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Privacy Policy

Last updated: April 29, 2025

1. What We Collect

  • Account info: name, email, billing
  • Logs: IP, device
  • Intake Data: PII/PHI of your clients (you are the controller)

2. Why We Use It

  • Platform operation and legal audit logs
  • Security and compliance
  • Notifications (not marketing spam)

3. HIPAA Compliance

We align with HIPAA best practices (encryption, audit logs, secure cloud storage). We do not provide a BAA unless explicitly signed. You are responsible for ensuring your usage is HIPAA compliant.

4. Sharing

We never sell data. We only share with:

  • Payment providers (e.g., Stripe, PayPal)
  • Cloud infrastructure (e.g., AWS, Wasabi)
  • Legal authorities if required

5. Retention

  • We retain intake records for 10 years
  • After subscription ends, files may be deleted after 30 days unless dormant access is activated

6. Cookies

Only essential cookies are used. No ad tracking.

7. Data Rights

You may request:

  • Export or deletion of your account
  • Correction of billing/contact info

We respond within 30 business days

8. Breaches

If a breach occurs, you'll be notified promptly, in accordance with applicable laws.

9. Children's Data

This service is not intended for children under 13.

10. Changes

We post updates at https://intakeiq.app/privacy

Contact: privacy@intakeiq.com