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Privacy Policy

 Effective Date: 1/9/2025

1. Introduction
Releev ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our web-based SaaS platform that automates invoice payment reminders via accounting software integrations.

By using Releev, you agree to the terms of this Privacy Policy.

2. Information We Collect
We collect the following categories of information:

User Account Data: Name, email address, business name, and login credentials.

Client Contact Data: Names, email addresses, and other contact details of your clients.

Invoice Data: Invoice numbers, due dates, amounts, and payment statuses.

Financial Data: Data synced from third-party accounting software (e.g., QuickBooks, Xero).

Email Analytics: Email open rates, click-throughs, and responses.

Usage Data: IP address, browser type, device info, and behavior on our platform.

3. How We Use Your Information
We use collected information to:

Deliver and maintain the Releev platform

Send automated payment reminder emails to your clients

Integrate with third-party accounting software

Provide customer support

Monitor and improve service functionality

Comply with legal obligations

4. Legal Bases for Processing (GDPR)
If you are located in the EU or UK, we rely on the following legal bases:

Contractual necessity (for providing the service)

Legitimate interests (e.g., preventing fraud)

Compliance with legal obligations

Consent (for optional features and communications)

5. How We Share Information
We share information only as necessary with:

Accounting platforms (e.g., QuickBooks, Xero)

Email service providers

Cloud hosting providers (e.g., AWS, Google Cloud)

Analytics tools (e.g., Google Analytics)

Payment processors

We do not sell or share your data with advertisers or data brokers.

6. Data Retention
We retain your information for as long as your account is active or as needed to:

Provide our services

Comply with legal, regulatory, or contractual obligations

Resolve disputes and enforce agreements

You may request deletion of your account and data at any time.

7. Security Measures
We implement administrative, technical, and physical safeguards to protect your data, including:

End-to-end encryption for data in transit

Role-based access controls

Regular vulnerability scans and audits

However, no system is entirely secure.

In the event of a data breach, we will notify you and relevant authorities as required by law.

8. Your Privacy Rights
Depending on your location, you may have rights to:

Access and obtain a copy of your data

Request correction or deletion

Object to or restrict processing

Withdraw consent

Data portability

To exercise your rights, contact us at [privacy@releev.ai].

We may require verification of your identity.

9. CCPA Notice (California Residents)
If you are a California resident, you have the right to:

Know what personal information we collect and how it is used

Request deletion of your data

Opt-out of the sale of personal data (we do not sell data)

Non-discrimination for exercising your rights

To submit a CCPA request, email [ccpa@releev.ai].

10. Children's Data
Releev is not intended for individuals under 18.

We do not knowingly collect personal data from minors.

11. International Transfers
We may transfer your data to the United States or other countries with adequate safeguards, such as:

Standard Contractual Clauses (SCCs)

Data processing agreements

12. Changes to This Policy
We may update this Privacy Policy periodically.

Material changes will be notified via email or platform notice.

13. Contact Us
For any questions about this policy or your data, contact:

Email: privacy@releev.ai

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