Privacy Policy

Effective Date: August 25, 2025

Stepvia is committed to protecting your privacy and ensuring the security of any personal information you share with us. By using our website and services, you agree to the terms of this Privacy Policy. Please review it carefully.

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1. Information We Collect

We may collect the following types of information:

• Personal Information: name, email address, phone number, and billing details.

• Account Information: login details and preferences.

• Transaction Data: details related to purchases and payments.

• Usage Data: information collected via your browser, cookies, and your interactions with the Service.

• Third-Party Data: information imported from third-party integrations (e.g., QuickBooks, Xero, Clio).

Note: Stepvia does not store or retain full credit card numbers. All payments are securely processed via Stripe or PayPal.

2. How We Use Your Information

We use your information to:

Create and manage your account.

Provide and improve our services.

Communicate with you about purchases, updates, and offers.

Ensure compliance with legal obligations.

Enhance security and prevent fraudulent activity.

Personalize content and user experience.

3. Cookies

We use cookies to improve your browsing experience, Cookies help us:

Recognize returning users.

Speed up login by remembering your username.

Recommend relevant products or services.

Compile anonymous statistics about site usage.

⁕ You may disable cookies in your browser settings, but some features may not work properly.

⁕You can learn more about our Cookie Policy and manage your preferences.

4. Protecting Your Information

All personal information is securely stored on servers in the United States.

We use industry-standard security measures to protect your data.

However, no method of transmission over the Internet is 100% secure. You use the Service at your own risk.

All payment information is handled securely by trusted third-party payment providers such as Stripe or PayPal.

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5. Sharing Information

We will never sell your personal data, We may share limited information only in the following cases:

With trusted service providers who assist in delivering our services (bound by confidentiality agreements).

If required by law, legal process, or government request.

To enforce our Terms of Service, protect rights, property, or personal safety.

During a business transfer such as merger, acquisition, or sale of assets.

6. Your Rights and Choices

You may decline to provide personal information, but this may limit access to some features.

You may update or correct your account information anytime by logging into your account.

You may contact us to request review, correction, or deletion of your information

7. Children’s Privacy

Our Service is not intended for anyone under 18 years of age.

We do not knowingly collect personal data from minors.

If we discover information from a child under 18, we will delete it immediately.

8. Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their policies before using them.

9. Notifications

We may provide notifications via:

• Email.

• Website announcements.

• Other reasonable methods.

10. Legal Compliance

We comply with all applicable local laws in addition to international standards where we operate.

11. Contact Us:

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:

• Email: [email protected]
Or via contact us form on our website.