Privacy policy

Last updated 6 August 2026

This policy covers the connector at this address, operated by Latinum Labs on behalf of Summer Associates Tax Services. Latinum Labs is responsible for the handling described here. It is a private deployment: data is not sold, rented, shared for advertising, or used to train any model.

What is stored

• Intuit tokens. The access and refresh tokens for each authorized QuickBooks company, encrypted at rest.
• Company records. The Intuit realm id, company name, and which connector user authorized it.
• Identity. An identifier derived by hashing the Intuit account that authorized a company — which is how several company files are recognized as belonging to one person — together with the email address and display name Intuit returns for that account, if it returns them.
• Authorization records. Registered client details and issued grants, so the assistant can reconnect without reauthorizing every time.

What is not stored

QuickBooks accounting records are not copied into a database here. Requests from the assistant are passed through to Intuit's API and the results returned; they are not retained after the request completes.

How it is protected

• Tokens are sealed with envelope encryption — a per-record AES-256-GCM key, itself wrapped by an RSA key held in Azure Key Vault and never exposed to the application.
• All traffic is HTTPS, TLS 1.2 or better.
• The service holds no credentials of its own: it reaches its key vault and its storage through an Azure managed identity, and storage shared-key access is disabled.
• Logs are structured records carrying realm ids and hashed user ids. Tokens, authorization codes, and encrypted values are never logged.

Retention and deletion

A company's stored tokens and registry entry are deleted when it is disconnected. Revoking the app inside QuickBooks invalidates Intuit's tokens immediately. Operational logs are retained for a limited period for troubleshooting.

Your requests

To ask what is held about you, or to have it deleted, write to max@summertax.com.