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Privacy

Privacy Policy

Effective Date: This Privacy Policy becomes effective for each user on the date the user first accesses or uses the Service after its publication.

Last Updated: July 22, 2026

Harmonize LLC ("Harmonize," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use the Harmonize platform, including our website, web application, and related services (collectively, the "Service").

By using the Service, you consent to the practices described in this Privacy Policy.


1. Information We Collect

Information You Provide

Teacher Data:

  • Name, email address, phone number, birthday
  • Business name and address (if applicable)
  • Last 4 digits of Social Security number (for Stripe identity verification)
  • Profile information and preferences
  • Full bank account information and tax identification numbers are collected by Stripe directly — Harmonize does not store full SSN, full bank account numbers, or full tax IDs

Parent/Guardian and Primary Contact Data:

  • Name, email address, phone number
  • Payment method information (collected and stored by Stripe — we do not store full card numbers or bank account details)
  • Communication preferences

If a student is at least 18 years old and serves as their own Primary Contact (as defined in the Terms of Service, Section 4), the same categories of data above are collected from that adult student directly.

Student Data:

  • Name, birthdate, instrument, skill level
  • Lesson schedule, progress notes, and attendance records
  • Phone number or email address (if added by teacher or parent/guardian for platform access)

Student data is provided by their teacher or parent/guardian, not collected directly from students.

Content You Upload:

  • Lesson notes, assignments, messages, and file attachments

Dispute Data:

  • Dispute reason, notes, responses, and resolution details

Prospective Users and Communications With Us:

  • If you contact us or submit a form on our website (such as a demo, invite, or contact request), we collect the information you provide — typically your name, email address, and any message you include — so we can respond and follow up.

Prospective Customers (Outreach):

  • We collect business contact information for music teachers and studios — such as a name, business email address, studio or business name, website, and public listing details — from publicly available sources (for example, public studio directories, business listings, and a teacher's own public website) in order to introduce Harmonize to prospective customers.
  • We use this information to send outreach communications about Harmonize and to measure the effectiveness of that outreach. Our basis for this processing is our legitimate interest in reaching independent music teachers who may benefit from the Service.
  • Every outreach message includes an unsubscribe option. If you no longer wish to hear from us, you may opt out or request deletion of your information at any time (see Section 9); we honor opt-outs across all of our sending channels.
  • We do not sell or share this information, and we do not use it for any purpose other than the outreach described here.

Information Collected Automatically

When you use the Service, we may automatically collect:

  • Device information (browser type, operating system, device type)
  • IP address and approximate location
  • Usage data (pages visited, features used, session duration)
  • Cookies and similar tracking technologies (see our Cookie Policy)
  • Session replay data — Sentry captures screen recordings of user sessions for error diagnosis and debugging. Recordings are not anonymized: text content is not masked and media is not blocked, so replays may include information visible on screen (see our Cookie Policy and Section 6)

E-Signature Evidence

For each electronic signature within the Service, we collect:

  • Your name and, where you draw or type a signature, the signature you provide
  • IP address at the time of signing
  • Device fingerprint (a probabilistic identifier computed in your browser from device and browser characteristics)
  • Timestamp of the action
  • The exact disclosure or agreement text presented, and — for signed lesson agreements — the rendered agreement document and its cryptographic hash
  • Blockchain-anchored timestamp attestation (via OpenTimestamps) for independent verification — only a cryptographic hash leaves Harmonize, never your personal information

SMS Consent Records

For each SMS consent, we record:

  • Consent type (transactional, reminder, or marketing)
  • Opt-in method, timestamp, IP address, and user agent
  • The exact disclosure text shown at the time of consent

Mobile opt-in information and phone numbers collected for SMS communications will never be shared with, sold to, or transferred to third parties or affiliates for marketing or promotional purposes.

SMS to contacts without prior consent: If a contact's phone number is provided by a teacher without an active SMS consent record (either teacher attestation or direct opt-in), Harmonize does not send SMS communications to that number. The contact must provide explicit consent — by signing in to their portal, opting in through a teacher-initiated consent flow, or replying START to an initial message — before SMS delivery is enabled.

AI Interaction Data

When you use AI-assisted features, we collect:

  • Prompts and queries submitted to AI features
  • AI-generated responses
  • Full audit log of AI-initiated actions

Voice and Phone Call Data

When you use voice features or call our AI assistant by phone, we collect:

  • Audio of your voice during the session, which is streamed in real time to our voice AI provider for transcription and spoken response
  • Transcripts of voice and phone conversations, stored with your other messages
  • For inbound phone calls: the calling phone number, call timestamps, and call duration

Harmonize does not store standalone audio recordings of voice sessions or phone calls; conversation transcripts are retained with your account data.


2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain the Service
  • Process payments and facilitate transactions between teachers and Primary Contacts (as defined in the Terms of Service, Section 4)
  • Calculate, collect, and remit applicable sales tax on Harmonize subscription and platform fees, based on your billing address
  • Send transactional communications (invoices, receipts, lesson reminders, schedule changes, periodic tax statements)
  • Deliver SMS messages in accordance with the Telephone Consumer Protection Act (TCPA) (see our Terms of Service, Section 9)
  • Facilitate disputes between teachers and Primary Contacts
  • Provide AI-assisted features (scheduling, messaging, billing actions, voice and phone-based assistance, and bulk import of contacts you provide)
  • Verify electronic signatures and maintain signature evidence
  • Provide customer support
  • Improve and develop new features for the Service
  • Monitor usage patterns and analyze trends (PostHog analytics, Sentry error monitoring)
  • Capture session replays for debugging and improving user experience
  • Detect and prevent fraud, abuse, and security incidents
  • Comply with legal obligations

We do not sell your personal information.


3. Payment Data

Harmonize uses Stripe, Inc. to process all payments. We do not store, collect, or have access to:

  • Full credit or debit card numbers
  • Full bank account numbers
  • Full Social Security numbers or full tax IDs (these are collected directly by Stripe)

We do store:

  • Last 4 digits of SSN (for Stripe identity verification)
  • Stripe customer IDs and connected account IDs
  • Transaction records (amounts, dates, invoice details)
  • Payment status and payout history
  • Payout schedule and hold status
  • Dispute-related financial records

All sensitive financial data is handled by Stripe in compliance with PCI-DSS Level 1 standards. For more information, see Stripe's Privacy Policy.

ACH Payments and Plaid

ACH bank account verification is processed via Plaid. Plaid collects bank credentials directly — Harmonize receives a verified bank account token, not your bank credentials. Plaid's collection and use of your data is subject to Plaid's Privacy Policy.

Offline Payments

Teachers may record offline payment methods (cash, check, or other) within the platform. Offline payments are not processed through Harmonize, and no financial data is transmitted or stored for these transactions beyond the teacher's records.


4. AI Data Processing

Harmonize offers AI-assisted features, including our AI assistant ("Aria"), powered by third-party large language model (LLM) providers — which may include OpenAI, Anthropic, and Cerebras — accessed exclusively via their API endpoints. Voice and phone-based AI features additionally use ElevenLabs to convert your speech to text and generate spoken responses. AI features may act on your behalf and take actions automatically, including generating and sending messages to parents/guardians and students, as described in our Terms of Service, Section 10.

What is sent to AI providers:

  • Conversation context (your prompts and relevant prior messages)
  • Relevant user data needed to fulfill the requested or automated action (contact names, schedules, billing information)

What is NOT sent to AI providers:

  • Passwords or authentication credentials
  • Full payment credentials (card numbers, bank account numbers)
  • Social Security numbers (including partial)

Data processing safeguards:

  • We maintain data processing agreements (DPAs) with these providers where one is offered; where a provider does not offer a separate DPA, we rely on its published data-processing commitments, including contractual terms that the provider does not retain or train on API inputs and outputs
  • AI providers accessed via API do not use your data to train their models
  • AI audit logs are retained as part of your account data
  • You can review AI-initiated actions in your account's audit trail

Voice AI: When you use voice or phone features, your audio and conversation context are sent to ElevenLabs to transcribe your speech and generate spoken responses in real time.

Bulk import: When you import a roster or contact file, the file you provide — which may include contact and student names, email addresses, and phone numbers — is processed in an isolated, short-lived cloud sandbox (provided by E2B) where an AI assistant parses the file and maps it to Harmonize records. The sandbox workspace is archived and torn down after the import completes.


5. Children's Privacy (COPPA)

The Service is designed for use by adult teachers and parents/guardians, not by children. We do not knowingly allow users under 13 to access the Service: where a student's birthdate on record indicates they are under 13, we block their login access and do not send them direct messages (SMS or email). Because we rely on the birthdate provided by the teacher or parent/guardian, these protections apply when a birthdate indicating an age under 13 is on record.

Student access to the Service is initiated by the teacher or parent/guardian who adds the student's contact information (such as a phone number or email address). Teachers and parents/guardians are responsible for not granting platform access to children under 13. If a student's birthdate on record indicates they are under 13, magic link login access is blocked and direct messages (SMS and email) to that student are not sent.

Student information — including names, lesson details, and progress records of minors — is provided to Harmonize by the student's teacher or parent/guardian. This information is used solely to provide the Service (scheduling, progress tracking, and billing). Children are never asked to sign agreements or authorize payments — signing and payment-consent flows are always directed to a parent, guardian, or adult Primary Contact.

Parents' Rights:

  • Parents or guardians may request to review, correct, or delete their child's personal information at any time by contacting their teacher or by emailing us at contact@harmonizewithus.com.
  • We will promptly delete a child's information upon a verified parental request.

If we discover that we have inadvertently collected personal information directly from a child under 13 without verified parental consent, we will delete that information promptly.


6. How We Share Your Information

We do not sell your personal information. We may share your information with:

Service Providers

We use third-party services to operate the platform:

ServicePurposeData Shared
StripePayment processing, payouts, and tax calculationTransaction data, payer info, billing address (for tax)
TwilioSMS and voice (telephony) deliveryPhone numbers, message content, call audio
MailgunTransactional and notification email deliveryEmail addresses, names, email content
Firebase / Google CloudInfrastructure, database, and authenticationAll service data (encrypted at rest and in transit)
PlaidACH bank account verificationBank account tokens
VercelWebsite hostingWeb traffic data
Google ReCaptchaBot detection and abuse preventionDevice/browser signals
PostHogProduct analyticsUsage data, page views, user identifiers (e.g., user ID, email) once signed in
SentryError monitoring and session replaysError context; session recordings (text not masked, may include on-screen PII)
OpenTimestampsSignature timestamp verificationDocument hashes (no PII)
OpenAI, Anthropic, CerebrasAI text features (via API)Conversation context, relevant user data
ElevenLabsVoice AI (speech-to-text, text-to-speech) for voice and phone assistantVoice audio, conversation context, relevant user data
E2BIsolated cloud sandbox for AI-assisted bulk importImported roster/contact files (names, emails, phone numbers)
Google Maps PlatformAddress autocompletePartial address text you type
ipapi.coIP geolocation (approximate location from IP) for signup, account recovery, and e-signature evidenceIP address
ipifyDetecting your IP address (for session/device context and e-signature evidence)IP address
SlackInternal operational alerts and support/AI escalationsContact-form submissions (name, email, message); support and AI escalation context

These services may receive student contact information (such as name, phone number, email, or lesson details) when necessary to perform their function — for example, to send SMS reminders, process payments that reference a student's lessons, or provide AI-assisted scheduling. Services without this marker do not receive student-identifying information.

These providers only access your data as necessary to perform their services and are bound by their own privacy policies and, where applicable, data processing agreements.

Teachers, Primary Contacts, and Students

  • Teachers can see contact information and student data for the families, students, and Primary Contacts enrolled in their studio.
  • Primary Contacts (and parents/guardians acting in that role) can see their teacher's business name and contact information.

Legal Requirements

We may disclose your information if required by law, subpoena, court order, or government request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

If Harmonize is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

Advertising and Marketing

We may use advertising and marketing tools — such as tracking pixels, conversion APIs, and retargeting tags — to measure campaign performance and reach prospective users. These tools may share anonymized or pseudonymized usage data (such as page visits or feature interactions) with advertising platforms. We do not sell your personal information to advertisers.

Outreach Attribution

If you arrive at our website through a personalized link in an outreach email, we set a first-party hz_prospect cookie containing a random prospect identifier (not your name or email). If you later sign up, we use that identifier to connect your signup to the outreach that reached you and to measure campaign effectiveness. This linking happens within our own systems and with our analytics provider (PostHog); the prospect identifier is not sold or shared with third parties for their own purposes. See our Cookie Policy.


7. Data Retention

  • Active accounts: We retain your data for as long as your account is active and as needed to provide the Service.
  • After deletion: When an organization is deleted, it enters a 90-day grace period during which it can be reactivated. After the grace period, the organization's personal and operational data (such as contacts, lessons, schedules, messages, and progress records) is permanently purged automatically. Certain records are retained beyond the grace period as required by law or for legitimate business needs — see the exceptions below. You may also request deletion of your data at any time (see below).
  • Payment and financial records: Retained for 7 years to comply with tax and financial reporting obligations.
  • Electronic signature and consent records: Signatures, signed agreements and revisions, schedule-change approvals, and related legal notices are retained for the life of the associated contract or agreement plus 7 years after it ends.
  • SMS consent records: Retained for the duration of the consent relationship plus 5 years (TCPA statute of limitations).
  • AI audit logs: Retained with account data.
  • Voice and phone transcripts: Retained with account data. Harmonize does not store standalone audio recordings of voice sessions or calls.
  • Dispute records: Retained with payment records (7 years).
  • Session replay data: 90 days (Sentry retention policy).
  • Prospective-customer (outreach) data: Retained for up to 24 months from our last outreach contact, after which it is deleted if the prospect has not become a customer.
  • Outreach suppression list: If you opt out of outreach or ask us not to contact you, we retain a minimal suppression record (such as your email address and the fact that you opted out) indefinitely, solely to ensure we do not contact you again. This is a deliberate, narrow exception to deletion, required to honor your opt-out.
  • Deletion requests: You may request deletion of your data at any time by contacting contact@harmonizewithus.com. We will honor verified requests within 30 days, subject to legal retention requirements (e.g., tax records, signature evidence, SMS consent records). Parents or guardians may request deletion of a minor's data at any time; see Section 5.

8. Data Security

We implement reasonable technical and organizational measures to protect your information, including:

  • Encryption of data in transit (TLS/SSL) and at rest
  • Access controls and authentication requirements
  • Regular security monitoring and incident response procedures
  • Secure cloud infrastructure (Google Cloud / Firebase)

No method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Breach Notification

In the event of a data breach affecting your personal information, we will notify affected users without unreasonable delay and in compliance with applicable state and federal law. Notification will include the nature of the breach, the types of data potentially affected, and steps you can take to protect yourself.


9. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request correction of inaccurate or incomplete information.
  • Deletion: Request deletion of your personal information.
  • Data Portability: Request a copy of your data in a structured, machine-readable format.

To exercise any of these rights, contact us at contact@harmonizewithus.com. We will respond to your request within 30 days.

Analytics and session replay are not opt-out. Product analytics (PostHog) and session replay (Sentry) are integral to how we operate, debug, and improve the Service. They cannot be opted out of while your account is active. See Section 6 for what each provider receives and our Cookie Policy for browser-level controls.

California Residents (CCPA/CPRA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). These rights apply whether you are a user of the Service or a prospective customer we contacted through outreach — the CCPA's former exemption for business-to-business contacts expired on January 1, 2023, so business contact information is covered.

  • Right to Know / Access: Request disclosure of the categories and specific pieces of personal information we have collected, the categories of sources, the purposes for collecting it, and the categories of third parties with whom we share it.
  • Right to Delete: Request deletion of your personal information, subject to legal exceptions (such as tax records, electronic-signature evidence, and our outreach suppression list — see Section 7).
  • Right to Correct: Request correction of inaccurate personal information.
  • Right to Opt-Out of Sale or Sharing: We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
  • Right to Limit Use of Sensitive Personal Information: We do not use or disclose sensitive personal information (such as the last 4 digits of an SSN collected for Stripe identity verification) beyond the purposes permitted under the CCPA.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of these rights.

Categories of sources. We collect personal information directly from you, automatically through your use of the Service, from your teacher or parent/guardian (for student data), from our service providers, and — for prospective customers — from publicly available sources (see Section 1).

How to submit a request. You may exercise these rights by (i) emailing contact@harmonizewithus.com, or (ii) using the contact information in Section 13 below. We will verify your request and respond within 45 days (extendable by an additional 45 days where permitted). You may use an authorized agent to submit a request on your behalf.

Global Privacy Control. Because we do not sell or share personal information, there is no sale or sharing for you to opt out of; where applicable, we honor recognized browser opt-out preference signals (such as Global Privacy Control).


10. International Data

The Service is operated in the United States. All data is stored on US-based infrastructure (Google Cloud / Firebase). By using the Service from outside the United States, you consent to the transfer and processing of your data in the United States.


11. Cookies and Tracking

We use cookies and similar technologies to operate the Service, remember your preferences, and analyze usage. For detailed information about the cookies we use and how to manage them, please see our Cookie Policy.


12. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you via email or through the Service at least 30 days before the changes take effect. Your continued use of the Service after changes become effective constitutes acceptance of the updated policy.


13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, contact us at:

Harmonize LLC

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