PPM-QBO Privacy Policy - Walker Reid Strategies

Privacy Policy for PPM-QBO Backend Integration

1. Introduction

Welcome to the Privacy Policy of Walker Reid Strategies’s PPM-QBO Backend Integration. We respect your privacy and are committed to protecting any data we collect during the operation of this integration.

2. Data Collection and Usage

2.1 What Data We Collect

During the integration process between PPM and QuickBooks Online (QBO), we may access:

Transactional data
Project financial data
Account details
Invoice information

2.2 Why We Collect Data

The primary reason for data collection is to:

Facilitate seamless integration between PPM and QBO.
Ensure accurate data synchronization and reporting.
Enhance the functionality and user experience.

3. Data Sharing and Disclosure

3.1 Sharing with Third Parties

We do not sell, rent, or share your data with third parties, except when required by law.

3.2 Legal Requirements

We may disclose data if:

Required by law.
To protect our rights or the rights of others.
To prevent fraud or respond to a government request.

4. Data Security

Your data’s security is crucial to us. We’ve implemented advanced security measures to ensure the data accessed through the integration remains confidential and protected against unauthorized access, alteration, or deletion.

5. Data Retention

We retain the accessed data only for as long as necessary to fulfill the purposes for which it was collected or to comply with our legal obligations.

6. User Rights and Choices

Even though this is a backend system, you have certain rights concerning your data:

Access: You can request details of the data we hold about you.
Correction: If you believe the data we hold is inaccurate, you have the right to ask for it to be updated or corrected.
Deletion: Under certain circumstances, you can request that we delete the data we hold about you.

7. Changes to this Privacy Policy

We may update our Privacy Policy periodically. Any changes will be posted on this page. We recommend reviewing this Privacy Policy regularly for any changes.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us.

Last updated: 10/9/23

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A more in depth analysis by a tax specialist may be required to determine the potential benefit of a 179D Deduction

A more in depth analysis by a tax specialist may be required to determine the potential benefit of a 179D Deduction

A more in depth analysis by a tax specialist may be required to determine the potential benefit of a 179D Deduction

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