Legal
Privacy Policy
Last updated April 29, 2026
1. Information We Collect
We collect information needed to provide TrimBooksHQ, including account profile details, organization information, user roles, billing selections, financial records, imported data, uploaded documents, and support communications.
2. How We Use Information
We use information to operate the service, authenticate users, manage subscriptions, process bookkeeping workflows, generate reports, store files, provide support, prevent abuse, improve reliability, and meet legal or security obligations.
3. Financial and Document Data
TrimBooksHQ may store sensitive business records such as transactions, customers, vendors, invoices, bills, bank imports, grant funds, donor restrictions, contracts, receipts, and attachments. We process this data only to provide and secure the service.
4. Service Providers
We may use trusted infrastructure, authentication, payment, storage, email, analytics, and support providers to deliver TrimBooksHQ. These providers may process information on our behalf under appropriate confidentiality and security obligations.
5. Security
We use technical and organizational safeguards designed to protect customer data, including authentication controls, encryption in transit, protected storage, access controls, audit trails where available, and monitoring. No system can be guaranteed to be completely secure.
6. Data Retention
We retain customer data for as long as needed to provide the service, comply with legal obligations, resolve disputes, enforce agreements, and maintain backups or audit records. Organization owners may request export or deletion where supported and legally permitted.
7. Your Choices
You can update account and organization information in the product, manage users and roles, control uploaded records, and choose which integrations, imports, add-ons, and subscription features your organization uses.
8. Contact
Questions about this policy can be sent to support@trimbookshq.com.