Privacy Policy

Effective Date: June 1, 2025
Last Updated: April 4, 2026
Version: 1.3

1. Your Privacy Matters

We care about your privacy. We only collect the bare minimum needed to run BillBench^™ and support your account.

2. What We Collect

When you create an account or use the site, account details such as your name, email, and related profile information are processed by our authentication provider (Clerk). You may also enter business and client information, line items, tax and currency settings, notes, and uploaded images (logos, signatures, document photos) as part of using the product. We do not store your full payment card details on BillBench^™ servers; billing is handled by Stripe.

We use analytics and measurement tools (see below) that may process technical or usage information when you load our pages.

3. Third-Party Services

We rely on trusted service providers to run BillBench^™. They only receive what they need to perform their role.

• Clerk handles sign-in, sign-up, and session security. Clerk’s privacy policy: clerk.com/privacy.
• Stripe processes subscriptions and payments. Stripe’s privacy policy: stripe.com/privacy.
• Amazon Web Services (AWS) hosts our application backend and stores your synced app data in DynamoDB (structured records and metadata, including references to media) and S3 (binary uploads such as logos, signatures, and document photos). AWS privacy: aws.amazon.com/privacy.
• Beam Analytics for privacy-oriented, aggregate site analytics. More at beamanalytics.io.
• Google (tags such as Google Ads for conversion and measurement on our pages). Google’s privacy policy: policies.google.com/privacy.

4. How We Use Your Data

• To provide access to BillBench^™ and sync your saved work across devices
• To deliver service-related communications (for example messages from Clerk or Stripe about your account, security, or billing; we do not email your invoice PDFs from BillBench^™ on your behalf)
• To respond to support requests
• To understand usage and improve the product (including through analytics partners described in this policy)

5. What We Don't Do

• We don't sell your data
• We don't store your generated invoice or quote PDFs
• We don't use Beam to follow you around the web; Google tags on our site may perform measurement and advertising-related processing as described in Analytics & measurement
• We don't send marketing emails without consent
• We don't show third-party advertising inside the BillBench^™ app experience (we may still use Google tags on our marketing site for measurement, as described above)

6. Data Storage

We don't retain finished invoice, quote, or receipt PDFs on our servers. PDFs are built when you request them: your document fields and media references are sent to our separate PDF generation service, processed only to render the file, and returned to your browser. We do not keep that PDF on our systems for you to download later from BillBench^™.

When you're signed in, synced data is stored in AWS: structured fields and metadata live in Amazon DynamoDB, and binary uploads (logos, signatures, document photos) are stored in Amazon S3. DynamoDB stores items such as customers, form and line-item data, business profile text, preferences, and references (for example S3 keys and photo titles), not the image bytes for those uploads. Media is uploaded and retrieved using time-limited presigned URLs where applicable. AWS encrypts data in transit and at rest as part of its platform; access to your partition is gated by your authenticated session.

Retention: Document photos in S3 may be automatically deleted after approximately 90 days under our storage lifecycle rules. Logos and signatures are not removed by that same policy unless you overwrite them or delete your account (subject to any legal hold or backup practices).

Your sign-in identity (name, email, etc.) is processed by Clerk. Payment details are processed by Stripe.

7. Access & Deletion

You can manage your account or delete it anytime via your profile page. If you need help or want to manually request deletion, email contact@billbench.com.

8. Form Autofill and Local Storage

To help you avoid losing work while editing, we use your browser's localStorage to temporarily save input in forms (like name, address, or invoice details). This provides a fast, local cache for immediate access while you're actively working.

When you're logged in, entered data (customers, form fields, business profile details, preferences, and media references) is synced to AWS (DynamoDB and, for uploads, S3) so you can use it across devices. Sync typically happens when you finish editing a field (not on every keystroke) to balance responsiveness and efficiency.

For your security and privacy, localStorage used for this purpose is cleared when you leave the site (for example when you close the tab or navigate away), which reduces the risk of leaving drafts on a shared device. Data already saved to your account remains available when you sign in again.

9. Analytics & measurement

We use Beam Analytics for aggregate, privacy-oriented analytics. Beam describes its product as not using cookies for its own collection and as not collecting personal information in the way many ad networks do; see beamanalytics.io for current details.

We also load Google tags on our pages (for example for Google Ads conversion and measurement). Google may set or read cookies or similar technologies and process data according to Google’s policies. You can use browser controls, industry opt-out tools where available, or Google’s ad settings to limit some uses.

10. Changes to This Policy

We may update this policy if needed - for example, when we add new features or services. The latest version will always be available on this page. For significant updates, we may notify you on the site.

11. Contact

Have questions? Reach us any time at contact@billbench.com.