Effective Date: April 17, 2026 | Last Updated: June 19, 2026
Anchor Filings ("we," "us," or "our") operates the website at anchorfilings.com and provides business formation, registered agent, trademark, compliance, and related services. This Privacy Policy explains what personal information we collect, why we collect it, how we use and protect it, and your rights regarding that information.
By using our website, client portal, or services, you agree to the practices described in this policy. If you do not agree, please do not use our services.
1. Information We Collect
1.1 Information You Provide Directly
We collect information that you voluntarily submit when placing an order, creating an account, completing our client questionnaire, or contacting us:
- Account Information: First name, last name, email address, phone number, and password when you create a client portal account.
- Order Information: Business name, services selected, order notes, and billing details.
- Business Formation Details: Desired entity name, entity type, management structure, business purpose, effective date preferences, and alternate name choices.
- Officer/Member/Director Information: Full legal names, titles, street addresses, city, state, ZIP code, and ownership percentages of business owners, members, managers, directors, and officers.
- Registered Agent Designation: Whether you designate Anchor Filings, yourself, or a third party as your registered agent, along with the agent's name and physical address.
- Tax Identification Information: Social Security Numbers (SSN), Individual Taxpayer Identification Numbers (ITIN), or Employer Identification Numbers (EIN) submitted for EIN applications, BOI filings, or responsible party changes. We encrypt this data in transit and do not retain it after the relevant filing is submitted to the IRS or FinCEN.
- Beneficial Ownership Information: Full legal name, date of birth, residential address, and government-issued identification document details (type, number, issuing jurisdiction) for FinCEN BOI filings.
- Trademark Information: Mark descriptions, goods/services classifications, use-in-commerce dates, and related trademark application details.
- Domain Information: Preferred domain names, current registrar details, and DNS configuration preferences.
- Operating Agreement Details: Member information, profit-sharing arrangements, voting requirements, departure/buyout terms, and dissolution triggers.
- DBA/Trade Name Information: Trade name, legal entity behind the DBA, county of registration, and business address.
- Communication Content: Messages you send through the client portal messaging system, email correspondence, and phone call notes.
- Survey Responses: How you heard about us, your timeline preferences, and optional feedback.
1.2 Information Collected Automatically
- Device and Browser Information: Browser type and version, operating system, screen resolution, and device type.
- Usage Data: Pages visited, time spent on pages, click patterns, and navigation paths.
- Network Information: IP address, approximate geographic location (city/state level), and referring URL.
1.3 Information from Third Parties
- Google OAuth: If you sign in with Google, we receive your name, email address, and profile photo from Google. We do not access your Google contacts, calendar, or other Google services.
- Supabase Authentication: Our authentication provider processes login credentials and generates session tokens on our behalf.
2. How We Use Your Information
We use the information we collect for the following purposes:
- Service Delivery: To prepare and file formation documents, trademark applications, EIN applications, BOI reports, annual reports, amendments, dissolutions, DBA registrations, and other filings with the Wisconsin DFI, IRS, USPTO, FinCEN, and county offices.
- Account Management: To create and maintain your client portal account, display your order history, and manage document delivery.
- Registered Agent Services: To receive legal documents on your behalf at our Madison, WI address and notify you through your client portal.
- Compliance Monitoring: To track filing deadlines, send renewal reminders, and alert you to upcoming compliance obligations.
- Communication: To respond to inquiries, send order updates, deliver filed documents, and provide support.
- Identity Verification: To verify your identity via email and phone (SMS) one-time passcode verification when accessing the client portal.
- Improvement: To analyze usage patterns and improve our website, services, and user experience.
- Legal Compliance: To comply with applicable laws, regulations, and legal processes.
3. How We Share Your Information
We do not sell your personal information. We share information only in the following circumstances:
3.1 Government Agencies (Required for Service Delivery)
To fulfill the services you purchase, we submit your information to:
- Wisconsin Department of Financial Institutions (DFI): Entity formation filings, amendments, annual reports, dissolutions, and certificates of good standing.
- Internal Revenue Service (IRS): EIN applications (Form SS-4) and responsible party changes (Form 8822-B).
- U.S. Patent and Trademark Office (USPTO): Federal trademark registration applications and office action responses.
- Financial Crimes Enforcement Network (FinCEN): Beneficial Ownership Information reports. This data is stored in a confidential federal database accessible only to law enforcement and authorized financial institutions.
- Wisconsin County Register of Deeds: DBA/trade name registrations.
3.2 Service Providers
- Supabase: Our database and authentication provider. Hosts your account data, order records, documents, and messages. Data is stored in the United States.
- Twilio Verify: Delivers SMS one-time passcodes for phone verification. Phone numbers and verification metadata are processed by Twilio under their privacy policy.
- Domain Registrar: When you purchase domain services, we interact with our domain registrar partner (OpenSRS) to register or manage domains on your behalf. You retain full ownership of your domain at all times.
3.3 Legal Requirements
We may disclose your information if required by law, court order, subpoena, or government investigation, or if we believe disclosure is necessary to protect the rights, property, or safety of Anchor Filings, our clients, or the public.
4. Data Security
- All data transmitted between your browser and our servers is encrypted using TLS/HTTPS.
- Sensitive information (SSNs, ITINs, government ID numbers) is encrypted in transit and not retained after the relevant filing is submitted.
- Our database uses Row-Level Security (RLS) policies, ensuring that each client can only access their own data.
- Client portal access requires two-factor verification (email + phone OTP).
- Admin access is restricted to authorized Anchor Filings staff with verified accounts.
- Documents uploaded to your portal are stored in private, non-public storage buckets.
While we implement industry-standard security measures, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security.
5. Data Retention
- Account Data: Retained for as long as your account is active, plus 7 years after closure for legal and compliance purposes.
- Order and Filing Records: Retained for a minimum of 7 years for business and tax record-keeping.
- Tax Identification Numbers (SSN/ITIN): Encrypted in transit and deleted immediately after the relevant filing is submitted. We do not store these numbers.
- Messages: Retained for the duration of the active client relationship plus 3 years.
- Compliance Data: Deadlines, reminders, and compliance records are retained for 7 years or the life of the associated entity, whichever is longer.
- Documents: Filed documents remain in your portal for as long as your account is active.
6. Cookies and Local Storage
We use the following browser storage technologies:
- localStorage: To persist your shopping cart contents, in-progress questionnaire responses, and authentication session tokens. This data stays on your device and is not transmitted to third parties.
- Session Cookies: Supabase sets session cookies to maintain your authenticated state in the client portal.
- Google Translate: Our website offers language translation via Google Translate. When you select a language other than English, Google Translate loads scripts from
translate.google.com and may set cookies (e.g., googtrans) on your device. Page content is transmitted to Google's servers for translation. Google's use of this data is governed by Google's Privacy Policy. The translation feature is optional and no data is sent to Google unless you activate it.
We do not use advertising cookies or tracking pixels. We do not participate in cross-site tracking or behavioral advertising networks.
7. Your Rights
You have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you.
- Correction: Request that we correct inaccurate or incomplete information.
- Deletion: Request that we delete your personal information, subject to our legal retention obligations. Note that information already submitted to government agencies (DFI, IRS, USPTO, FinCEN) cannot be recalled by us.
- Portability: Request your data in a structured, commonly used format.
- Objection: Object to certain uses of your information where we rely on legitimate interests.
- Account Closure: Close your client portal account at any time by contacting us.
To exercise any of these rights, contact us at support@anchorfilings.com or call (608) 218-4558. We will respond within 30 days.
8. Children's Privacy
Our services are designed for adults forming or managing business entities. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected data from a minor, we will delete it promptly.
9. State-Specific Rights
Wisconsin Residents
Wisconsin does not currently have a comprehensive consumer data privacy statute. However, we comply with all applicable Wisconsin laws regarding data protection, data breach notification (Wis. Stat. § 134.98), and consumer protection.
California Residents (CCPA/CPRA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect and share, the right to delete, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your rights, contact us using the information below.
10. Third-Party Links
Our website may contain links to third-party websites (government agencies, domain registrars, etc.). We are not responsible for the privacy practices of those websites. We encourage you to review their privacy policies.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Material changes will be communicated via email to active account holders. Continued use of our services after changes are posted constitutes acceptance of the revised policy.
12. Contact Us
If you have questions about this Privacy Policy or wish to exercise your data rights:
Anchor Filings
345 W Washington Ave
Suite 301-2046
Madison, WI 53703
United States
Email: support@anchorfilings.com
Phone: (608) 218-4558