request, tax obligation, or law enforcement request; enforce our Terms; investigate fraud, abuse, security incidents, or unauthorized access; protect the rights, property, or safety of MyClientDocs, users, or others; or prevent harm.
We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, due diligence process, or similar business transaction.
We may disclose information when you consent, direct us to do so, or otherwise use the Service in a way that makes disclosure necessary.
We do not sell personal information for money.
Where advertising measurement tools such as Meta Pixel or Meta Conversions API are enabled, we may share limited identifiers and event information for advertising attribution, measurement, reporting, and campaign optimization. Depending on where you live, these activities may be considered “sharing” or targeted advertising under certain privacy laws, and you may have a right to opt out by contacting us.
We do not share Customer Content, uploaded documents, document names, request titles, client uploader emails, or file metadata with advertising platforms.
Where applicable law requires a legal basis for processing personal information, we may process personal information based on:
When we process Customer Content on behalf of an account holder, the account holder is responsible for identifying the applicable legal basis for collecting and using that information.
We retain personal information for as long as reasonably necessary to provide the Service, maintain accounts, comply with legal obligations, resolve disputes, enforce agreements, prevent abuse, maintain security, and support legitimate business purposes.
Unless a separate written agreement says otherwise, we may delete or disable access to Customer Content 30 days after account termination, cancellation, nonpayment, inactivity, plan downgrade, storage-limit violation, suspected abuse, legal requirement, or operational need.
Deleted information may remain in backups, logs, audit records, security records, billing records, support records, or legal compliance records for a limited period, subject to our retention practices and legal obligations.
Account holders are responsible for downloading and preserving copies of Customer Content they need before deleting content, cancelling the Service, or allowing an account to become inactive.
We use commercially reasonable administrative, technical, and organizational measures designed to protect personal information. These measures may include encryption in transit, access controls, logging, monitoring, backups, and other safeguards appropriate to the nature of the Service.
However, no system, network, software, upload process, email system, storage system, encryption method, or security control is perfect or guaranteed. We cannot guarantee that personal information or Customer Content will be completely secure, uninterrupted, available, error-free, or immune from unauthorized access, disclosure, alteration, loss, corruption, or deletion.
You are responsible for maintaining secure devices, email accounts, passwords, networks, account access, and upload-link handling practices.
If you believe your account, upload link, or information has been compromised, contact us promptly at hello@myclientdocs.com.
Depending on where you live, you may have rights to request access to, correction of, deletion of, portability of, or restriction of certain personal information. You may also have rights to object to certain processing, withdraw consent, opt out of certain disclosures, or appeal a decision.
To make a privacy request, contact us at hello@myclientdocs.com. We may need to verify your identity before responding.
If your request relates to Customer Content controlled by an account holder, we may forward your request to that account holder, ask you to contact the account holder directly, or act on the account holder’s instructions.
We will not discriminate against you for exercising privacy rights that apply to you.
Account holders are responsible for:
We are not responsible for an account holder’s privacy notices, consent practices, legal bases, client relationships, professional obligations, document requests, instructions, or use of Customer Content.
The Service is operated from the United States. If you access the Service from outside the United States, your information may be processed in countries that may have data protection laws different from those where you live.
By using the Service, you understand that information may be transferred to and processed in the countries where we and our service providers operate, subject to applicable law.
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 under 13 has provided personal information to us, contact us at hello@myclientdocs.com.
The Service is intended for business and professional use. Account holders must not knowingly request documents from minors unless they have all required legal authority, notices, consents, and authorizations.
We may send transactional and service-related emails, including account emails, request emails, reminder emails, upload notifications, billing notices, security notices, and policy updates. These communications are part of the Service, and you may not be able to opt out of all of them while using the Service.
Where permitted by law, we may send marketing communications. You may opt out of marketing emails by using the unsubscribe link or contacting us. Opting out of marketing emails does not opt you out of transactional or service-related communications.
The Service may contain links to third-party websites, services, integrations, or payment flows. We are not responsible for the privacy practices, security practices, content, or terms of third parties. Their policies apply to their services.
We may update this Privacy Policy from time to time. If we make material changes, we may provide notice by posting the updated Privacy Policy, updating the effective date, sending an email, showing an in-app notice, or using another reasonable method.
Your continued use of the Service after an updated Privacy Policy becomes effective means you acknowledge the updated Privacy Policy.
Privacy notices, requests, and security reports may be sent to hello@myclientdocs.com.