CFO Line

Privacy Policy

Last Updated: March 14, 2025

1. Introduction

CFO Line ("we," "our," or "us") provides financial data integration and modeling services for accounting professionals. This Privacy Policy explains how we handle data when you use our QuickBooks integration platform.

By using CFO Line, you agree to the practices described in this Privacy Policy. This service is intended for business use by accounting professionals and financial service providers.

2. Information We Process

2.1 Account Information

We collect basic business information necessary to provide our services, including your name, email address, business contact details, and account credentials.

2.2 QuickBooks Integration Data

Our primary function is to process financial data from your QuickBooks account. This includes:

  • Financial transaction records
  • Client and vendor information
  • Account balances and statements
  • Other financial data available through the QuickBooks API

We access this data only with your explicit authorization through the QuickBooks API connection that you initiate.

3. How We Use Your Information

We use the information we collect to:

  • Connect with your QuickBooks account and process your financial data
  • Generate financial models and reports based on your data
  • Provide, maintain, and improve our services
  • Process transactions and manage your account
  • Communicate with you about service updates and support

4. Data Security

We implement industry-standard security measures to protect your data, including:

  • Encryption of data in transit and at rest
  • Secure authentication protocols
  • Regular security assessments
  • Limited personnel access to client data

We treat your financial data with the highest level of confidentiality, consistent with professional accounting standards.

5. Data Sharing

We limit sharing of your information to:

  • Service Providers: Third-party vendors who help us provide our services (e.g., cloud hosting, analytics)
  • Legal Requirements: When required by law or to protect our rights
  • With Your Permission: When you explicitly authorize us to share data

We do not sell your data or your clients' financial information to third parties.

6. Data Retention

We retain your data for as long as your account is active or as needed to provide services. We will retain and use your information as necessary to comply with legal obligations, resolve disputes, and enforce our agreements.

7. Your Rights

You can request access to, correction of, or deletion of your data by contacting us. You may also disconnect the QuickBooks integration at any time through your account settings.

8. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by posting the new policy on our website and updating the "Last Updated" date.

9. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Email: privacy@thecfoline.com
Address: Brent Janss CPA PLLC, 1102 East 24th Houston, Texas, 77009