Privacy Policy

How we collect, use, and protect your data.

Last Updated: November 11, 2025 · Version 1.3

1. Data We Collect

We collect information you provide directly (name, email, company, financial data), automatically (usage data, device information), and from third parties (bank feeds, payroll integrations). Financial data includes ERP transactions, payroll records, and capital expenditure documentation necessary for incentive applications.

2. How We Use Data

We use your data to: (a) provide incentive discovery and management services, (b) auto-populate tax incentive applications, (c) maintain compliance calendars and audit trails, (d) communicate service updates and compliance deadlines, (e) improve our AI models and Incentive Knowledge Graph, (f) fulfill legal and regulatory obligations.

3. Data Sharing

We share data with: (a) government agencies for incentive applications (with your consent), (b) authorized third-party auditors for AUP compliance, (c) service providers under strict data processing agreements, (d) financial institutions for loan origination (with your consent). We never sell your data.

4. Your Rights

You have the right to: access your data, request corrections, delete your account (subject to legal holds), opt out of marketing communications, export your data in machine-readable format, and lodge complaints with data protection authorities. Contact privacy@incentivespro.com to exercise these rights.

5. Security Measures

Our platform is built on a proprietary Incentive Knowledge Graph with over 28,000 rules. We employ encryption (TLS 1.3 in transit, AES-256 at rest), role-based access controls, multi-factor authentication, and weekly encrypted backups. SOC 2 Type II compliance is in progress.

6. Contact Us

For privacy questions or to exercise your rights, contact our Data Protection Officer at privacy@incentivespro.com or write to: IncentivesPRO, Inc., Legal Department, San Juan, Puerto Rico.

We Guarantee

Our platform is built on a proprietary Incentive Knowledge Graph with over 28,000 rules.

Our platform is built on a proprietary Incentive Knowledge Graph with over 28,000 rules.

Our platform is built on a proprietary Incentive Knowledge Graph with over 28,000 rules.

Our platform automates over 85% of application tasks and simplifies ongoing compliance.

Our platform automates over 85% of application tasks and simplifies ongoing compliance.

Our platform automates over 85% of application tasks and simplifies ongoing compliance.

We never sell your data to third parties or use it for purposes beyond stated uses.

We never sell your data to third parties or use it for purposes beyond stated uses.

We never sell your data to third parties or use it for purposes beyond stated uses.

All data processing follows GDPR and applicable privacy regulations.

All data processing follows GDPR and applicable privacy regulations.

All data processing follows GDPR and applicable privacy regulations.

We Do Not Guarantee

We help find every tax break but cannot guarantee government approval or specific timelines.

We help find every tax break but cannot guarantee government approval or specific timelines.

We help find every tax break but cannot guarantee government approval or specific timelines.

Data retention periods are subject to legal and regulatory requirements.

Data retention periods are subject to legal and regulatory requirements.

Data retention periods are subject to legal and regulatory requirements.

Third-party processors may have their own privacy policies and practices.

Third-party processors may have their own privacy policies and practices.

Third-party processors may have their own privacy policies and practices.

International data transfers follow Standard Contractual Clauses where applicable.

International data transfers follow Standard Contractual Clauses where applicable.

International data transfers follow Standard Contractual Clauses where applicable.

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The AI Operating System for Tax Incentives

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© 2026 IncentivesPRO. All rights reserved.

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Logo

The AI Operating System for Tax Incentives

Resources

© 2026 IncentivesPRO. All rights reserved.

Made withby Brand Casa
Logo

The AI Operating System for Tax Incentives

Resources

© 2026 IncentivesPRO. All rights reserved.

Made withby Brand Casa