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Customer Data Terms · Exhibit B

Your records stay
your evidence.

The customer owns its records. Sofrito uses the information the customer chooses to share to deliver, secure, and support the accepted service.

Version 2026.09.17-v2Effective 17 September 2026

Information covered

Application and signer identity, business context, agreement and payment status, sample and agreed operating records, review notes, delivery records, and outcome follow-ups are covered. Sofrito does not receive card numbers from Checkout.

Providers

  • Cloudflare hosts the application and protects public access.
  • Supabase hosted Postgres and Storage hold restricted application and customer records.
  • Stripe-hosted Checkout handles card details and returns signed payment events.
  • Resend carries access and service email when enabled.

Boundaries and choices

  • De-identified research use and testimonial contact are required conditions of Founding Access, acknowledged separately in the agreement alongside the required service and data consents.
  • De-identified research use covers themes, categories of finding, and aggregate observations only — never raw records, business identity, or figures. Customer records are not used to train a general model.
  • Testimonial contact is permission to ask whether you would give a testimonial. It does not permit publication of a name, an identifiable quote, a business identity, or results; identifiable publication needs separate written permission given at the time, and a request may be declined at any time with no effect on service.
  • Automated preparation cannot approve a finding, change a financial value, or replace human review.
  • Export, correction, or deletion requests go to hello@trysofrito.com. Legal and protective records may be retained when required and will be identified.
  • Access is scoped to the verified customer or assigned staff account. Unrelated customer records are not part of that scope.
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