Legal

Privacy Policy

Effective Date: March 12, 2026  ·  Last Updated: March 12, 2026

Short version: We collect only what we need to run the service. We do not sell your data. We do not share it with advertisers. Your financial and return data belongs to you. You can delete your account and data at any time.

1. Who This Policy Covers

This Privacy Policy applies to all users of Book990 and the BookBalance.io website, operated by BookBalance.io ("BookBalance," "we," "us," or "our"). It explains what information we collect, how we use it, and your rights regarding that information.

2. Information We Collect

We collect information in two ways: information you give us directly, and information collected automatically when you use the service.

Information you provide:

Data TypeExamplesWhy We Collect It
Account informationEmail address, full name, password (hashed)To create and manage your account
Form 990 return dataOrganization name, EIN, financial figures, officer names, program descriptionsTo provide the core Book990 service
Billing informationPayment method details (processed by Stripe; we do not store card numbers)To process subscription payments
Support communicationsEmails or messages you send to support@bookbalance.ioTo respond to your requests

Information collected automatically:

We use this automatically collected data to diagnose technical issues, improve the service, and prevent abuse. We do not use it to build advertising profiles.

3. How We Use Your Information

We do not use your Form 990 data to train AI models, benchmark against other organizations, or share with any third party for any commercial purpose.

4. How We Share Your Information

We do not sell, rent, or trade your personal information. We share data only in the following limited circumstances:

5. Data Security

We take reasonable and appropriate measures to protect your data:

No method of transmission over the internet or electronic storage is 100% secure. While we use commercially reasonable precautions, we cannot guarantee absolute security. If we become aware of a data breach that affects your information, we will notify you within 72 hours as required by applicable law.

6. Sensitive Financial Data

Book990 stores financial figures and organizational details that you enter for the purpose of preparing a Form 990. This data is treated as sensitive. We do not display, analyze, share, or monetize your organization's financial data outside of rendering it back to you within the application.

We do not access or review your return data except to resolve a support request you have initiated, or as required by law.

7. Data Retention

We retain your account data and return data for as long as your account is active. If you cancel your subscription or delete your account:

8. Your Rights and Choices

You have the right to:

If you are located in the European Union or California, you may have additional rights under GDPR or CCPA respectively. Contact us to exercise these rights.

9. Cookies and Tracking

Book990 uses session cookies strictly necessary for authentication and security. We do not use third-party advertising cookies, tracking pixels, or behavioral analytics tools such as Google Analytics on the Book990 application itself.

The BookBalance.io marketing website may use analytics tools to measure page traffic. These tools do not have access to your Book990 account data.

10. Children's Privacy

Book990 is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from children. If we learn we have collected information from a child under 18, we will delete it promptly.

11. Third-Party Links

Book990 may link to external resources such as IRS publications or tax filing platforms. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email and by posting the updated policy with a new effective date. Your continued use of Book990 after notice constitutes acceptance of the updated policy.

Privacy questions or requests

Contact us at support@bookbalance.io. We respond to all privacy requests within 30 days.