This Privacy Policy explains how Strategic Finance LLC ("we," "us," or "our") handles information in connection with Strategic Finance Connect (the "Application"). The Application connects a client's QuickBooks Online ("QBO") company to our fractional CFO and accounting practice so we can deliver the reporting, analysis, forecasting and bookkeeping services the client has engaged us to provide.
The Application is used by Strategic Finance LLC to serve its clients and businesses considering working with us. A business (or its accountant acting with the business's permission) connects a QBO company through Intuit's OAuth 2.0 authorization. The Application may be listed on the QuickBooks App Store. It is intended for Strategic Finance LLC clients and for businesses discussing an engagement with us.
With authorization under the com.intuit.quickbooks.accounting scope, we may access
the accounting data in the connected QBO company, including:
We do not request Intuit's payments scope, and we do not access bank login credentials or card numbers. We also receive basic profile information about the person who authorizes the connection (name and email), as provided by Intuit.
In addition to reading data, the Application can create and update accounting records (for example, recording or correcting transactions, reclassifying entries, and maintaining vendor and account lists). We make changes only as part of the services the client has engaged us to perform. Every change goes through safeguards in the Application:
A client may ask us at any time to limit the connection to read-only use.
We use the data solely to provide services to the client that authorized the connection, such as financial reporting, KPI dashboards, cash forecasting, analysis, and bookkeeping. We do not sell, rent, or share client data with third parties for their own purposes, and we do not use it for advertising.
We use a small number of service providers to operate the practice and the Application. They process data only on our behalf and under their business terms:
To do the work and to keep a reliable record of it, we keep working copies of data pulled from QBO (such as reports, transaction extracts, and the before-change records described in Section 3), along with the deliverables we prepare and our audit logs. These are stored on secured systems, including private backups, and used only for that client's work.
Some clients operate in healthcare. The Application is designed to work with financial and accounting data, not patient records, and we do not seek protected health information ("PHI"). Clients should not record patient health information in QuickBooks fields. If we become aware of PHI in data we receive, we limit its use and delete it from our working copies.
We keep client records, including working copies and backups, for at least 30 days after an engagement ends. After that we may keep them, but we do not guarantee that records will remain available. We do not delete client records unless the client asks us to.
A client may disconnect the Application at any time from within QuickBooks Online or by asking us. On disconnection we stop accessing the company and delete the stored tokens. Disconnecting does not delete the records we have already prepared.
A client may ask in writing for its records to be deleted. We will delete them, including from our backups, within 30 days of the request, except for records we must keep to meet legal, tax, or professional obligations, which remain protected under this Policy.
We may update this Policy from time to time. Material changes will be reflected by an updated effective date on this page.
Questions about this Policy or your data may be directed to:
Strategic Finance LLC · 1470 Westwood Dr, Charleston, SC 29412, USA
Email: support@strategicfinance.llc