Privacy Policy

How AutoBooks handles personal and account information.

Privacy Policy

Effective Date: July 31, 2026

1. Introduction

Welcome to AutoBooks ("AutoBooks," "we," "our," or "us"). AutoBooks is a cloud-based bookkeeping automation platform designed to help accountants, bookkeepers, and businesses process financial statements and generate bookkeeping outputs efficiently.

This Privacy Policy explains how we collect, use, protect, and retain your information when you use our website and services.

By using AutoBooks, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

Account Information

When you create an account, we may collect information such as:

  • Name
  • Email address
  • Password (stored only as a secure hash)
  • Authentication provider information (such as Google Sign-In, if used)

Support Information

If you contact our support team, we may collect:

  • Your messages
  • Attached files you voluntarily submit
  • Technical information needed to investigate support requests

Application Settings

To personalize your experience, we may store:

  • Vendor mapping preferences
  • User-defined bookkeeping settings
  • Account classification preferences
  • Other application configuration data

3. Financial Document Processing

AutoBooks allows users to upload financial documents, including bank statements and credit card statements, for automated processing.

These uploaded documents are used solely to perform the requested bookkeeping functions.

Uploaded financial statements are processed temporarily and are not retained as part of your permanent account records after processing is complete.

Generated bookkeeping outputs are made available for download and are automatically removed from the server according to our Data Retention Policy.

4. How We Use Your Information

We use collected information to:

  • Provide our bookkeeping services
  • Process uploaded financial documents
  • Generate bookkeeping reports and exports
  • Authenticate users
  • Improve application performance
  • Respond to customer support requests
  • Maintain platform security
  • Prevent fraud, abuse, and unauthorized access
  • Comply with applicable legal obligations

We do not sell your personal information.

5. Data Storage

AutoBooks stores only the information necessary to operate the service.

Examples include:

  • User accounts
  • Application settings
  • Vendor mapping information
  • Support requests
  • Operational metadata

AutoBooks does not permanently store uploaded bank statements or uploaded credit card statements after processing has completed.

6. Data Retention

We retain different categories of information for different periods based on operational requirements.

Examples include:

  • Account information is retained while your account remains active.
  • Application settings are retained until modified or removed.
  • Uploaded financial statements are processed temporarily and removed after processing.
  • Generated download packages are automatically removed according to our published Data Retention Policy.
  • Support records may be retained for customer service and operational purposes.

Additional details are available in our Data Retention Policy.

7. Security

Protecting customer information is a core priority.

AutoBooks uses administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.

Security measures include, where applicable:

  • Password hashing
  • Secure user authentication
  • Session protection
  • Authorization controls
  • Protection against common web attacks
  • Secure processing of uploaded files
  • Automatic removal of temporary processing files
  • Continuous improvements to platform security

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

8. Third-Party Services

AutoBooks may use trusted third-party service providers to operate portions of the platform.

These providers may include services for:

  • User authentication
  • Email delivery
  • Cloud hosting
  • Error monitoring
  • Infrastructure operations

These providers receive only the information reasonably necessary to perform their services.

9. Cookies and Session Technologies

AutoBooks uses cookies and secure session technologies to:

  • Keep users signed in
  • Maintain secure sessions
  • Remember application preferences
  • Improve user experience
  • Support security features

Users may disable cookies through their browser settings; however, certain features of the platform may not function correctly.

10. User Rights

Depending on applicable law, users may have rights regarding their personal information, including the ability to:

  • Access personal information
  • Correct inaccurate information
  • Request deletion of eligible information
  • Close their account
  • Contact us regarding privacy concerns

Requests may be submitted using the contact information provided below.

11. Children's Privacy

AutoBooks is intended for use by businesses and adults.

Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

If we become aware that personal information from a child has been collected unintentionally, we will take reasonable steps to remove it.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, security practices, or legal obligations.

When material changes are made, we will update the Effective Date shown at the top of this page.

Continued use of AutoBooks after changes become effective constitutes acceptance of the updated Privacy Policy.

13. Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us:

AutoBooks

Email: [support@yourdomain.com]

Website: https://www.yourdomain.com

(Replace the above contact information with your official business contact details before publication.)