Privacy Policy

We collect only what we need to run the Health Scan and do the cleanup:

• What you give us. Your name, email, phone, business details, and the order you configure (periods, add-ons).
• QuickBooks Online data. When you connect QuickBooks through Intuit's secure sign-in, you grant read-only access. We read your financial and transaction data (accounts, transactions, reconciliation status, reports) to run the scan and perform the cleanup. We do not change anything in your books unless you separately engage us to and grant the access to do so.
• Bank & card transactions (optional, via Plaid). If you choose to connect your accounts through Plaid, we receive transaction data to cross-check your books. We never see or store your online-banking username or password — Plaid handles authentication.
• Documents you upload. Bank and credit-card statements, prior-year or tax documents, and other files you provide, through our secure upload only.
• Payment information. Payments are processed by Stripe. We receive confirmation and limited details (e.g. the last four digits, billing email) — we never receive or store your full card or bank-account number.
• Automatically. Basic, privacy-minimal usage and device data to operate and secure the site. We do not use advertising trackers.

• Run your free Health Scan and produce your health score and findings.
• Perform the cleanup you engage us for — categorize, de-duplicate, match transfers, and reconcile to your statements.
• Communicate with you about your scan, order, and engagement.
• Process payments and keep records required for accounting and legal compliance.
• Maintain, secure, and improve the service.

We do not sell your personal or financial information, and we do not share it for advertising.

Our software uses automated systems, including AI models, to sort, match, and reconcile your transactions quickly. A human bookkeeper reviews every file before delivery — the AI does the speed, a person checks the work.

Your data may be processed by AI and infrastructure providers acting on our behalf under contract, solely to deliver the service. We do not permit your financial data to be used to train third parties' public, general-purpose models.

We share information only with vendors who help us run the service, each bound to protect it and use it only for us:

• Intuit — the QuickBooks Online connection (read-only access you authorize).
• Plaid — optional bank/card transaction feed you authorize.
• Stripe — payment processing.
• Google Cloud / Google Drive — secure document storage and intake.
• Cloudflare and Google Cloud — website and application hosting.
• Email delivery provider — to send your scan results, magic-link sign-in, and order emails.

We may also disclose information if required by law, to protect our rights, or in connection with a business transfer. Each provider has its own privacy terms.

• Encryption in transit and at rest.
• Read-only QuickBooks access for the scan — we look, we don't change.
• Access limited to the people who need it to do your work.
• Statements and documents go only through our secure upload — never over email or web forms.

No method of transmission or storage is perfectly secure, but we work hard to protect your data and to limit what we hold to what the job requires.

We keep your information for as long as needed to provide the service and to meet legal, tax, and accounting obligations, then delete or anonymize it. Intake documents (statements and uploads) are removed after the engagement closes. You can disconnect QuickBooks at any time inside QuickBooks (Settings → Manage apps), and you can request deletion of your data by emailing support@cleanmyqbo.com.

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information, and to withdraw consent. To exercise any of these, email support@cleanmyqbo.com and we'll help. We won't charge you or deny you service for making a privacy request.

We use a small number of strictly necessary cookies to operate and secure the site and to keep you signed in to the client portal. We do not use advertising or cross-site tracking cookies.

Our service is for businesses and is not directed to anyone under 18. We do not knowingly collect information from children.

We may update this policy as the service evolves. We'll change the “Last updated” date above and, for material changes, give notice where appropriate.

Questions about privacy or your data? Email support@cleanmyqbo.com or call (786) 789-0969.

Kaizen CFO LLC d/b/a Clean My QBO is not a CPA firm and does not provide tax, legal, audit, review, or attestation services. Not affiliated with or endorsed by Intuit Inc.