WFS Data Hub Privacy Policy

Effective September 13, 2026

What the Data Hub is

The WFS Data Hub is an internal system operated by Wicklund Financial Services (WFS). It is used by authorized WFS staff only to support accounting and financial-services work. It is not a client-facing application, and clients do not create Data Hub accounts.

QuickBooks data we access

When a QuickBooks Online company is connected, the Data Hub uses read-only access to retrieve company information, chart-of-accounts data, customer and vendor data, and financial reports including Profit and Loss, Balance Sheet, Accounts Receivable Aging, and Accounts Payable Aging. The Hub does not create, edit, or delete transactions or other records in QuickBooks.

WFS uses this information only for authorized internal accounting, reporting, review, and client-service activities. WFS does not sell QuickBooks data.

Where information is stored and protected

Application data is stored in Supabase's US West region. The application runs on DigitalOcean infrastructure in its San Francisco data-center region. Information is encrypted in transit using HTTPS/TLS and is encrypted at rest. QuickBooks OAuth tokens are additionally encrypted by the application. Access is limited through multi-factor authentication, role-based permissions, and access by authorized personnel physically located in the United States.

Retention and deletion

WFS ordinarily retains QuickBooks-derived data and financial-report snapshots for at least five years. Five years is a retention floor, not an automatic deletion date; WFS may retain information longer when needed for professional, contractual, legal, security, or continuity purposes. The firm owner may direct an earlier secure purge when applicable obligations permit it.

When WFS disconnects a QuickBooks company, the Hub revokes the Intuit authorization and deletes the stored OAuth tokens and active synchronized QuickBooks content. Minimal connection and security-audit metadata may be retained to document the authorization and deletion. Encrypted backup copies remain under the applicable backup-retention process unless the firm directs an earlier permitted purge.

Contact

Questions about the WFS Data Hub or its handling of QuickBooks information may be directed to reyn@wicklundcpa.com or 808-487-3005.