Last updated: May 07, 2026
MainStreet offers cloud-based bookkeeping, tax credit discovery, entity formation, financial information storage and reporting, and related communication services to small and medium-sized businesses through our online platform, accessible via our website and mobile applications. Through this platform, our customers and professional partners can access the tools they need to power their businesses or the businesses of their clients. We refer to our platform, websites, and mobile applications collectively as our " Services".
This Privacy Policy applies to our Services and other interactions you may have with MainStreet, such as visiting our websites, customer service inquiries, attendance at events, etc. By using our Services, or otherwise interacting with MainStreet, you agree to the collection and use of your personal information in accordance with this Privacy Policy.
Our Services may contain links to other websites, products, or services that we do not own or operate. When using our Services, you may decide to share your data and any related personal information with a third-party service of your choice (for example, your accountant). Any processing of your information by these third parties is governed by their own privacy policies and terms. We recommend you carefully review their privacy policies and terms, as MainStreet is not responsible for such third-party services or how they manage your data.
Some of our Services are made available to you by our affiliates. Personal information supplied by you through our Services to our affiliates will be governed by this Privacy Policy.
Our Services are not intended for use by children and should only be accessed by individuals who are at least 18 years old and using our Services for business purposes. If we learn that we have inadvertently collected personal information of persons under the age of 18 years old, we shall immediately take steps to delete the information as soon as possible. If you learn that a child has provided us with personal information in violation of this Privacy Policy, then you may alert us at privacy@mainstreet.com.
Whether you are a customer using MainStreet to power your business or a professional partner using MainStreet to streamline services for your clients, we collect and use your personal information to provide you with our Services.
| What we collect | Why we collect it |
|---|---|
| Information you provide about you and your business, such as your name, company name, email address, phone number, business documents, financial statements, and tax information. |
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| Payment and billing information, such as your credit or debit card number. | To charge for our Services, products, and features |
| Information about the Services you purchased, obtained, or considered. |
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| Information about how you access our Services and your account, including information about the device and browser you use, your network connection, your IP address, and details about how you browse and interact with our websites and platform. |
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| Customer support information (such as questions and issues) and general feedback that you choose to provide (for example, app reviews). |
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| Audio and video information (such as recordings when you call us for customer support) only with consent. |
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| Information, such as firmographic or demographic data, we receive from other third parties, including referral, promotional, and joint marketing partners and business partners who provide complementary services or products to our Services. |
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We collect the following personal information about you when you visit our website or contact us through our website:
| What we collect | Why we collect it |
|---|---|
| Information that you provide us about yourself, like your name, address, email address, business name, and phone number. |
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| Information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse through our apps and sites, including search terms you may enter. |
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| Information about the Services or MainStreet products you considered purchasing. |
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| Information you provide us for surveys, contests and events (such as webinars or in-person events), including your contact information, your business name and address, and general information about your organization that you choose to provide, such as annual company revenue, number of employees, and industry. |
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| Inferences that are drawn from your preferences, characteristics, or behavior while visiting or interacting with our website or our Services. |
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We may collect the following personal information about you when you work for MainStreet:
| What we collect | Why we collect it |
|---|---|
| Personal information that you provide us about yourself, like your name, address, email address, phone number, government-issued identification (such as your social security number, driver's license number, taxpayer identification numbers), and your education (such as your degrees and schooling, licenses and professional memberships). |
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| Personal information you provide to us for health and safety purposes, such as emergency contact information, health and disability information, workers' compensation records. |
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| Workplace performance and evaluation information that we collect on your behalf, such as performance reviews, training and certificates, disciplinary records. |
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| Information collected when using devices for work-related purposes, such as device information, encryption status, security settings, remote wipe capability, installed applications, website URLs accessed, network connection details, and data usage. |
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We may collect the following personal information about you directly from you, from hiring partners, or from third parties such as employee referrals when you apply for or are considered for a position with MainStreet:
| What we collect | Why we collect it |
|---|---|
| Personal information about you provided by current or former employees, contractors, or other third parties in connection with a referral or recommendation (such as your name, contact information, professional background, and relationship to the referrer). |
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| Personal information you provide us or we process at the direction of hiring partners, such as your professional and employment history (such as your resume or CV, past employment experience, occupations and titles, your LinkedIn profile or other social media handles), your eligibility to work in the role's location, and your education (such as your degrees and schooling, licenses and professional memberships). |
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| Personal information you provide via a third-party vendor for background checks. |
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| Information you provide us or we process at the direction of hiring partners during the recruitment process including oral, visual or written communications (such as recordings of your interview) and technical and personality assessments. |
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In order to offer our Services to prospective customers who might find our Services useful, we collect personal information, such as names, emails addresses, and phone numbers, from public sources and business partners, current customers and accountant clients who provide referrals for our Services. If you visit our website, we may also collect information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse and interact with our websites and platform.
We use the personal information we collect from you (the "Collected Information") to (i) provide you with our Services, (ii) fulfill a contractual obligation (for example, to process your subscription payments), (iii) improve our Services, or (iv) further a legitimate business interest. A legitimate business interest includes, but is not limited to:
Any information we collect in connection with a legitimate business interest may be shared with our affiliates and business partners to better understand business trends, such as how our products and services are used.
We may use information that is aggregated or de-identified so that it is no longer reasonably associated with an identified or identifiable natural person for any business purpose.
We may also collect and use your personal information for any other purpose to which you consent.
Depending on your use of our Services and where you reside, you may have the right to request access to, correct, amend, delete, download, or object to certain uses of certain personal information (for example, by unsubscribing from direct marketing emails).
We may share your personal information in the following circumstances:
We also share certain categories of personal information with third parties to provide personalized online advertising and with third parties for their direct marketing purposes. Under the California Consumer Privacy Act ("CCPA"), some of this information sharing may be broadly considered a "sale" of Personal Information (as such term is defined in the CCPA). Except for this type of sharing, we do not sell your Personal Information. We share identifiers (such as name, email address, IP address and online identifiers), commercial information, internet or other electronic network activity information, and inferences drawn from personal information with third parties for these purposes.
All categories above exclude text messaging originator opt-in data and consent. This information will not be shared with third parties except with aggregators and service providers where necessary to deliver text messaging services.
Our Services are managed by MainStreet which is headquartered in the United States and operates from locations around the world. Our Services are hosted in the United States and individuals located within the United States are permitted to use our Services. If you circumvent MainStreet's measures restricting our Services to the United States and use our Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, please note that in doing so you are transferring your personal information outside of those regions to the United States for storage and processing. Also, we may transfer your personal information from the United States to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating our Services. By providing any information, including information from or about you or your devices, on or to our Services, you consent to such transfer, storage, and processing.
MainStreet is a United States company, serving US persons and businesses, and as such, we and our affiliates may be subject to various legal compliance and reporting obligations that require us to retain your personal information for a specific period of time which may be beyond the time when you stop using our Services.
We maintain appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
We use cookies and similar technologies to enhance your experience with our Services, analyze usage patterns, and provide personalized content. You can control cookie settings through your browser preferences.
If you provide your phone number and consent to receive SMS messages from MainStreet, we will send you text messages related to R&D tax credit eligibility and related services. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. Reply HELP for assistance.
Text messaging originator opt-in data and consent information will not be sold or shared with third parties or affiliates for their own marketing purposes.
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and updating the "last updated" date. By continuing to use our Services, you confirm that you agree to the updated Privacy Policy. If you do not agree with the changes to this Privacy Policy, you must immediately stop using our Services and close your account within 30 days of the change.
If you have any questions about this Privacy Policy or our privacy practices, please contact us at:
MainStreet Inc.
Email: privacy@mainstreet.com
Phone: +1 (888) 760-1940