Privacy Policy

1. Information the service stores

Monthly Docs Radar stores the limited account and workflow metadata needed to provide the service. This can include firm name, account email, password hash, authentication and session records, client name and contact email, optional third-party upload URL, recurring checklist labels, monthly status records, secure-link tokens, and timestamps.

The service does not store financial documents. It is not designed to collect accounting records, bank account numbers, tax identifiers, payment-card details, or document contents.

2. How information is used

We use this information to create and secure accounts, operate the monthly readiness workflow, generate firm and client views, provide requested support, prevent misuse, maintain the service, and meet applicable legal obligations.

3. Client links and third-party services

A firm may share a hard-to-guess client checklist link. Anyone with that link can view and update the checklist it identifies, so firms should share it only with the intended client. Optional secure-upload links lead to third-party services. Monthly Docs Radar does not control what those services collect or store.

Paddle separately processes buyer, transaction, and payment information at its hosted checkout and buyer-support services under Paddle’s Privacy Policy. Monthly Docs Radar does not store payment-card details.

4. Cookies

The application uses essential cookies for login sessions, security, and protection against forged requests. The frozen MVP does not include advertising cookies or product analytics.

5. Sharing and retention

Information may be handled by infrastructure providers that host or support the application, and may be disclosed when required by law or needed to protect the service and its users. We do not sell account or workflow metadata.

We retain information while the account is active and as reasonably needed to provide the service, handle support, secure the product, and meet applicable legal obligations. Backup copies may take additional time to expire. Contact support to request account deletion or ask about applicable privacy rights.

6. Security and your choices

We use reasonable safeguards appropriate to this small service, but no online service can guarantee absolute security. Keep account credentials and client links confidential. Depending on applicable law, you may have rights to access, correct, delete, restrict, or obtain a copy of personal information.