Privacy Policy

David Morgan and Associates, Inc. respects the privacy and confidentiality of client, campaign, accounting, and business records.

This Privacy Policy applies to internal administrative tools and integrations used by David Morgan and Associates, Inc., including tools that may connect to QuickBooks Online for bookkeeping, billing, reconciliation, invoicing, payment application, reporting, and audit support.

Information We May Access

When authorized, our internal tools may access QuickBooks Online company data such as customers, vendors, invoices, payments, expenses, attachments, account records, and related bookkeeping information.

How Information Is Used

Information is used only for legitimate internal business purposes, including accounting, campaign billing, invoice preparation, payment reconciliation, compliance review, and administrative reporting.

Sharing of Information

We do not sell personal or financial information. Information may be shared only with authorized staff, accountants, campaign treasurers, professional advisors, service providers, or others as necessary to perform bookkeeping, billing, compliance, or administrative work.

Data Protection

We use reasonable administrative and technical safeguards to protect information from unauthorized access, misuse, loss, or disclosure.

Third-Party Services

Some services, including QuickBooks Online and Intuit services, are governed by their own privacy policies and terms. Users may revoke connected application access through Intuit or QuickBooks account settings.

Contact

Questions about this Privacy Policy may be directed to:

David Morgan and Associates, Inc.
13800 Heacock St, Suite D111
Moreno Valley, CA 92553
Email: info@davidmorgan.us
Phone: (951) 339-1623