Privacy Policy

To deliver your assessment and provide ongoing coaching, we collect:

• Account information — your email address, business name, and (when you create a login) a password.
• Payment information — processed and stored by our payment processor. We retain only a payment reference identifier; we never see or store your card number, expiration date, or CVC.
• Intake form data — the financial and operational information you provide to generate your report, including revenue, expenses, capital structure, ownership detail, business goals, and any uploaded tax-return documents.
• Coaching conversations — messages you exchange with Vera, your Honest Assessment Coach, including timestamps and tokens used.
• Report outputs — the calculations, narratives, and PDFs we generate for you.
• Usage data — pages you view in the client portal, email opens and clicks, and similar interaction logs needed to operate the service.
• Technical data — IP address, browser type, and device information collected automatically by our web server and analytics tools.

We use your information only for purposes you would reasonably expect from a service like ours:

• Generate, deliver, and refresh your custom assessment report.
• Power Vera, your Honest Assessment Coach, including remembering context from previous sessions so coaching builds on prior conversations.
• Send transactional emails tied to your account (welcome, report delivery, billing, password reset) and the periodic check-in emails described on your Settings page (which you can pause at any time).
• Improve our benchmarks and analytical methodology using anonymized, aggregated patterns — never your identifiable data.
• Comply with tax, accounting, and legal record-keeping obligations.
• Detect and prevent abuse of the service.

We do not sell your personal information. We do not share your identifiable data with third parties for marketing purposes. Ever.

To operate the service, we share specific information with the following providers, who are contractually limited to using it only on our behalf:

• Payment processor — processes payments and stores card information on our behalf. We never see or store your card number.
• Email delivery service — sends our transactional and operational emails. We share only your email address and message contents.
• Report rendering platform — generates narrative sections of your report and powers Vera’s coaching responses, based on our proprietary methodology. We send the relevant calculation outputs and your coaching messages for processing. This provider does not use customer data submitted through its API to train its models.
• PDF conversion service — renders your completed report into the final PDF you receive. We send the report content for conversion only; this provider does not retain it after the PDF is produced.
• Web hosting provider — stores the database and serves the site.

We use industry-standard safeguards to protect your information: TLS encryption in transit, encrypted storage of database backups, access controls on production systems, and audit logging of administrative actions. Payment card numbers are never stored on our servers — all card data is held by our payment processor under PCI-DSS security standards. No system is completely secure, but we treat the data you entrust to us with the same seriousness we would expect for our own businesses.

While your subscription is active, we retain all data necessary to provide the service. If you cancel, your data is retained while you may wish to reactivate. You may request deletion of your account and associated data at any time — see the next section. Payment records and other information required for legal compliance are retained for the period required by applicable law (typically seven years for financial records).

You have meaningful control over your information:

• Access — the client portal shows everything we have on file under Settings.
• Update — Vera tracks the progress metrics you self-report in coaching sessions (for example, your current labor cost ratio or revenue). To correct your original intake data — revenue figures, salary, capital structure — email us at hello@yourhonestassessment.com, or update your industry, employee count, and entity type directly from your portal Settings page.
• Delete — email hello@yourhonestassessment.com with the subject "Delete my account." We will purge identifiable data from active systems within thirty days and confirm by reply.
• Pause emails — every marketing email (Vera’s check-ins, milestone celebrations) includes a one-click unsubscribe link in the footer and a native unsubscribe button via the List-Unsubscribe header in Gmail and Outlook. You can also manage categories independently — pause check-ins or milestone emails separately — from the Settings page under Notifications. Transactional emails (welcome, report delivery, password reset, billing notices) cannot be opted out under CAN-SPAM and always include our physical mailing address.
• Download — your report PDF is available in the portal. Email us if you need a structured export of any other data we hold.

We use cookies to keep you logged in to the client portal. We do not use third-party advertising cookies, retargeting pixels, or analytics tracking cookies.

Honest Assessment is designed for adult business owners. We do not knowingly collect personal information from anyone under the age of eighteen. If you believe a minor has provided information to us, please contact us and we will delete it.

Honest Assessment is operated from the United States. If you access the service from outside the United States, your information may be transferred to, stored, and processed in the United States, which may have data-protection rules different from those in your country.

We may update this Privacy Policy from time to time. Material changes will be communicated by email to active subscribers and posted on this page with an updated date at the top. Continued use of the service following a change constitutes acceptance of the revised policy.

Questions about this policy, your data, or how to exercise any of the rights described above can be sent to hello@yourhonestassessment.com. We aim to respond within two business days. For privacy requests (access, correction, or deletion of your data), we will confirm receipt promptly and complete the request within thirty days.