SDA ClaimTracker Privacy Policy

  1. Data Collection:We collect information you provide directly to us and data retrieved via the Intuit API. This includes, but is not limited to:
  • User Information: Name, email address, and Intuit User ID.
  • QuickBooks Data: Financial reports, transaction history, and customer lists (as authorized by your scopes).
  1. How We Use Your Data:We use QuickBooks data exclusively to provide the functional services of SDA ClaimTracker (e.g., generating AI reports).
  2. Data Sharing & Third Parties:*No Sale of Data: We do not sell, rent, or lease your QuickBooks data to third parties.

Sub-processors: We may share data with infrastructure providers (e.g., AWS, OpenAI) solely to process data for the app’s features. These partners are bound by strict confidentiality agreements.

  1. Data Security:We follow Intuit’s security standards. All Intuit OAuth tokens and sensitive financial data are encrypted at rest using industry-standard AES-256 encryption and transmitted via TLS 1.2 or higher.
  2. Data Retention:We retain your data only as long as you have an active account. If you disconnect the app from your QuickBooks “My Apps” settings, we will delete your stored QuickBooks data within [30] days.
  3. Compliance:This policy is designed to comply with global privacy standards, including CCPA and GDPR. You have the right to request a copy of your data or its deletion at any time by contactingbilling@sdatn.com.