Privacy

Privacy Policy

Effective Date: May 28, 2026
Last Updated: May 28, 2026

This Privacy Policy describes how P and H Solutions, LLC (“Company,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects information when you visit or use ResaleCertReady.

ResaleCertReady is a product owned and operated by P and H Solutions, LLC.

ResaleCertReady provides education, workflow support, document organization, and related tools to help businesses navigate resale certificate and sales tax exemption workflows. ResaleCertReady is not a law firm, accounting firm, or tax advisor, and our services are for informational and workflow-support purposes only.

By using our website or services, you agree to the practices described in this Privacy Policy.

1. Current Waitlist Phase

ResaleCertReady is currently collecting interest from prospective users. During this pre-launch phase, we primarily collect waitlist information, contact information, communications, and basic website usage information.

If and when we later provide account-based services, document workflows, certificate generation, vendor packet management, payment processing, state-specific onboarding, or related functionality, we may collect the additional categories of information described in this Privacy Policy.

This Privacy Policy is intended to cover both our current waitlist website and the services we may provide as ResaleCertReady develops.

2. Information We Collect

We may collect information directly from you, automatically when you use our website or services, and from third-party service providers.

2.1 Information You Provide to Us

Depending on how you interact with ResaleCertReady, we may collect the following types of information.

Contact Information

We may collect:

• Name
• Email address
• Phone number
• Company name
• Job title or role
• Business mailing address
• Other contact details you choose to provide

Waitlist and Marketing Information

If you join our waitlist, request updates, or express interest in ResaleCertReady, we may collect:

• Email address
• Name
• Company name
• Information about your business or use case
• Product interest or onboarding preferences
• Responses to surveys, questionnaires, or feedback requests
• Communications preferences

Account Information

If we offer accounts or user workspaces, we may collect:

• Login credentials or authentication identifiers
• User profile information
• Account settings
• Organization or workspace name
• User roles and permissions
• Account activity
• Authentication and security information

Business Information

If you use our product or provide business details, we may collect:

• Business legal name
• Trade name or DBA
• Business address
• State of formation
• Entity type
• Federal Employer Identification Number, if provided
• State tax identification numbers, if provided
• Sales tax permit numbers
• State registration numbers
• Resale certificate information
• Exemption certificate information
• Vendor information
• Customer, purchaser, or counterparty information that you enter into the service
• Other information needed to support resale certificate workflows

Document and Workflow Information

If we offer document or certificate-management features, we may collect and store:

• Resale certificates
• Sales tax exemption certificates
• Permit documentation
• Uploaded files
• Completed or partially completed forms
• State-specific certificate packets
• Vendor packets
• Notes, comments, or status updates
• Workflow history
• Download history
• File metadata
• Records of certificate creation, modification, or deletion

Payment and Billing Information

If we offer paid services, we may collect:

• Billing contact information
• Subscription plan information
• Payment status
• Invoice information
• Receipt information
• Tax or accounting records related to purchases

We do not intend to store full payment card numbers ourselves. Payment card information, if collected, is generally processed by a third-party payment processor.

Communications

We may collect information when you communicate with us, including:

• Emails you send to us
• Support requests
• Product feedback
• Bug reports
• Survey responses
• Chat messages, if chat support is offered
• Any other information you voluntarily provide

3. Information Collected Automatically

When you visit our website or use our services, we may automatically collect certain technical and usage information, including:

• IP address
• Browser type
• Device type
• Operating system
• Referring page
• Pages visited
• Date and time of visit
• Approximate location derived from IP address
• Clicks, scrolls, and other usage events
• Session duration
• Error logs
• Performance data
• Authentication logs
• Security logs

We may collect this information through cookies, pixels, analytics tools, server logs, and similar technologies.

4. Information from Third Parties

We may receive information from third parties that help us operate, secure, market, or improve ResaleCertReady, such as:

• Website hosting providers
• Email marketing platforms
• Analytics providers
• Authentication providers
• Payment processors
• Customer support platforms
• Error monitoring providers
• Security providers
• Cloud storage providers
• Government or state resources that you direct us to access or use
• Integration partners, if you connect third-party services to your account

For example, if you sign in using a third-party authentication provider, we may receive your name, email address, and authentication identifier from that provider.

5. How We Use Information

We use information to operate, improve, secure, and market ResaleCertReady.

5.1 To Operate the Waitlist

During the pre-launch phase, we may use waitlist information to:

• Confirm your interest in ResaleCertReady
• Send product updates
• Notify you about launch availability
• Invite you to beta testing or early access
• Ask for feedback
• Understand prospective customer needs
• Prioritize product development
• Communicate with you about related services

5.2 To Provide the Services

If we offer account-based services, we may use information to:

• Create and manage user accounts
• Provide access to our platform
• Support resale certificate workflows
• Store business information for future use
• Help prepare, organize, or manage certificate packets
• Help identify state-specific steps
• Maintain vendor and certificate records
• Track completion status
• Generate downloadable records or forms
• Provide customer support
• Respond to questions and requests

5.3 To Communicate with You

We may use information to:

• Respond to inquiries
• Send service-related messages
• Send account notices
• Provide support
• Send waitlist, launch, or product updates
• Send educational or marketing communications
• Request feedback
• Notify you about changes to our services, policies, or terms

You may unsubscribe from marketing emails at any time by using the unsubscribe link in our emails or contacting us directly. Even if you unsubscribe from marketing emails, we may still send transactional, administrative, billing, legal, or security-related messages.

5.4 To Improve ResaleCertReady

We may use information to:

• Analyze website traffic
• Measure landing page performance
• Understand product usage
• Test and improve features
• Debug technical issues
• Improve user experience
• Develop new tools and workflows
• Prioritize state-specific coverage
• Improve documentation, onboarding, and support

5.5 To Secure the Services

We may use information to:

• Detect fraud, abuse, or unauthorized access
• Monitor suspicious activity
• Prevent misuse of the service
• Protect user accounts
• Maintain audit logs
• Investigate security incidents
• Enforce our terms and policies
• Protect our systems, users, and business

5.6 For Legal, Compliance, and Administrative Purposes

We may use information to:

• Comply with legal obligations
• Respond to lawful requests
• Maintain business records
• Resolve disputes
• Enforce agreements
• Protect our rights and property
• Complete business transactions
• Maintain tax, accounting, and corporate records

6. How We Share Information

We do not sell personal information for money. We may share information in the circumstances described below.

6.1 Service Providers

We may share information with vendors and service providers that help us operate our business, including:

• Website hosting providers
• Cloud infrastructure providers
• Database providers
• Email service providers
• Analytics providers
• Payment processors
• Authentication providers
• Customer support tools
• Error monitoring tools
• Security providers
• Document storage or processing providers
• Professional advisors

These providers may access information only as needed to provide services to us.

6.2 Business and Workspace Users

If you use ResaleCertReady as part of a company, organization, or shared workspace, information you enter may be visible to other authorized users in that workspace, including owners, administrators, employees, contractors, or collaborators.

Workspace administrators may be able to access, export, modify, or delete information associated with the workspace.

6.3 Integrations You Authorize

If we offer integrations with third-party services and you choose to connect them, we may share information with those services as necessary to perform the integration.

For example, future integrations may involve document storage, email delivery, accounting tools, vendor management tools, customer relationship management systems, or government filing-related services.

6.4 Legal Requirements and Protection

We may disclose information when we believe disclosure is necessary to:

• Comply with law
• Respond to subpoenas, court orders, legal process, or government requests
• Enforce our agreements
• Prevent fraud or abuse
• Protect the security of our services
• Protect the rights, property, safety, or security of P and H Solutions, LLC, our users, or others

6.5 Business Transfers

If P and H Solutions, LLC is involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of company assets, sale of the ResaleCertReady product, or similar transaction, information may be transferred as part of that transaction.

6.6 Aggregated or De-Identified Information

We may share aggregated, anonymized, or de-identified information that does not reasonably identify you, your business, or another person.

For example, we may use aggregated information to understand common state workflows, product usage trends, or general market demand.

7. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

• Operate our website
• Keep users logged in
• Remember preferences
• Measure traffic
• Understand how visitors interact with our website
• Improve performance
• Prevent fraud
• Support analytics and marketing

Types of cookies we may use include:

Essential Cookies

These are required for the website or service to function properly.

Analytics Cookies

These help us understand website traffic, usage, performance, and errors.

Preference Cookies

These remember your settings and choices.

Marketing Cookies

These may help us measure the effectiveness of campaigns or deliver relevant communications.

You can control cookies through your browser settings. Blocking certain cookies may affect website or service functionality.

8. Email Marketing

If you provide your email address, including by joining our waitlist, we may send you emails about:

• Product updates
• Launch announcements
• Early access invitations
• Educational content
• Feature releases
• Surveys or feedback requests
• Account or service notices
• Related services from ResaleCertReady

You can opt out of marketing emails at any time by using the unsubscribe link in our emails or contacting us.

9. Sensitive Business and Tax-Related Information

ResaleCertReady may involve information that is sensitive from a business, tax administration, or operational perspective, including sales tax permit numbers, resale certificate records, business addresses, tax identifiers, signatures, vendor records, customer records, and uploaded documents.

We use this information to provide workflow, organization, document preparation, and related support.

You are responsible for deciding what information to upload, store, submit, or share through the service.

ResaleCertReady is not responsible for determining whether a particular resale certificate, exemption claim, permit, form, registration, or filing is legally sufficient for your business. You remain responsible for reviewing all forms, certificates, filings, submissions, and business records.

10. AI, Automation, and Document Processing

We may use automated systems, software tools, or third-party processors to help provide features such as:

• Form preparation
• Document organization
• State workflow guidance
• Data extraction
• Error detection
• Suggested next steps
• Customer support assistance
• Certificate packet generation

If we use third-party AI or document-processing providers, we will take reasonable steps to configure those providers consistently with our privacy and security obligations.

We do not intend for user-submitted business documents, permit records, or resale certificate files to be used to train public AI models unless we clearly disclose that use or obtain appropriate permission.

11. Payment Processing

If we offer paid services, payments may be processed by third-party payment processors.

These processors may collect:

• Payment card information
• Billing address
• Billing email
• Transaction details
• Fraud prevention information

We generally receive limited payment-related information, such as:

• Customer identifier
• Payment status
• Last four digits of a payment card
• Card brand
• Billing email
• Invoice details
• Subscription status

Payment processors handle payment information according to their own privacy policies, terms, and security standards.

12. Data Retention

We retain information for as long as reasonably necessary to:

• Provide the services
• Maintain your account
• Operate the waitlist
• Communicate with you
• Support business operations
• Comply with legal obligations
• Resolve disputes
• Enforce agreements
• Maintain security and audit records

Retention periods may vary depending on the type of information.

For example:

• Waitlist information may be retained until you unsubscribe or request deletion.
• Account information may be retained while your account is active.
• Business records and uploaded documents may be retained until deleted by you or your organization, subject to backup and legal retention periods.
• Billing records may be retained as required for tax, accounting, and compliance purposes.
• Security logs may be retained for a limited period to protect the service.
• Aggregated or de-identified information may be retained without identifying you.

When information is no longer needed, we may delete, anonymize, or de-identify it.

13. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

These measures may include:

• Encrypted connections
• Access controls
• Authentication protections
• Logging and monitoring
• Secure cloud infrastructure
• Limited internal access
• Vendor security review
• Backups and recovery processes
• Separation of production and development environments where appropriate

No system can be guaranteed to be completely secure. You should use strong passwords, protect your account credentials, and limit workspace access to trusted users.

14. Your Choices and Rights

Depending on where you live, you may have rights regarding your personal information, including the right to:

• Access information we hold about you
• Correct inaccurate information
• Delete certain information
• Request a copy of your information
• Object to or restrict certain processing
• Opt out of marketing communications
• Withdraw consent where processing is based on consent
• Appeal certain decisions, where applicable

To exercise these rights, contact us using the information at the end of this Privacy Policy.

We may need to verify your identity before fulfilling certain requests. Some information may be exempt from access, correction, deletion, or portability requests if we need to retain it for legal, security, billing, fraud prevention, dispute resolution, operational, or compliance purposes.

15. State Privacy Rights

Certain U.S. state privacy laws may provide residents with additional rights regarding personal information.

Depending on your state and our legal obligations, these rights may include:

• Right to know what personal information we collect
• Right to access personal information
• Right to correct personal information
• Right to delete personal information
• Right to obtain a portable copy of personal information
• Right to opt out of certain data sharing, targeted advertising, or sale of personal information
• Right not to be discriminated against for exercising privacy rights

We do not knowingly sell personal information for money. Some analytics, advertising, retargeting, or tracking technologies may be considered "sharing," "targeted advertising," or "sale" under certain privacy laws. If we use those technologies in a way that requires an opt-out mechanism, we will provide one where required.

16. International Users

ResaleCertReady is operated from the United States.

If you access our website or services from outside the United States, your information may be processed in the United States or other countries where our service providers operate.

Data protection laws in those countries may differ from the laws where you live.

17. Children's Privacy

ResaleCertReady is intended for business users and is not directed to children under 13.

We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

18. Third-Party Links and Services

Our website or services may link to third-party websites, government portals, tax authority websites, payment processors, document services, or other external services.

We are not responsible for the privacy practices, content, security, or availability of third-party websites or services.

Your use of third-party websites and services is governed by their own privacy policies and terms.

19. Government Forms and External Resources

ResaleCertReady may provide links, references, summaries, instructions, or workflow support related to state resale certificates, sales tax permits, exemption certificates, government portals, or government forms.

When you visit a government website, submit information directly to a government agency, or use a third-party filing system, that agency's or provider's own privacy policies and terms apply.

We do not control government websites, forms, processing times, requirements, determinations, or decisions.

20. Account Deletion

If we offer user accounts, you may request deletion of your account by contacting us.

Deletion may remove or disable access to:

• Your account
• Workspace access
• Stored business records
• Uploaded documents
• Saved certificate packets
• Workflow history
• Account settings

Some information may remain in backups for a limited period or be retained where required for legal, billing, tax, accounting, fraud prevention, dispute resolution, security, or operational purposes.

If your account is part of an organization or workspace, deletion may be subject to that organization's administrative controls and record-retention decisions.

21. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make material changes, we may notify you by:

• Posting an updated version on our website
• Updating the Last Updated date
• Sending an email notice
• Providing notice inside the service

Your continued use of the website or services after an updated Privacy Policy becomes effective means you accept the revised policy.

22. Contact Us

For privacy questions, requests, or concerns, contact us at: