CodeLevel Services
Privacy
We respect the information entrusted to us by our website visitors, clients, and partners.
Privacy Policy
Last updated: October 28, 2026
Scope
This Privacy Policy describes how CodeLevel Services, LLC ("CodeLevel," "we," "us") handles information associated with this website and the CodeLevel Financials Read Only connector (the "Connector"). It does not replace a separate agreement governing an institution's use of Achademix SIS or other CodeLevel services.
Information involved
Website inquiries may include your name, work email address, inquiry type, and message. Website hosting providers may process technical information such as IP addresses, browser information, requested pages, and security logs to deliver and protect the site. When an authorized user connects a QuickBooks Online company, the Connector can retrieve accounting records and reports, including account balances, transactions, invoices, bills, customer and vendor details, and employee information when requested. These records may contain personal and financial information.
How information is used
Information is used to respond to inquiries, provide requested services, retrieve and analyze authorized QuickBooks information, troubleshoot problems, and protect the website and Connector. The Connector is intended for authorized internal business use. Its tools retrieve records and reports; they do not expose accounting create, update, or delete operations. Intuit's underlying accounting authorization is broader, and the read-only restriction is enforced by the Connector.
QuickBooks authorization and credential storage
Users authorize QuickBooks access through Intuit. The Connector uses an app Client ID, Client Secret, company identifier, and OAuth tokens; it does not require users to provide their QuickBooks password to CodeLevel or enter it into the Connector. Credentials and refreshed tokens are stored in an encrypted local file using Windows Data Protection API (DPAPI), tied to the Windows user. Token refresh requests are sent to Intuit. If the local folder is synced or backed up, the encrypted credential file may be included.
Service providers and disclosure
Cloudflare hosts and delivers this website. Website contact-form submissions are sent through FormSubmit to CodeLevel. Intuit processes QuickBooks authorization and API requests. Financial information requested through the Connector is returned to the calling AI application, such as OpenAI's Codex, and may become part of that application's conversation or files. Those providers process information under their own terms, privacy policies, account settings, and retention practices. Review the applicable settings before requesting sensitive records. Information may also be disclosed when legally required or reasonably necessary to protect rights, security, or safety.
Sale and advertising
CodeLevel does not sell personal information or QuickBooks data and does not use data retrieved by the Connector for targeted advertising.
Retention and deletion
CodeLevel retains website inquiries as needed to respond, maintain business records, and meet applicable obligations. Connector credentials remain in the local credential file until removed. The Connector does not maintain a separate local database of retrieved accounting records, but results may remain in AI conversations, exports, synced folders, or backups. Retention and deletion in those locations depend on the relevant application or service. To stop future access, revoke the app authorization in QuickBooks Online and remove the locally stored credentials. Revocation does not delete the original QuickBooks records or copies already returned to another application.
Security
The Connector uses HTTPS for Intuit API requests and Windows DPAPI for local credential encryption. Users are responsible for securing their Windows account, computer, and any synced folders or exported results. No storage or transmission method is completely secure.
Your choices and requests
You can choose what information to include in an inquiry, decline to connect QuickBooks, limit what records you request, and revoke the Connector's access through QuickBooks Online. To ask about access, correction, or deletion of information held by CodeLevel, contact brianh@codelevel.com. We may need to verify your identity and authority before responding. Some information may need to be retained for legal or legitimate business purposes. Requests concerning information held independently by Intuit, Cloudflare, FormSubmit, or an AI provider should also be directed to that provider.
Cookies and third-party services
The static website code does not include an advertising or analytics tracker. Hosting, security, contact-form, and linked third-party services may process technical information or use cookies under their own policies. Browser controls can manage cookies, although blocking them may affect third-party functionality.
Changes and contact
Updates to this policy will be posted on this page with a revised date. For privacy questions, contact CodeLevel Services, LLC at brianh@codelevel.com.