Privacy policy
This notice explains how information is used when you visit FormaNew or use its services.
Updated September 4, 2026Information you provide
We collect account and contact details, company and ownership information, application and EIN intake details, and documents you upload. Verification may include identity and address evidence. Business tools can contain client details, contracts, signatures, invoices, and payment records. Support requests and formation replies are also stored.
How information is used
We use this information to maintain your account, prepare and track requested services, review verification, process billing, deliver documents and messages, respond to support, and investigate service problems or misuse. Submit sensitive identity information through the designated verification or EIN workflow, rather than ordinary support attachments or email.
Service providers and recipients
The platform uses DigitalOcean for hosting and file storage, Stripe for payments, and Resend for email delivery. Information needed for a requested filing, registration, or banking service may be shared with the relevant agency or provider. Client portals and public storefronts display information you make available through those features. Where you use AI-assisted features, submitted content is sent to the configured AI inference provider; the platform supports DigitalOcean GradientAI. Avoid including sensitive identity information in AI prompts.
Cookies, preferences, and analytics
Authentication uses cookies, and browser storage remembers workspace appearance and selected workflow preferences. Google Analytics measures public-page visits and selected signup, checkout, and formation events. The app limits event fields and removes query strings from public page tracking; its analytics events are not intended to carry application answers or identity documents. Analytics providers may also process device, browser, and network information. Browser controls can limit cookies or storage, which may affect sign-in and other features.
Retention and requests
Account records and uploaded documents can remain stored after subscription cancellation; cancellation is not a deletion request. Contact us to request access, correction, export, or deletion and identify the account concerned. We may need to verify your identity. We will explain any records that must remain for an outstanding service, payment record, dispute, or applicable obligation, and the scope of any deletion, including backups and third-party records.
Security and third-party services
Access controls and private storage protect restricted workspace records, but no online service can promise absolute security. Keep credentials and client-portal links private. Third-party payment, banking, and government services have their own privacy practices. Contact us if you believe your account or documents have been accessed improperly.
Changes and contact
The update date above identifies this version. Contact [email protected] with privacy questions or requests, including questions about providers, retention, or the information associated with your account.
Questions or requests? [email protected]