Privacy Policy

1. Overview

This privacy policy describes how our trial balance and tax workpaper application (the "App") collects, uses, and protects information when you use our services. The App is designed for accounting professionals and firms to manage client trial balances, journal entries, and tax return preparation.

2. Information We Collect

We collect the following types of information:

• Account information: Your name and email address when you create an account or are invited to the App.
• Client data: Information you enter about your clients, including entity names, EINs, tax return types, trial balance account data, and journal entries.
• QuickBooks data: When you connect a QuickBooks Online company, we retrieve account names, numbers, and balances to populate your trial balance. We do not access or store your QuickBooks banking or payment information.
• Usage data: Information about how you interact with the App, used for improving our services.

3. How We Use Your Information

We use your information to:

• Provide and maintain the App's core functionality.
• Synchronize trial balance data from connected QuickBooks Online companies.
• Generate financial reports and tax export files for CCH Axcess.
• Track engagement history, sign-offs, and review points for audit purposes.

4. QuickBooks Online Integration

The App integrates with QuickBooks Online via OAuth 2.0. When you connect a QuickBooks company, Intuit grants the App a scoped access token limited to accounting data. You may disconnect a company at any time, which revokes the App's access to that company's data. Per Intuit's requirements, QuickBooks data retrieved through the App is not shared with third parties.

5. Data Security

We protect your data using industry-standard security measures, including encrypted storage, secure OAuth token handling, and role-based access controls. Access to client data is restricted to authorized users within your firm. Refresh tokens for QuickBooks connections are stored securely and rotated automatically.

6. Data Retention

Your data is retained for as long as your account is active or as needed to provide the App's services. You may request deletion of client data at any time. QuickBooks connection data is removed when you disconnect a company.

7. Your Rights

You have the right to access, correct, or delete your personal information. For data subject requests, contact your firm administrator or our support team.

8. Changes to This Policy

We may update this privacy policy from time to time. We will notify users of significant changes by posting the updated policy in the App.

9. Contact

For questions about this privacy policy, contact your firm administrator or our support team.