Privacy Policy
Effective October 14, 2026
Clearhelm, Inc. (“Clearhelm”, “we”, “us”) provides Clearhelm, a service-management platform for managed IT service providers (our “Customers”). This policy explains how we handle information when Customers and their authorized users use the platform (the “Service”).
Our role
Customers decide which of their business systems to connect and what data the Service processes. We process that data on each Customer's behalf to provide the Service. Each Customer's data is kept separate from other Customers' data.
Information we process
- Account information: names, work email addresses and roles of Customer users who sign in.
- Connected-service data: when a Customer administrator connects a third-party service, we access the data that service's authorization scope allows. For QuickBooks Online, that is company information, customers, and related accounting records, used to keep the Customer's client records consistent across its systems and to prepare and verify billing.
- Operational records: records Customers create or import while delivering their own services, such as tickets, contracts and reports.
- Technical data: logs needed to operate, secure and troubleshoot the Service.
How we use information
Only to provide, secure, support and improve the Service for the Customer it belongs to. We do not sell personal information. We do not use QuickBooks or other connected-service data for advertising. We do not use one Customer's data to serve another Customer.
Sharing
We share information only:
- with service providers that host and operate the Service (cloud hosting, database, email and AI processing), under confidentiality and data-protection obligations;
- when the Customer directs us to;
- when the law requires it.
Security
- Authorization tokens and credentials are encrypted at rest.
- Data in transit is protected with TLS.
- Access is restricted by role and by Customer, and is logged.
- Data is stored with our providers in the United States.
Retention and disconnection
A Customer administrator can disconnect QuickBooks Online or any other connected service at any time, from the Service's integration settings or from the third-party service itself. When a service is disconnected, we revoke the authorization and stop accessing that service. We keep Customer data for as long as the Customer's account is active and as needed to meet legal obligations. We delete it after the account is closed, on the Customer's request or on our standard schedule.
Your choices
If you are a Customer user and want to access, correct or delete your information, contact your organization's administrator or us at legal@clearhelm.ai.
Changes
We may update this policy. The effective date shows the latest version. We will notify Customers of material changes.
Contact
Clearhelm, Inc.
7925 NW 12th St, Ste 122, Miami, FL 33126
legal@clearhelm.ai