WFS Data Hub Terms of Use

Effective September 13, 2026

Internal WFS system

The WFS Data Hub is a private internal system of Wicklund Financial Services. It is not offered to the public or to clients as a self-service product. Use is limited to authorized WFS staff acting within their assigned responsibilities.

Authorized use

Users must protect their credentials, complete multi-factor authentication, follow role-based access restrictions, and use the Hub only for authorized WFS business. Users may not share accounts, attempt to bypass security controls, access a company without authority, or use Hub information for a personal or unrelated purpose.

QuickBooks connection

The Hub requests only QuickBooks Online Accounting access and uses the QuickBooks API on a read-only basis. It retrieves information for internal accounting, reporting, review, and client-service work. The Hub does not provide a capability to write changes back to QuickBooks.

A QuickBooks company connection may be disconnected at any time by an authorized WFS administrator. Disconnecting revokes the Intuit authorization, removes stored OAuth tokens, and starts the controlled deletion process described in the Privacy Policy.

Security and availability

WFS uses encryption, multi-factor authentication, role-based access, logging, backups, and other safeguards appropriate to the Hub. Access may be suspended for security, maintenance, legal, or operational reasons. No information system can be guaranteed to be continuously available or completely free of security risk.

Data handling

Users must handle information in the Hub under WFS confidentiality, records-management, engagement, and regulatory procedures. Access by personnel physically outside the United States or use with an additional cloud or AI processor requires the applicable WFS authorization and consent controls.

Contact

Questions about these terms may be directed to reyn@wicklundcpa.com or 808-487-3005.