Privacy Policy
Effective Date: April 20, 2026 | Last Updated: April 20, 2026
🔒 TL;DR — We do NOT store your Social Security Number, EIN, or any sensitive tax data. Period. Your information is processed in your browser and discarded immediately after PDF generation.
1. Zero-Data-Storage Architecture
EasyW9Form ("we," "us," or "our") is committed to protecting your privacy. We have engineered our platform with a Privacy-by-Design architecture that fundamentally cannot store sensitive user data:
- Taxpayer Identification Numbers (SSN/EIN): Processed entirely within your browser's memory. Never transmitted to or stored on our servers in plain text or encrypted form.
- Form Data (name, address, tax classification): Used in-memory solely for the purpose of generating your W-9 PDF document. Discarded immediately after generation.
- PDF Documents: Generated server-side and delivered instantly to your browser for download. We do not retain copies of generated PDFs.
This architecture ensures that even in the event of a data breach, there would be no sensitive taxpayer information to compromise.
2. Information We Collect
We collect only the minimum information necessary to provide our service and comply with legal obligations:
2.1 Information You Provide
- Email Address: Collected during checkout to send transaction confirmations. We do not sell, rent, or share your email with third parties for marketing purposes.
2.2 Automatically Collected Information
- IP Address: Logged for fraud prevention, security auditing, and abuse detection.
- Payment Metadata: Transaction IDs, payment status, and timestamps are logged for accounting and dispute resolution. We do NOT store credit card numbers, CVVs, or banking details — all payment processing is handled by our PCI-DSS compliant payment partner, Razorpay.
- Browser Local Storage: We use your browser's local storage to save form progress so you don't lose work if you refresh or close the tab. This data resides exclusively on your device and is never sent to our servers.
3. How We Use Your Information
- To generate and deliver your W-9 PDF document
- To send transactional emails (payment confirmations, delivery status)
- To prevent fraud and ensure platform security
- To comply with applicable legal and regulatory requirements
We do NOT use your information for targeted advertising, data mining, profiling, or sale to third parties.
4. Third-Party Services
We integrate with the following third-party services, each with their own privacy policies:
- Razorpay — Payment processing (Razorpay Privacy Policy)
- Mailjet — Transactional email delivery (Mailjet Privacy Policy)
- MongoDB Atlas — Database hosting for non-sensitive metadata (email, payment status, IP addresses only)
5. Data Security
- All data in transit is encrypted using industry-standard 256-bit TLS/SSL encryption.
- Sensitive form fields (SSN/EIN) are processed exclusively in your browser and are never sent to our API endpoints.
- Our server infrastructure is hosted on secure, SOC 2 compliant cloud platforms.
- Admin access is protected by secure authentication with time-limited tokens.
6. Cookies & Tracking
EasyW9Form does not use third-party tracking cookies, advertising pixels, or analytics tracking tools that identify individual users. We use browser local storage solely for the purpose of saving your form progress on your own device.
7. Data Retention
- Sensitive form data: Never stored. Discarded immediately.
- Email addresses and payment metadata: Retained for up to 12 months for accounting, legal compliance, and customer support purposes, then permanently deleted.
- IP addresses: Retained for up to 90 days for security purposes.
8. Your Rights
You have the right to:
- Request a copy of any personal data we hold about you
- Request deletion of your data from our systems
- Opt out of future transactional emails
To exercise any of these rights, contact us at support@easyw9form.com.
9. Children's Privacy
EasyW9Form is not intended for use by individuals under the age of 18. We do not knowingly collect information from minors.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated "Last Updated" date. Continued use of our service after changes constitutes acceptance of the updated policy.
11. Contact Us
For privacy-related questions or concerns, please contact us at:
Email: support@easyw9form.com
Business: EasyW9Form