Privacy Policy

We collect account and profile details you provide, such as your name, email address, preferences, and workspace settings.

• Profile and account preferences
• Financial information you enter manually
• Connection data received from financial providers you authorize
• Read-only QuickBooks Online business information you choose to connect
• Usage, device, browser, and reliability information needed to operate and improve the service

When you connect an institution through Plaid or connect QuickBooks Online, the provider sends AccuFirm the information you authorize. AccuFirm does not ask you to enter your banking password into AccuFirm. QuickBooks Online access is designed as read-only within the product.

You may also add accounts and transactions manually. Connected and manual information is used to produce the views, calculations, and reports you request.

We use information to provide and secure AccuFirm, calculate and display your financial picture, maintain your preferences, respond to support requests, diagnose reliability issues, prevent misuse, and improve the service.

• Provide accounts, cash flow, budgets, goals, planning, reports, and related features
• Authenticate users and enforce workspace and business access
• Maintain connected services you authorize
• Communicate about your account, security, and support

We use service providers for hosting, authentication, storage, financial connectivity, communications, analytics, and reliability. They may process information only to provide their contracted services. We may also disclose information when required by law, to protect rights and safety, or as part of a corporate transaction subject to appropriate safeguards.

We do not state that AccuFirm sells personal information. If our practices change, this policy will be updated before the change takes effect where required.

We retain information while your account is active and as reasonably needed to provide the service, meet legal obligations, resolve disputes, and protect the service. Retention periods vary by data type and legal requirement.

To request account deletion or ask about retained information, contact info@accufirm.co. Some records may be retained where legally required or necessary for security and dispute resolution.

We use administrative, technical, and organizational measures intended to protect information. No system can guarantee absolute security. Visit our Security page for a plain-language overview of current safeguards.

AccuFirm uses essential browser storage and similar technologies for authentication, security, saved appearance, navigation, and product preferences. We do not describe these essential preferences as advertising cookies.

We may send transactional messages about account confirmation, password recovery, security, support, and material service changes. Marketing communications, if introduced, will require a separate choice and an available opt-out.

AccuFirm is not directed to children under 13, and we do not knowingly collect personal information from children under 13. Eligibility requirements may be higher where applicable law requires it.

We may update this policy as the service or law changes. We will update the date above and provide additional notice when appropriate. Questions may be sent to info@accufirm.co.