Privacy Policy

We collect various categories of corporate and personal information to provide elite financial operations, bookkeeping, and tax compliance services.

• Corporate Registration Information: Legal business name, corporate address, employer identification number (EIN), entity structure (e.g. S-Corp, LLC), and primary state registrations.
• User Contact Information: Full name, telephone number, job title, and corporate email addresses of authorized officers.
• Financial Integration Data: Bank account numbers, ledger entries, sales volumes, accounts payable schedules, payroll registers, invoice records, and tax history.
• Technical Analytics: IP addresses, browser specifications, platform usage analytics, and active session duration data collected automatically via cookies.

Azul Financials utilizes your aggregated data strictly for operational, compliance, and service improvement reasons:

• To prepare, categorize, and reconcile your business ledgers on QuickBooks Online.
• To compile, file, and report federal and state business and personal tax returns.
• To execute AP transactions, supplier payouts, and process company payroll distributions.
• To communicate platform updates, monthly ledger closes, and query incomplete entries.
• To secure and protect our systems, identify fraudulent activity, and enforce terms.

To automate your back-office data sync, we integrate with industry-leading third-party API networks:

• Plaid: We establish a secure, read-only interface with your checking, savings, and credit cards. We never hold, view, or retain your banking credentials.
• QuickBooks Online (Intuit): We synchronize and push reconciled transaction ledgers to your designated QBO account, maintaining clean general ledger structures.
• Stripe & Shopify: We capture merchant details, processing fees, and customer sale events to track accurate revenue recognition metrics.
• Gusto & Payroll Portals: We sync payroll registers to accurately categorize payroll liabilities, tax withholdings, and operational salary distributions.

We enforce rigorous bank-grade security protocols to protect your financial logs:

Additionally, we enforce strict multi-factor authentication, routine vulnerability assessments, and align with SOC 2 data protection guidelines.

We DO NOT sell, trade, or rent your corporate data or contact logs to marketing lists. We disclose relevant operational data only:

• To IRS and state tax departments to complete filings you explicitly approve.
• To our software sub-processors who perform essential hosting, storage, and API routing functions.
• To comply with regulatory subpoenas, valid judicial requests, or legal compliance mandates.
• To protect the legal rights, safety, and operational system integrity of Azul Financials.

As our corporate client, you have comprehensive rights over your personal and commercial files:

• Data Portability: You may request or download copies of all past financial reports, balances sheets, and tax filing documents at any time.
• Correction: You may modify your portal profile, email accounts, phone numbers, and address info.
• Integration Disconnection: You can disconnect Plaid, Stripe, Gusto, or QBO links at any time. Doing so will immediately suspend our capacity to perform bookkeeping tasks.
• Deletion: Upon contract termination, you may request the systematic deletion of your user portal details, except data we must legally retain.

We retain your personal, financial, and tax filings files as long as your portal account remains active or as required by regulatory compliance rules.

IRS regulations demand that corporate tax records and associated financial statements be retained for a minimum of seven (7) years. Consequently, we must legally persist certain ledger details even if you request deletion.

Azul Financials reserves the right to update this Privacy Policy from time to time to reflect modifications in data security standards, API integrations, or IRS reporting guidelines.

If we execute a material modification, we will post the updated terms on this web page and update the "Last Updated" marker at the top. We will also issue a direct notification to your registered email account or portal dashboard.

If you have questions, comments, or concerns regarding this Privacy Policy or your secure integrations, please contact our data safety team at: