Privacy Policy

1. Information We Collect

We collect information you provide directly: name, email address, company name, and financial documents you upload. We also collect usage data such as login times, features accessed, and browser information.

2. How We Use Your Information

• To provide and maintain the BookkeeperAI service
• To process your financial documents using AI technology
• To communicate with you about your account and service updates
• To improve our service quality and develop new features
• To ensure security and prevent fraud

3. Data Security

We implement industry-standard security measures including encryption at rest and in transit (TLS 1.3), Row Level Security (RLS) on all database tables, and secure authentication via Supabase. Your financial documents are stored securely with access controls.

4. Data Sharing

We do not sell your personal or financial data. We may share data with:

• Service providers (Stripe for payments, Supabase for hosting, Resend for email)
• Your designated CPA or accountant (with your explicit consent)
• Law enforcement when required by applicable law

5. Data Retention

We retain your data for as long as your account is active. Upon account deletion, we will delete your personal data within 30 days. Financial documents may be retained for up to 7 years as required by tax regulations.

6. Your Rights

You have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Export your data in a portable format
• Opt out of marketing communications

7. Cookies

We use essential cookies for authentication and session management. We do not use third-party tracking cookies. The Tawk.to chat widget may set its own cookies for chat functionality.

8. Contact

For privacy-related inquiries, contact us at accounts@sms360s.com.