Privacy Policy

The Self-Employed Lab, LLC (“The Self-Employed Lab,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your information.

This Privacy Policy explains how we collect, use, store, and protect your data when you use our websites, applications, and services.

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1. Information We Collect

We may collect the following types of information:

• Personal information (name, email address, phone number)

• Account and login information

• Business information provided by you

• Financial and transaction data you submit or connect

• Documents and files you upload

• Technical data such as IP address, browser type, and device information

2. How We Use Your Information

We use your information solely to:

• Provide requested services

• Process business filings and bookkeeping

• Generate reports and records

• Enable secure authentication and communication

• Improve platform functionality and security

• Comply with legal and regulatory obligations

We do not sell or rent your data.

3. Third-Party Services

We use trusted third-party providers to operate our services, including:

• Plaid – to securely access financial data you explicitly authorize

• Twilio – to deliver security-related SMS messages

• Cloud infrastructure and hosting providers

When you connect third-party services, you authorize us to access data according to their terms and privacy policies.

Plaid Disclosure (Required):
When you connect your financial accounts, we use Plaid to securely access your financial data. Plaid’s use of your data is governed by Plaid’s Privacy Policy.

4. Data Security

We use administrative, technical, and organizational safeguards to protect your information, including:

• Encryption in transit and at rest

• Access controls and role-based permissions

• Secure authentication with multi-factor authentication where applicable

• Monitoring and logging of sensitive actions

5. Your Rights and Choices

You may:

• Review or update your information

• Revoke third-party connections

• Request data deletion, subject to legal requirements

• Manage consent preferences in Account Settings

6. Data Retention

We retain data only as long as necessary to provide services and comply with applicable laws.
Details are outlined in our Data Retention Policy.

7. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be communicated through the platform.

8. Contact Us

For privacy or security questions:

📧 support@theselfemployedlab.com
📧 security@theselfemployedlab.com