Privacy Policy

Last Updated: November 7, 2025

1. Introduction

Locavana ("we," "us," or "our") operates Auxilia Finance Tools (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

By using the Service, you agree to the collection and use of information in accordance with this policy. If you do not agree with this policy, please do not access or use the Service.

2. Information We Collect

2.1 Information You Provide

We collect information that you provide directly to us, including:

  • Account Information: Name, email address, username, password
  • Client Data: Client names, contact information, descriptions, and notes
  • Task Information: Task titles, descriptions, due dates, assignments, and priorities
  • Communications: Emails and messages you send through the Service

2.2 Information from Third-Party Services

When you connect third-party services to the Service, we may collect:

  • QuickBooks Online Data: Company information, customer lists, invoices, bills, financial reports, accounts, and transaction data
  • Authentication Tokens: Access and refresh tokens from integrated services

2.3 Automatically Collected Information

We automatically collect certain information when you use the Service:

  • Usage Data: Pages viewed, features used, time spent on pages, navigation paths
  • Device Information: IP address, browser type, operating system, device type
  • Log Data: Access times, error logs, API requests
  • Cookies: Session cookies for authentication and functionality

3. How We Use Your Information

We use the information we collect to:

  • Provide the Service: Create and manage your account, enable core functionality, process your requests
  • Communicate with You: Send service-related emails, notifications about tasks and deadlines, respond to inquiries
  • Improve the Service: Analyze usage patterns, develop new features, fix bugs, enhance performance
  • Ensure Security: Detect and prevent fraud, abuse, and security incidents
  • Comply with Legal Obligations: Respond to legal requests, enforce our terms, protect our rights
  • Send Automated Reminders: Email reminders for upcoming tasks and deadlines
  • Integrate Third-Party Services: Access and synchronize data from QuickBooks Online and other connected services

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

4.1 With Your Consent

We share information when you explicitly authorize us to do so, such as when connecting to QuickBooks Online.

4.2 Service Providers

We share information with third-party service providers who perform services on our behalf:

  • Amazon Web Services (AWS): Hosting and infrastructure
  • Postmark: Email delivery services
  • QuickBooks/Intuit: Financial data integration (when you authorize the connection)

4.3 Within Your Organization

Information you enter is accessible to other authorized users within your organization who have been granted appropriate permissions.

4.4 Legal Requirements

We may disclose your information if required to do so by law or in response to:

  • Valid legal process (subpoenas, court orders)
  • Governmental or regulatory requests
  • Protection of our rights, property, or safety
  • Prevention of fraud or illegal activity

4.5 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred. We will notify you before your information becomes subject to a different privacy policy.

5. Data Security

We implement reasonable security measures to protect your information, including:

  • Encryption of data in transit using SSL/TLS
  • Encrypted storage of sensitive data
  • Access controls and authentication requirements
  • Regular security assessments and updates
  • Secure token storage for third-party integrations

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide you the Service. We may retain certain information after account closure:

  • To comply with legal obligations
  • To resolve disputes
  • To enforce our agreements
  • For backup and disaster recovery purposes (typically 30-90 days)

You may request deletion of your data at any time by contacting us. We will delete your information within a reasonable timeframe, subject to legal requirements.

7. Your Rights and Choices

You have certain rights regarding your personal information:

7.1 Access and Correction

You can access and update your account information at any time through your account settings. You may request a copy of your personal data by contacting us.

7.2 Data Deletion

You may request deletion of your account and associated data. Note that some information may be retained for legal or legitimate business purposes.

7.3 Export Your Data

You may request an export of your data in a commonly used format.

7.4 Opt-Out of Communications

You can opt out of non-essential email communications by following the unsubscribe link in emails or adjusting your notification settings. Note that you cannot opt out of service-related communications (such as password resets or critical system notifications).

7.5 Third-Party Integrations

You can disconnect third-party integrations (like QuickBooks Online) at any time through your account settings. This will revoke our access to data from those services.

8. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Maintain your login session
  • Remember your preferences
  • Protect against CSRF attacks
  • Analyze usage and improve the Service

Most browsers allow you to control cookies through settings. However, disabling cookies may limit your ability to use certain features of the Service.

9. Third-Party Links and Services

The Service may contain links to third-party websites or integrate with third-party services (such as QuickBooks Online). We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies.

10. Children's Privacy

The Service is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from your jurisdiction. By using the Service, you consent to such transfers.

We use AWS infrastructure located in the United States (US East region) for hosting and data storage.

12. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

  • Right to know what personal information is collected, used, and shared
  • Right to delete personal information
  • Right to opt-out of sale of personal information (we do not sell personal information)
  • Right to non-discrimination for exercising your privacy rights

To exercise these rights, please contact us using the information below.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by:

  • Posting the updated policy on this page
  • Updating the "Last Updated" date
  • Sending an email notification for significant changes

Your continued use of the Service after changes become effective constitutes acceptance of the updated Privacy Policy.

14. Contact Us

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

We will respond to your inquiry within a reasonable timeframe.

By using Auxilia Finance Tools, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.