Privacy Policy

Perfect Form (“Company,” “us,” “our,” “we”) takes your privacy extremely seriously and has gone to great lengths to protect it. This Privacy Policy (this “Policy”) sets forth the terms and conditions governing the use and collection of your information. By using our website PerfectForm.com and the services related thereto (collectively, the “Services”), including accessing, browsing, or using the Services, you acknowledge that you have read, understood, and agree to be bound by and comply with this Policy, which constitutes a legal agreement between you and us.

1. Data Collection

1.1 We collect data from you when you access our website and use the Services, which data collection includes, without limitation:

1.1.1 Information collected from you that is needed to perform the Services including, without limitation, business identification numbers, names, addresses, birth dates, copies of identifying documents and FinCEN (defined below) Identification Numbers. This also includes information you provide at the time you register to use our website and/or Services and submitting information to us in connection with questions or issues that may arise during the course of your use of the Services;

1.1.2 Your internet protocol address and, when accessing the Services from a mobile device, your mobile device ID number and non-email authentication;

1.1.3 Internet browser and device information collected through cookies and various other tracking technologies; and

1.1.4 Your credit card information in order to process payments.

1.2 Data collection may occur:

1.2.1 From you directly when you provide it to us; and

1.2.2 Automatically as you use our website and Services, through our use of cookies and various other tracking technologies.

1.3 We do not collect personal information of minors except to the extent explicitly provided in the Services for the purposes of reminding our clients when certain minor beneficial owners have reached the age of majority. If you otherwise believe that we have collected the personal information of a minor, please let us know immediately.

2. Use of Your Data

2.1 We do not sell your data to third parties. We use your data to execute on and enhance the quality of the Services, including, without limitation, to:

2.1.1 Complete and file Beneficial Ownership Information Reports under the filing requirements of the Corporate Transparency Act;

2.1.2 Send you periodic updates on legislation relevant to the Services and to remind you to keep your information on file with us up to date;

2.1.3 Answer customer questions and inquiries and provide customer service;

2.1.4 Process payments, including payment processors such as Stripe;

2.1.5 Analyze our clients’ use of the Services using various analytics tools;

2.1.6 Improve the experience of our clients when using the Services;

2.1.7 Engage in any authorized transfer of the Services to another third party provider, through merger, acquisition or otherwise;

2.1.8 Fulfill any of the obligations for which we have been engaged and to enforce the terms of any contracts or agreements between us and our clients;

2.1.9 Protect against, investigate and deter fraudulent and other unauthorized activity;

2.1.10 Comply with court orders and other legal notices and requests; and

2.1.11 Complete any other Services for which we have been engaged by you.

3. Disclosure of Your Data

3.1 We reserve the right to disclose data that does individually identify our clients without restriction. With respect to individual client data, we may disclose such data to:

3.1.1 The Financial Crimes Enforcement Network (“FinCEN”), for the purpose of filing Beneficial Ownership Reports on behalf of our clients; 

3.1.2 Our partners, subsidiaries and affiliates for the purposes of providing or enhancing the Services;

3.1.3 Our successors in the event of a sale, transfer, merger or other business transaction that includes the transfer of some or all of our assets to a third party; and

3.1.4 Law enforcement agencies to comply with lawful requests and court orders.

4. Third Party Data Collection

4.1 We may use or partner with third parties to enhance the content of the Services and our clients’ experience, including analytics, payment processing and other application providers. Such third parties may use data tracking technologies such as cookies to collect information about you as you use the Services. Such third parties may use this data collection for targeted outreach to you. We do not control such third parties’ data collection activities and advise you to reach out to them directly if at any point you receive any unwanted and unsolicited communications.

5. Controlling the Accessibility of Your Information

5.1 Access to your data is restricted to a small number of employees on a need-to-know basis in order to provide the Services and to provide you technical support. We review this access periodically.

5.2 We do not wish to retain or disclose your data to the extent you are dissatisfied with the Services or anything else relating to our Company. If your desire is that we delete any data of yours that is in our possession, please send the request to support@perfectform.com, but note that (i) we reserve the right, in our sole discretion, to terminate the provision of Services to you in connection with any data deletion requests and no refunds shall be provided, and (ii) copies of such data may remain in pages that have been archived or cached.

6. Zoho Corporation

6.1 The Services are built on the platform of Zoho Corporation (“Zoho”), a large multinational technology company using best-in-class, state-of-the-art security protections, standards and protocols that are SOC 1 & 2 ISO/IEC 27001 certified. Zoho’s privacy policy is hereby incorporated by reference, mutatis mutandis. Please click here to review Zoho’s privacy policy (the “Zoho Privacy Policy”) and please click here to learn more about how your data is stored and protected with Zoho. To the extent of any conflict between the Zoho Privacy Policy and this Policy, the terms of the Zoho Privacy Policy shall control and govern. 

7. Amendments

7.1 We may update this Policy from time to time, and any such updates shall become effective 10 days after such updates are posted to our website, without the requirement that we send notice to you. Please review this Policy, as it may be updated, from time to time, to ensure your continued agreement.

8. Term

8.1 This Policy shall remain in full force and effect for so long as you continue to use the Services.

9. Limitations of Liability

9.1 We shall in no event be liable for any loss, costs or damages beyond direct damages, which includes, without limitation, direct or indirect consequential, special, exemplary, incidental or punitive damages.

9.2 We do not control access to the data stored by FinCEN, and as a result we shall not be liable for any loss, costs or damages as a result of a breach of FinCEN’s information technology infrastructure, unless such breach is caused by our negligence.

10. Governing Law

10.1 This Policy is governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflicts of laws principles. Any legal action brought by either party hereunder shall be commenced in the state and federal courts located in Mecklenburg County, North Carolina, and the parties hereto hereby waive all lack of personal jurisdiction defenses and forum non conveniens defenses with respect thereto.

11. Miscellaneous

11.1 The Services are controlled and operated by us from within the United States, where we are based. By using the Services, you hereby consent to the transfer of your data to any jurisdiction used by us related to the delivery of the Services, which may include the transfer of your data outside your home country and the applicability of data privacy laws outside those of your home country.

11.2 This Policy does not and is not intended to confer any rights or remedies upon any person other than the parties hereto.

11.3 By using the Services, you acknowledge that you have read this Policy and agree to be bound by its provisions.

11.4 Except as otherwise expressly provided in this Policy, this Policy constitutes the entire agreement between you and us and supersedes any other communications between you and us either prior to or after the date hereof. If any provision of this Policy is at any point deemed unlawful or unenforceable, the remainder of this Policy shall remain in full force and effect.

11.5 Our failure to enforce any provision of this Policy against you or anyone else shall not be construed as a waiver of any provision of this Policy, and we reserve the right to enforce this Policy at any point in the future.