Effective date: January 30, 2026
This Privacy Policy describes how SMB Workbench (“we,” “us,” or “our”) collects, uses, and shares information when you use our website and service (the “Service”). By using the Service, you agree to this policy. If you do not agree, do not use the Service.
We collect information you provide directly, such as when you create an account (name, email address, password), update your profile, or contact us. We collect information you create or store in the Service, such as documents, estimates, and other content. We automatically collect certain technical and usage information when you use the Service, including IP address, browser type, device information, and how you use the Service (e.g., pages visited, features used). If you subscribe to a paid plan, payment is processed by our payment provider (e.g., Stripe); we do not store your full card number, but we may receive and store billing-related information (e.g., last four digits, billing email) as needed to provide the Service and support.
We use the information we collect to: provide, operate, and improve the Service; process your account and any subscriptions; communicate with you about the Service (e.g., account notices, security alerts, product updates); enforce our Terms of Service and protect the security and integrity of the Service; comply with legal obligations and respond to lawful requests; and for other purposes described in this policy or with your consent. We do not sell your personal information.
We may share your information with: (a) service providers who help us operate the Service (e.g., hosting, analytics, payment processing such as Stripe), under contracts that limit their use to providing services to us; (b) law enforcement or other parties when required by law or to protect our rights, safety, or property; and (c) affiliates or successors in the event of a merger, acquisition, or sale of assets, subject to this policy. We do not sell your personal information to third parties for their marketing purposes.
We retain your information for as long as your account is active or as needed to provide the Service and fulfill the purposes described in this policy. We may retain certain information after you close your account as required by law, to resolve disputes, enforce our agreements, or for legitimate business purposes. When we no longer need the information, we will delete or anonymize it where feasible.
We use reasonable technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is completely secure; we cannot guarantee absolute security. You are responsible for keeping your account credentials secure.
You may access, update, or correct much of your account information through your account settings. You may request deletion of your account or personal data by contacting us; we will process such requests in accordance with applicable law. If you are in a jurisdiction that provides additional rights (e.g., access, portability, restriction, objection, withdrawal of consent), you may contact us to exercise them. We will not discriminate against you for exercising your privacy rights. You may opt out of marketing emails by using the unsubscribe link in those emails; you may still receive transactional or service-related messages.
We and our service providers may use cookies, local storage, and similar technologies to operate the Service, remember your preferences, and understand how you use the Service. You can control cookies through your browser settings; disabling some cookies may affect the functionality of the Service.
The Service is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us and we will take steps to delete it.
The Service is operated from the United States. If you access the Service from outside the United States, your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate. By using the Service, you consent to such transfer and processing.
We may update this Privacy Policy from time to time. We will post the updated policy on this page and update the effective date. For material changes, we may notify you by email or through the Service. Your continued use of the Service after the effective date constitutes acceptance. We encourage you to review this policy periodically.
For privacy-related questions, requests, or complaints, please contact us through the contact information provided on the product or in our Terms of Service.