By creating an account or using Planfirme, you agree to these Terms of Service and our Privacy Policy. If you do not agree, do not use the service. These terms apply to all users of Planfirme, including trial and paid subscribers. Planfirme, Inc. is operated from Texas, USA.
You must be at least 13 years old to use Planfirme. By using the service, you represent that you meet this requirement. If you are under 18, you must have a parent or guardian review and agree to these terms on your behalf.
COPPA Notice: Planfirme does not knowingly collect personal information from children under 13. If we learn that a user under 13 has created an account, we will delete that account and all associated data immediately. If you believe a child under 13 has used Planfirme, contact us at hello@planfirme.app.
You are responsible for maintaining the security of your account. Planfirme uses magic link authentication — a secure, passwordless login sent to your email. Do not share your login links with others. You are responsible for all activity that occurs under your account. If you suspect unauthorized access, contact us immediately at hello@planfirme.app with "Security Issue" in the subject line.
Planfirme is designed to help people plan life's important moments together. You agree to use it lawfully and respectfully. You may not use Planfirme to:
You own the content you create in Planfirme — your projects, tasks, messages, photos, decisions, and notes. By uploading content, you grant Planfirme a limited, non-exclusive license to store, process, and display that content solely for the purpose of delivering the service to you.
We do not sell your content. We do not use your content for advertising. We do not use your content to train AI models.
You are responsible for ensuring that content you upload — including photos — does not violate the rights of others or our Community Guidelines. Photos are automatically reviewed for safety before being stored.
Planfirme offers a 14-day free trial and paid subscription plans. No credit card is required for the trial. Paid plans are billed monthly or annually through Stripe, our payment processor. By subscribing, you authorize recurring charges to your payment method.
Your data belongs to you. When you cancel your subscription or your trial ends, your account moves to read-only mode. Your projects, tasks, messages, photos, and all associated data are retained indefinitely. There is no expiration window and no deletion deadline.
If you resubscribe at any time, everything is restored immediately, exactly where you left off.
If you request account deletion by contacting hello@planfirme.app, we will permanently delete all your data within 30 days. This action is irreversible. We recommend exporting your project data as a PDF before requesting deletion.
Planfirme offers an embeddable booking widget that business owners (Planfirme subscribers) may place on their own websites or share with their clients. When a client of a Planfirme subscriber uses the booking widget, that client's name, email address, requested service, and selected appointment time are collected and stored in Planfirme's database on behalf of the subscribing business owner.
Planfirme acts as a data processor in this context, not a data controller. The business owner (Planfirme subscriber) is the data controller responsible for their clients' data. Planfirme stores this data solely to deliver the booking and planning service to the business owner.
Planfirme does not process, hold, facilitate, or transfer payments between business owners and their clients. The booking widget is a scheduling and communication tool only. All payment arrangements, deposits, cancellation fees, and refunds are made directly between the business owner and their client using the business owner's own payment methods (such as Zelle, Square, Cash App, Venmo, or any other method they choose).
Planfirme is not a party to any transaction between a business owner and their client. Planfirme shall not be liable for any disputes, claims, losses, injuries, or damages arising out of or related to the services provided by business owners to their clients, including but not limited to:
By using the booking widget as a business owner, you agree to indemnify, defend, and hold harmless Planfirme, Inc., its officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or related to your use of the booking widget or disputes with your clients.
We work hard to keep Planfirme available and reliable. However, we do not guarantee uninterrupted access. We may occasionally take the service offline for maintenance, updates, or reasons beyond our control. We will communicate planned downtime in advance where possible.
You may close your account at any time by contacting us at hello@planfirme.app. We may suspend or terminate accounts that violate these terms, with or without notice depending on the severity of the violation. Upon termination, your data is retained in read-only mode until you request deletion per Section 7.
Planfirme includes a Tax Season Planning project type designed to help users organize their tax preparation activities, including tracking expenses, logging mileage, gathering documents, and preparing for meetings with tax professionals.
Planfirme is not a tax preparation service and does not provide tax, legal, financial, or accounting advice. Nothing in Planfirme — including the Tax Season Planning project type, expense categories, mileage calculations, deductibility suggestions, or any content generated within the app — constitutes tax advice or should be relied upon as such.
The IRS standard mileage rate displayed in Planfirme is provided for reference only. You are responsible for verifying the current rate at IRS.gov. Any expense marked as "deductible" reflects your own designation, not a determination by Planfirme. Consult a licensed CPA, Enrolled Agent, or qualified tax professional before making any tax-related decisions.
Planfirme is provided "as is" and "as available" without warranties of any kind, express or implied. We do not warrant that the service will be error-free, uninterrupted, or meet your specific requirements.
To the fullest extent permitted by law, Planfirme shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of Planfirme. Our total liability to you for any claim arising from use of the service shall not exceed the amount you paid us in the 12 months preceding the claim.
If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, the following applies to you in addition to the rest of these terms.
Lawful basis for processing: We process your personal data on the following legal bases: (a) performance of a contract — to deliver the Planfirme service you signed up for; (b) legitimate interests — to operate, improve, and secure the service; (c) consent — where you have explicitly consented, such as for optional communications.
Your rights under GDPR include:
To exercise any of these rights, contact us at hello@planfirme.app. We will respond within 30 days. You also have the right to lodge a complaint with your local data protection authority.
International data transfers: Planfirme stores data in the United States. By using Planfirme, you consent to the transfer of your data to the United States. We use Standard Contractual Clauses and Data Processing Agreements with our sub-processors to ensure appropriate safeguards for your data.
Sub-processors: You may request our current sub-processor list by emailing hello@planfirme.app.
Depending on where you live in the United States, you may have additional privacy rights under state law.
To exercise any state privacy rights, contact us at hello@planfirme.app. We will respond within 45 days.
These terms are governed by the laws of the State of Texas, USA, without regard to its conflict of law provisions. Any disputes arising from these terms shall be resolved in the courts of Texas. For EU users, nothing in this section limits your rights to bring claims before your local courts or data protection authority as permitted by applicable law.
We may update these Terms of Service from time to time. We will notify you by email of material changes at least 14 days before they take effect. Continued use of Planfirme after changes take effect constitutes your acceptance of the updated terms. The current effective date is always shown at the top of this page.
Questions about these terms?
Contact us at hello@planfirme.app
Planfirme, Inc. · Texas, USA
For GDPR requests, data deletion, or state privacy rights — use the same email with "Privacy Request" in the subject line. For billing questions — use "Billing Question." For security issues — use "Security Issue."