Privacy Policy

1. Introduction

Vertex Business Solutions ("VX," "Vertex Apps," "we," "us," or "our") operates ConsultBase (myconsultbase.com), a client portal and business management platform for independent consultants. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

By using ConsultBase, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Information You Provide

• Account Information: Name, email address, password, business name
• Profile Information: Business details, contact preferences, branding settings
• Client Data: Information about your clients that you choose to store (names, emails, engagement details)
• Financial Information: Invoice details, payment records (processed via Stripe)
• Communications: Messages exchanged through the platform, support requests

2.2 Information Collected Automatically

• Usage Data: Pages visited, features used, actions taken within the platform
• Device Information: Browser type, operating system, device identifiers
• Log Data: IP address, access times, referring URLs

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve ConsultBase
• Process transactions and send related information (invoices, receipts, payment confirmations)
• Send administrative messages, updates, and security alerts
• Respond to your comments, questions, and support requests
• Monitor and analyze usage patterns to improve user experience
• Detect, prevent, and address technical issues and fraudulent activity
• Comply with legal obligations

4. Information Sharing and Disclosure

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

4.1 Service Providers

We work with third-party companies to provide our Service:

• Supabase: Database hosting and authentication
• Stripe: Payment processing
• Vercel: Application hosting
• Resend: Email delivery
• Google: Domain email services

4.2 Legal Requirements

We may disclose information if required by law, subpoena, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

4.3 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any change in ownership or use of your information.

5. Data Retention

We retain your information for as long as your account is active or as needed to provide you services.

Account Deletion: When you delete your account, your data is removed from our active database. For fraud prevention and chargeback protection purposes, we retain minimal account information (email, subscription history, account dates, and usage summary) for 180 days after deletion. This archived data is automatically purged after the retention period.

Client Data: When you delete a client from your account, all associated data (engagements, invoices, messages, documents) is permanently deleted immediately.

6. Data Security

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

• Encryption of data in transit (TLS/SSL) and at rest
• Secure authentication with password hashing
• Row-level security policies for database access
• Regular security reviews and updates

However, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

7. Your Rights and Choices

You have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Update or correct inaccurate information via your account settings
• Deletion: Delete your account and associated data through Settings → Delete Account
• Export: Request an export of your data
• Opt-out: Unsubscribe from marketing communications (transactional emails cannot be opted out)

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

8. Children's Privacy

ConsultBase is not intended for users under 18 years of age. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at support@myconsultbase.com.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. Our service providers operate globally, and by using ConsultBase, you consent to the transfer of your information to facilities in the United States and other countries.

10. 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 policy on this page and updating the "Last updated" date. Your continued use of ConsultBase after changes constitutes acceptance of the updated policy.

11. Contact Us

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

Email: support@myconsultbase.com