This Privacy Policy explains how Monterra ("Monterra," "we," "us," or "our") collects, uses, discloses, and safeguards information when you use our short-term rental occupancy tax platform, website, and related services (collectively, the "Services").
Contents
01Information We Collect
We collect information you provide directly, information generated through your use of the Services, and information from third-party integrations you authorize.
Information you provide
- Account details: name, business name, email address, phone number, and login credentials.
- Billing information: payment method details, billing address, and transaction history, processed through our payment providers.
- Property & tax data: listing addresses, jurisdiction details, reservation and revenue records, and other information needed to calculate, file, and remit occupancy taxes.
- Communications: messages, support requests, and feedback you send us.
Information collected automatically
- Usage data: pages viewed, features used, and actions taken within the Services.
- Device & log data: IP address, browser type, operating system, and timestamps.
- Cookies and similar technologies: see Section 8.
Information from third parties
When you connect a property management system, booking platform, or accounting tool, we receive reservation, revenue, and tax-related data from those services in accordance with the permissions you grant.
02How We Use Information
We use the information we collect to:
- Provide, operate, and maintain the Services, including calculating, preparing, filing, and remitting occupancy taxes;
- Authenticate users, process transactions, and manage subscriptions;
- Communicate with you about your account, filings, deadlines, and service updates;
- Provide customer support and respond to inquiries;
- Detect, prevent, and address fraud, security incidents, and technical issues;
- Improve and develop new features, and analyze how the Services are used;
- Comply with legal, regulatory, and tax-authority obligations.
03Legal Bases for Processing
Where required by law (for example, under the GDPR), we rely on the following legal bases: performance of a contract with you; compliance with legal obligations; your consent (which you may withdraw at any time); and our legitimate interests in operating and improving the Services, provided those interests are not overridden by your rights.
04How We Share Information
We do not sell your personal information. We share information only as described below:
- Tax authorities and government agencies: to file returns and remit taxes on your behalf.
- Service providers: vendors that support hosting, payment processing, analytics, and customer support, bound by confidentiality obligations.
- Integration partners: platforms you connect, limited to what is needed to deliver the Services.
- Legal and safety: when required by law, subpoena, or to protect the rights, property, or safety of Monterra, our users, or others.
- Business transfers: in connection with a merger, acquisition, financing, or sale of assets, subject to this Policy.
05Data Retention
We retain information for as long as your account is active and as needed to provide the Services. Tax and filing records are retained for the periods required by applicable law and tax authorities, which may extend beyond account closure. We delete or anonymize information when it is no longer required.
06Data Security
We implement administrative, technical, and physical safeguards designed to protect your information, including encryption in transit and at rest, access controls, and regular security reviews. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
07Your Rights & Choices
Depending on your location, you may have the right to access, correct, delete, or port your personal information, to object to or restrict certain processing, and to withdraw consent. To exercise these rights, contact us using the details in Section 12. We will respond within the timeframe required by applicable law.
08Cookies & Tracking
We use cookies and similar technologies to keep you signed in, remember your preferences, and understand how the Services are used. You can control cookies through your browser settings. Disabling some cookies may affect the functionality of the Services.
09International Transfers
We may process and store information in countries other than where you reside. Where we transfer personal information across borders, we use appropriate safeguards, such as standard contractual clauses, to protect your information.
10Children's Privacy
The Services are intended for businesses and users aged 18 and older. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will delete it.
11Changes to This Policy
We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last updated" date above and, where appropriate, notify you. Your continued use of the Services after changes take effect constitutes acceptance of the revised Policy.
12Contact Us
If you have questions about this Privacy Policy or how we handle your information, contact us at hello@monterratax.com.