MyClientDay privacy notice

Version 2026-11-03-trial-paid-v2. MyClientDay stores your verified sign-in email, account name, optional brokerage, account dates, feedback, and the CRM records you choose to enter. These support your private workspace, service access and product improvement.

Cloudflare provides hosting and database storage. Customer sign-in uses the managed identity provider selected by the operator; private pilot accounts may still use Cloudflare Access. Account access is checked on the server. Other agents are not authorized to access your workspace. Service operators may access records when needed to operate, secure or troubleshoot the service; operator access is not technically impossible.

If you connect email or calendar, the selected provider handles the permissions and information described on its connection screen. Optional AI support questions are processed by Cloudflare AI; do not put sensitive client details in help questions. If payment services are enabled later, Stripe will process billing information separately. The signup flow does not collect payment cards.

Authentication cookies and local preferences support sign-in and display settings. Operational systems may retain security/error logs. Signup and account actions have a minimal audit trail. No advertising trackers are added by this launch flow.

Feedback stays associated with your account and is not published as a testimonial without separate permission. You can export CRM records from Settings. Downloaded exports contain personal data; protect them. Backups and deletion schedules must be verified before inviting agents to rely on the service for daily work.

Use the support contact in Help / Support Agent for access, correction, deletion or privacy requests. Self-service permanent account deletion and automated privacy-request fulfillment are not provided by this pilot. Do not store regulated or highly sensitive documents in this checklist-focused CRM.