Privacy Policy
Last updated: February 9, 2026
ClearBox FPA ("we," "us," or "our") operates the ClearBox FPA platform at clearboxfpa.com. This Privacy Policy explains how we collect, use, and protect your information when you use our service.
1. Information We Collect
Account Information
When you create an account, we collect your name and email address. If you sign in with Google, we receive your name, email, and profile picture from Google.
Financial Data
When you use the service, you may enter financial data directly or import it from third-party services such as QuickBooks Online. This includes chart of accounts, account balances, transaction summaries, and financial statements.
Forecast Data
Forecasts, assumptions, schedules, and other planning data you create within the platform are stored to provide the service.
Usage Data
We use Google Analytics to collect anonymous usage data such as pages visited, session duration, and browser type. This helps us improve the service. Google Analytics uses cookies to collect this information. You can opt out by installing the Google Analytics opt-out browser add-on.
2. How We Use Your Data
We use your information solely to:
- Provide and operate the ClearBox FPA platform
- Generate financial forecasts and reports based on your data
- Authenticate your account and manage access
- Send transactional emails (account verification, password resets, team invitations)
- Improve the service based on aggregate, anonymized usage patterns
We do not sell your data. We do not use your financial data for advertising. We do not share your data with third parties except as described in this policy.
3. QuickBooks Online Data
If you connect your QuickBooks Online account, we access the following data through Intuit's API:
- Chart of accounts (account names, types, and balances)
- Financial reports (profit and loss, balance sheet, trial balance)
- Company information (company name, fiscal year settings)
We access this data in read-only mode. We do not modify your QuickBooks data.
Your QuickBooks data is used exclusively to populate actual financial data within ClearBox FPA for forecasting purposes.
You can disconnect your QuickBooks Online account at any time from within the application. When you disconnect, we stop accessing your QuickBooks data. You may also request deletion of previously imported QuickBooks data by contacting us.
4. Data Storage and Security
Your data is stored on secure, managed database servers. We protect your data with:
- Encryption in transit using TLS (HTTPS)
- Encryption at rest for database storage
- Role-based access controls within the application
- Regular security updates to our infrastructure
No method of transmission or storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
5. Data Retention and Deletion
We retain your data for as long as your account is active. When you delete your account:
- All personal information is removed
- All financial data, forecasts, and schedules are permanently deleted
- All QuickBooks Online connections are revoked
Deletion is permanent and cannot be undone. Backups containing your data are purged within 30 days of account deletion.
You may also request deletion of specific data (such as imported QuickBooks data) without deleting your entire account by contacting us at contact@clearboxfpa.com.
7. Third-Party Services
We use the following third-party services to operate ClearBox FPA:
- Google Analytics — Usage analytics
- Google Authentication — Optional sign-in via Google
- Intuit QuickBooks Online API — Optional financial data import
Each of these services has its own privacy policy. We encourage you to review them.
8. Your Rights
You have the right to:
- Access your data — view and export your financial data at any time through the platform
- Correct your data — update your account information and financial data
- Delete your data — delete your account and all associated data
- Disconnect third-party integrations — revoke QuickBooks Online access at any time
To exercise any of these rights, contact us at contact@clearboxfpa.com.
9. Children's Privacy
ClearBox FPA is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or through a notice on the platform. Your continued use of the service after changes are posted constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or how we handle your data, contact us at: