Last updated: 09-26-2025
This Privacy Policy applies to citizens and permanent residents of the United States.
At https://docs-finance.com (“we”, “us”, “our”), we respect your privacy and are committed to protecting the personal information you provide when using our website. This Privacy Policy explains what information we collect, how we use it, the circumstances in which we disclose it, and the choices you have. By using this website, you acknowledge that you have read and understood this Policy.
No Legal Advice – Informational Use Only. We are not a law firm and do not provide legal advice. Our templates, forms, and resources are provided solely for educational and informational purposes. They are not a substitute for advice from a licensed attorney. Your use of our documents and information is at your own risk, and no attorney–client relationship is created by your use of this site.
1. What We Collect, Why We Collect It, and How Long We Keep It
We collect personal information that you voluntarily provide and certain information automatically when you use our website. We limit collection to what is reasonably necessary for legitimate business purposes, and we retain data only for as long as needed to fulfill those purposes unless a longer retention period is required by law.
1.1 Information You Provide to Us
- Contact Data: name, email address, phone number, and mailing address when you contact us by email or through our contact forms.
- Account/Transaction Data (if applicable): records of purchases or downloads of templates, support requests, and related communications.
- User Content: feedback or information you choose to submit regarding our templates or services.
Purpose: to communicate with you, deliver requested resources, provide support, process transactions (if any), prevent fraud, and comply with legal obligations.
Legal basis (consent/legitimate interest): we process your data with your consent and as reasonably necessary to operate, improve, and secure our services.
Retention: we retain this information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
1.2 Information Collected Automatically
- Usage/Device Data: IP address, browser type, device identifiers, pages viewed, referring/exit pages, timestamps, and similar usage information collected via cookies or similar technologies.
Purpose: to operate, secure, analyze, and improve our website (e.g., load performance, detect abuse, understand aggregate usage).
Retention: kept for operational needs and security auditing within reasonable periods consistent with the purposes above.
1.3 Sensitive Personal Information
We do not seek to collect “sensitive” personal information (e.g., SSNs, financial account numbers, health data). Please do not submit such information to us through this website.
2. Cookies and Similar Technologies
We use cookies and similar technologies to operate and improve the site, personalize content where applicable, and analyze traffic. You can manage cookies through your browser settings. For more details, please see our Cookie Policy.
3. How We Use Personal Information
- To provide, maintain, secure, and improve the website and resources.
- To respond to inquiries and provide customer support.
- To process transactions and fulfill requests (if applicable).
- To monitor, detect, and prevent security incidents, fraud, and misuse.
- To comply with laws, regulations, and legal processes.
- To communicate changes to our services, terms, or policies.
4. How We Share Personal Information
We do not sell personal information. We may disclose personal information in the following limited circumstances:
- Service Providers/Processors: trusted vendors that assist with hosting, analytics, security, email delivery, and support. We require them to use the data only to perform services for us and to protect it appropriately.
- Legal/Compliance: when required by law, subpoena, court order, or governmental request, or to protect our rights, users, or the public.
- Business Transfers: in connection with a merger, acquisition, reorganization, or sale of assets, your information may be transferred to the acquiring entity subject to this Policy.
5. Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. However, no online transmission or storage system is completely secure. You use the site at your own risk.
6. Children’s Privacy
Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe we have collected such information, please contact us and we will take appropriate steps to delete it.
7. Your Privacy Rights (State-Specific Disclosures)
Depending on your state of residence (e.g., California, Virginia, Colorado, Connecticut, Utah), you may have rights regarding your personal information, which can include:
- The right to know/access the personal information we collect, use, or disclose about you.
- The right to request deletion of your personal information, subject to legal exceptions.
- The right to correct inaccurate personal information.
- The right to receive your data in a portable format (data portability).
- The right to opt out of the sale or sharing of personal information and certain targeted advertising (we do not sell personal information).
- The right to non-discrimination for exercising your privacy rights.
How to exercise your rights: see Section 12 (Contact Us). We may need to verify your identity (e.g., by confirming information already held) before fulfilling your request. Authorized agents may submit requests on your behalf where permitted by law; we may require proof of authorization and verification of identity.
8. Third-Party Links and Services
Our website may include links to third-party websites or services. This Privacy Policy does not apply to those third parties. We are not responsible for their privacy practices or content. Please review the privacy policies of any third-party sites you visit.
9. Disclaimers; Limitation of Liability (Informational Use)
- All templates, documents, and resources are provided “as-is” for informational and educational purposes only and without warranties of any kind, express or implied.
- We make no representation that our templates are suitable for your specific circumstances or comply with the laws of your state. Laws vary by jurisdiction and may change.
- You are solely responsible for how you use the templates and information. You should consult a licensed attorney in your state before relying on any document for legal purposes.
- To the fullest extent permitted by law, we disclaim liability for any loss, claim, or damages arising from your use of the website, templates, or information.
10. International Transfers
We operate in the United States. If you access the site from outside the U.S., you understand that your information may be processed in the United States, where data protection laws may differ from those in your jurisdiction.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last updated” date. Your continued use of the website after any changes constitutes acceptance of the revised Policy.
12. How to Contact Us and Exercise Your Rights
If you have questions, want to exercise your privacy rights, or need to submit a request regarding your personal information, please contact us using the details below. To protect your privacy, we may take steps to verify your identity before acting on your request.
Website: https://docs-finance.com
13. Additional California Notice (CCPA/CPRA)
Categories of Personal Information Collected: Identifiers (e.g., name, email), Internet/Network activity (e.g., usage data), and any other information you voluntarily provide. We collect these categories for the purposes described in Sections 1–3 above.
Sources: directly from you (contact forms, support), and automatically from your device (cookies/usage data).
Disclosure for Business Purposes: we may disclose personal information to service providers (hosting, analytics, security, support) under written contracts that restrict their use of the information to providing services to us.
Sale/Sharing: we do not sell or share personal information as defined under CCPA/CPRA.
Retention: we retain personal information consistent with the criteria in Section 1 and as required by law.
Your California Rights: access/know, correct, delete, portability, and to opt out of sale/sharing (not applicable as we do not sell/share). To exercise your rights, see Section 12.
14. Accessibility
We are committed to making our privacy information accessible. If you need this Privacy Policy in an alternative format, please contact us at the email provided above.