Privacy Policy

1. Information We Collect

• Personal Information: Name, email address, phone number, business name and address, and any other information you provide.
• Financial Information: (via data sharing, NetSuite, QuickBooks API, etc.) Account balances, transaction history, invoices, payment details, and other related information.
• Usage Data: Browser type, IP address, access times, pages visited, and other usage data.
• Cookies and Tracking: We use cookies and similar technologies to enhance your experience. You can manage your cookie preferences through your browser settings.

2. How We Use Your Information

• Service Delivery: To provide tailored business insights, access QuickBooks data, and deliver our consulting services.
• Communication: To send updates, alerts, and account-related messages.
• Service Improvement: To monitor performance, analyze trends, and improve our services.
• Compliance: To adhere to legal obligations and enforce our terms.

3. Sharing of Information

We do not sell or rent your information. We may share your data with trusted third-party providers or as required by law.

4. Data Retention

We retain your information for as long as necessary to provide our Services, comply with legal requirements, and maintain records. You may request deletion, subject to applicable obligations.

5. Your Rights

You have the right to access, correct, or delete your personal information. Please contact our Data Protection Officer at info@acctuate.com with any questions or requests.

6. Data Breach Notification

In the event of a data breach, we will notify you within 7 days with details about the breach and the measures taken.

7. Changes to This Policy

We may update this policy periodically. Any significant changes will be posted on our website with the updated effective date.

8. Contact Us

If you have any questions or concerns regarding this policy, please contact us at info@acctuate.com .