Privacy Policy

1. Information We Collect

When you use FormationDesk, we collect information you provide directly to us, including:

• Business information (name, state, address, ownership structure, business purpose)
• Personal information (your full name, email address)
• Payment information (processed and stored by Stripe — we do not store card data)
• Communications you send us via our contact form or email

We also automatically collect certain technical data when you visit our site, including your IP address, browser type, pages visited, and time spent on pages.

2. How We Use Your Information

We use the information we collect to:

• Generate and deliver your AI-powered formation documents
• Process your payment and send purchase confirmations
• Respond to your inquiries and provide customer support
• Send you relevant updates about your order or our services
• Improve our platform and document quality
• Comply with legal obligations

3. Information Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

• Service providers: We use Stripe for payment processing and may use other trusted vendors to operate our platform. These providers are bound by confidentiality agreements.
• KLG Ecosystem: If you opt in, we may share your contact information with other Kirby Legacy Group companies (Legacy Capital Funding, MyServeFlow, MarketServePro) to provide relevant services.
• Legal requirements: We may disclose information if required by law, court order, or government authority.

4. Payment Security

All payment processing is handled by Stripe, a PCI-DSS compliant payment processor. FormationDesk never stores, processes, or has access to your full credit card number. For Stripe's privacy practices, visit stripe.com/privacy.

5. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your personal data by contacting us at [email protected]. Note that we may retain anonymized transaction records for accounting purposes.

6. Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications
• Lodge a complaint with a supervisory authority

To exercise any of these rights, contact us at [email protected].

7. Cookies

Our website uses cookies and similar tracking technologies to improve your experience, analyze traffic, and understand how visitors interact with our platform. You may disable cookies through your browser settings, though this may affect certain features of our site.

8. Children's Privacy

FormationDesk is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by updating the date at the top of this page. Your continued use of FormationDesk after changes are posted constitutes your acceptance of the revised policy.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact us at [email protected] or visit our Contact page.