Effective Date: January 1, 2026
Company Name: South Coast DocPrep
South Coast DocPrep (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our document preparation services nationwide.
By using our website, portal, or services, you consent to the practices described in this Privacy Policy.
We collect information necessary to provide document preparation services.
• Full name
• Address
• Email address
• Phone number
• Date of birth
• Government-issued identification details (if required)
• Social Security number or tax ID (if required for document preparation)
• Financial or account-related information provided by you
• Information contained in documents you upload or submit
Payments are processed securely through Stripe. We do not store full credit card numbers on our servers. Payment data is handled in accordance with Stripe’s privacy and security policies.
• IP address
• Device type
• Browser type
• Website interaction data
• Cookies or similar technologies used for functionality
We do not use Meta Pixel or Google advertising trackers.
We use collected information to:
• Prepare documents based on your instructions
• Communicate with you regarding services
• Send service-related SMS messages and notifications
• Process payments
• Provide customer support
• Maintain internal records
• Comply with legal and regulatory requirements
We do not sell your personal information.
Mobile Information Sharing
We do not share, sell, rent, or trade your mobile information with third parties for marketing or promotional purposes. Mobile information will not be shared with third parties or affiliates for marketing or promotional use.
By providing your phone number, you consent to receive SMS communications related to:
• Service updates
• Document requests
• Appointment reminders
• Account notifications
Message frequency may vary. Standard message and data rates may apply. You may opt out at any time by replying STOP.
We do not send unsolicited marketing messages without proper consent.
Clients may upload documents through our secure portal. Information transmitted through the portal is encrypted during transmission.
While we implement commercially reasonable safeguards, no electronic transmission can be guaranteed to be completely secure.
We may share information only as necessary:
• With service providers (e.g., Stripe, secure hosting providers, SMS platforms)
• When required by law or legal process
• To protect our rights or comply with regulatory obligations
We do not sell or rent personal data to third parties.
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. Access to sensitive data is limited to authorized personnel.
However, no system is entirely immune from security risks.
We retain personal information only as long as necessary to:
• Complete requested services
• Comply with legal obligations
• Resolve disputes
• Enforce agreements
Retention periods may vary depending on document type and applicable regulations.
Depending on your state of residence, you may have rights including:
• Requesting access to personal information
• Requesting correction of inaccurate information
• Requesting deletion of personal information
• Requesting information about categories of data collected
To exercise these rights, contact us using the information below.
Our services are not intended for individuals under 18. We do not knowingly collect personal information from minors.
South Coast DocPrep operates nationwide. By using our services, you acknowledge that your information may be processed in the United States.
We reserve the right to modify this Privacy Policy at any time. Updates will be posted with a revised effective date.
South Coast DocPrep
333 City Blvd W #1700
Orange, CA 92868
Email: [email protected]
Phone: 657-383-3190
South Coast DocPrep may contact you by text message regarding appointment reminders, document updates, billing notices, and account notifications. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP. For help, reply HELP or contact us at [email protected]