Privacy

Information you share

If you contact Mizzen Tax by phone or email, the firm may receive your name, contact details, and the information you choose to share about your accounting or tax needs.

How information is used

Information is used to respond to inquiries, evaluate fit, provide requested services, and maintain business records.

QuickBooks connections and Mizzen MCP

Mizzen Tax uses Mizzen MCP, a private software integration, to support accounting, bookkeeping, reporting, and related services for clients who authorize access to their QuickBooks Online company. This section explains how information is handled through that integration. It supplements our privacy information for website visitors and any applicable client engagement terms.

Information we access

After an authorized QuickBooks user connects a company, we may access information needed for the requested work, including company details, the chart of accounts, financial reports, transactions, invoices, bills, balances, and related customer, vendor, employee, or contractor information. These records can include names, contact details, payment details, and transaction descriptions.

We also maintain connection identifiers and authorization credentials that allow the integration to communicate with QuickBooks. Authorization takes place through Intuit; Mizzen MCP does not require you to give it your QuickBooks password. Each connected company is authorized separately.

How we use information

We use information from a connected company to perform the accounting work you authorize, answer questions about the books, prepare reports and analyses, and carry out specifically authorized record updates. We also use necessary operational information to maintain the connection and investigate errors or security issues.

We do not sell QuickBooks information, use it for targeted advertising, or disclose it for purposes unrelated to providing the authorized service, except where disclosure is required by law. Mizzen determines how it uses information to provide its services and does not process that information on Intuit's behalf.

AI assistance and service providers

Mizzen uses third-party AI service providers for AI-assisted client work. Mizzen uses these services only through firm-managed business accounts, under business or commercial terms that do not use our inputs and outputs to train general-purpose models by default and that include contractual data protection commitments. Personal or consumer AI accounts are not used for client information. When an AI service is used, relevant prompts, QuickBooks records, tool results, and generated responses may be processed by the provider. Although the QuickBooks connector runs on a Mizzen-controlled computer, AI processing can take place on the provider's systems.

Mizzen does not opt client information into optional model-training or transcript-sharing programs. Information may nevertheless be retained to provide the service, maintain conversation history, support security and abuse prevention, or meet legal obligations. No-training defaults do not mean zero retention.

Information may also be processed by service providers used to operate, secure, or support the service. We limit these disclosures to the work being performed and the applicable legal requirements. Provider processing and retention depend on the service, business-account terms, and settings in effect for the engagement. A current list of AI providers, and details about the settings that will apply to your company, are available on request. Contact Mizzen before authorizing the integration if you need this information.

Storage and retention

Information may be present in working files, reports, conversation histories, operational records, and service-provider systems used for the authorized work. We retain information for as long as reasonably needed to provide the service, maintain appropriate accounting and business records, meet legal obligations, and resolve disputes. The retention of copies held by service providers is also subject to their applicable terms and settings.

Revoking a QuickBooks connection stops future authorized access through that connection. It does not automatically erase information previously included in reports, working files, or AI conversation histories. You may request deletion of information held for the integration by contacting us. We will assess and carry out applicable requests, subject to recordkeeping duties and other lawful retention requirements, and explain any information that must be retained. Disconnecting or requesting deletion of integration copies does not delete the underlying records in QuickBooks.

Protecting information

Mizzen restricts access to the integration and its credentials to authorized personnel and uses encrypted network connections for communications with QuickBooks and AI providers. We use company-specific connections to keep client access separate. Please contact us if you believe a connection or information handled through the service has been compromised.

Your choices and contact

You can revoke the app's access using QuickBooks' connected-app controls or ask Mizzen to help disconnect the company. You may also contact us to ask about the information used, correct information we hold, request deletion where applicable, or discuss alternatives to AI-assisted processing before it occurs.

For privacy questions or requests, call Mizzen Tax at 732-612-9763 or email office@mizzentax.com. We may need to verify your identity and authority for the company before fulfilling a request. Please do not send passwords or authorization credentials with your request.

Contact

Questions about this policy can be discussed by calling 732-612-9763 or emailing office@mizzentax.com.