Privacy Policy

Effective Date: May 6, 2026

Tabflow (“Tabflow,” “we,” “our,” or “us”) is operated by Mather Technology Ventures LLC d/b/a Tabflow.

This Privacy Policy explains how we collect, use, store, disclose, and protect information when you use our website, applications, integrations, AI features, and related services (collectively, the “Services”).

By using Tabflow, you agree to the practices described in this Privacy Policy.

1. About Tabflow

Tabflow is an AI-native operating system for freelancers and independent professionals that helps manage the workflow from client meetings to proposals, invoicing, payments, expenses, and tax organization.

2. Information We Collect

A. Information You Provide

We may collect information you provide directly, including:

• Name
• Email address
• Phone number
• Business information
• Billing information
• Client information
• Proposal and invoice content
• Uploaded files and attachments
• Communications with us
• Meeting links and calendar-related data

B. Financial and Payment Information

When you use payment or financial features, we may collect or process:

• Invoice data
• Transaction metadata
• Payment status information
• Expense records
• Connected financial account information

Payment processing is handled by third-party providers such as Stripe. We do not store full payment card information on our servers.

C. Meeting and AI Assistant Data

If you use Tabflow’s AI meeting assistant or transcription features, we may collect:

• Meeting audio
• Meeting transcripts
• AI-generated summaries
• Action items
• Proposal or invoice suggestions
• Meeting metadata

Tabflow may integrate with third-party meeting providers including:

• Zoom
• Google Meet
• Microsoft Teams
• Recall.ai

You are responsible for obtaining any legally required consent from meeting participants.

D. Automatically Collected Information

We may automatically collect:

• IP address
• Device information
• Browser type
• Operating system
• Usage activity
• Log information
• Cookies and similar technologies

3. How We Use Information

We use information to:

• Provide and improve Tabflow services
• Generate proposals, invoices, summaries, and AI outputs
• Process invoices and payments
• Track expenses and financial workflows
• Provide customer support
• Personalize the user experience
• Detect fraud, abuse, or security issues
• Comply with legal obligations
• Analyze usage and improve platform performance

We may also use aggregated or anonymized data for analytics, benchmarking, and product improvement.

4. AI Usage Disclosure

Tabflow uses artificial intelligence and large language model providers to power features such as:

• Meeting summaries
• Proposal generation
• Invoice drafting
• Action item extraction
• Workflow recommendations
• Categorization and automation features

This may involve sharing limited data with third-party AI providers, including:

• OpenAI
• Anthropic

We do not use customer content to train public AI models unless explicitly permitted by the provider’s enterprise or API terms and configurations.

AI-generated outputs may contain inaccuracies or incomplete information. Users are responsible for reviewing and validating outputs before relying on them.

5. How We Share Information

We do not sell your personal information.

We may share information with:

• Service providers
• Cloud infrastructure providers
• Payment processors
• AI providers
• Analytics providers
• Legal or regulatory authorities where required

Examples of providers may include:

• Supabase
• Stripe
• OpenAI
• Anthropic
• SendGrid
• Recall.ai

We only share information necessary to provide and improve the Services.

We may also disclose information:

• To comply with legal obligations
• To protect rights, security, and property
• In connection with a merger, acquisition, or sale of assets

6. Data Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect your information.

Security measures may include:

• Encrypted HTTPS connections
• Access controls and authentication
• Secure cloud infrastructure
• Role-based access limitations
• Monitoring and logging systems

Despite these safeguards, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain information for as long as necessary to:

• Provide the Services
• Maintain operational and financial records
• Comply with legal obligations
• Resolve disputes
• Enforce agreements

You may request deletion of your account and associated data, subject to legal, tax, or operational retention requirements.

8. Your Rights and Choices

Depending on your jurisdiction, you may have rights to:

• Access your personal data
• Correct inaccurate information
• Request deletion
• Export your data
• Restrict or object to certain processing
• Withdraw consent where applicable

Requests can be submitted to: privacy@gotabflow.com

9. California Privacy Rights

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including:

• The right to know what personal information we collect
• The right to request deletion of personal information
• The right to correct inaccurate information
• The right to access specific categories of collected information
• The right to opt out of certain data sharing practices, where applicable
• The right not to be discriminated against for exercising privacy rights

Tabflow does not sell personal information as defined under California law.

California privacy requests may be submitted to: privacy@gotabflow.com

10. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

• Keep users signed in
• Remember preferences
• Improve performance
• Analyze usage trends

You can manage cookie preferences through your browser settings.

11. Third-Party Services

Tabflow integrates with third-party platforms and services. Their privacy practices are governed by their own policies and terms.

We are not responsible for third-party privacy practices.

12. Children’s Privacy

Tabflow is not intended for children under 13 years old, and we do not knowingly collect information from children.

13. International Users

If you access Tabflow outside the United States, your information may be transferred to and processed in the United States or other jurisdictions where our providers operate.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updated versions will be posted with a revised effective date.

Continued use of the Services after updates become effective constitutes acceptance of the revised policy.

15. Contact Information

Mather Technology Ventures LLC d/b/a Tabflow 5900 Balcones Drive #13627 Austin, TX 78731 USA

Email: privacy@gotabflow.com