Privacy Policy

Last updated: February 2026

Information We Collect

We collect information you provide directly: your name, email address, company name, and scheduling details when you book a consultation. If you become a client, we collect payroll exports and project management exports necessary to prepare your R&D credit study.

How We Use Your Information

We use your information solely to provide our services: estimating and documenting your R&D tax credits. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Data Security

Your data is encrypted in transit and at rest. We limit access to your information to team members who need it to prepare your credit study. We retain your data only as long as necessary to provide our services and comply with legal obligations.

Third-Party Services

We use third-party services to operate our business, including scheduling (Calendly), hosting, and email. These providers have their own privacy policies governing how they handle your data.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at hello@indie-credit.com.

Changes

We may update this policy from time to time. We will notify you of material changes by posting the updated policy on this page.

Contact

Questions? Email us at hello@indie-credit.com.