Privacy Policy

Last updated September 27, 2026

This Privacy Policy explains how Clear View Finances (“Clear View,” “we,” “us”) handles information when our clients connect their QuickBooks Online company to our private, internal app. The app is used only by Clear View Finances and only for our own bookkeeping clients.

1. Who this applies to

This policy applies to Clear View Finances clients who choose to connect their QuickBooks Online company to our app, and to anyone who visits this website.

2. What information we access

When you connect, and only after you approve the connection on Intuit’s sign-in page, our app can read data in the QuickBooks Online company you choose. This can include your company information, chart of accounts, transactions, customers, vendors, and reports. Our access is read-only: we do not create, change, or delete anything in your QuickBooks Online company.

We never see or store your Intuit or QuickBooks password. Sign-in happens on Intuit’s own pages.

This website itself does not use cookies, analytics, trackers, or advertising, and does not collect personal information. If you email us, we receive your email address and whatever you write.

3. How we use it

We use your QuickBooks Online data only to perform the bookkeeping work you engaged us for, such as reviewing your books and preparing a catch-up or cleanup assessment for you. We do not use it for any other purpose.

4. We do not sell your data

We do not sell, rent, or trade your data. We use an AI assistant to help review your data and prepare your assessment, so your data is processed by the AI service provider that runs that assistant, only to do this work for you. Other than that, we do not share it with anyone, except if we are legally required to do so (for example, by a valid court order).

5. How we store and protect it

Data we pull is stored on a private, access-controlled cloud computer used by Clear View Finances, and is used only for your engagement. The access credentials (tokens) that Intuit issues for the connection are stored separately from the data. We take reasonable steps to keep your information safe and limit access to it. No method of storage or transmission is completely secure, but we work to protect your information.

6. How long we keep it

We keep your pulled data only while your engagement is open. When the engagement ends, we delete it. You can also ask us to delete it sooner at any time.

7. Your choices

• Disconnect anytime. You can disconnect our app from inside QuickBooks Online (in Settings, under Apps or connected apps) or by emailing us and asking us to disconnect.
• Ask us to delete your data. Email us and we will delete the data we pulled from your QuickBooks Online company and confirm by email.
• Ask questions. You can ask us what data we have pulled for your engagement.

8. Children

Our services are for businesses and are not directed to children.

9. Changes to this policy

If we change this policy, we will update the date at the top of this page. If a change is significant, we will let connected clients know by email.

10. Contact

Clear View Finances
Upstate South Carolina
Email: CLEARVIEWFINANCES@PROTON.ME