Assessorly Privacy Policy

Effective Date: April 6, 2026

Last Updated: August 31, 2026

1. Scope

This Privacy Policy describes how Assessorly, Inc. collects, uses, discloses, stores, and protects personal information through assessorly.com, our customer portal, checkout and e-sign flows, property tax appeal services, support channels, and related communications.

2. Information We Collect

We may collect the following categories of information:

• Account and contact data: name, email address, phone number, mailing address, login activity, and customer support history.
• Property and order data: property address, parcel details, county information, valuation records, report selections, service selections, and order history.
• Billing and transaction data: billing contact details, payment status, processor response data, and invoice history. Payment card data is handled by our payment processors and banking partners, not stored in full by Assessorly.
• E-sign and agreement data: typed legal name, signature image or selected signature style, signed PDFs, timestamps, IP address, browser and device metadata, audit-trail events, document hashes, and related agreement evidence.
• Usage and device data: IP address, browser type, operating system, referring pages, viewed pages, session activity, cookies, and analytics data.
• Communications and submissions: emails, form submissions, uploaded documents, support messages, and related records.
• Google account and Gmail authorization data: Google account identifiers, name, email address, profile information returned during sign-in, Gmail send permission status, encrypted OAuth tokens, sender configuration, user-directed outbound email content, delivery metadata, and related audit records.

3. How We Use Information

We use personal information to:

• create and manage accounts, authenticate users, and protect platform security;
• generate reports, operate checkout, process payments, and deliver purchased services;
• prepare, present, execute, and retain agency agreements and related electronic records;
• communicate with customers about orders, appeal activity, service updates, invoices, reminders, and support requests;
• detect fraud, misuse, abuse, payment risk, and security incidents;
• comply with legal obligations, respond to disputes, and preserve evidence; and
• analyze service performance, improve product features, and maintain internal records.

4. How We Disclose Information

We may disclose personal information to the following categories of recipients:

• Service providers and infrastructure vendors: hosting providers, cloud services, email delivery vendors, payment processors, analytics vendors, authentication tools, and customer-support tools.
• Government and appeal-related recipients: county assessor offices, boards of equalization, tax appeal authorities, and other parties involved in the services you authorize us to perform.
• Professional advisors and counterparties: legal counsel, auditors, insurers, financing or collection partners, and other parties as reasonably necessary to enforce agreements or protect Assessorly’s rights.
• Transaction counterparties: parties involved in a merger, acquisition, financing, reorganization, or sale of assets.
• Legal and safety recipients: law enforcement, regulators, courts, and other parties where disclosure is required or permitted by law.

Assessorly does not share, sell, rent, or otherwise provide your mobile phone number, mobile information, or messaging consent information to any third parties or affiliates for marketing or promotional purposes.

5. SMS Communications

If you provide a mobile phone number and choose to receive text messages, Assessorly may send SMS messages for account verification, security, order updates, billing and subscription reminders, customer support, and service-related lifecycle communications. Assessorly sends marketing or promotional text messages only when you separately choose to receive marketing texts. Message frequency varies based on your account activity, orders, support requests, and SMS preferences, and you may receive up to 10 messages per month. Message and data rates may apply.

You can opt out of Assessorly SMS messages at any time by replying STOP. You can request help by replying HELP or by emailing support@assessorly.com.

6. Google API and Gmail Data

Assessorly uses Google APIs only to provide user-facing account and communication features that you choose to use. When you sign in with Google, we use Google identity information, such as your name, email address, and account identifier, to authenticate your account and manage access to Assessorly. When you connect Gmail for REConnect or related outreach tools, Assessorly requests the Gmail send scope so the platform can send reviewed, user-directed emails from the Gmail account you authorize.

Assessorly does not use Gmail authorization to read your mailbox, list messages, delete messages, or send email without your direction. OAuth tokens are stored in encrypted form and used only to operate the Gmail sending features you enable, process retries and delivery status, maintain security and audit logs, and support your authorized requests.

Assessorly does not sell Google user data, use Google user data for advertising, or use Google user data to train generalized AI or machine-learning models. Assessorly's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

7. Cookies, Analytics, and Similar Technologies

Assessorly uses cookies, local storage, pixels, and similar technologies to keep users signed in, preserve session state, remember preferences, measure performance, and understand how the platform is used. You can control cookies through your browser settings, but disabling them may limit some site functionality.

8. Retention

We retain personal information for as long as reasonably necessary to operate the services, complete transactions, support appeal work, satisfy legal obligations, resolve disputes, enforce contracts, and maintain business records.

Signed agreements, signed PDF copies, audit logs, e-sign evidence, account actions, and related order records may be retained for extended periods and in some cases indefinitely where needed for compliance, evidentiary, operational, or legal purposes.

9. Security

Assessorly uses administrative, technical, and organizational safeguards designed to protect personal information. No system is perfectly secure, and we cannot guarantee absolute security.

10. Your Privacy Rights

Depending on where you live, you may have rights to access, correct, delete, or obtain a copy of certain personal information, or to opt out of certain processing such as sale, targeted advertising, or profiling where applicable.

To submit a request, email support@assessorly.com. We may need to verify your identity before fulfilling a request. If we deny a request, you may appeal by replying to the denial notice or emailing the same address with the subject line Privacy Appeal.

11. Children’s Privacy

Assessorly is not directed to children, and we do not knowingly collect personal information from anyone under 18.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updated version becomes effective when posted unless a later date is stated. Material changes may also be communicated through the platform or by email.

13. Contact Us