Privacy Policy

Last updated: July 7, 2026

This Privacy Policy describes how EFFICIENTLY ("Company," "we," or "us") collects, uses, and protects your information when you use our practice management platform (the "Service").

1. Information We Collect

We collect the following types of information:

  • Account Information: Name, email address, and firm details when you register.
  • Client Data: Information you and your firm enter about your clients, contacts, and engagements.
  • Integration Data: Data accessed through third-party integrations such as QuickBooks Online, Google Workspace, and others you authorize.
  • Usage Data: How you interact with the Service, including log data and device information.

2. How We Use Your Information

We use your information to:

  • Provide, maintain, and improve the Service
  • Process transactions and manage subscriptions
  • Communicate with you about your account and updates
  • Comply with legal obligations

3. Data Sharing

We do not sell your data. We may share information with third-party service providers who help us operate the Service (e.g., hosting, email delivery), and who are bound by confidentiality obligations. We may also disclose information when required by law.

4. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit and at rest, and role-based access controls. However, no method of transmission over the internet is 100% secure.

5. Data Retention

We retain your data for as long as your account is active or as needed to provide the Service. Upon account termination, we will delete your data within a reasonable period, except where retention is required by law.

6. Your Rights

You may access, correct, or delete your personal information by contacting us at support@efficiently.so. You may also request a copy of your data or withdraw consent for integrations at any time.

7. Third-Party Integrations

The Service integrates with third-party platforms such as QuickBooks Online and Google Workspace. These integrations are governed by the respective providers' privacy policies, and we only access data you explicitly authorize.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on this page.

9. Contact

For privacy questions or requests, contact us at support@efficiently.so.