Privacy Policy

Introduction

Welcome to CleanUpBuddy.ai ("we," "us," or "our"). CleanUpBuddy.ai is an AI-powered platform developed by Very Sweet, Inc. (”Sweet”) to assist tax preparers in automating year-end bookkeeping processes. This Privacy Policy explains how we collect, use, and protect data when you (the tax preparer, referred to as the “User”) use our platform to process bank statements and related financial documents on behalf of your clients (referred to as the “End Clients”).

By using CleanUpBuddy.ai, you agree to this Privacy Policy. If you do not agree, please refrain from using our services.

1. Information We Collect

When you use CleanUpBuddy.ai, we collect and process the following types of information:

a. Information You Provide Directly

  • Account Information: Your name, email address, and login credentials when you create an account.
  • Uploaded Financial Data: Bank statements, receipts, and other financial documents provided for processing.

b. Information Generated by Your Use

  • Metadata such as file names, processing timestamps, and usage patterns (e.g., how frequently you use the platform).
  • AI output data, such as Profit & Loss (P&L) summaries and other processed results derived from the uploaded financial data.

c. Technical Data

  • Device and browser information, IP address, cookies, and related tracking data when you access the platform.

2. How We Use Your Information

We use the information we collect for the following purposes:

  1. To Provide Services:
    • Process and analyze uploaded bank statements and financial documents to generate P&L summaries and other outputs.
    • Allow access to your account and manage platform functionalities.
  2. To Maintain Platform Security:
    • Protect against unauthorized access, fraud, or misuse of the platform.
    • Comply with legal, regulatory, and security obligations.
  3. To Improve Our Services:
    • Enhance our platform’s performance and user experience.
    • Monitor platform usage for debugging, troubleshooting, and optimization purposes.

Important: We do not use any uploaded financial data or processed results to train, retrain, or improve our AI models. Your data remains private and strictly confined to the services we provide to you.

3. Data Ownership and Control

  • You (the User) retain ownership of all uploaded financial data and AI-generated outputs.
  • We act as a data processor for the information you upload, meaning we only handle the data for the purposes outlined in this policy.
  • You are responsible for ensuring compliance with any applicable privacy or regulatory requirements when handling End Client data.

4. How We Share Information

We do not sell or rent your information to third parties. However, we may share information in the following limited circumstances:

  • With Service Providers: Third-party vendors that assist us with hosting, data storage, or platform security. These vendors are contractually obligated to keep your data secure and confidential.
  • For Legal or Compliance Reasons: When required by law, regulation, or valid legal process (e.g., court orders or government requests).
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, where your data may be transferred as part of the business.

5. Data Security

We take the security of your data seriously and implement industry-standard measures to safeguard it, including:

  • Data Encryption: All data in transit and at rest is encrypted using secure protocols (e.g., TLS and AES-256).
  • Access Controls: Strict user authentication and role-based access controls.
  • Secure Hosting: Data is hosted on secure servers provided by trusted cloud service providers.
  • Regular Audits: Periodic security assessments and vulnerability testing to identify and address risks.

While we strive to protect your data, no method of electronic storage or transmission is 100% secure. If you believe your account has been compromised, please contact us immediately.

6. Data Retention

We retain your data only as long as necessary to provide our services or comply with legal obligations. Specifically:

  • Account-related information is retained as long as your account remains active.

Once retention periods have lapsed, we securely delete or anonymize the data.

7. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights:

  • Access and Correction: Request access to or correction of your personal information.
  • Data Deletion: Request the deletion of uploaded or stored data.
  • Data Portability: Receive a copy of your data in a machine-readable format.
  • Withdraw Consent: Where applicable, withdraw consent to data processing.

To exercise these rights, please contact us at support@cleanupbuddy.ai

8. Use of Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve user experience, monitor platform performance, and analyze usage. You can manage cookie preferences via your browser settings.

Our platform may include links to third-party websites or services. We are not responsible for the privacy practices or content of these third parties.

10. Children’s Privacy

CleanUpBuddy.ai is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date. We encourage you to review this policy regularly.

Contact Information

If you have any questions or concerns about these Terms and Conditions, please contact us at support@cleanupbuddy.ai