Privacy policy

Who this is for

Closewright is a tool for bookkeepers. It helps them check and clean up their clients' books in QuickBooks Online. This policy explains what Closewright stores, why, who else handles it, and the choices you have. "You" means the bookkeeping firm using Closewright and the people in it who have a login.

What Closewright stores

• Your login: your email address, a scrambled form of your password (never the password itself), and the display name you choose.
• Your firm and its clients: the client names you add and their settings.
• Bookkeeping data: files you upload (for example CSV exports from QuickBooks Desktop or Online, bank and card statements) and data Closewright reads from a QuickBooks Online company you connect, such as journal entries, invoices, bills, checks, card charges, customers and jobs.
• Your review decisions: what you approved, ignored or undid, with who did it and when.
• A record of changes: every change Closewright makes in QuickBooks after you approve it, and an audit log of important actions (signing in to QuickBooks, checks, changes). These are kept as a permanent record and can't be edited.
• QuickBooks sign-in tokens: when you connect a QuickBooks company, Intuit gives Closewright tokens to reach that company. They are stored encrypted. Closewright never sees or stores your Intuit password.

How it's used

Only to do what you ask Closewright to do: compare and match records, show what looks wrong, and, when you approve a fix, make that change in QuickBooks. Closewright doesn't sell data, doesn't show ads, and doesn't use your clients' data for anything else.

Who can see it

The people with a login in your firm. Each firm's data is kept separate from every other firm's. The person who runs Closewright can reach the stored data to keep the service working and to help when you ask for support, and doesn't look at it otherwise.

Services that handle data for Closewright

• Supabase stores the database, the uploaded files and the logins (servers in the eastern United States).
• Cloudflare runs the Closewright website.
• Intuit provides QuickBooks Online. Closewright reads from and, when you approve a fix, writes to the companies you connect.
• Anthropic provides the Claude AI model. When you use an AI feature (for example "Ask Claude" on the Search page, or an explanation of a finding), the question and the records needed to answer it are sent to Anthropic to produce the answer: for an explanation, that one finding's invoice and journal entry; for a question, a count of what's loaded and the search results it looks at (up to 15 records per search, at most 5 searches). QuickBooks sign-in tokens and company IDs are never sent. Nothing is sent to Anthropic unless you use one of those features, and each use is recorded in the audit log. Under Anthropic's commercial terms, Anthropic doesn't use this data to train its models, and deletes it within 30 days (unless it must keep it longer to enforce its usage policy or because the law requires it).

Each of them is bound by its own terms and privacy commitments.

Cookies and browser storage

Closewright uses cookies only to keep you signed in and to protect the QuickBooks connection step. It uses your browser's storage for small conveniences. There are no advertising or tracking cookies.

Security

Connections to Closewright are encrypted (HTTPS). QuickBooks tokens are encrypted before they're stored. Every firm's data is walled off from other firms' in the database. Changes to QuickBooks are only made after someone in your firm approves them, and each one is recorded.

How long it's kept, and deleting it

Data is kept while your firm uses Closewright. You can disconnect a QuickBooks company at any time on the Load files page, which cancels Closewright's access at Intuit and deletes the stored tokens. To have your firm's data deleted, write to support@closewright.app; it will be deleted within 30 days, except where the law requires keeping a record.

Changes to this policy

If this policy changes in a way that matters, the people with a login will be told before the change takes effect.

Contact

Questions or requests about your data: support@closewright.app.