Last updated: January 1, 2025
When you create an account, we collect your name, email address, company name, and other information you provide during registration.
We store documents and files that you or your clients upload to the platform. These may include invoices, contracts, tax forms, expense reports, and other business documents.
We automatically collect information about how you interact with our services, including pages visited, features used, request activity, and device/browser information.
We collect data related to document requests, follow-up messages, and other communications sent through our platform.
We use the information we collect to:
• Provide, maintain, and improve our document collection and management services
• Process and organize documents using our AI-powered systems
• Send automated follow-up reminders and notifications on your behalf
• Provide customer support and respond to your requests
• Analyze usage patterns to improve our product and user experience
• Protect against fraud, abuse, and unauthorized access
• Comply with legal obligations
We implement bank-level encryption and industry-standard security measures to protect your data. All documents are encrypted both in transit (TLS 1.2+) and at rest (AES-256). We use secure cloud infrastructure with regular security audits and penetration testing.
Access to your data is strictly controlled through role-based permissions. We maintain comprehensive audit logs of all data access and modifications.
We do not sell your personal information. We may share your data only in the following circumstances:
We work with trusted third-party providers who help us operate our services (e.g., cloud hosting, email delivery, analytics). These providers are contractually bound to protect your data.
When you authorize sharing documents or information with specific clients or team members through our platform.
When required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Papertrail, our users, or the public.
Our AI-powered features scan, categorize, and rename documents to improve your workflow. Document processing occurs on secure servers, and AI models are not trained on your individual documents. Processing results are stored alongside your documents and subject to the same security protections.
We retain your account information and documents for as long as your account is active or as needed to provide services. You may request deletion of your data at any time by contacting us. Upon account deletion, we will remove your data within 30 days, except where retention is required by law.
Depending on your jurisdiction, you may have the right to:
• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Export your data in a portable format
• Opt out of certain data processing activities
To exercise any of these rights, please contact us at privacy@papertrailtech.com.
We use essential cookies to operate our platform and optional analytics cookies to understand usage. You can manage cookie preferences through your browser settings. We do not use third-party advertising cookies.
Our services are not directed to individuals under 16. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 16, we will promptly delete it.
We may update this privacy policy from time to time. We will notify you of material changes by email or through a notice on our platform. Your continued use of our services after changes constitutes acceptance of the updated policy.
If you have questions about this Privacy Policy or our data practices, please contact us:
Papertrail Tech, Inc.
675 Alpha Drive, Suite G
Highland Heights, OH 44143
Email: privacy@papertrailtech.com
Phone: (440) 379-8965