Privacy Policy | Karla F. Bookkeeping

Effective Date: May 23, 2026

1. Overview
KarlaF LLC (“we,” “us,” or “our”) operates internal business tools and dashboards that connect to third-party financial platforms including QuickBooks Online. This Privacy Policy explains how we collect, use, and protect information accessed through these tools.

2. Information We Access
Our internal tools may access the following types of information from connected accounts:

Financial data including income, expenses, and profit & loss reports
Account and company information from QuickBooks Online
Transaction records and reporting data
This information is accessed solely for the purpose of generating internal financial dashboards and reports for authorized users.

3. How We Use Information
Information accessed through our tools is used exclusively for:

Generating internal financial dashboards and reports
Supporting bookkeeping and financial analysis for authorized clients
Internal business operations and reporting
We do not sell, share, rent, or disclose any accessed financial data to third parties for any purpose.

4. Data Storage & Security
Our tools operate primarily as local or privately hosted applications. We do not store your QuickBooks data on external servers. Access tokens used to connect to QuickBooks Online are stored securely and are never shared.

We implement reasonable technical and organizational safeguards to protect the data accessed through our tools.

5. Third-Party Services
Our tools connect to QuickBooks Online via Intuit’s official API. Your use of QuickBooks Online is governed by Intuit’s own privacy policy and terms of service. We encourage you to review Intuit’s privacy practices at intuit.com.

6. Access & Authorization
Access to our internal tools is restricted to authorized personnel only. All connections to third-party platforms require explicit authorization by the account owner.

7. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date. Continued use of our tools following any changes constitutes acceptance of the revised policy.

KarlaF LLC

Perkiomenville, PA