Privacy Policy

Last updated: February 18, 2026

EZ360PM ("EZ360PM," "we," "us," or "our") is committed to protecting your privacy and safeguarding your Personal Information. This Privacy Policy explains how we collect, use, store, share, retain, transfer, and otherwise process your Personal Information when you access or use our website, applications, and services (collectively, the "Services").

“Personal Information” means information that identifies, relates to, describes, or could reasonably be linked to an identifiable individual.

This Privacy Policy applies to:

  • Visitors to our website
  • Customers and subscribers
  • Authorized users of customer accounts
  • Individuals who communicate with us

By using our Services, you agree to this Privacy Policy.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will post an updated version on this page and update the “Last updated” date. Continued use of the Services after changes means you accept the revised policy.

1. What Personal Information We Collect

The information we collect depends on how you interact with EZ360PM.

A. Information You Provide to Us

When you create an account, subscribe, or contact us, we may collect:

  • Full name
  • Email address
  • Company name
  • Business address
  • Telephone number
  • Billing address
  • Subscription plan details
  • Support communications
  • Payment information (processed by Stripe)

If you invite team members to your account, we collect their name and email address.

B. Information Collected Automatically

When you use our website or Services, we may automatically collect:

  • IP address
  • Device type and browser information
  • Operating system
  • Pages visited
  • Usage data and session activity
  • Error logs and performance metrics
  • Referring URLs

This information may be collected via cookies or similar technologies.

C. Information Related to Financial Data

If you use bank feed integrations (e.g., Plaid), we may receive transaction data, account balances, and financial institution metadata. EZ360PM does not store your online banking credentials.

D. Payment Information

All subscription payments are processed by Stripe. We do not store full credit card numbers. Stripe processes payment information in accordance with its privacy policy and PCI compliance standards.

2. How We Collect Personal Information

We collect Personal Information:

  • Directly from you when you create an account
  • When you use our Services
  • From third-party integrations you authorize (e.g., Stripe, Plaid, Dropbox)
  • Through automated technologies such as cookies and analytics tools

3. How We Use Your Personal Information

We use Personal Information to:

  • Provide and maintain the Services
  • Process subscriptions and payments
  • Authenticate users and secure accounts
  • Prevent fraud and abuse
  • Provide customer support
  • Improve functionality and performance
  • Send service-related communications
  • Send marketing communications (with consent where required)
  • Comply with legal obligations

We do not sell Personal Information.

4. How We Share Personal Information

We share Personal Information only as necessary to operate our Services.

Service Providers

We use trusted third-party providers including:

  • Stripe – subscription billing and payments
  • AWS (Amazon Web Services) – secure cloud hosting and storage
  • Plaid – optional bank feed integration
  • Sentry – application monitoring and error tracking
  • Dropbox – optional document storage integration
  • Email service providers
  • Hosting infrastructure providers (e.g., Render) and database providers (PostgreSQL)

These providers are contractually restricted to using Personal Information only to provide services to EZ360PM.

Legal Compliance

We may disclose information if required to comply with law or legal process, protect our rights or property, or prevent fraud or security threats.

Business Transfers

If EZ360PM is involved in a merger, acquisition, or asset sale, Personal Information may be transferred as part of that transaction.

5. Data Retention

We retain Personal Information for as long as your account is active, as necessary to provide Services, to comply with legal obligations, and to resolve disputes. When you delete data or close an account, we may retain certain records for legal/compliance and may keep limited backup copies for a period of time.

6. Cookies and Tracking Technologies

We use cookies and similar technologies (e.g., local storage and server logs) to operate, secure, and improve EZ360PM.

Types of cookies we use:

  • Strictly necessary cookies: required for core functionality (authentication, session management, security controls, CSRF protection).
  • Preferences cookies: remember settings such as your selected company, UI preferences, and “don’t show again” prompts.
  • Analytics/performance (optional): help us understand usage and improve reliability (e.g., feature adoption, performance diagnostics). We configure analytics to avoid collecting unnecessary personal data and to exclude sensitive fields where feasible.

Your choices:

  • You can control cookies through your browser settings and, where available, in-app preferences.
  • Disabling some cookies may affect functionality (for example, you may be unable to log in or stay signed in).
  • Do Not Track: Some browsers offer “Do Not Track” signals. There is no consistent industry standard for responding to these signals, so EZ360PM may not respond to them uniformly.

7. Security

We implement administrative, technical, and organizational measures designed to protect Personal Information and User Content against unauthorized access, loss, misuse, alteration, and disclosure. Measures may include access controls, encryption in transit, monitoring, logging, and least-privilege internal access.

No system is completely secure, and we cannot guarantee absolute security. You are responsible for using strong passwords, keeping credentials confidential, and promptly notifying us of suspected unauthorized access.

8. Automated Processing & AI

EZ360PM may use automated systems to detect fraud, monitor performance, provide intelligent insights, and assist with support tools. We do not use fully automated decision-making that produces legal or similarly significant effects without human review.

9. Data Transfers

EZ360PM is based in the United States. Personal Information may be processed and stored in the United States or other jurisdictions where our service providers operate. If you access our Services from outside the U.S., you consent to the transfer of information to the United States.

10. Your Rights

Depending on your location, you may have rights including access, correction, deletion, restriction, objection, portability, withdrawal of consent, and non-discrimination for exercising privacy rights.

To exercise your rights, contact: privacy@ez360pm.com

11. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have the right to know what Personal Information we collect, request deletion or correction, request a copy of your data, opt-out of sale or sharing (EZ360PM does not sell Personal Information), and not be discriminated against for exercising privacy rights.

Requests may be submitted to: privacy@ez360pm.com

12. Aggregated and De-Identified Data

We may collect and use anonymized, aggregated data for analytics, product improvement, and research. This data cannot reasonably identify any individual.

13. Children’s Privacy

EZ360PM is not intended for individuals under 18. We do not knowingly collect Personal Information from minors.

14. Security Incident Notification

If we become aware of a security incident involving Personal Information, we will provide notices as required by applicable law and when appropriate based on the nature of the incident.

15. Contact Information

EZ360PM

Email: support@ez360pm.com

Website: https://www.ez360pm.com