How SmartBiz handles information

This page explains the information used by SmartBiz Advisor X during first tester access. Final business and legal details may be updated before public launch.

Information we may collect

Account details such as name, email, and optional company name.
Signup and trial status needed to manage access.
Buyer profile inputs entered into SmartBiz tools or reports.
Basic usage events such as signup, checkout, dashboard view, and report generation.
Support or tester feedback you choose to send.

How we use information

To create and manage SmartBiz Advisor X trial access.
To generate buyer readiness and client intelligence outputs.
To improve the product during first tester access.
To troubleshoot bugs, signup issues, checkout issues, and dashboard access.
To respond to support requests.

Payments

SmartBiz uses Stripe Checkout for trial and subscription payment handling. Payment details are processed by Stripe. SmartBiz does not store full card numbers in this website codebase.

Important limitation

SmartBiz Advisor X provides strategy intelligence and sales workflow support for property conversations. It is not legal, financial, tax, mortgage, or investment advice.

Data retention and deletion

During first tester access, SmartBiz may retain account, trial, report, and support information to operate and improve the service. Final retention and deletion processes should be confirmed before public launch.

Contact

For privacy or support questions, use the Support page. Final company contact details should be added before public launch.

Last updated: 2026-05-01. This is a first-tester privacy policy and should be reviewed before wider launch.