Privacy Policy

Part 1: Website, contact form and newsletter

Draft, November 2026. This part describes what this website collects and how we use it.

Information you choose to send us

• Contact form: your name, email address, and message, plus anything optional you add (company, phone, industry, topic).
• Newsletter signup: your email address, your first name if you give it, and a record of your consent (the wording you agreed to, the date, and the page you signed up on).

How we use it

We use contact form details only to respond to you. We use newsletter signups only to send the Wendy P. Corp newsletter to people who asked for it. We store this information in a database on a server operated for us by our hosting provider, with access limited to our team. We do not sell or rent it, and we do not use it for advertising.

Newsletter

Signing up is optional and the consent box is never pre-checked. You can unsubscribe at any time by emailing info@wendycorp.com. We keep your email address on the newsletter list until you unsubscribe.

Cookies and analytics

We use Google Analytics to understand how people use this website, such as which pages are visited, how long visits last, and roughly where visitors come from. Google Analytics sets cookies in your browser and sends usage information to Google. This information is anonymized and does not tell us who you are. We use it only to improve the website, not for advertising. To stop Google Analytics from collecting information about your visits, you can install the Google Analytics opt-out browser add-on, or block cookies in your browser settings.

To protect our contact form from spam, the form uses Cloudflare Turnstile, a security check that may read basic technical information from your browser. We do not use advertising cookies. Like most websites, our server may also keep standard technical logs (such as IP address, browser type, and pages requested) to keep the site secure and working.

Your choices

To ask what information we hold about you, or to have it corrected or deleted, email info@wendycorp.com or call 516-382-0860.

Children

This website is for businesses and is not directed to anyone under the age of 18.

Contact

Wendy P. Corp Bookkeeping and Financial Health Services, 3406 Lower Arkansaw Rd, Baker, WV 26801. info@wendycorp.com.

Part 2: QuickBooks Online Integration — Privacy Policy

Operator: Wendy P. Corp (wendycorp.com) · Effective: July 20, 2026 · Version 1.0

This policy describes how the QuickBooks Online integration operated by Wendy P. Corp (“we,” “us”) accesses, uses, and protects the accounting data it reads from a connected QuickBooks Online company.

01 What this application is

This is a private software integration that connects a QuickBooks Online company to an AI assistant used internally by the account owner. It is not a public product and is not marketed to or made available to third parties. It is used solely by the individual or business that authorizes it against their own QuickBooks Online company.

This application is an independent integration built on Intuit’s public developer API. It is not created, endorsed, or affiliated with Intuit Inc. “QuickBooks” and “QuickBooks Online” are trademarks of Intuit Inc.

02 Data we access

When you authorize the application, Intuit grants it access under the accounting scope. Depending on the actions you request, this may include:

• Company profile information (name, address, fiscal year, currency);
• Customers, vendors, employees, and items;
• Transactions such as invoices, bills, payments, and journal entries;
• Accounting reports (profit & loss, balance sheet, aging, and similar).

We access this data only in response to actions you initiate through your assistant, and only for the connected company.

03 How the data is used

Accessed data is used exclusively to fulfill the request you make — for example, retrieving a report, listing records, or creating and updating entries you direct. Data is returned to you through your own assistant. We do not sell, rent, or share your QuickBooks data with any third party, and we do not use it for advertising or profiling.

04 Storage and security

Authentication is handled through Intuit’s OAuth 2.0. The application stores only the OAuth access and refresh tokens needed to maintain the connection, kept locally on the operator’s own machine with access-restricted permissions. QuickBooks records themselves are not retained in a separate database; they are fetched on demand and held only transiently to complete each request.

05 Data retention

Stored authentication tokens persist until you disconnect the application or they expire. We retain no long-term copy of your accounting data beyond what is momentarily processed to answer a request.

06 Revoking access

You may revoke the application’s access at any time from within QuickBooks Online, under Settings → Apps (Manage connected apps), or by deleting the locally stored tokens. Revoking access immediately ends the application’s ability to read or write your company data.

07 Children’s privacy

This application is a business tool and is not directed to, or intended for use by, anyone under the age of 18.

08 Changes to this policy

We may update this policy as the integration evolves. Material changes will be reflected by a revised effective date and version above.

09 Contact

Questions about this policy or the data this application handles can be directed to sase@wendycorp.com.

Wendy P. Corp · wendycorp.com · Independent integration built on the Intuit Developer platform. Not affiliated with Intuit Inc.