Legal
Read the program rules, brand standards and service documents here. Documents marked draft remain under review by counsel and aren't in force yet.
- Terms of Service: The agreement for using Ombudly, including what the advocate may do for you.
- Privacy Policy: What we collect, why, who we share it with, and your rights.
- Recovery Fee Agreement: When a fee applies to money we recover, how much, and how to dispute it.
- Tax Filing Help Terms: Terms for the tax estimate and guided filing on IRS portals.
- Investments Notice: What the investments view shows, and why it isn't investment advice or trading.
- Agent and API Terms: Terms for connecting your own agent through the API or MCP server.
- Affiliate Program Rules: The 25% subscription revenue share, 12-month window, holds and manual payout conditions.
- Referral Credit Rules: How both people earn 100 hosted-work credits, qualification, limits and reversals.
- Brand and Promotion Guidelines: Approved assets, truthful claims, compensation disclosures and promotion rules.
- Cookie Notice: Essential sign-in storage and the optional invitation cookie you can accept or decline.
- Data Processing Addendum and Subprocessors: Service providers that process data for us, and the DPA outline.
- Data Retention Schedule: How long we keep each kind of data, and what happens when you delete your account.