Privacy Policy

Last updated: March 8, 2026

Lazybooks ("we," "us," or "our") operates the Lazybooks accounting platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

1. Information We Collect

Account Information

When you create an account, we collect your email address and authentication credentials (such as passkeys). If you set up an organization, we also collect your organization name and related business details you provide.

Financial Data

To provide bookkeeping functionality, we collect and store financial data you enter into the Service, including journal entries, chart of accounts configurations, invoices, customer records, and bank activity. If you connect a bank account through our integration with Plaid, we receive transaction data and account information from Plaid in accordance with Plaid's privacy policy.

Payment Information

Subscription payments are processed by Stripe. We do not store your full credit card number or payment method details on our servers. Stripe collects and processes payment information in accordance with Stripe's privacy policy. If you use our invoicing features to collect payments from your customers, those transactions are also processed through Stripe.

Usage Data

We automatically collect certain information when you access the Service, such as your IP address, browser type, operating system, referring URLs, and pages visited. This data helps us improve the Service and diagnose technical issues.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Process transactions and send related communications
• Authenticate your identity and maintain account security
• Generate financial reports and bookkeeping records on your behalf
• Respond to your inquiries and provide customer support
• Send administrative messages, updates, and security alerts
• Comply with legal obligations and enforce our terms

3. We Do Not Sell Your Data

We do not sell, rent, or trade your personal information or financial data to third parties. Period.

4. How We Share Your Information

We may share your information only in the following circumstances:

• Service Providers: We use third-party services to operate the Service, including Amazon Web Services (AWS) for hosting and infrastructure, Plaid for bank account connections, and Stripe for payment processing. These providers access your data only as necessary to perform their functions and are contractually obligated to protect it.
• Legal Requirements: We may disclose your information if required to do so by law, regulation, legal process, or governmental request.
• Business Transfers: If Lazybooks is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
• With Your Consent: We may share your information for any other purpose with your explicit consent.

5. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit (TLS) and at rest. Our infrastructure is hosted on AWS, which maintains comprehensive security certifications. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your account information and financial data for as long as your account is active or as needed to provide the Service. If you delete your account, we will delete or anonymize your data within a reasonable timeframe, unless we are required to retain it for legal or regulatory purposes.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate data
• Request deletion of your data
• Export your data in a portable format
• Object to or restrict certain processing

To exercise any of these rights, please contact us at the email address listed below.

8. Cookies

We use essential cookies to maintain your session and authentication state. We also use cookies to remember your preferences, such as your theme selection. We do not use third-party advertising or tracking cookies.

9. Children's Privacy

The Service is not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will take steps to delete that information promptly.

10. Changes to This 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 with a revised "Last updated" date. Your continued use of the Service after any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at support@lazybooks.app.