Privacy Policy

1. Introduction

Elevate Marketing Inc. ("Elevate," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with our applications, including any applications integrated with Meta (Facebook) platforms.

Please read this Privacy Policy carefully. By accessing or using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, do not use our services.

2. Information We Collect

2.1 Information You Provide Directly

• Contact Information: Name, email address, phone number, mailing address
• Account Information: Username, password, profile information, preferences
• Business Information: Company name, job title, business needs, project details
• Communication Data: Messages, inquiries, feedback, and other communications you send to us
• Payment Information: Billing address, payment method details (processed through secure third-party payment processors)

2.2 Information Collected Automatically

• Usage Data: Pages visited, time spent on pages, click patterns, navigation paths
• Device Information: IP address, browser type and version, operating system, device identifiers
• Location Data: General location information based on IP address or device settings
• Cookies and Tracking Technologies: See our Cookie Policy section below

2.3 Information from Third-Party Services

• Meta (Facebook/Instagram) Login: When you use Facebook or Instagram login, we may receive your profile information, email address, profile picture, and friend list (subject to your privacy settings)
• Social Media Platforms: Information from other social media platforms when you connect your accounts
• Analytics Services: Aggregated usage statistics and analytics data
• Business Partners: Information from partners who provide services on our behalf

3. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To provide, maintain, and improve our services and applications
• Account Management: To create and manage your account, process transactions, and communicate with you
• Personalization: To customize your experience and provide personalized content and recommendations
• Communication: To respond to your inquiries, send service updates, marketing communications (with your consent), and important notices
• Analytics and Improvement: To analyze usage patterns, conduct research, and improve our services
• Security and Fraud Prevention: To detect, prevent, and address security issues, fraud, and abuse
• Legal Compliance: To comply with legal obligations, enforce our terms, and protect our rights
• Business Operations: To manage our business operations, including customer support and administrative tasks

4. Meta (Facebook/Instagram) Integration

If you use our application with Meta platforms (Facebook or Instagram), the following applies:

4.1 Data Sharing with Meta

When you log in using Facebook or Instagram, we may share certain information with Meta, including:

• Your account information and profile data
• Usage data and analytics related to your use of our application
• Information necessary to provide and improve our services

4.2 Meta's Use of Your Data

Meta may use the information we share in accordance with their own privacy policies. We encourage you to review Meta's Data Policy at https://www.facebook.com/privacy/explanation.

4.3 Permissions and Data Access

Our application may request access to the following Meta data (subject to your approval):

• Basic profile information (name, email, profile picture)
• Public profile information
• Email address
• Friend list (if applicable and permitted)

You can control what information you share with us through your Facebook or Instagram privacy settings. You may also revoke our access at any time through your Meta account settings.

4.4 Third-Party Data Sharing

We do not sell your personal information to third parties. However, we may share information with Meta and other service providers as necessary to operate our application and provide services to you.

5. QuickBooks Online (Intuit) Integration

If you use our Application that integrates with QuickBooks Online (a product of Intuit Inc.), the following applies:

5.1 Data We Access from QuickBooks

When you authorize our Application to connect to your QuickBooks Online account, we may access the following data:

• Transaction records (purchases, payments, deposits)
• Account balances and chart of accounts
• Profit and Loss (P&L) reports
• Vendor and customer lists

5.2 How We Access Your Data (OAuth 2.0)

Our Application uses the OAuth 2.0 authorization protocol, as required by Intuit, to securely access your QuickBooks data. This means:

• You explicitly authorize the Application through Intuit's secure login flow
• We never see or store your QuickBooks username or password
• Authorization tokens are used to access data on your behalf
• You may revoke access at any time through your QuickBooks account settings (Apps > Manage Apps)

5.3 How We Use QuickBooks Data

Data retrieved from QuickBooks Online is used solely for:

• Internal bookkeeping and management reporting
• Populating private Google Sheets for financial analysis
• Tax preparation and accounting reconciliation

We do not sell, rent, lease, or share your QuickBooks financial data with any third parties. QuickBooks data is not used for advertising, marketing, or any purpose other than those described above.

5.4 Token Storage and Security

OAuth 2.0 access and refresh tokens are stored in Google Cloud Firestore with the following protections:

• Encryption at rest using Google Cloud's default encryption
• Access restricted via Google Cloud IAM (Identity and Access Management) policies
• All data transmitted over HTTPS/TLS encrypted connections
• Application hosted on Google Cloud Run with built-in security controls

5.5 Data Retention for QuickBooks Data

OAuth tokens are retained only as long as the integration is active. Retrieved financial data is not stored permanently within the Application; it is displayed or exported at the time of request. If you disconnect the Application, all stored tokens are deleted.

5.6 Disconnecting QuickBooks Access

You can disconnect the Application from your QuickBooks account at any time by:

• Navigating to your QuickBooks Online account > Apps > Manage Apps and revoking access
• Contacting us at [email protected] to request disconnection

Upon disconnection, all stored OAuth tokens will be deleted and the Application will no longer be able to access your QuickBooks data.

5.7 Third-Party Disclaimer

Our Application is not affiliated with, endorsed by, or sponsored by Intuit Inc. QuickBooks and Intuit are trademarks of Intuit Inc. Your use of QuickBooks Online is governed by Intuit's own privacy policy and terms of service.

6. Information Sharing and Disclosure

We may share your information in the following circumstances:

6.1 Service Providers

We may share information with third-party service providers who perform services on our behalf, including:

• Hosting and cloud storage providers
• Payment processors
• Analytics and marketing service providers
• Customer support platforms
• Email service providers

6.2 Business Transfers

In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred to the acquiring entity.

6.3 Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to:

• Comply with legal obligations
• Protect our rights and property
• Prevent fraud or security issues
• Protect the safety of our users or the public

6.4 With Your Consent

We may share your information with third parties when you explicitly consent to such sharing.

7. Cookies and Tracking Technologies

We use cookies, web beacons, and similar tracking technologies to collect and store information about your interactions with our services.

7.1 Types of Cookies We Use

• Essential Cookies: Required for the website to function properly
• Analytics Cookies: Help us understand how visitors use our website
• Functional Cookies: Remember your preferences and settings
• Advertising Cookies: Used to deliver relevant advertisements (with your consent)

7.2 Third-Party Cookies

We may use third-party services that set cookies, including:

• Google Analytics
• Meta Pixel (Facebook)
• Other analytics and advertising platforms

7.3 Cookie Management

You can control cookies through your browser settings. However, disabling certain cookies may limit your ability to use some features of our services.

8. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit and at rest
• Regular security assessments and updates
• Access controls and authentication procedures
• Secure data storage and backup systems
• Employee training on data protection

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

9. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors we consider when determining retention periods include:

• The nature and sensitivity of the information
• The purposes for which we process the information
• Legal and regulatory requirements
• The potential risk of harm from unauthorized use or disclosure

When we no longer need your information, we will securely delete or anonymize it in accordance with our data retention policies.

10. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

10.1 Access and Portability

You have the right to:

• Request access to your personal information
• Receive a copy of your data in a portable format
• Know what personal information we hold about you

10.2 Correction and Deletion

You have the right to:

• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal requirements)
• Object to processing of your information

10.3 Opt-Out Rights

You can:

• Opt out of marketing communications by clicking unsubscribe links or contacting us
• Disable cookies through your browser settings
• Revoke consent for data processing where applicable

10.4 California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected, used, shared, or sold
• Right to delete personal information
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising your privacy rights

10.5 European Privacy Rights (GDPR)

If you are located in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR):

• Right of access to your personal data
• Right to rectification of inaccurate data
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent

To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below.

11. Children's Privacy

Our services are not intended for individuals under the age of 18 (or the age of majority in your jurisdiction). We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately, and we will take steps to delete such information.

12. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from those in your country. We take appropriate safeguards to ensure your information is protected in accordance with this Privacy Policy, including:

• Using standard contractual clauses approved by relevant data protection authorities
• Relying on adequacy decisions where applicable
• Implementing appropriate security measures

13. Third-Party Links and Services

Our services may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party services you access.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by:

• Posting the updated policy on this page
• Updating the "Last Updated" date
• Sending you an email notification (for significant changes)
• Displaying a notice on our website

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.