Privacy Policy

Introduction

At Surety, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our automated payment reminder service.

Information We Collect

Account Information

When you sign up for Surety, we collect:

• Email address (via Google OAuth)
• Business name and contact information
• Phone number for your business

Invoice Data

We store invoice information you provide, including:

• Customer names and phone numbers
• Invoice amounts and due dates
• Payment status and history

Usage Data

We collect information about how you interact with our service, including API calls, reminder sends, and dashboard usage.

How We Use Your Information

• To provide and maintain our payment reminder service
• To send automated SMS and voice call reminders
• To process payments through Stripe
• To communicate with you about your account
• To improve our service and develop new features
• To comply with legal obligations

Data Security

We implement industry-standard security measures to protect your data, including encryption in transit and at rest, secure authentication via Google OAuth, and regular security audits. All payment processing is handled securely through Stripe.

QuickBooks Integration and Intuit Data

Surety integrates with Intuit QuickBooks Online to help you collect overdue payments. When you connect your QuickBooks account, we access your Intuit data as follows:

What We Access

• Invoice data: customer names, amounts, due dates, and payment status (read-only)
• OAuth tokens to maintain a secure, ongoing connection to your QuickBooks account

How We Use QuickBooks Data

• To identify overdue invoices and initiate automated payment reminders via SMS and voice call
• To display invoice status and payment history in your Surety dashboard
• We do not use Intuit data for advertising or sell it to third parties
• We do not share Intuit data with any third party except as necessary to operate the service (e.g., Twilio for call/SMS delivery)

Data Retention and Revocation

QuickBooks data is retained only as long as your account is active and the integration is connected. You can disconnect QuickBooks at any time from your dashboard settings, which immediately revokes access and removes stored tokens. All synced invoice data is deleted when you close your Surety account.

Our use and transfer of information received from Intuit QuickBooks APIs adheres to the Intuit Developer Terms of Service.

Third-Party Services

We use the following third-party services:

• Intuit QuickBooks: For invoice data sync (see section above)
• Google OAuth: For secure authentication
• Stripe: For payment processing
• Twilio: For SMS and voice call delivery
• Google Cloud Platform: For hosting and data storage

These services have their own privacy policies governing data handling.

Your Rights

You have the right to:

• Access your personal data
• Correct inaccurate data
• Delete your account and data
• Export your data
• Opt out of certain communications

To exercise these rights, contact us through your dashboard settings or email support.

Data Retention

We retain your data for as long as your account is active or as needed to provide services. You can delete your account at any time through the dashboard settings, which will remove your personal data within 30 days.

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 policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us through your dashboard or visit our support page.