Privacy Policy for Simplify Biz LLC
Last Updated: September 23, 2026
Simplify Biz LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our web application located at app.simplifybiz.com (the “Service”). By using the Service, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We collect the following types of information when you use the Service:
a. Personal Information
- Business Name: The name of your business.
- First and Last Name: Your full name as provided during account creation.
- Email Address: Your email address used for account registration and communication.
- Phone Number: Your phone number, if provided, for account verification or support purposes.
b. Business-Related Information
- Business Strategy: Strategies and plans you create and store in the Service.
- Business Action Plans: Specific action plans you input into the Service to manage your business.
- Business Processes and Reports: Processes, systems, objectives, risks and performance reports you record in the Service.
- AI Assistant Requests: The text you ask the AI Assistant to work from, and the drafts it returns, which are stored with the record they belong to.
c. Automatically Collected Information
- Usage Data: Information about how you interact with the Service, such as pages visited, features used, and time spent on the Service.
- Device Information: Details about your device, including IP address, browser type, operating system, and device identifiers.
- Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience, analyze usage, and improve the Service. You can manage cookie preferences through your browser settings.
2. How We Use Your Information
We use your information to:
- Provide, operate, and maintain the Service, including creating and managing your account and subscription.
- Store and process your business strategies and action plans to deliver the functionality of the Service.
- Communicate with you, including sending account-related notifications, updates, and support responses.
- Improve the Service by analyzing usage patterns and feedback.
- Ensure the security of the Service, including detecting and preventing fraud or unauthorized access.
- Comply with legal obligations, such as responding to lawful requests or resolving disputes.
- Generate drafts with the AI Assistant when you ask for them (see Section 3a).
3. How We Share Your Information
We do not sell your personal information. We may share your information in the following circumstances:
- Service Providers: With third-party providers who help us run the Service and who are permitted to use your information only to provide their service to us:
- SiteGround (web hosting, United States)
- Stripe (payment processing; we never see or store your full card number)
- Amazon Web Services (sending the emails the Service sends you)
- Anthropic PBC (the AI Assistant, see Section 3a)
- Google (sign-in with a Google account in our mobile app)
- Coaches: If you invite a coach to your account, that coach can view your business information, and can also edit it if you grant “View and Edit” permission. You can change or remove a coach’s access at any time from the Service. We do not share your information with any coach you have not invited.
- Legal Requirements: When required by law, such as to comply with a subpoena, court order, or other legal process, or to protect our rights, property, or safety, or that of our users or others.
- Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred to a successor entity, subject to this Privacy Policy.
- With Your Consent: When you explicitly authorize us to share your information.
3a. The AI Assistant and Anthropic
When you ask the AI Assistant for a draft, we send the text of the record you are working on, such as the strategy, process or objective you have open, together with our instructions for the kind of draft required, to Anthropic PBC, our AI provider in the United States. Anthropic returns the draft, which is then saved in your account as part of that record.
- We send only what is needed for that draft. We do not send your password, payment details or account settings.
- Anthropic processes this information on our behalf to generate the draft. Under its commercial terms, Anthropic does not use information sent through its API to train its AI models, and may retain it for a limited period for safety and abuse monitoring.
- The AI Assistant only runs when you choose to use it. Nothing is sent to Anthropic unless you ask for a draft.
4. Data Security
We implement reasonable technical and organizational measures to protect your information from unauthorized access, loss, or disclosure, including:
- Encryption of data in transit and at rest.
- Regular backups to prevent data loss.
- Access controls to limit who can view your information.
- Industry-standard security protocols to safeguard our systems.
Despite these efforts, no system is completely secure. We cannot guarantee the absolute security of your information. You are responsible for maintaining the confidentiality of your account credentials and for notifying us immediately at support@simplifybiz.com if you suspect unauthorized access.
5. Data Retention
We retain your personal and business-related information for as long as your account is active or as needed to provide the Service. If you terminate your account, we will delete your information within a reasonable period, except where retention is required by law or for legitimate business purposes (e.g., backups or audit logs). Anonymized data may be retained indefinitely for analytical purposes.
6. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you.
- Correction: Request that we correct inaccurate or incomplete information.
- Deletion: Request that we delete your personal information, subject to legal or contractual obligations.
- Objection or Restriction: Object to or request restrictions on certain processing activities.
- Data Portability: Request a copy of your data in a structured, machine-readable format.
To exercise these rights, contact us at support@simplifybiz.com. We will respond to your request within the timeframes required by applicable law. You may also:
- Opt out of non-essential cookies through your browser settings.
- Unsubscribe from marketing communications by following the instructions in those messages.
7. International Data Transfers
The Service is hosted in the United States. If you access the Service from outside the United States, your information may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction. By using the Service, you consent to this transfer and processing.
8. Third-Party Links and Services
The Service may integrate with or link to third-party services (such as those listed in Section 3). These third parties have their own privacy policies, and we are not responsible for their practices. We encourage you to review the privacy policies of any third-party services you interact with.
9. Children’s Privacy
The Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected such information, we will take steps to delete it. Contact us at support@simplifybiz.com if you believe we have inadvertently collected information from a child under 18.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated Privacy Policy on the Service or by emailing you at the address associated with your account. Your continued use of the Service after such changes constitutes your acceptance of the updated Privacy Policy.
11. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:
Simplify Biz LLC
Email: support@simplifybiz.com
Website: app.simplifybiz.com
12. Additional Information for Specific Jurisdictions
- California Residents: Under the California Consumer Privacy Act (CCPA), you may have additional rights, such as the right to know what personal information we collect and share, and the right to opt out of the sale of your information (we do not sell your information). To exercise these rights, contact us at support@simplifybiz.com.
- EU/UK Residents: Under the General Data Protection Regulation (GDPR), you have the rights described in Section 6. You may also lodge a complaint with your local data protection authority.
By using the Service, you acknowledge that you have read and understood this Privacy Policy.
