Effective date: August 17, 2026 · Dashboard Boss LLC, Las Vegas, Nevada
Dashboard Boss is here to keep your books. We use your data to run that service for you. We don't use it for anything else. We don't sell it. We don't share it with other customers. We don't use it for ads.
When you sign up, you give us a few things: your name, your email, your business name, and a password. We never store your password as plain words. We scramble it first, so no one can read it.
You also create records in the app. These include the payments you enter, the receipt photos and voice notes you upload, and the details we pull from them. That means the vendor, the amount, the date, the sales tax, and the category.
If you choose to, you can connect a bank or card account. We use a company called Plaid to get that account activity. We only read it. We can't change it. We never see or store your bank username or password — you give those straight to Plaid, not to us. You can read how Plaid handles your info in the Plaid End User Privacy Policy.
We use your data to do your bookkeeping. We keep your ledger. We match your bank activity to the records you saved. We add up your balances, your cash on hand, and your runway. And we build the reports you ask for, like the sales tax you have paid, ready for your filing.
Your receipt photos and voice notes pass through helper services. One reads the text off a photo. Another turns a voice note into text. They do just one job: pull out the details, which you then check and confirm.
We don't sell your data. We don't share it with other customers. We don't use it for ads. And we never use your bank data for anything other than running the service for you.
Only two groups can see your data. First, the people you let in on your own team, like your staff or your accountant, with the access you give each one. Second, the helper services we use to run the app: our hosting company, Plaid for the bank link, and the photo and voice services above. Each one gets only what it needs to do its job. We may also have to share data if the law requires it.
We send your data over secure, scrambled connections, so no one can read it along the way. Your bank login stays with Plaid, not with us. The access keys Plaid gives us are scrambled while we store them. Your password is scrambled too, with strong, modern protection. Inside the app, your business is kept apart from every other business. Each person sees only what you allow.
You are in charge of your data. You can unlink a bank account any time, which cuts off our access to it. You can edit or delete any record you made. If you close your account, just ask us and we will delete your data. The only parts we keep are the ones the law says we must. You can also get a full copy of your records. They are your books.
Dashboard Boss is a tool for businesses. It is not meant for anyone under 18.
If we change this policy, we will update the date at the top. If the change is a big one, we will email you about it.
Questions about this policy or your data? Email dave@dashboard-boss.com
This section provides the more detailed information required under the California Consumer Privacy Act (CCPA/CPRA) and similar state privacy laws. It is intended primarily for legal and regulatory purposes.
We collect and use personal information solely to provide, maintain, secure, and improve the Dashboard Boss bookkeeping service, to communicate with you about your account, and to comply with legal obligations.
We do not sell personal information. We do not share personal information for cross-context behavioral advertising.
Some of the financial information we process (particularly bank transaction data) may be considered sensitive personal information under certain state laws. We use this information only to provide the service you requested and do not use or disclose it for any other purpose.
Depending on where you live, you may have the following rights:
To exercise any of these rights, email us at dave@dashboard-boss.com. We will respond in accordance with applicable law. We will not discriminate against you for exercising your privacy rights.
We retain your data for as long as required to comply with applicable laws and regulations, and for as long as necessary to provide the service. In practice, we keep records indefinitely unless you request deletion or we are legally required to delete them. When you request deletion of your account or specific data, we will delete it except where retention is required by law or for legitimate business purposes such as fraud prevention, accounting, or legal compliance.
Dashboard Boss LLC
Las Vegas, Nevada
dave@dashboard-boss.com