Welcome to CashTree ("CashTree", "we", "us", or "our"). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, www.cashtree.ai (the "Site"), request a quote, communicate with us, or use our AI automation consulting, implementation, support, and related services (the "Services").

Please read this Privacy Policy carefully. If you do not agree with this policy, please do not provide personal information through the Site or Services.

1. Information We Collect

We may collect information about you in a variety of ways. The information we may collect includes:

A. Personal Data

When you contact us, book a consultation, request or accept a quote, or receive Services, we may ask you to provide personal information that can be used to contact or identify you. This may include:

Contact and Project Information: Name, email address, phone number, company name, job title, communications, and details you submit about a proposed or active project.
Payment Information: When applicable, billing details and payment information are handled by our invoicing or third-party payment providers. We do not store full payment-card numbers on our Site.

Please do not send passwords, API keys, financial account details, health information, government identification numbers, or other sensitive information through our general contact form. We can arrange an appropriate method when that information is needed for an approved project.

B. Business Data

Depending on the project, providing our Services may require access to information about your business operations. This may include:

Information about your business processes, software systems, and internal workflows.
Access credentials, tokens, or API keys you authorize us to use for third-party applications involved in your project.
Data that is processed through the AI automations we build for you.

We handle Business Data in accordance with this Privacy Policy, our Terms of Service, the applicable project agreement, and any additional written data-handling terms agreed by the parties.

CashTree determines how information submitted directly through our Site, scheduling, billing, and communications is used. When we process Business Data for a client project, the client generally determines the purpose of that processing and is responsible for having the necessary rights and permissions. The applicable project agreement or data-processing terms may provide additional instructions.

C. Usage Data

We may automatically collect information when you access and use the Site. This Usage Data may include your Internet Protocol (IP) address, browser type and version, device information, pages visited, referring pages, approximate location, visit dates and times, time spent on pages, and other diagnostic data.

D. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Site and understand how it is used. When configured, Google Analytics may collect Site usage information; we configure it to anonymize IP addresses. You can use your browser settings to refuse or delete cookies, although some Site features may not function as intended.

2. How We Use Your Information

We use the information we collect for various purposes, including to:

Provide, operate, and maintain our Services.
Evaluate project needs; prepare quotes, proposals, and project agreements; process invoices and payments; and manage our client relationship.
Communicate with you, including responding to your inquiries and providing customer support.
Send you administrative information, such as updates to our terms, conditions, and policies.
Improve our Site and Services for a better user experience.
Monitor the usage of our Site to prevent fraudulent activity.
Comply with legal obligations.

3. How We Share Your Information

We do not sell your personal information. We may share information we have collected about you in certain situations:

With Service Providers: We may share information with vendors that help us provide the Site or Services, including website hosting, analytics, scheduling, email delivery, invoicing, payment processing, cloud infrastructure, AI, and automation providers. They may process information only for the services they provide to us, subject to their agreements and applicable law.
With Client-Authorized Providers: For a project, we may send Business Data to third-party applications, APIs, AI services, or other platforms that you authorize us to connect or use. Your use of those providers is also governed by their terms and privacy practices.
By Law or to Protect Rights: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to comply with a legal obligation, protect and defend the rights or property of CashTree, or protect the personal safety of users of the Services or the public.
Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

CashTree does not use Business Data to train our own general-purpose AI models for unrelated purposes. Third-party AI providers handle information according to their applicable terms, settings, and the configuration approved for the project.

4. Data Security

We use administrative, technical, and physical security measures to help protect your personal and business information. We investigate suspected security incidents and provide notices when required by applicable law or an agreement with the client. While we take reasonable steps to secure the information you provide to us, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against every interception or misuse.

5. Data Retention

We retain personal and business information for as long as reasonably necessary to provide the Services, manage our client relationship, complete the purposes described in this Privacy Policy, and comply with legal, accounting, tax, and security obligations. Retention may also be governed by an applicable project agreement or written client instructions. Information may remain temporarily in backups, security logs, or records retained to resolve disputes, enforce agreements, or meet legal obligations.

6. Your Data Protection Rights

Depending on where you live, you may have rights to access, correct, delete, or restrict certain uses of your personal information, or to object to or withdraw consent for certain processing.

You can submit a privacy request by contacting us. We may need to verify your identity and may retain or decline to delete information when permitted or required by law.

You may opt-out of receiving any promotional communications from us by following the unsubscribe link or instructions provided in any email we send.

7. Third-Party Services and International Processing

The Site and Services may link to or integrate with third-party websites and services, including our scheduling provider. Information you submit directly to a third party is governed by that provider's privacy policy. CashTree is based in the United States, and we and our providers may process information in the United States and other countries where privacy laws may differ from those in your location.

8. Children's Privacy

Our Services are not intended for use by anyone under the age of 18. We do not knowingly collect personally identifiable information from children. If you become aware that a child has provided us with Personal Data, please contact us.

9. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at: support@cashtree.ai