Privacy Policy

Effective Date: April 29, 2026

BooksDash ("we," "us," or "our") is operated by DashPoint Analytics, LLC. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our platform to connect your QuickBooks Online data with Power BI analytics dashboards.

1. Information We Collect

Account Information

When you create an account, we collect information provided through our authentication provider (Auth0), including your name, email address, and profile picture.

QuickBooks Financial Data

When you connect your QuickBooks Online account via OAuth 2.0, we access and sync financial data you authorize, which may include:

• Chart of accounts, invoices, bills, and payments
• Customer, vendor, and employee records
• Profit & loss, balance sheet, and cash flow reports
• Journal entries, estimates, purchase orders, and sales receipts

Payment Information

Payment processing is handled entirely by Stripe. We do not store credit card numbers, bank account details, or other payment credentials on our servers. We retain only your subscription status and billing history for account management.

Usage Data

We automatically collect technical information such as browser type, device information, IP address, pages visited, and feature usage to improve our service and diagnose issues.

2. How We Use Your Information

• Provide the service: Sync your QuickBooks data and generate Power BI analytics dashboards.
• Process payments: Manage your subscription through Stripe.
• Improve the product: Analyze usage patterns to enhance features and performance.
• Communicate with you: Send service-related notifications, security alerts, and support responses.
• Ensure security: Detect and prevent unauthorized access or abuse.

3. QuickBooks Data Handling

Your QuickBooks data receives special treatment given its sensitive financial nature:

• OAuth-based access: We connect to QuickBooks using Intuit's OAuth 2.0 protocol. We never ask for or store your QuickBooks username or password.
• Tenant isolation: Your data is logically separated from all other customers' data using tenant-specific identifiers. Row-level security ensures users can only see their own data.
• Storage: Synced data is stored in Microsoft Fabric (Azure) and accessed via Power BI Direct Lake for analytics. Data is encrypted at rest.
• Incremental sync: After the initial data load, we only sync changes to minimize data transfer and API usage.
• No selling or sharing: We never sell, rent, or share your QuickBooks financial data with third parties for their own purposes.

4. Third-Party Services

We use the following third-party services to operate BooksDash. Each has its own privacy policy:

• Auth0 (Okta): Authentication and identity management.
• Stripe: Payment processing and subscription management.
• Microsoft Azure: Cloud hosting, database (PostgreSQL), and application infrastructure.
• Microsoft Fabric: Data warehouse for storing and analyzing synced QuickBooks data.
• Intuit QuickBooks: Financial data source accessed via their API with your authorization.

We do not share your personal information with third parties for marketing purposes.

5. Data Security

We implement industry-standard security measures to protect your information:

• All data is encrypted in transit (TLS/HTTPS) and at rest (Azure encryption).
• Secrets and credentials are managed through Azure Key Vault.
• OAuth tokens for QuickBooks are encrypted and stored securely.
• Access to production systems is restricted and audited.
• Tenant data isolation is enforced at the database and analytics layers.

6. Data Retention

We retain your data as follows:

• Account data: Retained while your account is active and for a reasonable period after closure for record-keeping.
• QuickBooks data: Retained while your account is active. Upon account deletion, synced QuickBooks data is deleted from our systems within 30 days.
• Usage logs: Retained for up to 90 days for troubleshooting and security purposes.
• Payment records: Retained as required by applicable tax and financial regulations.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request that we correct inaccurate or incomplete data.
• Deletion: Request that we delete your personal data, subject to legal retention requirements.
• Data portability: Request your data in a structured, machine-readable format.
• Opt-out: Unsubscribe from non-essential communications at any time.
• Revoke QuickBooks access: Disconnect your QuickBooks account at any time through your BooksDash settings or directly through Intuit.

To exercise any of these rights, contact us at privacy@booksdash.com.

8. Cookies

BooksDash uses cookies strictly for functional purposes:

• Session cookies: Maintain your login state and preferences during your session.
• Authentication cookies: Set by Auth0 to manage secure authentication.

We do not use third-party advertising or tracking cookies. We do not participate in cross-site tracking.

9. Children's Privacy

BooksDash is a business analytics platform not directed at individuals under the age of 13. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 13, we will promptly delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by updating the "Effective Date" at the top of this page and, where appropriate, by email. Continued use of BooksDash after changes constitutes acceptance of the updated policy.

11. Contact Us

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

DashPoint Analytics, LLC
Email: privacy@booksdash.com