Privacy Policy
Effective date: March 1, 2026 · Last updated: October 24, 2026
HassleFreebooks is owned and operated by StepStone Realty, LLC (“we,” “us”). This policy explains what we collect when you use HassleFreebooks and what we do with it.
1. Information We Collect
We collect information you provide directly when creating an account, such as your name, email address, and business details. We also collect usage data (pages visited, features used) to improve the service.
2. How We Use Your Information
Your information is used to operate and improve HassleFreebooks, including:
- Providing and maintaining your account
- Processing financial data you enter or sync via bank connections
- Sending transactional emails (invoices, password resets, account alerts)
- Improving the product through aggregated, anonymized analytics
3. Data Retention
We retain your financial data for as long as your account is active or as needed to provide services. If you close your account, we will delete or anonymize your data within 90 days, except where retention is required by law.
4. Data Sharing
We do not sell your personal information. We may share data with:
- Service providers — such as Plaid (bank connections) and email delivery services — only as needed to operate the product.
- Legal obligations — when required by law, regulation, or legal process.
5. Bank Connections (Plaid)
When you connect a bank account, HassleFreebooks uses Plaid Inc. (“Plaid”) to retrieve your account names, balances and transactions from your financial institution. We use that data only to import transactions into your books and to show your account balances; we do not use it for any other purpose or share it with anyone else.
You sign in to your bank through Plaid’s secure window. HassleFreebooks never sees or stores your bank username or password. By connecting an account you acknowledge that Plaid collects and processes your information in accordance with the Plaid End User Privacy Policy.
You can disconnect a bank at any time from Bank Connections. Disconnecting revokes HassleFreebooks’ access at Plaid and stops further imports; transactions already imported stay in your books.
6. Security
We use industry-standard measures including encryption in transit and at rest, hashed credentials, and role-based access controls to protect your data.
7. Your Rights
You may request access to, correction of, or deletion of your personal data at any time by contacting us.
8. Contact Us
If you have questions about this policy, reach us at support@hasslefreebooks.com or visit our contact page.