Effective Date: January 1, 2026
Last Updated:  January 1, 2026

This Privacy Policy describes how Tegri, LLC (“Tegri,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit our website (the “Site”), use our client portal to manage subscriptions, or otherwise interact with us (collectively, the “Services”).

Tegri, LLC is a Florida limited liability company. We provide bookkeeping services to U.S. customers. Our operations are performed remotely.
 

By using the Site or Services, you agree to this Privacy Policy.
 

1. Information We Collect

A. Information You Provide

We collect information you choose to provide, including:

• Account and portal information: name, email, phone number, password/credentials, subscription plan selection, and account preferences.

• Billing information: billing address and payment-related data needed to process subscription payments (note: we typically do not store full payment card numbers if payments are handled by a payment processor).

• Client service information: information you provide to request or receive bookkeeping services (e.g., business name, business contact details, and other information relevant to service delivery).

• Communications: messages you send to us (email, forms, support requests), and records of communications.

B. Information We Collect Automatically (Website/Portal)

When you use the Site or portal, we may collect:

• Device and usage information: IP address, browser type, device identifiers, operating system, pages viewed, timestamps, referring/exit pages, and clickstream data.

• Log and security information: access logs, authentication events, and other data used to maintain portal security and prevent fraud.

• Cookies and similar technologies: described in Section 7.

C. Bookkeeping Data in QuickBooks Online

Bookkeeping work is performed separately in QuickBooks Online. Depending on how you engage with us, your business’s accounting data (including transaction-level information) may be stored and processed within Intuit’s systems under their terms and privacy practices. We access and use that data to provide bookkeeping services in accordance with our client agreement and your instructions.

2. How We Use Information

We use information we collect to:

• Provide and operate the Services, including account creation, subscription management, portal access, and customer support.

• Process payments for subscriptions and manage billing, renewals, and payment confirmation.

• Deliver bookkeeping services, including communicating with you about requests, deliverables, and service status.

• Improve and maintain the Site and Services, including troubleshooting, performance monitoring, and developing features.

• Protect security and integrity, including fraud prevention, identity verification, and enforcing our terms.

• Comply with legal obligations, resolve disputes, and respond to lawful requests.

3. How We Share Information

We do not sell your personal information.

We may share information in these circumstances:

A. Service Providers (Vendors)

We use vendors to help operate the Site and Services (e.g., website hosting, client portal platform, subscription billing/payment processing, email delivery, analytics, customer support tools). These vendors may process personal information on our behalf and are authorized to use it only as necessary to provide services to us.

B. Payment Processing

Subscription payments are processed through our payment processor(s). Your payment card details are handled by the processor according to their security standards and privacy practices. We may receive limited information such as payment status, partial card details (e.g., last four digits), and billing contact information.

C. QuickBooks Online / Intuit

If you authorize or require our access to your QuickBooks Online account to perform bookkeeping, data is processed within QuickBooks Online. We may share information as needed to connect accounts, provide services, and support the authorized relationship.

D. Legal, Safety, and Compliance

We may disclose information if we believe it is necessary to:

• comply with law or legal process,

• respond to lawful requests from public authorities,

• protect the rights, property, or safety of Tegri, our clients, or others,

• investigate fraud or security issues.

E. Business Transfers

If Tegri is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to standard confidentiality protections.

5) Data Retention

We retain personal information for as long as reasonably necessary to:

• provide the Services,

• maintain accurate business and financial records,

• comply with legal, tax, and regulatory obligations,

• resolve disputes, and

• enforce agreements.

Retention periods vary depending on the type of information and our legal obligations.

5. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, portal, or transmission method is completely secure. You are responsible for maintaining the confidentiality of your login credentials and notifying us promptly of any unauthorized use.

6. Cookies and Analytics

We use cookies and similar technologies to:

• enable essential site and portal functionality (e.g., session management, authentication),

• remember preferences,

• understand usage and improve performance,

• help protect against fraud and abuse.

You can manage cookies through your browser settings. If you disable cookies, parts of the Site/portal may not function properly.

Analytics: We may use analytics tools to understand how visitors use the Site. These tools may collect information such as IP address and usage events.

Do Not Track: Some browsers offer “Do Not Track” signals. The Site may not respond to all such signals.

7. Your Choices and Rights

A. Account Information

You may update certain account details through the client portal or by contacting us.

B. Marketing Emails

If we send marketing emails (if applicable), you can opt out at any time by using the unsubscribe link or contacting us. We may still send non-marketing messages (e.g., billing or service notices).

C. U.S. State Privacy Rights

Depending on your state of residence, you may have rights to:

• request access to personal information we hold about you,

• request correction of inaccurate information,

• request deletion of certain personal information,

• obtain information about disclosures,

• opt out of certain targeted advertising (if applicable).

To submit a request, contact us at [privacy@yourdomain.com]. We may need to verify your identity. You may also use an authorized agent where permitted by law.

8. Additional Notice for California Residents

This section applies only to California residents and supplements the rest of this Privacy Policy.

A. Categories of Personal Information Collected

In the past 12 months, we may have collected:

• Identifiers: name, email address, IP address.

• Customer records: billing address, subscription details.

• Internet/electronic activity: browsing and portal usage data.

• Professional/business information: business name/contact details (if provided).

• Sensitive personal information: We do not intentionally collect sensitive personal information through the Site for non-service purposes. If sensitive information is processed as part of service delivery (e.g., through QuickBooks Online), we use it only to provide Services and comply with law.

B. Purposes
We collect and use personal information for the purposes described in Section 3.

C. “Sale” or “Sharing”

We do not sell personal information. We also do not “share” personal information for cross-context behavioral advertising in a way that triggers opt-out requirements, except to the extent certain analytics or advertising tools may be interpreted as such. If we engage in targeted advertising in the future, we will provide appropriate opt-out mechanisms.

D. Your California Rights

You may have the right to request access, deletion, and correction of personal information, and to receive information about our data practices. You also have the right not to be discriminated against for exercising these rights.

9. Third-Party Links and Services

The Site may contain links to third-party websites or services. This Privacy Policy does not apply to third-party practices. Review their privacy policies before providing information.

QuickBooks Online: Use of QuickBooks Online is governed by Intuit’s terms and privacy practices. Your bookkeeping data in QuickBooks Online is not controlled solely by Tegri.

10. Children’s Privacy

Our Services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided personal information, contact us so we can delete it.

11. International Visitors

Our Services are intended for U.S. customers. If you access the Site from outside the United States, your information may be processed in the United States, where data protection laws may differ from those in your location.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will revise the “Last Updated” date and post the updated policy on the Site. Material changes may be communicated through the Site or the client portal.