Effective Date: 09/15/2026
Clearzie is a software product of Clearzie, Inc. ("Clearzie,” "we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and protect information when you use the Clearzie website, software platform, integrations, and related services (collectively, the "Services").
By using the Services, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information directly from users, from organizations that provide users access to Clearzie, and from third-party services that users choose to connect to Clearzie.
Account and Contact Information
• Name
• Business email address
• Telephone number
• Company or organization
• Job title or role
• Login and account information
• User permissions and organizational assignments
Business and Workflow Information
Clearzie may process information users enter, upload, generate, or manage through the Services, including:
• Tasks, projects, and recurring workflows
• Client and entity information
• Requests and messages
• Notes and comments
• Documents and files
• Reports and deliverables
• Transaction information
• Workflow history and performance information
Connected Application Data
Users may choose to connect Clearzie to third-party applications and services. When authorized, Clearzie may access information from those systems as necessary to provide the requested functionality.
For example, when a user connects a QuickBooks Online company, Clearzie may access accounting and business information made available through the Intuit QuickBooks Online APIs, including information relating to accounts, transactions, customers, vendors, employees, financial reports, and other accounting records authorized by the user.
Clearzie accesses connected-system information only through authorized connections and subject to the permissions made available through the applicable service.
Usage and Technical Information
We may automatically collect information such as:
• Browser and device information
• IP address
• Login and session activity
• Application usage
• Feature interactions
• Error and diagnostic information
• Audit and security logs
We use this information to operate, secure, troubleshoot, and improve the Services.
2. How We Use Information
We may use information to:
• Provide and operate Clearzie
• Authenticate users and manage permissions
• Execute tasks, workflows, reports, requests, and automations
• Synchronize information with authorized connected applications
• Provide reporting and operational insights
• Support collaboration between users, organizations, and their clients
• Provide customer support
• Diagnose technical issues
• Maintain security and prevent unauthorized use
• Improve product functionality and user experience
• Develop new features
• Comply with legal and regulatory obligations
3. QuickBooks Online and Intuit Data
Clearzie may integrate with QuickBooks Online through APIs provided by Intuit.
When a user authorizes a QuickBooks Online connection, Clearzie will access and process QuickBooks information only as necessary to provide the features authorized by the user and supported by the integration.
Clearzie does not obtain a user's QuickBooks credentials. Authorization is handled through Intuit's authorization process.
Users may disconnect their QuickBooks Online connection in accordance with the functionality provided by Clearzie and/or Intuit.
Use of information received from Intuit APIs is subject to this Privacy Policy as well as applicable Intuit developer requirements.
4. Artificial Intelligence and Automated Features
Clearzie may include artificial intelligence and automated functionality designed to assist users with activities such as:
• Summarizing information
• Analyzing workflows and operational data
• Drafting communications
• Identifying exceptions or items requiring attention
• Recommending actions
• Automating approved workflow steps
• Assisting with accounting and administrative workflows
Clearzie is designed so organizations can establish permissions, workflows, approvals, and other controls governing how automated and AI-assisted functionality operates.
AI-generated information may require human review, depending on the feature and the organization's configuration. Users remain responsible for reviewing information and actions where appropriate.
Clearzie does not use customer accounting data, including information obtained through QuickBooks Online, to train generalized artificial intelligence models for the benefit of unrelated customers.
5. How We Share Information
We may disclose information to service providers that assist us in operating Clearzie, such as providers of:
• Cloud hosting and infrastructure
• Data storage
• Security and authentication
• Communications
• Application monitoring
• Artificial intelligence services
• Customer support
• Connected application infrastructure
These providers may process information only as necessary to provide services to Clearzie and subject to applicable contractual obligations.
We may also disclose information:
• At the direction of the customer or user
• To facilitate an authorized integration
• When required by law, subpoena, court order, or legal process
• To protect the rights, property, or security of Clearzie, our users, or others
• In connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business
We do not sell personal information.
6. Customer Data and Ownership
As between Clearzie and the customer, customers retain their rights in the business information and content they provide to Clearzie.
Customers authorize Clearzie to process that information as necessary to provide, secure, support, and improve the Services in accordance with applicable agreements and this Privacy Policy.
7. Data Security
We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, loss, or disclosure.
No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Users are responsible for maintaining the confidentiality of their login credentials and for promptly notifying us of suspected unauthorized account access.
8. Data Retention
We retain information for as long as reasonably necessary to:
• Provide the Services
• Maintain required business and audit records
• Meet contractual obligations
• Resolve disputes
• Maintain security
• Comply with legal obligations
Retention periods may vary depending on the type of information, customer configuration, contractual requirements, and applicable law.
When information is no longer required, we may delete or de-identify it in accordance with our retention practices.
9. Connected Services
Clearzie may contain integrations with third-party services such as QuickBooks Online and other business applications.
The privacy practices of those third parties are governed by their respective privacy policies and terms. Clearzie does not control the privacy practices of third-party services.
Users should review the policies applicable to services they choose to connect to Clearzie.
10. Cookies and Similar Technologies
The Clearzie website and Services may use cookies and similar technologies necessary for authentication, security, preferences, analytics, and application functionality.
Where required by law, users will be provided appropriate choices regarding non-essential cookies.
11. Children's Privacy
Clearzie is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.
12. Privacy Rights
Depending on where a user resides, applicable law may provide rights regarding personal information, including rights to request access, correction, deletion, or information regarding certain uses or disclosures.
Requests may be submitted using the contact information below. Certain information may be controlled by the organization that provides the user's Clearzie account, in which case requests may need to be directed to that organization.
13. Changes to this Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our Services, technology, legal requirements, or business practices.
When we make material changes, we will update the Effective Date and provide additional notice where required by law.
14. Contact Us
Questions regarding this Privacy Policy may be directed to:
Clearzie, Inc.
Clearzie Privacy
Email: info@clearzie.com
Website: clearzie.com
Mailing Address: 100 Avenida La Pata, Suite 200, San Clemente CA 92673
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