Referral partner inquiries

The referral partner form collects your name, email, phone number, optional organization, and notes. We store these in our existing Supabase inquiry system and send a notification to sean@guidedpayments.com using Resend so Sean can discuss the referral program with you. Approved referral partners can share a personal link and sign in by email to track business names and referral statuses. When a business owner submits through a partner link, we store their inquiry and partner attribution in encrypted private storage and notify Sean. The referring partner sees the business name and status only; Sean can view contact details and notes. Sign-in links expire after 15 minutes, and secure session cookies expire after one hour. We keep status-change records to manage referrals. The contact and information-request options below also apply to referral inquiries.

GUIDED PAYMENTS

Inquiry privacy notice

Guided Payments, powered by Priority Business Solutions, collects the name, business name, phone, email, estimated monthly card sales, equipment interest, and optional notes you submit. We use this information to respond to your inquiry and discuss payment services.

Inquiries are stored in our existing Supabase lead system and notification emails are sent to sean@guidedpayments.com using Resend. Vercel hosts this site. These service providers process information as needed to operate the site, retain inquiries, and deliver notifications. The general inquiry form does not ask for payment card details, bank account numbers, passwords, or Social Security numbers; please do not include them in inquiry notes. The separate boarding form and its document handling are described below.

We count completed inquiries, analyses, emailed reports, and boarding submissions to understand use of our services. These private, encrypted counts contain an event type and timestamp, without contact details or document contents. Retries are deduplicated using a protected identifier; no advertising cookies are used for this tracking.

We use a short-lived form verification token, basic request limits, and a hidden spam field to help prevent abuse. We do not subscribe you to automated marketing texts or prospect outreach. We retain inquiries as needed to respond and manage the business relationship, subject to applicable recordkeeping obligations.

To ask about access, correction, or deletion of your inquiry information, email sean@guidedpayments.com or call 239-297-1703.

Boarding information and documents

The boarding form also collects business DBA and legal name, EIN, owner name and phone, payment needs and acceptance method, and, when provided, Social Security number, a business check or bank letter, and a driver’s license. We use these details to review and prepare your payment-services boarding and follow up with you. Submitting this form does not execute a merchant agreement or authorize automated marketing.

Boarding details and documents are encrypted by our server before being stored in a separate private Supabase storage bucket. Notification emails include business/contact details and a review link, but exclude EIN, Social Security number, and document attachments. Access to the review area requires a single-use link sent to Sean’s email address. Review access and document downloads are recorded.

We retain submitted boarding records and documents while needed for the boarding process and the business relationship, subject to applicable recordkeeping obligations. Partially submitted information may remain in protected storage if an upload is interrupted. Contact sean@guidedpayments.com to request access, correction, or deletion. Essential security cookies support reviewer sign-in; customers do not need an account.

Statement analysis

The statement analyzer collects the processing statement you upload. After seeing your summary, you can enter your email to request the full report. With your permission, the statement is sent to Anthropic for AI analysis. We use the results to summarize processing costs and help you review your payment setup. Cover account numbers and other identifiers before uploading when possible; they are not needed for this review.

Uploads, contact details, and analysis results are encrypted before storage in our private Supabase storage. Resend delivers the full summary to the email address you enter and to sean@guidedpayments.com. The original statement is not attached to those emails. The emailed report is designed to omit account, tax, and personal identity numbers. AI extraction can make mistakes, so verify the report against your statement with Sean.

Statement records are retained as needed for your requested review and follow-up, subject to applicable recordkeeping obligations. You can request access, correction, or deletion at sean@guidedpayments.com. Submitting a statement does not subscribe you to automated prospect outreach.