Privacy Statement, Refund and Shipping Policy

Effective Date: January 1, 2020

Core Documents (“Core Documents,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your information. This Privacy Statement explains how we collect, use, disclose, and safeguard information obtained through our website and related services (collectively, the “Services”).

Information We Collect

We may collect the following categories of information:

a. Information You Provide Voluntarily

• Name, company name, FEIN or SS#, email address, phone number
• Account or login information
• Information submitted through contact forms, service inquiries, or support requests
• Any other information you choose to provide

b. Information Collected Automatically
When you visit our website, we may automatically collect:

• IP address
• Browser type and operating system
• Pages viewed and time spent on the site
• Referring URLs
• Device identifiers and usage data

This information is collected using cookies and similar technologies.

How We Use Information

We use collected information to:

• Provide and administer our Services
• Respond to inquiries and customer support requests
• Communicate about products, services, and updates
• Improve website functionality and user experience
• Maintain security and prevent fraud
• Comply with legal and regulatory obligations

We do not sell personal information.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance website performance and analyze usage trends. You may adjust your browser settings to refuse cookies; however, some features of the website may not function properly as a result.

Information Sharing and Disclosure

We may share information:

• With service providers and vendors who perform services on our behalf
• When required by law, regulation, subpoena, or legal process
• To protect the rights, property, or safety of Core Documents or others
• In connection with a business transaction such as a merger, acquisition, or sale of assets

We do not share personal information with third parties for their own marketing purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission or storage system can be guaranteed to be 100% secure.

Data Retention

We retain information for as long as necessary to fulfill the purposes outlined in this Privacy Statement, unless a longer retention period is required or permitted by law.

Your Rights and Choices

Depending on your jurisdiction, you may have rights to:

• Access the personal information we hold about you
• Request correction or deletion of your information
• Object to or restrict certain processing activities

California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to request disclosure of data collection practices and the right to request deletion of personal information, subject to legal exceptions.

Requests may be submitted using the contact information below.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Children’s Privacy

Our Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children.

Changes to This Privacy Statement

We may update this Privacy Statement from time to time. Changes will be posted on this page with an updated effective date. Continued use of the Services constitutes acceptance of the revised Privacy Statement.

Refund Policy

Purchaser understands that goods and services provided by Core Documents, Inc. are non-refundable. Orders cancelled prior to sending/shipping are subject to cancellation fees applied to the cost of goods and services provided during the review, draft, and preparation of your order.

Shipping Policy

Plan document PDF orders placed by 3 PM are normally shipped via email the same day Monday through Friday if all required information is available when ordered. Orders placed after 3 PM go out early the next business day. Weekend orders are sent out Monday morning.  Deluxe binder options and USB drives are shipped via USPS Media Mail after the client has reviewed the PDF plan document for accuracy and approved the final copy. USPS Media Mail typically takes 2 to 8 business days for delivery.

Contact Us

If you have questions about this Privacy Statement or our data practices, please contact:

Office: Core Documents, Inc. 501 Village Green Parkway, Suite 11, Bradenton, FL  34209

Mail: Core Documents, Inc. PO Box 14538, Bradenton, FL 34280

Phone: 888-755-3373

Email: [email protected]