Last Updated: 6/15/2024

Accountant Simple Inc ("Accountant Simple Inc") is dedicated to protecting the privacy and handling the personal information of our clients and website visitors with care and respect. This Privacy Policy outlines our practices regarding the collection, use, and sharing of your personal information.

1. COLLECTION AND USE OF PERSONAL INFORMATION

We collect personal information from you when you use our website, applications, or services. This information may include:

• IP Address: Collected to monitor and analyze trends, administer the website, track user movements, and gather broad demographic information.
• Contact Information: Such as your name, email address, mailing address, and phone number. This is used to communicate with you, provide customer support, and send you updates and marketing information.
• Business Information: Information about your business, such as company name, size, industry. This helps us tailor our services to meet the specific needs of your business.
• Demographic Information: Such as your region, job title, interests, and zip code. This information is used to understand our user base and improve our services and marketing strategies.
• Financial Information: Bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information. This information is necessary to provide the business health scoring metric and to deliver accurate data analytics.
• Preferences: Your preferences for email subscriptions and communications. This helps us ensure that you receive the information you find most relevant.

We use this information to:

• Understand and assess the needs of your business to determine suitable products and services.
• Send you requested product or service information.
• Provide customer support and respond to inquiries.
• Send marketing communications and updates.
• Improve our website and marketing efforts.
• Conduct research and analysis to enhance our services and develop new features.

2. FINANCIAL DATA ACCESS

The Software accesses your financial data from your QuickBooks Online account, including transaction history, financial statements, and other related data. This access is necessary to provide the business health scoring metric and to ensure accurate and relevant analytics. We only access this data with your explicit consent, and we use it solely for the purposes of delivering our services.

3. BILLING INFORMATION

If you subscribe to the premium version of the Software, we may collect additional billing information to fulfill our contractual obligations, including:

• Billing information such as credit card number and billing address. This is used to process payments and manage your subscription.

4. CONSENT

By using the Software, you consent to the collection and use of your financial data as outlined in this Privacy Policy. You have the right to withdraw your consent at any time by contacting us at [email protected]. However, withdrawing consent may affect your ability to use the Software and its features.

5. INFORMATION SHARING

Accountant Simple Inc will not transfer your personal data to third parties unless we have your permission. Nonetheless, we may share your information with:

• Service Providers and Business Partners: We work with various third-party service providers and business partners who assist us in delivering our services. These partners are contractually obligated to protect your data and use it only for the purposes we specify.
• Legal Requirements: We may disclose your information if required by law, such as to comply with a subpoena or similar legal process, or to protect the rights, property, or safety of Accountant Simple Inc, our clients, or others.
• Business Transfers: If Accountant Simple Inc is involved in a merger, acquisition, or sale of all or a portion of its assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or uses of your personal information.

6. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar technologies to analyze trends, administer the website, and track users' movements around the site. Cookies are small text files that are stored on your device when you visit a website. You can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited. We also allow third-party service providers in an Application Programming Interface (API) interoperability to use and store cookies as part of their service delivery.

7. SECURITY

The security of your personal information is important to us. We follow accepted standards to protect the personal information submitted to us, both during transmission and once we receive it. We implement a variety of security measures to maintain the safety of your personal information, including encryption, access controls, and secure data storage.

8. DATA RETENTION

We will retain your information for as long as your account is active, as needed to provide you services, or as necessary to comply with our legal obligations. We retain your data to ensure continuity of service and to improve our offerings based on usage patterns and other analytics.

9. Data Deletion Policy

You have the right to request the deletion of your personal data collected and stored by Accountant Simple Inc. Upon receiving a deletion request, your data will be scheduled for deletion and will be placed in an inactive state for a period of 30 days. During this 30-day period, you may cancel your deletion request by contacting our support team to restore access to your data. After the 30-day period has elapsed, all your data will be permanently deleted and will no longer be recoverable. Please be aware that this process is irreversible, and once your data has been deleted, it cannot be restored. If you wish to delete your data or have any questions regarding this policy, please contact us at [email protected].

10. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy to reflect changes to our information practices. We encourage you to periodically review this page for the latest information on our privacy practices. If we make any material changes, we will notify you by email (sent to the email address specified in your account) or by means of a notice on this site prior to the change becoming effective.

11. CONTACT INFORMATION

If you have any questions or concerns about this Privacy Policy or our data practices, you can contact us via email at:

Accountant Simple Inc

Email: [email protected]