Privacy Policy

Effective Date: January 9, 2025

1. Introduction

ATA Digital ("we," "our," or "us") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard information when you use our CAS Reporting Application that integrates with QuickBooks Online.

2. Information We Collect

2.1 QuickBooks Online Data

When you authorize our application, we access and collect the following data from your QuickBooks Online account:

• Company financial reports and data
• Transaction details
• Account balances and summaries
• Customer and vendor information as needed for reporting
• Other financial data necessary for analytics dashboard functionality

2.2 Authentication Information

We collect and store:

• OAuth tokens for QuickBooks Online access
• Company ID and authentication credentials

3. How We Use Your Information

We use the collected information exclusively for:

• Generating financial reports and analytics
• Creating customized dashboards for CAS services
• Providing accounting insights and data visualization
• Internal use by ATA Digital accounting professionals

4. Data Storage and Security

We implement appropriate technical and organizational measures to protect your data:

• All data transmissions are encrypted using SSL/TLS protocols
• Access tokens are securely stored and encrypted
• Access to data is restricted to authorized personnel only
• Regular security audits and updates are performed

5. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. Your data may only be shared:

• With your explicit consent
• To comply with legal obligations
• To protect our rights and safety

6. Data Retention

We retain your data only for as long as necessary to provide our CAS reporting services. Upon disconnection of the QuickBooks Online integration, we will delete your data within 30 days unless required by law to retain it longer.

7. Your Rights

You have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data
• Revoke access to your QuickBooks Online account at any time

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Effective Date" above.

9. Contact Information

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