Assessorly Privacy Policy

Effective Date: April 6, 2026

Last Updated: April 6, 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.

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.

5. 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.

6. 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.

7. Security

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

8. 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.

9. Children’s Privacy

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

10. 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.

11. Contact Us