Cost Seg Smart privacy & data

This privacy policy explains what information Cost Seg Smart LLC ("we", "us", "our") collects, how we use it, who we share it with, and your rights.

name, email, phone, mailing address, payment details (processed by Stripe; we do not store full card numbers)

property details (address, purchase price, year built, square footage)

IP address, browser type, device type, pages visited, referrer URL, UTM parameters, click identifiers (gclid, fbclid, msclkid)

session recordings via Microsoft Clarity for product improvement

closing documents, tax assessments, and property photos you upload

To deliver the cost segregation study you ordered.

To improve our product (which calculator inputs are common, where users get stuck).

To send marketing email if you opt in to a lead magnet or sequence — you can unsubscribe at any time.

To prevent fraud, abuse, and unauthorized access to your account.

We retain order data and reports indefinitely so we can re-deliver them on request.

Session recordings are deleted after 90 days.

Redacted conversations are stored for 30 days so we can improve the answers, then deleted automatically.

Service providers who process it on our behalf under written agreements

We delete data on verified request (subject to legal retention requirements for tax records and dispute resolution).

you have the right to know, delete, correct, and opt out of the sale or sharing of your personal information.

you have rights to access, rectify, erase, restrict, and object to processing of your personal data, plus data portability and the right to withdraw consent at any time.

You also have the right to lodge a complaint with your national supervisory authority.

We do not sell personal information.