Privacy Policy

Last updated: April 16, 2026

What We Collect

When you use WIPReports, we collect:

  • Account information: your name, email address, and company name
  • QuickBooks Online data: project names, costs, billings, and invoices (read-only access authorized by you via OAuth)
  • Data you enter: contract amounts, change orders, cost-to-complete estimates, PM contact information, and distribution list recipients

How We Use Your Data

We use your data solely to:

  • Generate WIP (Work-in-Progress) schedule reports
  • Send estimate request emails to your project managers
  • Distribute WIP schedule PDFs to your designated recipients (CPAs, sureties, banks)

We do not sell, share, or use your data for advertising or any purpose other than providing the WIPReports service.

QuickBooks Online Integration

WIPReports connects to your QuickBooks Online account via Intuit's OAuth 2.0 authorization. We request read-only access to your accounting data. You can disconnect WIPReports from QuickBooks at any time through your QuickBooks app management settings or through the WIPReports dashboard.

Your QBO OAuth tokens are encrypted at rest in our database.

Data Storage and Security

  • All data is stored on our self-hosted servers
  • All connections use HTTPS/TLS encryption
  • Passwords are hashed using bcrypt
  • QBO tokens are encrypted at rest using Fernet symmetric encryption
  • Access is restricted to your organization only (multi-tenant isolation)

Data Retention

We retain your data for as long as your account is active. You can delete your account at any time from the application, which immediately and permanently removes all associated data, including generated WIP schedule PDF files on our servers. Disconnecting QuickBooks securely deletes the data we synced from it. We also apply automatic retention limits that purge old records over time. Limited residual copies may persist in routine encrypted backups for a short period before being overwritten.

Third-Party Services

WIPReports uses the following third-party services:

  • Intuit QuickBooks Online API (to sync your accounting data)
  • Stripe (for payment processing, if subscribed)

Contact

You can export or delete your data yourself at any time from your account settings. For other privacy questions or access requests, use our contact form.