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Privacy Policy

Effective Date: August 29, 2025

1. Information We Collect

We collect information you provide directly to us, including:

• Account Information: Name, email address, company information, role, and subscription details
• Authentication Data: Login credentials, session tokens, and security preferences
• Usage Data: Application activity, device information, IP address, and general location
• Financial Data: With your explicit consent, we access QuickBooks data to provide requested services
• Communications: Support messages, feedback, and correspondence

2. How We Use Your Information

• Provide, maintain, and improve our CFO services and platform
• Process transactions and manage your account
• Send service-related communications and updates
• Provide customer support and respond to inquiries
• Analyze usage patterns to enhance user experience
• Ensure platform security and prevent fraud
• Comply with legal obligations and enforce our terms

3. Information Sharing and Disclosure

We do not sell or rent your personal information. We may share information in these limited circumstances:

• Service Providers: Trusted third parties who assist in platform operations (hosting, analytics, support)
• QuickBooks Integration: Secure OAuth connection with Intuit QuickBooks Online APIs
• Legal Requirements: When required by law or to protect rights and safety
• Business Transfers: In connection with mergers, acquisitions, or asset sales

4. Data Security and Protection

We implement industry-standard security measures including:

• Encryption of data in transit and at rest
• Regular security audits and monitoring
• Access controls and authentication requirements
• Secure cloud infrastructure with backup systems

5. Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. You may request deletion of your personal data, subject to applicable legal requirements.

6. Your Privacy Rights

Depending on your location, you may have rights to:

• Access and review your personal information
• Correct inaccurate or incomplete data
• Delete your personal information
• Object to or restrict certain processing
• Data portability where technically feasible

7. QuickBooks Data Access

Our QuickBooks integration operates under strict guidelines:

• Access is granted only with your explicit authorization
• We access only the data necessary for requested services
• You can revoke access at any time through your Intuit account settings
• We do not store your QuickBooks login credentials

8. Cookies and Tracking

We use cookies and similar technologies for authentication, preferences, and analytics. You can control cookie settings through your browser preferences.

9. International Data Transfers

We may process data in the United States and other countries. We implement appropriate safeguards for international data transfers as required by applicable law.

10. Children's Privacy

Our services are not directed to individuals under 16 years of age. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be posted with a new effective date. Continued use of our services constitutes acceptance of the updated policy.

12. Contact Information