We've written these documents to be read by actual humans, not just lawyers. You have rights. We have responsibilities. Here's exactly what both look like.
Effective date: April 8, 2026 · Last updated: April 8, 2026
Montaire, Inc. ("Montaire," "we," "us," or "our") operates the Montaire platform (an all-in-one business management software for service providers and solopreneurs accessible at montaire.app and related subdomains.
This Privacy Policy explains how we collect, use, disclose, and protect information about you when you use our platform, visit our website, or interact with us in any way. By using Montaire, you agree to this policy.
Two distinct roles: When you use Montaire to manage your own business, we act as a data controller: we decide how your account information is used. When you use Montaire to store and process data about your own clients, we act as a data processor on your behalf: you remain responsible for that data and your relationship with your clients.
Account and registration data. When you create an account, we collect your name, email address, business name, and password. If you upgrade to a paid plan, we collect billing information through our payment processor (Stripe). We do not store full credit card numbers.
Usage and platform data. We collect information about how you use Montaire, including features accessed, pages visited, actions taken, timestamps, browser type, device type, operating system, and IP address. This helps us improve the platform and provide support.
Client data you provide. When you use Montaire to manage your clients, you may upload or create data about those clients (names, contact information, project details, communications, documents, payments). You control this data. We store it to provide the service.
Communications. If you contact our support team or send us an email, we retain those communications to resolve your issue and improve our service.
Automatically collected data. We use cookies, log files, and similar technologies to collect technical data about your device and usage. See Section 6 for details.
We do not sell your personal information. We do not use your client data to train AI models or for any purpose other than providing the service to you.
If you are located in the European Economic Area (EEA), the United Kingdom, or Switzerland, we process your personal data under the following legal bases:
| Purpose | Legal basis |
|---|---|
| Providing and maintaining the service | Contract necessary to perform our agreement with you |
| Billing and payment processing | Contract necessary to perform our agreement with you |
| Security and fraud prevention | Legitimate interest protecting our platform and users |
| Platform improvement and analytics | Legitimate interest improving our products |
| Marketing communications | Consent which you may withdraw at any time |
| Legal compliance | Legal obligation |
We do not sell, rent, or trade your personal information. We share information only in the following circumstances:
We use cookies and similar tracking technologies to operate the platform and understand how it is used.
You may control cookies through your browser settings. Disabling certain cookies may affect platform functionality. We do not use third-party advertising cookies or participate in cross-site tracking networks.
We retain your account data for as long as your account is active or as needed to provide services. If you cancel your account, we retain your data for 30 days to allow for account recovery, then delete or anonymize it within 90 days of cancellation, except where we are required to retain it longer by law (e.g., financial records).
Client data you have entered into the platform is available for export at any time before cancellation and is deleted on the same schedule as your account data.
You may request deletion of your data at any time by contacting privacy@montaire.app. We will fulfill deletion requests within 30 days.
Depending on your location, you have the following rights regarding your personal data:
To exercise any of these rights, email privacy@montaire.app. We will respond within 30 days. We may need to verify your identity before fulfilling a request. You will not be discriminated against for exercising your rights.
If you believe we have not adequately addressed your request, you have the right to lodge a complaint with your local data protection authority.
Montaire is operated from the United States. If you access our service from outside the United States, your data will be transferred to and processed in the United States, which may have different data protection laws than your country.
For transfers from the EEA, UK, or Switzerland, we rely on Standard Contractual Clauses (SCCs) approved by the European Commission to ensure your data receives adequate protection. A Data Processing Agreement (DPA) is available upon request at privacy@montaire.app.
Montaire is not directed to children under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected personal information from a child under 16 without parental consent, we will take steps to delete that information promptly. If you believe we have inadvertently collected such information, contact us at privacy@montaire.app.
If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) grant you additional rights:
To submit a CCPA request, email privacy@montaire.app or use the "Privacy Request" link in your account settings. We will respond within 45 days.
Categories of personal information collected in the past 12 months: Identifiers (name, email, IP address), commercial information (purchase history), internet activity (usage logs), and professional information (business name, role). We have not sold or shared any category of personal information.
We may update this Privacy Policy from time to time. We will notify you of material changes by email and by posting a notice in your Montaire account at least 30 days before the changes take effect. Your continued use of Montaire after changes take effect constitutes acceptance of the updated policy.
The "Last updated" date at the top of this page reflects the most recent revision.
For privacy-related questions, requests, or concerns:
Effective date: April 8, 2026 · Last updated: April 8, 2026
Plain-English summary: You pay us a monthly or annual fee to use our software. You own your data. We own the software. Don't use us to spam people or do anything illegal. If something goes wrong, our liability is capped at what you paid us in the prior 12 months. We require 30 days' notice before changing prices.
These Terms of Service ("Terms") constitute a legally binding agreement between you ("Customer," "you," or "your") and Montaire, Inc. ("Montaire," "we," "us," or "our") governing your access to and use of the Montaire platform and related services (collectively, the "Service").
By creating an account, clicking "I agree," or otherwise accessing or using the Service, you confirm that you have read, understood, and agree to be bound by these Terms. If you do not agree, do not use the Service.
If you are using the Service on behalf of a business or other legal entity, you represent that you have authority to bind that entity to these Terms, and "you" refers to that entity.
Montaire is a cloud-based business management platform for service providers and solopreneurs. The Service includes CRM, invoicing, scheduling, email and SMS marketing, proposal builder, client portal, workflow automation, funnel builder, course builder, social media scheduling, and related features as described on our website (montaire.app).
We reserve the right to modify, suspend, or discontinue any feature or aspect of the Service at any time with reasonable notice. We will not materially degrade the core functionality of a plan you are actively subscribed to without providing at least 60 days' notice and, if applicable, a prorated refund.
You must provide accurate, complete, and current registration information. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account, whether or not authorized by you.
You must notify us immediately at support@montaire.app if you suspect unauthorized access to your account. We are not liable for any loss resulting from unauthorized account access that occurs before notification.
You may not share your account credentials with third parties outside your organization, sell or transfer your account, or create accounts using automated means. One subscription may be used by the number of user seats included in your plan.
Plans and pricing. Montaire offers monthly and annual subscription plans. Current pricing is published at montaire.app/pricing. All prices are in USD and exclusive of applicable taxes unless stated otherwise.
Billing cycles. Subscriptions automatically renew at the end of each billing period (monthly or annual). By subscribing, you authorize us to charge your payment method on a recurring basis until you cancel.
Messaging credits. Each plan includes a monthly credit allowance for usage-based services (email, SMS, phone calls). Credits are applied to your account at the start of each billing cycle, expire at the end of each billing cycle, and do not carry over. Additional usage beyond your included credits is charged at published per-use rates. We will notify you when your credit balance falls below 20%.
Price changes. We will provide at least 30 days' written notice before increasing subscription prices. Notice will be sent to your account email address. Your continued use of the Service after a price change takes effect constitutes acceptance. If you do not accept the new pricing, you may cancel before the new price takes effect.
Taxes. You are responsible for all applicable taxes. We will collect tax where required by law. If you are tax-exempt, provide valid documentation before your first charge.
Failed payments. If a payment fails, we will attempt to charge your payment method up to three times over 7 days. If payment remains outstanding, your account may be downgraded to read-only access until payment is resolved. Data is retained for 30 days following account suspension.
We offer a 14-day free trial on all plans. No credit card charge occurs during the trial period. At the end of the trial, your selected payment method will be charged for the plan you chose unless you cancel before the trial expires.
We will send a reminder email 3 days before your trial ends. You may cancel your trial at any time from your account settings or by emailing support@montaire.app. Trial accounts are limited to one per person or organization. We reserve the right to revoke trial access for suspected abuse.
Cancellation. You may cancel your subscription at any time from your account settings. Cancellation takes effect at the end of your current billing period. You retain full access to the Service until then.
Monthly subscriptions. We do not issue prorated refunds for partial months on monthly plans. If you cancel mid-month, your subscription remains active until the end of the paid period.
Annual subscriptions. Annual subscriptions may be cancelled within 14 days of the initial purchase or renewal for a full refund. After 14 days, we do not issue prorated refunds on annual plans unless required by applicable law.
Exceptions. If there is a material service failure caused by Montaire that substantially impairs your use of the platform, we may at our discretion issue a prorated credit or refund. Contact support@montaire.app within 30 days of the incident.
Data after cancellation. Following cancellation, your data is available for export for 30 days. After 30 days, your account and all associated data will be permanently deleted. We strongly recommend exporting your data before cancellation.
You agree to use Montaire only for lawful purposes and in accordance with these Terms. You may not use Montaire to:
We reserve the right to investigate suspected violations and to suspend or terminate accounts that violate this policy, with or without notice. We may report illegal activity to appropriate authorities.
You own your data. All content you upload, create, or import into Montaire including client records, documents, media, templates, and communications remains your property. These Terms do not transfer any ownership rights in your content to Montaire.
License to us. By using the Service, you grant Montaire a limited, non-exclusive, royalty-free license to store, process, and display your content solely to the extent necessary to provide the Service to you. We will not use your content for any other purpose without your explicit consent.
No training on your data. We do not use your content or your clients' data to train machine learning models, including AI features.
Data processing. For EU/UK users, our processing of personal data submitted by you is governed by our Data Processing Agreement (DPA), available at privacy@montaire.app. By accepting these Terms, you instruct us to process such data to provide the Service.
Your responsibilities. You are responsible for: (a) ensuring you have the right to submit data to the Service; (b) obtaining all necessary consents from your clients for storing and processing their data; (c) complying with all applicable data protection laws in your jurisdiction.
The Service, including its software, design, features, documentation, and all underlying technology, is and remains the exclusive property of Montaire, Inc. and its licensors. Nothing in these Terms transfers any intellectual property rights to you.
You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Service during your active subscription, solely for your internal business purposes.
Feedback. If you provide feedback, suggestions, or ideas about the Service, you grant us an irrevocable, perpetual, royalty-free license to use and incorporate that feedback into the Service without any obligation to you.
All Montaire trademarks, logos, and service marks are the property of Montaire, Inc. You may not use our branding without prior written permission.
Each party agrees to keep the other's confidential information ("Confidential Information") strictly confidential and not to disclose it to third parties without prior written consent, except as required by law.
"Confidential Information" includes business plans, financial data, customer lists, technical information, and pricing not publicly disclosed. This obligation does not apply to information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was rightfully known prior to disclosure; (c) is independently developed without use of Confidential Information; or (d) is required to be disclosed by law, regulation, or court order (with prompt prior notice where legally permitted).
Montaire warrants that: (a) the Service will perform materially in accordance with its documentation; (b) we will implement commercially reasonable security measures; and (c) we will not knowingly introduce malicious code into the Service.
Disclaimer of warranties. EXCEPT AS EXPRESSLY SET FORTH ABOVE, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR UNINTERRUPTED OR ERROR-FREE OPERATION. WE DO NOT WARRANT THAT THE SERVICE WILL MEET YOUR SPECIFIC REQUIREMENTS OR THAT ALL ERRORS WILL BE CORRECTED.
We do not guarantee specific uptime but target 99.9% monthly availability. Scheduled maintenance, force majeure events, and third-party outages are excluded from uptime calculations. Status updates are posted at status.montaire.app.
Cap on liability. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, MONTAIRE'S TOTAL CUMULATIVE LIABILITY TO YOU ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE WILL NOT EXCEED THE GREATER OF (A) THE TOTAL FEES PAID BY YOU TO MONTAIRE IN THE 12 MONTHS IMMEDIATELY PRECEDING THE CLAIM, OR (B) $100 USD.
Exclusion of consequential damages. IN NO EVENT WILL MONTAIRE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Some jurisdictions do not allow the exclusion or limitation of certain types of damages. In those jurisdictions, our liability is limited to the maximum extent permitted by law. Nothing in these Terms limits our liability for: (a) death or personal injury caused by our negligence; (b) fraud or fraudulent misrepresentation; or (c) any liability that cannot be limited under applicable law.
You agree to defend, indemnify, and hold harmless Montaire, its officers, directors, employees, and agents from any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from or related to: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of applicable law; (d) any content you submit to the Service; or (e) any claim that your use of the Service infringes a third party's rights.
Montaire will indemnify you against third-party claims alleging that the Service, as provided and used in accordance with these Terms, infringes a valid patent, copyright, or trademark of a third party, subject to: (a) prompt written notice of the claim; (b) our sole control of the defense and settlement; and (c) your reasonable cooperation. This indemnity does not apply to infringement arising from your modifications, your content, or third-party components.
By you. You may terminate your subscription at any time by cancelling from your account settings. See Section 6 for what happens to your data.
By us for cause. We may suspend or terminate your account immediately if: (a) you materially breach these Terms and fail to cure the breach within 10 days of written notice; (b) you breach the Acceptable Use Policy; (c) we are required to do so by law; or (d) continued access poses a security risk to the Service or other users.
By us for convenience. We may terminate your account for any reason with 60 days' written notice, and will provide a prorated refund of any prepaid unused subscription fees.
Effect of termination. Upon termination, your right to access the Service ceases. Sections 8, 9, 11, 12, 13, 15, and 16 of these Terms survive termination.
Governing law. These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict-of-law principles.
Informal resolution. Before initiating formal legal proceedings, both parties agree to attempt good-faith resolution by emailing legal@montaire.app. We will attempt to resolve disputes within 30 days.
Binding arbitration. If informal resolution fails, disputes will be resolved by binding individual arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. Arbitration will be conducted in English. The arbitrator's decision is final and binding, and may be entered as a judgment in any court of competent jurisdiction.
Class action waiver. YOU AND MONTAIRE AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS OR REPRESENTATIVE ACTION. This waiver is a material term of these Terms.
Exception. Either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent irreparable harm pending arbitration. You may also bring claims in small claims court if the dispute qualifies.
EU/UK consumers. If you are a consumer located in the EU or UK, mandatory consumer protection laws of your country of residence may apply and these arbitration and governing law provisions may not apply to you.
Last updated: April 8, 2026
Security is built into every layer of Montaire not bolted on afterward. We treat your data with the same care you treat your clients. This page describes our technical and organizational measures to protect the confidentiality, integrity, and availability of your information.
If you have security questions or concerns, contact us at security@montaire.app. For vulnerability reports, see Section 12.
Montaire is hosted on Amazon Web Services (AWS), operating in multiple availability zones for redundancy. AWS maintains SOC 1, SOC 2, SOC 3, ISO 27001, and PCI DSS Level 1 certifications, providing a world-class secure foundation.
Each Montaire account's data is logically isolated from other accounts using unique account identifiers enforced at every layer of the application. Customers cannot access each other's data under any circumstances.
Our application-level controls are supplemented by database-level row-security policies that prevent cross-account data access even in the event of application-layer bugs.
We maintain a documented incident response plan that is reviewed and tested at least annually. In the event of a security incident:
System status and incident history are published at status.montaire.app.
We use a limited number of trusted subprocessors to deliver the Service. Each is subject to data processing agreements and assessed for security practices. Our current subprocessors include:
| Subprocessor | Purpose | Location |
|---|---|---|
| Amazon Web Services | Cloud hosting and infrastructure | United States |
| Stripe | Payment processing | United States |
| SendGrid (Twilio) | Transactional email delivery | United States |
| Twilio | SMS and voice services | United States |
| Cloudflare | DNS, CDN, and DDoS protection | United States |
We will provide 30 days' notice before adding or replacing subprocessors that process personal data. Current and historical subprocessor lists are available at privacy@montaire.app.
We appreciate the security research community and are committed to working with researchers who identify vulnerabilities in our platform.
To report a vulnerability: Email security@montaire.app with a detailed description of the issue, steps to reproduce, and the potential impact. Use our PGP key (available on request) for sensitive reports.
Our commitments to researchers:
Out of scope: Denial-of-service attacks, social engineering of Montaire employees, physical attacks, and automated scanning that degrades service availability.
Please do not access, modify, or delete customer data while conducting security research. Vulnerabilities that require physical access to a device, or that exploit browser extensions or local network access, are generally out of scope.