Here’s a Privacy Policy for your suite of financial applications by WylieWorks, suitable for display on your website and compliant with general standards for SaaS applications—especially those integrating with QuickBooks Online and listing on the Intuit App Store.

Privacy Policy
Effective Date: April 1, 2025
Developer: WylieWorks, LLC
Website: https://www.wylieworks.com

WylieWorks, LLC ("WylieWorks", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our suite of financial applications ("Software"), including any integration with QuickBooks Online.

By accessing or using our Software or website, you agree to this Privacy Policy. If you do not agree, please do not use the Software.

1. Information We Collect

We collect only the minimum data necessary to operate and improve our services. This may include:

a. User-Provided Information

When you create an account or connect our Software to QuickBooks Online, you may provide:

  • Name

  • Business name

  • Email address

  • Contact information

  • Authentication tokens or credentials (via OAuth only; we do not store passwords)

b. QuickBooks Data Access

When authorized, our Software may access the following read-only or read/write data from your QuickBooks Online account:

  • Chart of accounts

  • Projects, classes, and customers

  • Transactions and journal entries

  • Vendor and expense information

We access only the data necessary to provide the functionality you request and never modify or delete data unless required by the application's purpose and with your consent.

c. Usage Data

We may collect anonymized technical data for analytics and performance purposes:

  • Device type

  • IP address

  • Browser type

  • Interaction with our Software

This helps us improve our performance, reliability, and user experience.

2. How We Use Your Information

We use your information to:

  • Provide and maintain the functionality of the Software

  • Authenticate your identity and authorize QuickBooks access

  • Communicate service updates or important notices

  • Respond to support requests

  • Improve and enhance the Software

  • Comply with legal or contractual obligations

We do not sell or rent your data to any third party.

3. Data Hosting & Security

Our Software is hosted by reputable third-party cloud service providers (e.g., Amazon Web Services, Google Cloud, etc.). While we take appropriate measures to safeguard your data, you acknowledge:

  • WylieWorks does not control the infrastructure directly

  • You are responsible for maintaining your own system and credential security

  • You should regularly back up your own financial data from QuickBooks and other systems

We use industry-standard encryption, secure OAuth flows, and access controls to protect sensitive data.

4. Data Retention

We retain your data only as long as necessary to provide the Software and fulfill our legal obligations. If you cancel your subscription or request deletion, we will:

  • Delete or anonymize any personal data within a reasonable timeframe

  • Revoke access to any third-party services (e.g., QuickBooks) as applicable

5. Third-Party Integrations

Our Software integrates with third-party platforms like QuickBooks Online, governed by their respective privacy policies. When using these integrations, you are also subject to:

6. User Rights

You may have rights under applicable data protection laws, including:

  • Accessing your data

  • Correcting inaccurate information

  • Requesting deletion or export of your data

  • Revoking consent for integration

To exercise these rights, contact us via our website at www.wylieworks.com.

7. Children’s Privacy

Our Software is intended for use by businesses and individuals 18 years or older. We do not knowingly collect personal data from children under 13.

8. Changes to this Privacy Policy

We may update this policy from time to time. When we do, we will update the "Effective Date" above and notify users where appropriate. Continued use of the Software indicates your acceptance of the revised policy.

9. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact:

WylieWorks, LLC
🌐 Website: https://www.wylieworks.com