Privacy Policy

1. Introduction

TallyQuote ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our voice-to-estimate application and related services (collectively, the "Service").

By using TallyQuote, you agree to the collection and use of information in accordance with this policy. If you do not agree with the terms of this Privacy Policy, please do not access or use the Service.

2. Information We Collect

2.1 Information You Provide

• Account Information: When you create an account, we collect your name, email address, and authentication credentials.
• Business Profile: Business name, contact information, logo, and service offerings you choose to provide.
• Voice Recordings & Transcripts: Audio recordings you create through the Service and the resulting text transcriptions.
• Estimate Data: Project details, line items, pricing, client information, and job site addresses you enter.
• Payment Information: When you subscribe to our paid plans, payment processing is handled by Stripe. We do not store your full credit card details.

2.2 Information Collected Automatically

• Device Information: Device type, operating system, browser type, and unique device identifiers.
• Usage Data: Pages visited, features used, time spent on the Service, and interaction patterns.
• Location Data: Approximate location based on IP address; precise location only when you use location-based features with your consent.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Process voice recordings and generate estimate line items using AI technology
• Create and manage your account
• Process transactions and send related information
• Send administrative messages, updates, and security alerts
• Respond to your comments, questions, and support requests
• Monitor and analyze usage trends to improve user experience
• Detect, prevent, and address technical issues and fraudulent activity
• Comply with legal obligations

4. AI Processing & Voice Data

TallyQuote uses artificial intelligence services, including Anthropic's Claude API, to process your voice transcripts and extract structured estimate data. When you record audio:

• Voice recordings are converted to text using speech recognition technology
• Transcripts are sent to AI services for analysis and line item extraction
• We do not use your data to train AI models
• AI providers process data according to their own privacy policies and data processing agreements

5. Information Sharing & Disclosure

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

• Service Providers: With third-party vendors who perform services on our behalf (hosting, payment processing, AI processing, analytics).
• Your Clients: When you share estimates with clients, the estimate content and your business information are shared as you direct.
• Legal Requirements: When required by law, court order, or governmental authority.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate confidentiality protections.
• With Your Consent: For any other purpose with your explicit consent.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

• Encryption of data in transit using TLS/SSL
• Encryption of data at rest
• Secure authentication through Clerk
• Regular security assessments
• Access controls limiting employee access to personal data

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

7. Data Retention

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

8. Your Rights & Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate personal information.
• Deletion: Request deletion of your personal information, subject to certain exceptions.
• Portability: Request a copy of your data in a portable format.
• Opt-Out: Opt out of certain data processing activities.

To exercise these rights, please contact us at support@tallyquote.com.

9. Children's Privacy

The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us and we will take steps to delete such information.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that are different from the laws of your country. By using the Service, you consent to the transfer of your information to the United States and other jurisdictions where we and our service providers operate.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of the Service after any changes constitutes your acceptance of the new Privacy Policy.

12. Contact Us

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

Email: support@tallyquote.com