Privacy Policy

Last updated: 1/31/2026

Introduction

Civil Billing v2 ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

Information We Collect

QuickBooks Data

When you connect your QuickBooks Online account, we access and temporarily process:

  • Project/customer information
  • Estimate data (contract amounts)
  • Invoice data (billed amounts)
  • Line item details for progress calculations

OAuth Tokens

We securely store OAuth access and refresh tokens to maintain your QuickBooks connection. These tokens are encrypted and stored in Upstash Redis with appropriate expiration times.

Usage Information

We may collect basic usage information such as pages visited and features used to improve our service.

How We Use Your Information

We use the information we collect to:

  • Provide and maintain our progress billing service
  • Generate accurate progress billing reports
  • Sync data between QuickBooks and our application
  • Improve and optimize our service
  • Respond to your support requests

Data Security

We implement appropriate technical and organizational security measures to protect your information:

  • OAuth tokens are encrypted at rest
  • Secure HTTPS connections for all data transmission
  • Regular security audits and updates
  • Limited data retention periods

Data Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties. We may share information only in the following circumstances:

  • With QuickBooks Online (Intuit) to access your authorized data
  • With service providers who assist in operating our service (e.g., Upstash Redis, Vercel)
  • When required by law or to protect our rights

Your Rights

You have the right to:

  • Disconnect your QuickBooks account at any time
  • Request deletion of your data
  • Access the information we have about you
  • Update or correct your information

Third-Party Services

Our service integrates with QuickBooks Online (Intuit). Please review Intuit's Privacy Policy for information about how they handle your data.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy, please contact us at our contact page or email us at support@templateinvoices.com.