Privacy Policy
Last updated: August 26, 2025
Our Commitment
At ClientSynq, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our service.
Information We Collect
Account Information
- Email address and name when you create an account
- Company information you provide
- Billing information for payment processing
QuickBooks Data
- Customer information from your QuickBooks Online account
- Invoice data and financial information you choose to sync
- This data is accessed securely through QuickBooks' official API
Usage Information
- How you use our service (login times, features accessed)
- Technical information (IP address, browser type, device information)
- Communication preferences and support interactions
How We Use Your Information
- Provide our service: Enable client portals and sync QuickBooks data
- Account management: Process payments and manage your subscription
- Customer support: Respond to questions and provide assistance
- Service improvement: Analyze usage to improve our features
- Security: Detect and prevent unauthorized access or fraud
- Legal compliance: Meet regulatory requirements and protect our rights
Data Security
We take security seriously:
- All data is encrypted in transit and at rest
- We use industry-standard security measures
- Regular security audits and monitoring
- Limited access to your data on a need-to-know basis
Data Sharing
We do not sell your personal information. We only share your data in these limited circumstances:
- Service providers: Trusted partners who help us operate our service (payment processing, email delivery)
- Legal requirements: When required by law or to protect our rights
- Business transfer: In the unlikely event of a merger or acquisition
Your Rights
You have the right to:
- Access and review your personal information
- Correct inaccurate information
- Delete your account and associated data
- Export your data
- Opt out of marketing communications
To exercise these rights, contact us at hello@clientsynq.com
Data Retention
We retain your information only as long as necessary to provide our services or as required by law. When you delete your account, we will delete your personal information within 30 days, except where we are required to retain it for legal or business purposes.
Updates to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by email or through our service. Your continued use of ClientSynq after changes become effective constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
Email: hello@clientsynq.com
We typically respond to privacy inquiries within 48 hours.