Legal

Privacy Policy

Last updated: September 10, 2026

1. Information We Collect

We collect information you provide directly, including your name, email, phone number, business type, and the details you submit through our intake or contact forms. When you connect QuickBooks, we receive the company name and accounting data you authorize us to access.

2. How We Use Your Information

We use your information to provide bookkeeping and accounting services, respond to inquiries, send insights and reports, and improve our Service. We do not sell your personal information.

3. QuickBooks Integration

Our Service connects to QuickBooks Online through Intuit's OAuth 2.0 framework. We access only the QuickBooks data needed to deliver the Service (accounts, transactions, and reports) and only for the companies you explicitly authorize. You may revoke access at any time through QuickBooks or the Service.

4. Data Storage and Security

Your data is stored securely on the Service's hosted infrastructure. QuickBooks OAuth tokens are stored with access restricted to authorized administrators. We use reasonable technical and organizational measures to protect your information, but no method of transmission or storage is fully secure.

5. Sharing of Information

We share information only as necessary to operate the Service, comply with legal obligations, or protect our rights. We do not share your QuickBooks data with third parties for marketing purposes.

6. Cookies and Analytics

The Service may use cookies and analytics to understand usage and improve performance. You can control cookies through your browser settings.

7. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us. If you are a California resident, you have rights under the CCPA; this policy serves as our CCPA notice.

8. Children's Privacy

The Service is not directed to children under 13, and we do not knowingly collect their information.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will reflect the update date below. Continued use of the Service after changes constitutes acceptance of the updated policy.

10. Contact

Questions about this Privacy Policy can be sent to christina@blueprintbookkeepingcoach.com.