Privacy Policy

This policy covers the Business Advisory portal. Our firm-wide policy for davistaxes.com is at davistaxes.com/privacy.

This policy explains how Davis Schuler & Associates LLC ("we," "us") collects, uses and protects information in our client reporting portal and connected services (the "Portal"). It applies to business owners and their authorized users ("clients") and to visitors who use our calculators or contact forms.

Information we collect

• Account information: name, email address and sign-in details for people we give access to the Portal.
• Business information you provide: company name, industry, ownership and contact details, uploaded financial statements and tax documents.
• QuickBooks Online data: when you or your advisor connect a QuickBooks Online company, we retrieve accounting reports and company information, such as profit and loss, balance sheet and company details. We request read access to accounting data only.
• Calculator and contact form entries: the figures you enter and any contact details you choose to send us.
• Free financial report: the profit and loss and balance sheet you upload, the totals we read from them, and your name, email and business name. If you agree, we send follow-up emails about your report; each has an unsubscribe link.
• Technical information: basic log and device information needed to operate and secure the Portal.

How we use information

• To prepare your financial summaries, dashboards, key performance measures and scheduled reports.
• To provide tax planning, advisory and related professional services you have engaged us for.
• To communicate with you about your account, reports and services.
• To secure the Portal, prevent misuse and meet our legal and professional obligations.

We do not sell your information. We do not use QuickBooks data for advertising, and we do not share it with anyone outside our firm except as described below.

QuickBooks Online connection

The QuickBooks connection uses Intuit's secure authorization process. We never see or store your Intuit password. Access tokens issued by Intuit are stored encrypted and are used only to retrieve reports for the company you authorized. We do not create, edit or delete transactions in your QuickBooks file through this connection. You can disconnect at any time from the Portal or from your QuickBooks account settings; after disconnection we stop retrieving data and revoke the stored tokens.

Who we share information with

• People you authorize: owners and staff whose email addresses you ask us to add.
• Our service providers: companies that host the Portal, store files and send email on our behalf, under obligations to protect the information.
• As required by law: when required by law, regulation, court order or professional standards that apply to Enrolled Agents.

How we protect information

Client data is available only to signed-in advisors at our firm and the client users you authorize. Uploaded files are stored privately and opened through short-lived links. Connection tokens are kept in a restricted store that cannot be read from a web browser. We maintain a written information security plan as required of tax professionals.

Keeping and deleting information

We keep client records for as long as you are a client and for the period required by law and professional standards afterward. You may ask us to delete Portal data that we are not required to keep by contacting us at the address below.

Your choices

• Disconnect QuickBooks at any time.
• Ask us to add or remove users on your account.
• Ask for a copy of, a correction to, or deletion of your information, subject to our record-keeping obligations.
• Stop scheduled report emails by letting your advisor know.

Children

The Portal is for businesses and is not directed to anyone under 18.

Changes to this policy

We will post any changes on this page and update the date at the top. Material changes will be sent to clients by email.

Contact us

Davis Schuler & Associates LLC
4640 S 3500 W, Suite 2, West Haven, UT 84401
(801) 620-0586 · support@davistaxes.com