Last updated: October 7, 2026
OwnerReports is a service of Altshuler Family Holdings LLC ("we", "us"). This policy describes what we collect and how we use it.
To provide the service: generate and deliver your reports, bill your subscription, and communicate about your account. We do not sell your data or your clients' data. We do not use your accounting data for any purpose other than operating your account.
We share data only with the processors needed to run the service: Stripe (billing), Resend (email delivery), and our hosting provider. Each processes data only on our instructions.
Report history is kept for the life of your account so your owners have their archive. If you cancel and ask us to delete your data, we delete it within 30 days, except where tax or legal record-keeping requires retention.
We use industry-standard measures to protect data in transit and at rest. No system is perfectly secure, and you are responsible for keeping your login credentials confidential.
You can request access, correction, or deletion of your personal data at any time by emailing hello@getownerreports.com.
We may update this policy. Material changes will be posted here with a new "last updated" date.
Questions about this policy: hello@getownerreports.com.