1. Who we are
SmallBiz App Suite (the “Service”) is owned and operated by Don Short Solutions (“we,” “us,” or “our”). The Service is available at smallbizsuite.info. Questions about this policy can be sent to [email protected].
2. Information we collect
If you install SmallBizSuite on your phone or computer, the app stores only its own program files (icons, styles and code) on your device so it opens faster. Your business data is never stored on the device; it is loaded from our servers each time.
- Account information: your name, email address, password (stored only in hashed form), and the tier you purchased.
- Business information you enter: your digital business card, logo and images, products, team members, expenses, goals, checklists, booking settings, and support tickets.
- Your customers’ information: contacts, leads, notes, deals, email sequences, bookings, and invoices that you add or that are captured through your business card, forms, and QR codes. You control this data, and we process it on your behalf.
- Payment information: payments are processed by Stripe. We receive confirmation of payment and limited billing details. We never see or store your full card number.
- Usage information: pages visited, QR scans, and basic device and browser data, collected through Google Analytics and our own scan tracking.
- Connected accounts: if you connect QuickBooks Online, we store the access tokens Intuit issues to us, along with your QuickBooks company ID and company name.
3. How we use information
- To provide, operate, and support the Service and the features of your tier.
- To process purchases, support-plan payments, and invoices you send to your clients.
- To send service emails, such as invoice notices, booking confirmations, support replies, and email sequences that you approve or schedule.
- To power AI features (Alfred, drafts, roadmaps, reports, and briefings) when you use them.
- To create Alfred’s Read communication profiles when you request one: the notes, replies, and check-in answers you provide about a contact are sent to our AI provider only to produce communication guidance. We never scrape social media or other websites, and the source notes are deleted when you delete the profile.
- To run Fit Finder business analyses when you request one: the profile, business names, notes, and (only if you opt in) the text of one public web page you enter are sent to our AI provider to produce a fit score. We do not crawl websites or scrape social media, and analyses are deleted when you delete the business or profile.
- To improve the Service and keep it secure.
We do not sell your personal information or your customers’ information, and we do not use it for third-party advertising.
4. QuickBooks Online data
If you choose to connect QuickBooks Online, the Service uses Intuit’s authorization to create and update customers, invoices, and payments in your QuickBooks company, and to void invoices that you void in the Service. We read only the information needed for that sync, such as your company name and customer and invoice references. We do not sell QuickBooks data or use it for any other purpose. You can disconnect at any time from your dashboard. Disconnecting revokes our access with Intuit and deletes the stored tokens.
5. Service providers we share with
We share information only with providers that help us run the Service, and only as much as they need:
- Abacus.AI: application hosting, database, file storage, email delivery, and AI model processing.
- Stripe: payment processing for purchases and client invoices.
- Intuit QuickBooks: accounting sync, only if you connect it.
- Google Analytics: aggregated website usage statistics.
We may also disclose information if the law requires it, or to protect the rights and safety of our users and the Service.
6. Security
Data is transmitted over encrypted HTTPS connections. Passwords are hashed, and access to your workspace requires you to sign in. Integration tokens are stored server-side and are never exposed in the browser. No system is perfectly secure, but we take reasonable measures to protect your information.
7. Data retention and your choices
We keep your information for as long as your account is active, or as long as needed to provide the Service. If you cancel the Executive support plan, you keep your software and data. You may request a copy, a correction, or deletion of your data at any time by emailing [email protected]. We will respond within a reasonable time, subject to any records we must keep by law.
Deleting your account: you can delete your account yourself at any time from Account settings in your dashboard (website or mobile app). Deletion is immediate and removes your sign-in, business card, contacts, invoices, proposals, projects and the rest of your workspace, and cancels any recurring subscription. Records of purchases you made from us are kept only as long as tax and accounting law requires. Details: How to delete your account.
8. Children
The Service is intended for businesses and is not directed to children under 16. We do not knowingly collect their information.
9. Changes to this policy
If we update this policy, we will post the new version on this page and change the effective date above.
10. Contact
Don Short Solutions: [email protected]. See also our End-User License Agreement.