Privacy Policy

Last updated: August 27, 2026

AccessDigital ("we", "us", "our") operates the AccessDigital Client Portal (the "Portal") to help clients complete onboarding, submit required documents, and manage their account. This Privacy Policy explains what information we collect through the Portal, how we use it, and the choices you have.

1. Information We Collect

When you use the Portal, we may collect:

• Account information — your client ID, company name, and login credentials.
• Onboarding details — company registration information, site details, authorized contact names and numbers, and banking details you provide in the onboarding form.
• Documents you upload — supporting files such as bank statements, identification copies, site images, and completed templates.
• Signature and stamp images — captured or uploaded to complete your onboarding submission.
• Support requests — information you submit when requesting password resets or general support.
• Technical information — basic session information (such as authentication tokens stored in cookies) needed to keep you signed in securely.

2. How We Use Your Information

We use the information collected through the Portal to:

• Create and manage your client account;
• Process and review your onboarding submission;
• Generate onboarding documents (such as the completed onboarding PDF) for internal review;
• Respond to support requests, including password reset requests;
• Maintain the security and integrity of the Portal.

3. How We Store and Protect Information

Your account password is stored in hashed form and is never stored or displayed in plain text after initial creation or reset. Uploaded documents and generated forms are stored in access-controlled storage associated with your client account. Authentication is managed using secure, signed session cookies.

4. Who Can Access Your Information

Information submitted through the Portal is accessible to authorized AccessDigital administrators for the purpose of reviewing and processing your onboarding and support requests. We do not sell your information or share it with third parties for marketing purposes.

5. Data Retention

We retain onboarding data and uploaded documents for as long as necessary to support your account, meet our contractual and legal obligations, and maintain business records. If your account is deleted, associated uploaded files are removed from our storage.

6. Your Choices

You may contact your AccessDigital account manager or use the support request option on the login page to ask about the information we hold about you, request corrections, or ask about account closure.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the "Last updated" date above.

8. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us through the support request option available on the Portal login page.

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