Privacy Policy

Effective Date: June 23, 2026 Company: Okason Software, Inc. Website: https://okason.com Contact: support@okason.com

This Privacy Policy explains how Okason Software, Inc. (“Okason,” “we,” “us,” or “our”) collects, uses, stores, shares, and protects information when you use our websites, mobile applications, web applications, messaging features, and related services (collectively, the “Services”).

Okason provides software tools that help small businesses manage customers, estimates, invoices, scheduling, payments, service communication, and related business operations.

By using the Services, you agree to the collection and use of information as described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information.

1.1 Account Information

When you create an account or use the Services, we may collect:

Name
Business name
Email address
Phone number
Login credentials or authentication identifiers
Billing and subscription information
Business address and profile information
User role, permissions, and account settings

1.2 Customer and Business Records

When businesses use Okason to manage their operations, they may enter information about their own customers, including:

Customer names
Phone numbers
Email addresses
Service addresses
Estimate and invoice details
Appointment and job information
Payment status and transaction-related records
Notes or communications related to services provided

Businesses are responsible for ensuring they have permission to collect and use their customers’ information within Okason.

1.3 Messaging and Communication Information

If you or a business using Okason sends or receives SMS, email, or other communications through the Services, we may process:

Sender and recipient phone numbers or email addresses
Message content
Message timestamps
Delivery status
Opt-in and opt-out status
Error logs and provider response data

1.4 Payment and Billing Information

We may collect billing-related information necessary to process subscriptions, payments, invoices, and receipts. Payment card information may be processed by third-party payment processors. Okason does not intentionally store full payment card numbers on its own servers.

1.5 Device, Usage, and Log Information

We may collect technical and usage information such as:

IP address
Browser type
Device type
Operating system
App version
Pages or features used
Referring URLs
Crash reports and diagnostic logs
Date and time of access

1.6 Cookies and Similar Technologies

We may use cookies, pixels, analytics tools, and similar technologies to operate the Services, remember preferences, understand usage, improve performance, and support marketing or advertising activities where permitted by law.

2. How We Use Information

We use information to:

Provide, operate, and improve the Services
Create and manage user accounts
Process estimates, invoices, appointments, customer records, and business workflows
Send service-related messages, reminders, notifications, receipts, and updates
Process payments and manage subscriptions
Provide customer support
Detect, prevent, and investigate fraud, abuse, spam, security incidents, and unauthorized access
Maintain logs, backups, analytics, and operational records
Comply with legal, regulatory, tax, accounting, and carrier compliance obligations
Enforce our terms, policies, and agreements
Communicate with users about product updates, support issues, and administrative matters

3. SMS/Text Messaging Privacy

Okason Software may enable text messaging between businesses that use our platform and their customers. If you provide your mobile phone number to a business using Okason, you may receive service-related text messages such as appointment reminders, estimates, invoices, payment reminders, job updates, and customer support replies.

Message frequency varies based on your interaction with the business. Message and data rates may apply. You may reply STOP to opt out of future text messages, or HELP for help.

Okason Software does not sell, rent, or share mobile phone numbers, SMS opt-in data, or text messaging consent with third parties, affiliates, or lead generators for marketing or promotional purposes. All data sharing categories described in this Privacy Policy exclude mobile phone numbers, SMS opt-in data, and text messaging consent. This information will not be shared with any third party for marketing or promotional purposes.

We may share information only as necessary to provide, operate, protect, or improve the Services.

4.1 Service Providers

We may share information with trusted service providers that help us operate the Services, such as hosting providers, payment processors, analytics providers, email providers, SMS providers, customer support tools, security tools, and infrastructure providers.

These providers may access information only as needed to perform services for us and are not permitted to use it for their own independent marketing purposes.

4.2 Business Users and Their Authorized Users

Information entered into a business account may be accessible to the business owner, administrators, employees, contractors, or other authorized users of that business account based on permissions configured within the Services.

4.3 Legal and Compliance Requirements

We may disclose information when we believe it is necessary to:

Comply with applicable laws, regulations, subpoenas, court orders, or legal processes
Respond to lawful requests from public authorities
Enforce our agreements and policies
Protect the rights, safety, property, or security of Okason, our users, customers, or the public
Prevent fraud, abuse, spam, or security incidents

4.4 Business Transfers

If Okason is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to appropriate protections.

5. Data Retention

We retain information for as long as reasonably necessary to provide the Services, comply with legal and regulatory obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business purposes.

Businesses may be able to delete certain records from their accounts, but some information may remain in backups, logs, billing records, compliance records, or audit records for a limited period as required or permitted by law.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

No system can be guaranteed to be completely secure. Users are responsible for protecting their login credentials, using strong passwords, and limiting account access to authorized personnel.

7. Your Choices and Rights

Depending on your location and applicable law, you may have rights to:

Access the personal information we maintain about you
Correct inaccurate information
Request deletion of certain information
Object to or restrict certain processing
Request a copy of certain information
Opt out of certain marketing communications

To make a privacy request, contact us at support@okason.com. We may need to verify your identity before processing your request.

If your information is controlled by a business that uses Okason, we may direct your request to that business.

8. Marketing Communications

We may send product updates, newsletters, educational content, or promotional communications to users who have opted in or where otherwise permitted by law.

You may unsubscribe from marketing emails by using the unsubscribe link in the email or contacting us. Transactional or service-related messages may still be sent when necessary to provide the Services.

9. Children’s Privacy

The Services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will take reasonable steps to delete it.

10. Third-Party Links and Services

The Services may contain links to third-party websites, payment processors, messaging providers, or integrations. We are not responsible for the privacy practices, content, or security of third-party services. Users should review the privacy policies of those third parties.

11. International Users

If you access the Services from outside the United States, your information may be processed and stored in the United States or other countries where our service providers operate. These locations may have data protection laws different from those in your jurisdiction.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the effective date above. If changes are material, we may provide additional notice through the Services, by email, or by other reasonable means.

Your continued use of the Services after an updated Privacy Policy becomes effective means you accept the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Okason Software, Inc. Email: support@okason.com Website: https://okason.com Mailing Address: 8080 La Mesa Blvd, La Mesa, CA 91942