Privacy Policy

At Booktru, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect the personal and financial information you share with us.

What We Collect
We collect and store the following types of information:

  • Business and financial data from QuickBooks Online (QBO) to support bookkeeping, payroll, tax, and CFO services

  • Client data submitted through our client portal (powered by Copilot.app), including messages, uploaded files, and contact details

How We Use Your Data
Your data is used exclusively to deliver services such as bookkeeping, tax preparation, payroll, financial reporting, and client communications. We do not sell or share your information with third parties.

Data Storage & Security

  • Financial data from QBO is securely stored in Snowflake, a SOC 2-compliant cloud data warehouse.

  • Client portal data is hosted in Copilot.app, which is SOC 2-compliant and implements modern security and encryption standards.

Your Consent
By using Booktru, you consent to the collection and use of your information as described above.

Future AI Use
In the future, we may implement AI tools to improve categorization, alerting, or forecasting. If this occurs, this policy will be updated to reflect those practices.

Questions?
If you have any questions about this policy, please contact us.