QB Pro Services LLC (“QB Pro Services LLC,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit qbproservicesusallc.com (the “Site”) or engage our QuickBooks support services (the “Services”). By using the Site or Services, you agree to the practices described below.

1. Information We Collect

We collect information you provide directly and information collected automatically.

1.1 Information you provide

• Contact details — name, email, phone number, company name submitted through forms or during a consultation.
• Engagement details — QuickBooks product, error description, file metadata, and other details needed to scope and deliver Services.
• Payment information — processed by third-party payment processors. We do not store full card numbers on our servers.
• Communications — emails, chat transcripts, and screen-share session notes related to your engagement.

1.2 Information collected automatically

• IP address, browser type, device identifiers, referring URLs, and pages viewed.
• Cookies and similar tracking technologies (see Section 6).
• Analytics data via Google Analytics 4 or equivalent providers.

1.3 Information from third parties

We may receive information from referral partners, calendar/scheduling tools, and Intuit-authorized services where you have authorized data sharing.

2. How We Use Your Information

• Deliver, maintain, and support the Services you request.
• Diagnose QuickBooks issues, perform migrations, and configure payroll or hosting environments.
• Communicate with you about engagements, scheduling, invoices, and follow-ups.
• Improve the Site and our service quality.
• Comply with legal obligations and enforce our Terms of Service.
• Send service-related emails. We do not send unsolicited marketing without consent.

3. How We Share Your Information

We do not sell your personal information. We share information only as follows:

• Service providers — hosting, payment processing, email delivery, analytics, and CRM vendors bound by confidentiality obligations.
• Intuit-authorized partners — when required to deliver QuickBooks Hosting or related Services.
• Legal requirements — to comply with subpoenas, court orders, or applicable law.
• Business transfers — in connection with a merger, acquisition, or sale of assets, with notice to you.

We do not transfer client QuickBooks data outside the United States. All staff handling client data are US-based.

4. Data Security

We implement administrative, technical, and physical safeguards including encrypted screen-share sessions, encrypted file transfer, restricted access controls, and background checks for personnel. No method of transmission or storage is 100% secure; we cannot guarantee absolute security but follow industry-standard practices for accounting and financial-data engagements.

5. Data Retention

We retain personal information for as long as necessary to deliver Services, comply with legal obligations (including tax and accounting record-keeping), resolve disputes, and enforce agreements. Engagement-specific files are typically retained for the engagement window plus 30 days unless a longer retention period is contractually agreed.

6. Cookies and Tracking

The Site uses cookies and similar technologies to remember preferences, analyze usage, and improve performance. You can disable cookies in your browser, but parts of the Site may not function correctly. We use Google Analytics; you can opt out via the Google Analytics opt-out browser add-on.

7. Your Rights

Depending on your state of residence (including California, Colorado, Connecticut, Virginia, Utah), you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information, subject to legal retention requirements.
• Opt out of certain data processing or targeted advertising.
• Receive a portable copy of your information.

To exercise these rights, email support@qbproservicesusallc.com. We will verify your identity before responding and reply within the timeframe required by applicable law.

8. Children’s Privacy

The Services are intended for businesses and adults aged 18+. We do not knowingly collect information from children under 13.

9. Third-Party Links

The Site may link to third-party websites (including Intuit, hosting providers, and software vendors). We are not responsible for the privacy practices of those sites. Review their policies before submitting information.

10. International Users

The Site and Services are operated from the United States. If you access the Site from outside the US, your information will be transferred to and processed in the US, which may have different data-protection laws than your jurisdiction.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the latest revision. Material changes will be communicated via the Site or email where required by law.

12. Contact Us

Questions, requests, or complaints regarding this Privacy Policy:

QB Pro Services USA, LLC
Email: support@qbproservicesusallc.com
Phone: 18589550303
Address: 2951 Reynolds Ranch PKWY Lodi CA