Cline Law Bookkeeping Integration Privacy Policy

Effective Date: September 22, 2026

This Privacy Policy applies to the Cline Law Bookkeeping Integration, a private internal bookkeeping application operated by the Law Office of Jason Cline.

Information the Application Accesses

When authorized to connect to QuickBooks Online, the application may access information necessary to perform bookkeeping and accounting functions, including:

QuickBooks company and account information;
chart of accounts information;
transaction and bookkeeping records;
vendor, customer, and transaction-related information when necessary for bookkeeping functions; and
information required to authenticate and maintain the authorized QuickBooks Online connection.

How Information Is Used

Information obtained through QuickBooks Online is used solely for legitimate internal business and bookkeeping purposes of the Law Office of Jason Cline. These purposes may include reviewing and categorizing transactions, identifying duplicate or matching transactions, recording authorized bookkeeping entries, reviewing account activity, and assisting with account reconciliation.

QuickBooks Authentication

QuickBooks Online authentication is performed through Intuit's authorization services. The Cline Law Bookkeeping Integration does not collect or store a user's QuickBooks Online password.

The application may securely maintain authorization credentials or tokens provided through Intuit as necessary to maintain an authorized connection to QuickBooks Online.

Sharing of Information

Information obtained through the QuickBooks Online integration is not sold.

QuickBooks information is not shared with third parties for advertising or marketing purposes.

Information may be disclosed when reasonably necessary to operate or maintain the application, comply with applicable law or legal process, protect the security of the application or accounting records, or as otherwise authorized by the Law Office of Jason Cline.

Data Security

Reasonable administrative and technical safeguards are used to protect information accessed through the integration from unauthorized access, use, alteration, or disclosure.

No electronic storage or transmission method can be guaranteed to be completely secure.

Data Retention and Deletion

Information is retained only as reasonably necessary for legitimate business, bookkeeping, recordkeeping, security, and legal purposes.

Authorization to access QuickBooks Online may be revoked at any time. Requests concerning deletion of locally maintained integration data may be directed to the Law Office of Jason Cline using the contact information provided on this website, subject to any applicable accounting, legal, professional, or record-retention requirements.

Changes to This Privacy Policy

This Privacy Policy may be updated as the application or applicable requirements change. The current version will be posted on this page with its effective date.

Contact

Questions concerning this Privacy Policy or the Cline Law Bookkeeping Integration may be directed to:

Law Office of Jason Cline

2601 Wyoming Blvd. NE, Suite 108

Albuquerque, NM 87112

Contact information is available at www.attorneyjasoncline.com.