Privacy Policy

Introduction

Rosewood Advisors (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information in connection with our internal invoicing application, Rosewood Invoicing, and our website at rosewood-advisors.com.

About Rosewood Invoicing

Rosewood Invoicing is an internal business tool used exclusively by Rosewood Advisors to manage invoicing operations. It is not a consumer-facing application and is not available for use by the general public.

Information We Access

Rosewood Invoicing connects to the following third-party services to facilitate our internal invoicing workflows:

• QuickBooks Online (QBO): We access customer names, email addresses, and invoice data from QuickBooks Online for the purpose of creating, managing, and tracking invoices.
• Mercury: We connect to Mercury for banking and payment-related invoicing operations.

How We Use Information

All information accessed through Rosewood Invoicing is used solely for the following purposes:

• Creating and managing invoices for Rosewood Advisors clients
• Tracking payment statuses and accounts receivable
• Generating internal financial reports
• Reconciling invoicing data with our accounting records

Data Storage and Security

Data accessed through Rosewood Invoicing is stored locally and within our secured internal systems. We implement appropriate technical and organizational measures to protect the data we access, including encryption in transit and at rest, access controls, and regular security reviews.

Data Sharing

We do not sell, rent, trade, or otherwise share any data accessed through Rosewood Invoicing with third parties. The data is used exclusively for Rosewood Advisors' internal invoicing and business operations.

Data Retention

We retain invoicing data for as long as necessary to fulfill our business and legal obligations, including tax and accounting record-keeping requirements. When data is no longer needed, it is securely deleted.

Website Data

Our website at rosewood-advisors.com may use cookies and analytics tools to improve user experience. We use HubSpot for contact forms and customer relationship management. Information submitted through our website contact forms is used solely to respond to inquiries and provide our consulting services.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: