Legal
Privacy Policy
Effective date: [Insert effective date]
This is a draft policy maintained by CPAgents, Inc. for review and customization by your legal counsel. It does not constitute legal advice.
1. Information we collect
We collect information you provide when you create an account, connect a client QuickBooks Online account, or contact us. This may include your name, email address, company name, and any messages you send. We also collect data generated through the service, including transaction details, categorization decisions, review activity, and audit logs.
When you authorize CPAgents to connect to QuickBooks Online, we receive read and write access to the connected account data necessary to provide the service, such as chart of accounts, vendors, and purchase transactions.
We also collect standard usage data, such as log data, device and browser information, and cookies or similar technologies to keep the service secure and improve performance.
2. How we use information
We use the information we collect to provide, maintain, and improve CPAgents; to process transactions and review queues; to communicate with you about your account; to respond to support requests; to detect and prevent fraud or security issues; and to comply with legal obligations.
3. How we share information
We do not sell your personal information. We share information only with service providers who perform functions on our behalf (such as hosting, authentication, and analytics), when required by law, or in connection with a business transfer such as a merger or acquisition.
4. Data security
We use industry-standard measures to protect the information we collect, including encryption in transit and access controls. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
5. Data retention
We retain information for as long as necessary to provide the service, fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.
6. Your choices
You may access, update, or delete your account information by contacting us. You may also revoke CPAgents's access to a connected QuickBooks Online account through your Intuit account settings at any time.
7. Children's privacy
CPAgents is not intended for use by children under 13. We do not knowingly collect personal information from children under 13.
8. Changes to this policy
We may update this Privacy Policy from time to time. We will post the revised version on this page and update the effective date.
9. Contact us
If you have questions about this Privacy Policy, please contact us at hello@rubyai.com.