Privacy Policy

This website is operated by EveryPenny LLC. This policy applies to visitors to this website and to business inquiries submitted through it.

This policy also covers data handled by the EveryPenny Operations Hub and client portal, as described in the section on Operations Hub and QuickBooks Online Data below. Client financial information handled under a signed engagement is governed first by the applicable engagement agreement and operating procedures; where this policy conflicts with a signed engagement agreement, the engagement agreement prevails.

We collect the information you choose to submit through the form on this website: your first name, work email address, company name, the industry you select, an annual revenue, operating budget, or ARR range, and anything you write in the optional message field.

When the site is loaded, standard technical information (such as IP address, browser type, and the pages requested) may also be processed by the infrastructure that serves the site, in the ordinary course of operating and protecting it.

When you submit the form, we also record limited inquiry-source information: the page on this site you arrived at, the page or industry section from which you opened the review, the address of the website that referred you (if any), and any campaign parameters in the link you followed. This lets us understand how a business inquiry reached the site. This information stays on your device only for the duration of your visit, is sent to us only with your submission, and does not involve cookies or third-party tracking.

Please do not submit confidential financial records, Social Security numbers, bank credentials, tax documents, or other sensitive information through the public website form.

The interactive service experience on this website uses fictional organizations and data. It does not ask you to log in, upload files, or connect any account, and nothing you do in it is sent to us.

To let you move between its screens without losing your place, the experience keeps the choices you make in the sample (for example, a sample approval, a forecast setting, or guide progress) in your browser’s session storage, on your device only, for the duration of your visit. This information is cleared when you reset the sample or close the browser tab. It is not transmitted to us, is not included with an inquiry, and does not involve cookies or third-party tracking. If you open the Financial Control Review form from the experience, only the sample industry you were exploring is recorded as the inquiry source, as described above.

Information submitted through the form is used to:

• respond to your inquiry,
• prepare for the conversation you requested,
• schedule meetings,
• maintain a record of business communications,
• protect this website and our operations, and
• comply with applicable law.

EveryPenny LLC does not sell personal information.

Information may be shared with service providers we use to host this website, deliver communications, schedule meetings, or process inquiries, and only to the extent needed to provide those services. For example, when you submit the inquiry form, your details are stored in the customer relationship system we use to respond to inquiries and schedule meetings, and that system sends you our acknowledgment and notifies us.

We may also disclose information where required by law or to protect our legal rights.

The EveryPenny Operations Hub is the internal bookkeeping application our staff use to do client work. When a client authorizes it, the hub connects to the client’s QuickBooks Online company and reads:

• company information and preferences,
• the chart of accounts,
• vendors,
• bills, vendor credits, and bill payments,
• journal entries,
• purchases, deposits, transfers, and sales receipts, and
• the Profit and Loss, Balance Sheet, General Ledger, Aged Payables, and Aged Receivables reports.

The hub writes two things to QuickBooks Online: bills, with their attached source documents, and bill payments. It writes them only after they have been approved in our workflow.

We do this to deliver bookkeeping services under the client’s signed engagement, and for no other purpose.

The hub runs on Vercel, hosted in the United States. Its database and file storage are on Supabase, in the United States (Oregon). QuickBooks access tokens are kept in an encrypted vault; they are never written to logs and never sent to a browser.

EveryPenny staff can see this data, limited by their role. A client’s own authorized portal users can see it for their own company only.

These service providers process QuickBooks-derived data on our behalf, only to the extent needed to provide their service:

• Vercel (hosting),
• Supabase (database and file storage),
• Intuit (QuickBooks Online), and
• Make (an automation service used for some clients’ QuickBooks connection).

We never sell client data and never use it for advertising.

We keep this data for the life of the engagement and for seven years after it ends, in line with recordkeeping practice for financial records, or longer where the law requires. We delete it on request after that period, subject to those obligations.

A client’s QuickBooks administrator can disconnect the hub at any time inside QuickBooks Online (Apps, then My Apps, then Disconnect), or by asking EveryPenny. On disconnect, the hub revokes its access at Intuit and deletes the stored tokens. Records already in the hub stay under the retention rule above. Only an EveryPenny administrator can reconnect, from the hub; the client’s QuickBooks administrator is then asked to sign in to QuickBooks and approve access again.

Use of the QuickBooks Online account itself is governed by Intuit’s own terms and privacy policy.

This website uses Vercel Web Analytics and Vercel Speed Insights, provided by Vercel, the company that hosts the site, to count visits and measure how quickly pages load. They do not use cookies and do not store personal information. Visitors are counted with a short-lived identifier derived from the request, which resets each day and cannot follow you across days or across websites. We also count when a visitor uses a button or form on the site (for example, opening the demo or sending a review request), without any personal details.

The site does not load third-party advertising scripts and does not set advertising or analytics cookies.

After you submit the inquiry form, you can book your meeting in a scheduling calendar provided by our customer relationship system and shown on our page. That provider operates under its own privacy practices and may use its own cookies within the booking calendar. If we add other analytics or tracking in the future, this policy will be updated first.

We keep inquiry information for as long as needed to respond to you, to maintain a record of our business communications, and to meet legal and recordkeeping obligations.

We apply access, credential, and approval practices to the information we hold. No method of transmission or storage is completely risk-free, and we do not claim certifications we have not obtained.

You may contact us to ask what information we hold about you, or to request access, correction, or deletion of that information, subject to applicable legal and recordkeeping requirements. Use the contact details below and we will respond.

This site may link to websites and tools operated by others, including scheduling services. Those services have their own terms and privacy practices, which we do not control.

If this policy changes materially, we will post the updated version on this page with a new effective date.

Questions about this policy, and access, correction, or deletion requests, can be sent to EveryPenny LLC at hello@everypennyllc.com.