Simplify Method — Client Portal Privacy Notice

For: os.simplifymethod.com (the "Portal") Entity: Simplify Method, LLC Effective date: July 10, 2026

This notice describes, in general terms, how Simplify Method, LLC ("Simplify Method," "we," "us") handles information in the client portal at os.simplifymethod.com — the tool we use to administer your engagement. Our general Privacy Policy at simplifymethod.com/privacy also applies; this notice covers the Portal specifically. Your engagement itself is governed by your written agreement with us (your Diagnostic engagement letter and, for ongoing work, your services agreement); if anything here differs from that agreement, the agreement controls.

What we collect

• Account and contact details — the information that identifies you and your business or organization.
• What you share with us — the information you provide through the Portal about your business, including anything captured during the Blueprint Diagnostic.
• Your acceptance record — when you accept an agreement or authorization in the Portal, we keep a record that you accepted, when, and which version of the terms you accepted.
• Payment records — payments are handled by our payment processor (Stripe), which processes and holds your card or bank-account information under its own terms; we keep records of what was charged and when.
• Usage information — standard logs that keep the Portal secure and working.

Cookies

The Portal uses essential cookies to keep you signed in. We don't use them for advertising.

How we use it

We use this information to administer your engagement — to provide the Portal and the services, process payments, keep records of the agreements and authorizations you've accepted, communicate with you about your account, and meet our legal and business-record obligations.

Who we share it with

We share information with the service providers that help us operate the Portal and our business — for example, our payment processor (Stripe), our email provider, and our hosting and infrastructure providers. Each handles information under its own terms. We don't sell your personal information, and we don't share your business information with other clients or use it in marketing without your permission. We may also disclose information if we believe it's required by law or appropriate to protect our rights or the safety of others.

Your business information

Information about your business is treated as confidential, and the confidentiality terms of your engagement agreement govern how we handle it.

Retention

We keep account, engagement, acceptance, and payment records for as long as we need them to provide the services, maintain our business and legal records, and support any agreement you've entered into with us.

Security

We use reasonable measures to protect the information we hold, though no method of transmission or storage over the internet is completely secure.

Your choices

If you'd like to know what information we hold about you, or would like us to correct or update your account information, email support@simplifymethod.com and we'll help. If you're a California resident, California law may give you additional rights regarding your personal information; the same email is the way to reach us about them.

Changes

If we update this notice, we'll post the current version in the Portal with a new effective date.

Contact

Simplify Method, LLC La Verne, California support@simplifymethod.com