1. Overview
At DocketPocket AI, we believe your financial documents and expense information should be handled with care.
DocketPocket is an expense management and document organization platform designed to help users organize receipts, bills, invoices, expenses, reminders, and related information.
This page explains what information we collect, what information we do not store, how your data is protected, and what happens when you delete documents.
2. What We Capture
When you use DocketPocket, we collect and process information necessary to provide the service.
Account Information
- Email address
- Account identification information
- Subscription and plan information
- Preferences such as currency and date format
Uploaded Documents
When you upload a receipt, invoice, bill, or other supported document, DocketPocket stores the document so that you can access and manage it through the service.
Depending on the document and processing performed, information may include:
- File name
- File type and size
- Vendor or merchant
- Amount
- Purchase or document date
- Category
- Renewal or expiration information, where available
- Other information extracted from the document
Manually Entered Expenses
If you manually add an expense, we may store information such as the amount, date, category, description, notes, and other information you choose to provide.
3. AI and Document Processing
DocketPocket uses artificial intelligence and automated document processing to provide features such as document extraction, expense categorization, summaries, reports, and Ask Docket.
Information from documents may be processed by the third-party services required to provide these features.
We aim to provide only the information necessary for the requested operation.
4. What We Do Not Store
Credit Card Information
DocketPocket does not store your full credit card number or card security code (CVV).
Payment processing is handled by Stripe. DocketPocket receives information necessary to manage your subscription and billing status, while full payment-card details are handled by Stripe.
Unnecessary Personal Information
We do not intentionally request personal information that is not necessary to provide or improve the DocketPocket service.
5. How We Protect Your Data
We use security controls designed to help protect your information from unauthorized access, alteration, or disclosure.
Private Document Storage
Uploaded documents are stored in private cloud storage and are not stored in a publicly accessible document bucket.
Temporary Document Links
When you open a document, DocketPocket generates a temporary signed link to the private document. These links expire after a short period of time to reduce the risk associated with long-lived shared links.
Access Controls
Access controls are used to help ensure that users can access documents associated with their own accounts.
Authentication
Protected areas of DocketPocket require authentication and an authenticated user session.
6. What Happens When You Delete a Document
You can currently delete uploaded documents individually from DocketPocket.
When you delete a document through the application, the associated document record and uploaded file are removed according to our deletion process.
Once a document has been deleted, you should not rely on DocketPocket to retain or restore that document.
7. Account and Data Deletion
Full account deletion is not currently available as a self-service feature within DocketPocket.
Until account deletion functionality is available, you can delete your uploaded documents individually from your account.
If you require assistance with account-related data deletion, please contact us through our Contact Us page.
8. Data Retention
We retain information for as long as reasonably necessary to provide DocketPocket, maintain accounts, provide support, maintain security, meet legal obligations, and resolve disputes.
When information is no longer required, we aim to delete or securely dispose of it in accordance with applicable requirements and our policies.
9. Third-Party Services
DocketPocket relies on third-party services for certain functionality, including cloud storage, authentication, document processing, artificial intelligence, payment processing, and email delivery.
These services may process information as necessary to provide their respective functionality.
10. Your Responsibility
Please avoid uploading documents containing information that you do not need DocketPocket to process.
You are responsible for ensuring that you have the appropriate rights to upload and process documents through your account.
11. Updates to This Privacy Page
We may update this Data Privacy page as DocketPocket evolves or as applicable requirements change.
When we make changes, we will update the date shown at the top of this page.
12. Contact Us
If you have questions about privacy, your information, or document deletion, please contact us through our Contact Us page.