Forecasting Worksheet

Privacy Policy

Effective Date: March 31, 2025

1. Introduction

Solspace, Inc. ("we," "our," or "us") values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our Forecasting Worksheet QuickBooks Online App (the "App"). By using the App, you agree to the terms of this Privacy Policy.

2. Information We Collect

We collect the following types of information from businesses that use our App:

  • Personal Information: First name, last name, and email address.

  • Financial Data: Profit and loss data imported from QuickBooks Online.

3. How We Use Your Information

We use the collected information to:

  • Provide and improve the App’s functionality.

  • Facilitate data analysis and reporting features.

  • Communicate with you regarding updates, support, or promotional materials (you may opt out at any time).

  • Ensure compliance with legal and regulatory obligations.

4. Data Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information. However, we may share your information in the following cases:

  • With Service Providers: We may share data with trusted third-party service providers who assist in operating our App.

  • For Legal Compliance: If required by law, we may disclose your information in response to legal requests or governmental investigations.

  • Business Transfers: In the event of a merger, sale, or acquisition, your information may be transferred to the new entity.

5. Data Security

We implement industry-standard security measures to protect your information. However, no method of transmission over the internet is 100% secure. You are responsible for maintaining the security of your QuickBooks Online account.

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. Upon request, we will delete your data in accordance with applicable regulations.

7. Your Rights and Choices

You may:

  • Access, update, or delete your personal information by contacting us.
  • Opt out of marketing communications at any time.
  • Request the removal of stored financial data.

8. Third-Party Links and Integrations

Our App may contain links to third-party websites or services, including QuickBooks Online. We are not responsible for their privacy practices. Please review their privacy policies before providing any information.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy within the App or through other communication channels.

10. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Solspace, Inc.

support@solspace.com

P.O. Box 192

Felton, CA. 95018

USA