Privacy Policy
Last updated: September 28, 2026
This Privacy Policy explains how Simpli Software LLC ("Simpli Software", "we", "us") collects, uses, shares and protects information in connection with Simpli Trades Pro, including the app at app.simplitradespro.com and this website (together, the "Service").
Trades Pro is used by contractors and small trade businesses. In this policy, "you" means the business that signs up and the people it invites to use Trades Pro.
1. Information we collect
Information you give us
- Account details: your name, email address, phone number, password, and business name and address.
- Business records: your customers and their contact details, jobs, estimates, invoices, line items, inventory, schedules, notes and files you upload.
- Payments: if you accept card payments from your customers through Trades Pro, payment details are handled by Stripe and never stored by us. We keep a record of the payment, such as the amount and status.
- Billing: your own subscription details, also handled by Stripe.
Information from services you connect
- QuickBooks Online: see section 4.
- Customer financing (Wisetack): if you offer financing on an invoice, the customer applies with Wisetack directly, and we receive the status of that application.
Information collected automatically
- Usage and device data: log data such as IP address, browser and device type, and pages or features used, to run, secure and improve the Service.
- Error reports: technical details about crashes and errors, so we can fix them.
- Cookies and similar storage: see section 6.
2. How we use information
- To provide the Service: keeping your records, creating and sending estimates and invoices, taking payments, sending the texts and emails you set up, and syncing with services you connect.
- To bill your subscription.
- To support you and send account and service messages, such as password resets and billing notices.
- With your permission, to send product news and tips. You can unsubscribe at any time.
- To keep the Service secure, prevent abuse, fix problems and improve features.
- To meet legal obligations.
We don't sell your information, and we don't use your business or customer records to advertise to you or anyone else.
3. Your customers' information
When you enter information about your own customers, you control that information and we process it on your behalf to provide the Service. You're responsible for having the right to collect it and, for text messages, for having the consent the law requires before texting someone. If one of your customers asks us about their data, we'll refer them to you.
4. QuickBooks Online
If you choose to connect QuickBooks Online, you sign in with Intuit and approve access on Intuit's own screen. Trades Pro then:
- Writes the customers and invoices you choose to sync, so they appear in QuickBooks.
- Reads the balance of those synced invoices, so Trades Pro can show when an invoice has been paid.
We use QuickBooks data only to provide this sync. We don't sell it, share it with third parties, or use it for advertising. The access tokens Intuit gives us are encrypted at rest. Only the business owner can connect or disconnect QuickBooks.
You can disconnect at any time from Trades Pro's settings or from your QuickBooks account. When you disconnect, we stop accessing your QuickBooks data and remove the stored access tokens. Customers and invoices already created in QuickBooks stay in your books.
5. Who we share information with
We share information only with service providers that help us run the Service, only for that purpose, and as the law requires:
| Provider | What they do |
|---|---|
| InterServer, Inc. | Hosts the application and database |
| Stripe, Inc. | Subscription billing, and card payments from your customers |
| Amazon Web Services (Amazon SES) | Sends email |
| Twilio Inc. | Sends text messages you set up in Trades Pro |
| Functional Software, Inc. (Sentry) | Error monitoring |
| Wisetack, Inc. | Customer financing, only if you offer it |
| Intuit Inc. | Only if you connect QuickBooks (see section 4) |
| Google LLC; Meta Platforms, Inc. | Website analytics and ad measurement, only with your permission (see section 6) |
We may also share information if the law requires it, to protect people's safety or our rights, or as part of a merger or sale of the business, in which case this policy would continue to apply.
6. Cookies and similar technologies
The Trades Pro app uses only the browser storage it needs to keep you signed in. This website may use:
- Essential: needed for the site to work, such as remembering your cookie choice. Always on.
- Analytics (Google Analytics): with your permission, shows us which pages are visited and how people find us. Google handles this data under its own privacy policy.
- Advertising (Meta Pixel): with your permission, measures whether our ads on Facebook and Instagram work, and helps us reach people who have visited our site. Meta handles this data under its own privacy policy.
Analytics and advertising cookies stay off until you allow them, and you can change your choice at any time with the Cookie settings link at the bottom of the page. If your browser sends a Global Privacy Control signal, we treat it as a request to opt out of advertising cookies. Where the law treats advertising cookies as "sharing", declining them, or sending Global Privacy Control, opts you out.
7. How long we keep information
We keep your information while your account is open. If you close your account and ask us to delete your data, we delete or anonymize it within 30 days, except records we must keep for legal, tax or accounting reasons. Copies in our backups are removed as those backups are replaced over time, and are never used for anything else. Server logs are kept for a limited time for security and troubleshooting.
8. Security
All traffic to the Service is encrypted in transit with TLS. Passwords are stored as one-way hashes, and QuickBooks access tokens are encrypted at rest. Each business's records are kept separate from every other business's. No system is perfectly secure. If we learn of a breach that affects your information, we'll notify you as the law requires.
9. Your choices and rights
- You can update most account and business information yourself in Trades Pro.
- You can ask us for a copy of your information, or to correct or delete it, by emailing contact@simplitradespro.com. We'll respond within 45 days and may need to confirm your identity first.
- You can unsubscribe from marketing email with the link in any message. We'll still send essential account and billing messages.
- Depending on where you live, you may have more rights under local law, such as California's. We won't treat you differently for using them.
10. Children
The Service is for businesses and isn't directed to children under 13. We don't knowingly collect personal information from children.
11. Changes to this policy
We may update this policy. When we make a material change, we'll update the date above and tell account owners by email or in the app before it takes effect.
12. Contact
Simpli Software LLC, 30 North Gould Street, Sheridan, WY 82801
contact@simplitradespro.com