Privacy Policy

01Who we are

02Scope of this Policy

This Privacy Policy applies to information collected through:

• our website;
• our applications, integrations, APIs, and backend systems;
• customer onboarding, support, and account management;
• integrations with QuickBooks Online, GoHighLevel / HighLevel, and other services you authorize us to access.

This Privacy Policy does not apply to information collected directly by third-party services such as Intuit, QuickBooks Online, GoHighLevel / HighLevel, payment processors, or other third-party platforms. Those services are governed by their own privacy policies and terms.

03Information we collect

We may collect the following categories of information:

A. Information You Provide to Us

We may collect information you provide directly, including:

• name;
• company name;
• email address;
• phone number;
• billing and account information;
• support requests and related communications;
• information submitted through forms, scheduling pages, onboarding flows, or account setup.

B. Information From Connected Platforms

If you authorize our Services to connect with third-party platforms, we may access and process information made available through those platforms.

QuickBooks Online Data

Depending on the permissions granted and features used, this may include:

• company and account information;
• customer, vendor, and employee records;
• invoices, estimates, bills, payments, expenses, journal entries, and other transaction data;
• chart of accounts, classes, locations, items, and related accounting records;
• other accounting or operational data necessary to provide the Services.

GoHighLevel / HighLevel Data

Depending on the permissions granted and features used, this may include:

• contact and lead information;
• company and account records;
• opportunities, pipeline data, tags, and custom fields;
• form submissions and appointment data;
• conversations, notes, workflow data, and related CRM information;
• other CRM and operational data necessary to provide the Services.

C. Automatically Collected Information

When you use the Services, we may automatically collect certain technical information, including:

• IP address;
• browser type;
• device type;
• operating system;
• referring pages;
• usage data;
• timestamps;
• log files, audit logs, diagnostics, and error reports.

D. SMS and Communication Data

If you communicate with Builder Clarity by SMS, phone, email, or other messaging channels, we may collect:

• your phone number;
• message content;
• communication metadata;
• records of support, scheduling, or service-related communications.

We do not sell SMS contact information or SMS content.

04How we use information

We use information we collect to:

• provide, maintain, and improve our Services;
• authenticate users and manage accounts;
• connect, sync, transfer, transform, map, display, or update data between authorized platforms;
• provide implementation, integration, automation, reporting, and support services;
• communicate with you about your account, service updates, security notices, invoices, and support issues;
• troubleshoot technical problems and monitor system performance;
• protect against fraud, misuse, security threats, and unauthorized access;
• comply with legal obligations and enforce our agreements;
• create aggregated, anonymized, or de-identified analytics for internal business purposes.

We do not sell your personal information.

We do not use customer-authorized QuickBooks Online or GoHighLevel data for unrelated advertising purposes.

05Legal bases for processing

Where applicable under data protection law, we process personal data on one or more of the following legal bases:

• performance of a contract;
• legitimate interests;
• consent;
• compliance with legal obligations.

06How we share information

We may share information only as described below:

A. Service Providers

We may share information with vendors and subprocessors that help us operate our business and provide the Services, such as:

• cloud hosting providers;
• infrastructure and database providers;
• authentication providers;
• logging, monitoring, and analytics vendors;
• communications and support tools;
• payment processors.

These providers may access information only as needed to perform services on our behalf and under appropriate confidentiality and security obligations.

B. Third-Party Integrations at Your Direction

If you connect QuickBooks Online, GoHighLevel / HighLevel, or other external platforms to our Services, information may be transferred to and from those platforms as directed by you and as necessary to provide the Services.

C. Legal Compliance and Protection

We may disclose information if required to do so by law or if we believe disclosure is reasonably necessary to:

• comply with a legal obligation, court order, subpoena, or government request;
• protect our rights, property, or safety;
• protect the rights, property, or safety of our users or others;
• investigate fraud, abuse, or security incidents.

D. Business Transfers

We may disclose information in connection with a merger, financing, acquisition, sale of assets, reorganization, or similar transaction.

07Cookies and similar technologies

We may use cookies, pixels, local storage, and similar technologies to:

• operate and secure the website;
• remember user preferences;
• improve performance and functionality;
• analyze traffic and usage patterns.

You can control cookies through your browser settings, but disabling cookies may affect site functionality.

08Data retention

We retain information for as long as reasonably necessary to:

• provide the Services;
• maintain business and legal records;
• resolve disputes;
• enforce our agreements;
• comply with legal, tax, accounting, and regulatory obligations.

Integration data, logs, backups, and communications may be retained for a reasonable period after account termination or disconnection, unless deletion is required by law or requested by you and not otherwise restricted by legal or operational requirements.

SMS and communication data may be retained until no longer needed for support, legal, operational, or compliance purposes, unless you request deletion and deletion is legally permitted.

09Data security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction. These measures may include:

• encryption in transit;
• access controls;
• authentication protections;
• system monitoring and logging;
• least-privilege access practices.

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

10Your rights and choices

Depending on your location and applicable law, you may have the right to:

• access the personal data we hold about you;
• correct inaccurate information;
• request deletion of your personal data;
• request restriction of processing;
• object to certain processing;
• request data portability;
• withdraw consent where processing is based on consent;
• lodge a complaint with a supervisory authority.

You may also opt out of non-essential marketing communications by following the unsubscribe instructions in those communications or by contacting us directly.

To exercise privacy rights, contact us at privacy@builderclarity.com.

We may need to verify your identity before processing certain requests.

11Third-party links and embedded content

Our website and Services may contain links to third-party sites or embedded content. We are not responsible for the privacy, security, or data practices of those third parties. Your use of third-party sites and services is subject to their own policies.

12Children’s privacy

Our Services are intended for business use and are not directed to children under 18. We do not knowingly collect personal information from children under 18.

13International data transfers

If you access our Services from outside the United States, your information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate. By using the Services, you understand that your information may be processed in jurisdictions with different data protection laws than your own.

14Changes to this Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will post the revised version on our website and update the “Last Updated” date above. Your continued use of the Services after changes become effective constitutes your acceptance of the updated Privacy Policy, to the extent permitted by law.

15Contact us

If you have questions, comments, or requests regarding this Privacy Policy or our privacy practices, contact us at: