This Privacy Policy outlines how the “Client Portal” WordPress plugin (the “Plugin”) handles data from our connected Intuit QuickBooks Online account. 1. Data We Process The Plugin securely connects to our company’s QuickBooks Online account. It processes the following information for the sole purpose of displaying it to our authenticated clients: QuickBooks Data: Customer names, email addresses, invoice details (line items, amounts, balances), and payment records. Connection Tokens: Encrypted OAuth2 tokens required to maintain a secure connection with the QuickBooks API. 2. How We Use Data This data is used exclusively to: Sync invoices and customer information from our QuickBooks account to our WordPress database. Display order and invoice history to the corresponding, logged-in client in their private portal. Authenticate with the QuickBooks API. 3. Data Storage and Security All sensitive information, such as API connection tokens, is stored in an encrypted format in our WordPress database. Invoice and customer data is stored in the WordPress database to allow for display in the client portal. 4. Data Sharing We do not share, sell, or distribute any data processed by this plugin with any third parties. All data is for internal use and for display to our clients only.