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Privacy policy.

Policywright (Native Group LLC) collects only what it needs to prepare your documents: the answers you provide about your firm’s security practices, and the email address you enter at checkout to deliver your files. We do not ask for or store your clients’ Social Security numbers, taxpayer records, or financial-account data.

Payments are processed by Stripe; we never see or store your card details. Generated documents are kept in private storage so we can re-send your download links on request. We keep privacy-respecting first-party attribution and funnel counts, such as campaign parameters, click id, referrer, page path, and funnel stage, so we can measure whether ads and partner referrals work. We do not load a third-party analytics script for this counter. Unfinished sessions that never resulted in an order are purged twelve months after they were started, along with any draft documents generated in them. If you bought something, your order, your documents and your compliance records are kept for as long as you have an account with us, because the dated record of what you did is the thing you paid for. Refunding an order revokes your access to the documents; it does not erase our record of the sale, which we keep for tax and dispute purposes. We do not sell your information. To request deletion of your data, email hello@policy-wright.com, or write to Native Group LLC (a Colorado limited liability company, Colorado Secretary of State entity ID 20261433373) at 9734 Winged Trail Court, Charlotte, NC 28277. This policy may be updated; material changes will be posted here.

Policywright

Source-cited security policy packets for small tax and financial firms.

WISP readiness quiz · Breach notification lookup · Auto dealers · Partners · Compared to other providers · Sample packet · Sample evidence binder · FAQ · Customer dashboard · Re-download documents · Safeguards Rule · Cyber insurance · Contact

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Sources

Every provision cited to its primary source. Documents, not legal advice.

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Native Group LLC
hello@policy-wright.com
We reply within one business day.

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