Cloud Ledger Solutions LLC, doing business as HomeField Tax ("we," "us," or "our"), helps New York property owners reduce their property-tax assessments. This policy explains how we handle information through our website, signup process, customer portal, documents, electronic signatures, payments, and communications.

Using our website does not authorize us to represent you. Representation requires a separate service agreement and written authorization for your property.

1. Information we collect

Information you provide

We collect information you give us when you check a property, contact us, apply for our services, or manage an assessment matter:

Contact and ownership details: your name, email, phone number, mailing and property addresses, ownership or occupancy information, and communication preferences.
Property and case information: assessments, taxes, exemptions, property features, purchase and sale history, photographs, appraisals, tax bills, closing documents, comparable sales, correspondence, filings, and decisions.
Agreements and transactions: account information, authorizations, service agreements, signatures, invoices, payment status, refunds, and disputes.
Communications and referrals: messages, support requests, call notes, and information about co-owners, agents, or referrals. Please provide another person's information only when you are authorized to do so.

Information collected when you use our services

We collect device and activity information, including IP addresses, browser and device details, pages visited, referring websites, times, and interactions. We also keep access, authentication, error, security, and fraud-prevention logs.

When you sign electronically, we keep evidence of the signing process, including your device and IP address, the wording you accepted, and the timing of document views, completed fields, and signatures. These records help prevent fraud and document your agreement. They form part of the certificate of completion attached to your signed copy.

We also measure responses to campaign links, QR codes, and personalized mail. Section 4 explains our website tracking and your choices.

Public records and other sources

We obtain ownership, property, assessment, sales, and deed information from government records and other lawful sources. This can include information about owners who have never contacted us.

We use these records to evaluate properties, market our services, avoid duplicate representation, support authorized assessment matters, and maintain business records. You can ask us to stop direct marketing to you. That request does not change public records, and we may keep information needed to honor your request or meet legal, security, and recordkeeping obligations.

2. How we use information

We use information to:

Evaluate your property and respond to inquiries.
Verify identity, ownership, signing authority, eligibility, and whether another representative is involved.
Prepare and manage agreements, filings, evidence, assessment matters, invoices, and payments.
Operate accounts, document uploads, electronic signing, support, and security.
Send service communications and permitted marketing, and maintain opt-out records.
Understand website use, identify problems, and measure which campaigns lead to inquiries and signups.
Prevent fraud and duplicate filings, investigate incidents, enforce agreements, meet legal requirements, and protect rights and safety.

We may create aggregated or de-identified information to analyze and improve our services.

We share information as needed with:

Service providers supporting hosting, databases, sign-in, security, document storage, electronic signatures, messaging, analytics, billing, and payments.
Assessment authorities and other participants in your matter, including review commissions, courts, clerks, and government agencies. Information filed in a proceeding may become a public record.
Professional advisers and support providers, such as attorneys, accountants, appraisers, insurers, consultants, and collection providers.
People you authorize, such as a co-owner or agent.
Authorities or other parties when required by law or reasonably necessary to protect rights, safety, security, or our services.
A buyer, investor, lender, or successor in a financing, merger, acquisition, reorganization, bankruptcy, or business sale, subject to appropriate safeguards.

We do not sell personal information for money, or sell, rent, or license our homeowner database. Section 4 explains what we share with analytics and advertising services, and your choices.

4. Cookies, analytics, and advertising

Cookies needed for the service. We use cookies to support sign-in, bot protection, electronic signing, and payments. Turning off optional tracking does not disable them.

Our signup-step log. We record which steps visitors reach, such as starting an address search or completing a signup, with a random browser-tab identifier, campaign information, device type, and timing. It does not contain the address you type, your name, email, or parcel number. We can connect these steps to an application you submit from the same tab. This log continues when you turn off optional tracking.

Analytics and session replay. We use an analytics service to measure visits and signup steps. It receives a random browser identifier, IP address, browser details, campaign information, and filtered page addresses, and uses cookies to recognize returning browsers. We may also record visits to our website, signup pages, and customer portal to see how people use them. We mask your name, email, and phone number when you type them. We never record card numbers or your signature.

Advertising. We use advertising services to measure signups and show ads to people who visited our website. When you arrive through an ad, we may store its click identifier for up to 90 days and share it with that platform when you complete a signup. Tracking on this site names the providers and what each receives.

Your choices. Turn off analytics stops optional analytics, recording, and advertising tracking. We also honor Global Privacy Control. These choices do not disable features needed to provide and secure our services or delete information already collected.

5. Retention and security

We keep information for as long as reasonably needed to provide our services and meet business, legal, tax, accounting, filing, security, and dispute-resolution needs. We also retain records needed to honor opt-outs. The period depends on the information and its purpose.

When we no longer need information, we delete, de-identify, or securely dispose of it, subject to backup schedules and legal holds.

We maintain administrative, technical, and physical safeguards appropriate to our business and the information we hold. No system is completely secure. We will provide notice of a security incident when the law requires it.

6. Your choices and requests

Marketing email: use the unsubscribe link in the message.
Direct mail and public-record marketing: contact us to request removal from our marketing lists. Include enough information to identify the person or property.
Optional tracking: use Turn off analytics or your browser's Global Privacy Control. Our signup-step log continues.
Access, correction, deletion, or account closure: email privacy@homefieldtax.com. We may verify your identity and authority before acting.

The rights available to you depend on applicable law. We consider reasonable requests, but may retain information needed for an active matter, agreement, invoice, government record, legal claim, security purpose, or opt-out list. We cannot change records held by government agencies.

Consent to marketing is separate from service communications. We may continue communications needed to answer your inquiry, manage your matter or account, process a payment, or meet a legal obligation after a marketing opt-out.

Text messages and your mobile number

If you tick the optional SMS box when you sign up, we may text you about your assessment matter. That box is separate from the rest of the form, is never pre-ticked, and leaving it unticked does not affect your application or the price you pay.

You will receive up to 10 messages per filing season, depending on the stage of your matter: a reminder if a signature is outstanding, confirmation when we file your application, and notice of a determination. Message and data rates may apply.

Reply STOP to any message to stop them, or HELP for help. You can also contact us using the details below.

We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. Our service providers may store these records or use them to deliver messages on our behalf, solely for those purposes. They may not use the information for their own marketing or promotional purposes. We may also disclose it where the law requires. We do not sell, rent, or license mobile phone numbers.

7. Children and service area

Our services are intended for adults 18 or older and New York property matters, although people elsewhere may visit our website. We do not knowingly collect personal information directly from children under 13. If you believe a child has provided information, contact us so we can investigate and take appropriate action.

8. Third-party services

Government websites, payment services, and other third parties may have their own privacy notices. Those notices govern their independent activities. This policy describes our own collection, use, and disclosure of information.

9. Changes to this policy

We will post revisions here and update the date. We will give additional notice when required by law or when a change materially affects how we use information already collected.

10. Contact us

Cloud Ledger Solutions LLC d/b/a HomeField Tax
c/o Republic Registered Agent Services Inc.
54 State Street, Suite 804
Albany, New York 12207
Email: privacy@homefieldtax.com

This is our mailing address for privacy correspondence and legal notices, not our principal office or a Nassau County business location.

Privacy Policy