Legal

Privacy Policy

Last updated June 2026. Your privacy matters to us. Here's how we handle your information.

1. Information we collect

We collect information you provide directly — such as your name, email, exchange details, and uploaded documents — as well as usage data to improve the Services. We do not sell your personal information.

2. How we use it

We use your information to provide and improve the Services, facilitate your 1031 exchange, send important deadline reminders, respond to your requests, and comply with legal obligations.

3. Document storage

Documents you upload are stored securely and are accessible only to your account. We use industry-standard encryption and access controls.

4. Deadline reminders

If you create an exchange, we may email you reminders about your 45-day and 180-day deadlines. These help you stay compliant; you can opt out at any time.

5. Sharing

We share information only with trusted service providers (such as banking partners and email providers) as needed to operate the Services, and as required by law.

6. Your rights

You may request access to, correction of, or deletion of your personal information by contacting privacy@deferally.com.

7. Contact

For privacy questions, email privacy@deferally.com.