zendoc Subprocessors
Client onboarding for professional services firms. Collect documents, forms, and e-signatures from clients who just need a simple link.
- Subprocessors
- 12
- Categories
- 10
- Last scanned
| Name | Category | Purpose | Location | Data processed |
|---|---|---|---|---|
| Convex | Database | application database and backend functions | – | Every record the product stores: firm and staff accounts, client records, workflows, form submissions, message history, and audit events. |
| Cloudflare R2 | Storage | storage for uploaded files, generated PDFs and signed documents | – | The file bytes themselves — everything a firm's clients upload through the portal, and every PDF zendoc generates from it. |
| WorkOS | Authentication | authentication for firm staff and Customer accounts | – | Staff and Customer names, email addresses and sign-in events. A Customer's verified email is checked against the firm's Client record before a protected Portal link opens data. |
| Anthropic | AI | AI review of documents uploaded through the client portal | – | The contents of portal-uploaded documents, sent for classification and checking. API inputs are not used to train Anthropic's models, and files firm staff upload for internal use are not sent at all. |
| LlamaIndex (LlamaParse) | AI | Document parsing and structured field extraction for uploaded-document review | – | Document bytes and converted text sent for parsing and structured field extraction, alongside the existing visual review. zendoc requests deletion of source files and parse jobs after processing; provider retention and regional terms apply. |
| Twilio | Communications | SMS delivery, where a firm has enabled it | – | Client phone numbers and the content of the messages sent to them. |
| Loops | transactional email delivery | – | Recipient email addresses and names, plus the variables a template renders — a workflow name, a step, a link. | |
| Stripe | Payment Processing | subscription billing for firms | – | The firm's billing contact and payment details. zendoc does not store card numbers, and no client data reaches Stripe. |
| PostHog | Analytics | product analytics | – | Usage events from the marketing site and the app, and the account they belong to. |
| Sentry | Error Tracking | error reporting | – | Stack traces and request context from failures, which can include the identifier of the record being worked on. |
| Vercel | Cloud Infrastructure | application hosting | – | Serves the app and the marketing site, and sees the request metadata that reaches any web host — the caller's IP, the user agent, the URL. |
| Fly.io | Cloud Infrastructure | the HTML-to-PDF rendering service | – | The document content being rendered, for the duration of the render. |
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