Privacy Policy

Last updated: March 2026

ChaseFlow ("we," "our," or "us") operates the website chaseflow.io and provides automated invoice reminder services for freelancers and small businesses. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

Please read this privacy policy carefully. By using ChaseFlow, you agree to the collection and use of information in accordance with this policy.

1Information We Collect

Account Information

When you create an account, we collect:

  • Name and email address — for account creation and communication
  • Business name and type — to personalize your experience and communications
  • Phone number — for account verification and optional SMS notifications

Connected Accounting Software Data

When you connect QuickBooks, Xero, or FreshBooks via OAuth, we access:

  • Invoice details — amounts, due dates, invoice numbers, and payment status
  • Client contact information — names and email addresses for sending reminders

Usage and Analytics Data

We automatically collect:

  • Device and browser information
  • IP address and general location
  • Feature usage and interaction patterns
  • Email open and click rates for reminders we send

2How We Use Your Information

To Send Automated Payment Reminders

This is the core purpose of ChaseFlow. We use your invoice and client data to send professional reminder emails and SMS messages to your clients on your behalf, following your configured chase schedule.

To Manage Your Subscription

We use your account information to manage your subscription, process billing through Stripe, and send transactional emails about your account status.

To Communicate With You

We send transactional emails about your account, product updates, and service announcements. You can opt out of non-essential communications at any time.

To Improve Our Service

We analyze usage patterns to improve features, fix bugs, and enhance the overall user experience. This data is aggregated and anonymized where possible.

3Third-Party Services

We use trusted third-party services to operate ChaseFlow:

Stripe

Subscription Billing

Processes your monthly subscription payments. We do not store your credit card details—Stripe handles all payment data securely.

Resend

Email Delivery

Sends reminder emails to your clients on your behalf. Email content includes invoice details and your business name.

Twilio

SMS Delivery

Sends SMS reminders to your clients when enabled. Phone numbers are used only for message delivery.

QuickBooks / Xero / FreshBooks

Data Sync via OAuth

We connect to your accounting software via OAuth tokens to sync invoice data. You can revoke access at any time.

These services have their own privacy policies:Stripe,Resend,Twilio.

4OAuth Connections

ChaseFlow accesses your accounting software (QuickBooks, Xero, FreshBooks) via OAuth tokens:

  • We only access the data necessary to provide the reminder service (invoices and client contacts)
  • We do not modify or delete data in your accounting software
  • You can disconnect and revoke access at any time from your ChaseFlow settings or directly in your accounting software
  • OAuth tokens are stored securely and encrypted at rest

5Data Security

We Take Security Seriously

We implement appropriate technical and organizational measures to protect your data. All data is encrypted in transit (HTTPS) and at rest. Payment information is handled entirely by Stripe—we never store your credit card details on our servers.

6Data Sharing

We Do Not Sell Your Data

We will never sell, rent, or trade your personal information to third parties for marketing or advertising purposes.

We only share data with the third-party services listed above as necessary to provide our service, or if required by law. Your data is not used for advertising or sold to data brokers.

7Data Retention

  • Active subscription: Your account data is retained while your subscription is active
  • After cancellation: Your data is deleted within 30 days of account closure
  • Legal requirements: We may retain certain records as required by law (e.g., billing records for tax compliance)

8Your Rights

You have the right to:

Access your personal data we hold
Correct inaccurate information
Delete your account and associated data
Export your data in a portable format
Revoke OAuth connections to accounting software
Opt out of marketing communications

To exercise these rights, please contact us at support@chaseflow.io. We will respond to your request within 30 days.

9Cookies

We use essential cookies to keep you logged in and remember your preferences. We may use analytics cookies to understand how our service is used. You can control cookies through your browser settings, though disabling them may affect functionality.

10Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of ChaseFlow after changes constitutes acceptance of the updated policy.

11Contact Us

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

Email: support@chaseflow.io

Website: chaseflow.io

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