Privacy policy.
What we collect, how we use it, and the choices you have. If anything here is unclear, reach out and we'll walk you through it.
1. Information We Collect
We collect information you voluntarily provide when you:
- Fill out our contact form (name, email, phone, company, message)
- Subscribe to our newsletter
- Request a consultation
- Communicate with us via email or phone
We also automatically collect certain technical information through cookies and analytics, including IP address, browser type, device information, pages visited, and referring URLs.
2. How We Use Your Information
- To respond to your inquiries and provide requested services
- To send relevant communications about our services
- To improve our website and user experience
- To analyze website traffic and usage patterns
- To comply with legal obligations
3. Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share information with trusted service providers who assist us in operating our website and conducting our business, subject to confidentiality agreements.
4. Data Security
We implement industry-standard security measures to protect your personal information. Our website uses SSL encryption for data transmission. However, no method of internet transmission or electronic storage is 100% secure.
5. Cookies
We use cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.
6. Third-Party Services
Our website may use third-party services such as Google Analytics, which have their own privacy policies. We encourage you to review the privacy policies of any third-party services you interact with through our site.
7. QuickBooks Online Data
When a QuickBooks Online company is connected to our software, we access accounting data through Intuit's official API. This may include:
- Company profile and chart of accounts
- Transactions, invoices, bills, and payments
- Journal entries and reconciliation records
- Vendor and customer records associated with those transactions
This data is accessed solely to perform the bookkeeping, reconciliation, and financial reporting functions requested by the account owner. We do not sell, rent, or share QuickBooks data with third parties, and we do not use it for advertising or to train machine learning models.
OAuth access and refresh tokens are stored encrypted and are used only to authenticate API requests. Access can be revoked at any time by disconnecting the application from within QuickBooks Online, under Settings, then Apps, then My Apps. Accounting data is retained only as long as needed to provide the service and to meet recordkeeping obligations, and is deleted on request. See our QuickBooks integration page for details on scope and how to disconnect.
8. Your Rights
Depending on your location, you may have rights regarding your personal data, including:
- Access to your personal data
- Correction of inaccurate data
- Deletion of your data
- Opt-out of marketing communications
9. Contact Us
If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us at: