Privacy policy

Last updated: today.

ChaseDesk processes data on behalf of bookkeeping firms ("Firms") to chase their clients ("Clients") for financial documents and to push categorized records into Xero. This is a placeholder policy — replace before launch with one reviewed by counsel.

What we store

• Firm account details (email, firm name, owner name, branding)
• Client contact details synced from Xero (name, email, phone)
• Documents uploaded by Clients via magic-link portal or email
• Encrypted Xero OAuth tokens

What we don't do

• We do not sell or share data with advertisers
• We do not log document contents or PII
• We do not retain Xero tokens after disconnect

Contact

privacy@chasedesk.app