Privacy Policy

1. Overview

Dockitly Corp ("Dockitly," "we," "us," or "our") is committed to protecting the privacy of all individuals who visit our website at dockitly.co (the "Site") or use our document preparation and filing services. This Privacy Policy explains what information we collect, how we use it, and your rights with respect to that information.

By using the Site or our services, you consent to the data practices described in this Privacy Policy. If you do not agree, please discontinue use of the Site immediately.

2. Information We Collect

Information You Provide Directly. When you submit our intake form or otherwise contact us, we collect:

• Full legal name and contact information (email address, phone number, mailing address)
• Desired business entity name and alternate names
• State of formation and entity type selected
• Business purpose description
• Registered agent name and address
• Member, officer, and ownership information
• Add-on service selections
• Any additional notes or instructions you provide

Payment Information. Dockitly does not directly collect or store your payment card information. All payment processing is handled by Square, Inc. through their secure payment platform. Please review Square's privacy policy at squareup.com for details on how your payment data is handled.

Information Collected Automatically. When you visit our Site, we may automatically collect certain technical information including your IP address, browser type, operating system, referring URLs, and pages visited. This information is used for site analytics and security purposes only.

Communications. We retain records of any communications you initiate with us through email, live chat (Tawk.to), or phone for quality assurance and service delivery purposes.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To prepare, review, and submit your entity formation documents to the applicable state agency
• To communicate with you regarding your order, including confirmations, invoices, and status updates
• To process and confirm payments through Square
• To provide add-on services you have requested
• To respond to your inquiries and provide customer support
• To comply with applicable legal obligations and state filing requirements
• To improve our Site, services, and user experience
• To enforce our Terms of Use and other agreements

We do not sell, rent, or lease your personal information to third parties for their own marketing purposes.

4. How We Share Your Information

Dockitly may share your information only in the following limited circumstances:

• State Agencies. Your formation information will be submitted to the applicable state Secretary of State or equivalent agency as required to complete your filing. This information becomes part of the public record upon filing.
• Service Providers. We may share information with trusted third-party vendors who assist in operating our business, including form processing (Formspree), payment processing (Square), and live chat support (Tawk.to). These parties are contractually obligated to protect your information.
• Banking Partners. If you request business bank account setup assistance, relevant formation information may be shared with our banking partner(s) solely for the purpose of account opening. This is subject to the banking partner's own privacy practices.
• Legal Requirements. We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe disclosure is necessary to protect the rights, property, or safety of Dockitly, our clients, or the public.
• Business Transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

5. Third-Party Services

Our Site integrates the following third-party services, each governed by their own privacy policies:

• Formspree (formspree.io) - Intake form submission processing
• Square, Inc. (squareup.com) - Payment processing
• Tawk.to (tawk.to) - Live customer chat support
• Google Fonts - Web font delivery

Dockitly is not responsible for the privacy practices of these third-party services. We encourage you to review their respective privacy policies.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements. Formation records are generally retained for a minimum of seven (7) years in accordance with standard business record-keeping practices. You may request deletion of your personal data subject to our legal retention obligations by contacting us at the address below.

7. Data Security

Dockitly implements reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your data and encourage you to take appropriate precautions when submitting sensitive information online.

8. Your Rights

Depending on your jurisdiction, you may have the following rights with respect to your personal information:

• Access. The right to request a copy of the personal information we hold about you.
• Correction. The right to request correction of inaccurate or incomplete information.
• Deletion. The right to request deletion of your personal information, subject to our legal obligations.
• Opt-Out of Communications. The right to opt out of non-essential communications from us at any time by contacting us directly.

To exercise any of these rights, please contact us at support@dockitly.co. We will respond to verified requests within thirty (30) days.

9. Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information to us, please contact us immediately and we will take prompt steps to delete that information.

10. California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete personal information, the right to opt-out of the sale of personal information (Dockitly does not sell personal information), and the right to non-discrimination for exercising your privacy rights.

To submit a California privacy rights request, please contact us at support@dockitly.co with the subject line "California Privacy Request."

11. Changes to This Policy

Dockitly Corp reserves the right to update this Privacy Policy at any time. Changes will be effective upon posting to this page with an updated effective date. Your continued use of the Site following any modification constitutes your acceptance of the revised Privacy Policy. We encourage you to review this page periodically.

12. Contact Us

For questions, concerns, or requests related to this Privacy Policy or your personal information, please contact us: