Krista Topper provides outsourced financial-operations (fractional controller/CFO) services. This policy covers the software she operates to connect to a client’s QuickBooks Online (QBO) company file — referred to here as the “Application” — and the data it accesses on the client’s behalf.
The Application connects to a client’s own QBO company file at the client’s direction. The client (and its authorized QBO administrator) is the owner and controller of that accounting data; we access it as the client’s service provider to perform the engagement.
Through Intuit’s official APIs, and only with the scope the client authorizes, the Application may read: accounting records such as the chart of accounts, trial balance, general ledger, profit-and-loss and balance-sheet reports, invoices, bills, and related transactions, plus basic company profile information. We access the minimum needed to perform reconciliation, close support, and reporting for the engagement.
Solely to deliver the agreed financial-operations services: automated reconciliation and verification checks, month-end close support, and management reporting. We do not sell client data, and we do not use it for advertising or for training third-party models.
We do not provide third parties with access to a client’s QuickBooks data via external API calls or otherwise, except: (a) to the client and people the client authorizes; and (b) where required by law. We do not transfer QBO data to any onward processor without the client’s instruction.
safeStorage; AES-256 with an OS-managed key), as ciphertext only, on the operator’s machine. They are never transmitted to third parties.The client’s QBO administrator can revoke the Application’s access at any time from the QuickBooks admin panel; every API action is logged by Intuit. Access can also be disconnected from within the Application.
Depending on your jurisdiction you may have rights to access, correct, or delete personal data. Because the data here belongs to the client’s company file, direct such requests to the client, or contact us at topper626@gmail.com and we will assist the client in responding.
We may update this policy; the effective date above reflects the latest version.
topper626@gmail.com · Krista Topper · 2355 Hancock Dr, Lancaster, PA 17601