1. Introduction

Welcome to Capverra (“we,” “our,” or “us”). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our platform.

Important Notice: Capverra is an educational and informational platform. The tax scenarios, reports, and outputs generated by Capverra are for educational and informational purposes only and do not constitute legal, tax, or financial advice. All information provided should be reviewed by a qualified attorney, tax advisor, or financial professional before any decisions are made.

Please read this policy carefully. If you disagree with its terms, please discontinue use of the platform.

2. Information We Collect

2.1 Information You Provide

We may collect the following information that you voluntarily provide:

– Full name and contact details (email address, phone number)

– Account credentials (username, password)

– Billing and payment information

– Tax-related data you input for scenario modeling (jurisdictions, entity types, asset descriptions)

– Communications you send us

2.2 Information Collected Automatically

When you access our platform, we may automatically collect:

– IP address and browser type

– Device identifiers and operating system

– Pages visited and time spent on the platform

– Referring URLs

– Cookies and similar tracking technologies

2.3 Information from Third Parties

We may receive information about you from third-party services such as payment processors, analytics providers, and authentication services.

3. How We Use Your Information

We use the information we collect to:

– Provide, operate, and maintain the Capverra platform

– Process transactions and send billing-related communications

– Generate tax scenario reports and educational outputs

– Improve and personalize your experience

– Send administrative information, updates, and security alerts

– Respond to your inquiries and provide customer support

– Comply with legal obligations

– Detect and prevent fraudulent or unauthorized activity

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers: We may share data with third-party vendors who assist in operating our platform (e.g., cloud hosting, payment processing, analytics), subject to confidentiality obligations.

Legal Requirements: We may disclose your information if required by law, court order, or governmental authority.

Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

With Your Consent: We may share your information for any other purpose with your explicit consent.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide services, comply with legal obligations, resolve disputes, and enforce agreements. You may request deletion of your data at any time by contacting us.

6. Data Security

We implement industry – standard technical and organizational security measures to protect your information. However, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security of your data.

7. Cookies

We use cookies and similar tracking technologies to enhance your experience. You may control cookie settings through your browser. Disabling cookies may affect certain functionality of the platform.

8. Third-Party Links

Our platform may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

9. Children's Privacy

Capverra is not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that a minor has provided us with personal information, we will delete it promptly.

10. Your Rights

Depending on your jurisdiction, you may have the right to:

– Access the personal information we hold about you

– Request correction of inaccurate data

– Request deletion of your data

– Object to or restrict processing of your data

– Data portability

– Withdraw consent at any time

To exercise any of these rights, contact us at: privacy@capverra.com

11. International Data Transfers

Capverra operates globally. Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers in accordance with applicable data protection laws.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a revised “Last Updated” date. Continued use of the platform after changes constitutes acceptance of the updated policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Capverra

Email: privacy@capverra.com

Website: www.capverra.com

This Privacy Policy is provided for informational purposes. You should consult a qualified legal professional to ensure compliance with applicable privacy laws in your jurisdiction.