Privacy Policy

Last Updated: October 13, 2025

1. Introduction

HVAC Success Inc. ("we," "our," or "us") operates PivotlScore.com (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name and contact information (email address, phone number, business address)
  • Company information (business name, industry, size)
  • Account credentials and login information
  • Payment information (processed by third-party payment processors)

2.2 QuickBooks Financial Data

When you connect your QuickBooks account, we access and process:

  • Financial statements and reports
  • Account balances and transaction data
  • Company profile information
  • Chart of accounts structure
  • Reconciliation status

Important: We only access data necessary for calculating your financial health score and do not store unnecessary financial details.

2.3 Technical Information

We automatically collect technical information, including:

  • IP addresses and device identifiers
  • Browser type and version
  • Operating system information
  • Pages visited and time spent on our site
  • Referring websites and search terms

2.4 Google Analytics

We use Google Analytics to understand how visitors interact with our website. Google Analytics collects information such as:

  • Pages viewed and time spent on pages
  • Geographic location (city/country level)
  • Device and browser information
  • Traffic sources and user behavior patterns

For more information about Google's privacy practices, please visit Google's Privacy Policy.

3. How We Use Your Information

We use collected information for the following purposes:

  • To provide and maintain our Service
  • To calculate your financial health scores
  • To communicate with you about your account and our services
  • To improve our website and services
  • To connect you with partner firms (with your consent)
  • To comply with legal obligations
  • To analyze website usage and user behavior

4. Information Sharing and Disclosure

4.1 Partner Firms

We may share your business information and financial scores with partner firms, but only:

  • With your explicit consent
  • When you initiate contact with a partner firm

4.2 Service Providers

We may share information, not including your QuickBooks financial data, with trusted service providers who assist us in:

  • Website hosting and maintenance
  • Payment processing
  • Analytics and reporting
  • Customer support
  • Marketing communications

4.3 Legal Requirements

We may disclose information when required by law, such as:

  • In response to legal process or government requests
  • To protect the rights and safety of our users
  • To investigate fraud or security issues
  • In connection with business transfers or mergers

5. Data Security

We implement appropriate security measures to protect your information, including:

  • Email based authentication
  • Encrypted transfer of data from QuickBooks
  • Regular security audits and monitoring
  • Deletion of unneeded data after processing

However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. QuickBooks Data Security

Regarding your QuickBooks data specifically:

  • We use QuickBooks' official API with OAuth 2.0 authentication
  • Access tokens are encrypted and securely stored
  • We only request minimum necessary permissions
  • You can revoke access at any time through your QuickBooks account
  • We do not store unnecessary financial details after processing

7. Your Rights and Choices

You have the following rights regarding your information:

  • Access: Request copies of your personal information
  • Correction: Request correction of inaccurate information
  • Deletion: Request deletion of your personal information
  • Opt-out: Unsubscribe from marketing communications
  • QuickBooks Access: Revoke QuickBooks connection at any time

8. Cookies and Tracking

We use cookies and similar technologies to:

  • Maintain your login session
  • Remember your preferences
  • Analyze website usage (via Google Analytics)
  • Improve user experience

You can control cookies through your browser settings, but some features may not function properly if cookies are disabled.

9. Third-Party Links

Our Service may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

10. Children's Privacy

Our Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

11. International Users

If you are accessing our Service from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located.

12. Data Retention

We retain your information for as long as necessary to:

  • Provide our services
  • Comply with legal obligations
  • Resolve disputes
  • Enforce our agreements

You may request deletion of your data at any time, subject to legal requirements.

13. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

  • The right to know what personal information we collect
  • The right to delete personal information
  • The right to opt-out of the sale of personal information
  • The right to non-discrimination for exercising privacy rights

Note: We do not sell personal information to third parties.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

15. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

HVAC Success Inc.
Email: [email protected]
Website: PivotlScore.com
Subject Line: Privacy Policy Inquiry

16. Google Analytics Opt-Out

To opt-out of Google Analytics tracking, you can: