This Privacy Policy explains how the WorkSmart Scale Plan ("WorkSmart," "we," "us") collects, uses, and protects your information when you use plan.worksmartadvisor.com and the WorkSmart planning tool (the "Service"). WorkSmart is a Morgan DeBaun company.
Information we collect
We collect information you give us and information we gather automatically when you use the Service.
- Account and contact details. Your name, email address, and the login information you use to access the planner.
- Planning inputs. The business and financial numbers you enter to generate your plan, such as revenue, expenses, and income goals. This information stays tied to your account.
- Payment information. When you become a member, payments are processed by our payment partners (Stripe and Patreon). We do not store your full card number on our servers.
- Usage data. Basic technical information like your browser type, device, and how you move through the Service, collected to keep it running and improve it.
How we use your information
- To create and deliver your personalized plan.
- To set up and manage your membership and account.
- To process payments and send receipts.
- To send you product updates, tips, and offers you can opt out of at any time.
- To improve the Service and keep it secure.
How we share information
We do not sell your personal information. We share it only in these cases:
- Service providers. Trusted partners who help us run the Service, such as payment processors, email platforms, and hosting providers. They may only use your data to do work for us.
- Legal reasons. When required by law, or to protect the rights, safety, and property of WorkSmart and our members.
- Business transfers. If WorkSmart is involved in a merger, acquisition, or sale of assets, your information may be part of that transfer.
Your planning data stays yours
Your choices and rights
- You can update your account details or ask us to delete your account at any time.
- You can unsubscribe from marketing emails using the link in any message.
- Depending on where you live, you may have the right to access, correct, or delete the personal information we hold about you. To make a request, email us using the address below.
Cookies
We use cookies and similar tools to keep you logged in, remember your preferences, and understand how the Service is used. You can control cookies through your browser settings, though some features may not work without them.
Data security and retention
We use reasonable safeguards to protect your information. No system is completely secure, so we cannot promise perfect security. We keep your information for as long as your account is active or as needed to provide the Service and meet our legal obligations.
Children
The Service is built for adults running businesses. It is not intended for anyone under 18, and we do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. When we do, we will change the date at the top of this page. If the changes are significant, we will give you a clearer heads up.
Contact us
Questions about this policy or your data? Reach us at hello@worksmartadvisor.com.