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Privacy policy
Placeholder: this is a summary of current practice, not the final policy.
Last updated
This website
The public site keeps no analytics and no visitor profiles. If you use the contact form, we use your name, email and message only to reply.
The Plandata apps
Staff sign in with an invited account and belong to an organization. Every plan check, client, delivery and invoice belongs to exactly one organization, and the API only returns rows from the organizations a caller belongs to.
Client contact details, job addresses and billing data are entered by the firm that uses Plandata, or imported from its legacy Access database. Portal users see only their own client’s plan checks.
Platform staff can act as a tenant user only through a time-boxed, revocable impersonation token, and every change is recorded as an audit event.
Your rights
To ask for a copy or deletion of your data, use the contact form and choose “Privacy request”.