Privacy Policy

Effective date: March 1, 2026  ·  Last updated: March 1, 2026

1. Who we are

CloseGuard ("we", "us", or "our") is a software product operated by CloseGuard, LLC. Our product helps accounting teams manage and quality-check their month-end close process. Our contact email is cooperksteve25@gmail.com.

2. Information we collect

We collect information you provide directly to us and information generated by your use of the service.

• Account information: Your name, work email address, company name, and role when you sign up or request a demo.
• Financial data you upload: CSV exports from your accounting system (GL entries, AR aging, AP data, bank reconciliation data). This data is used solely to operate the CloseGuard service for your account.
• Usage data: Pages visited, features used, and actions taken within the application. Used to improve the product.
• Communications: Emails and messages you send us, including demo requests and support inquiries.

3. How we use your information

• To provide, operate, and improve the CloseGuard service
• To send you product updates, release notes, and service announcements (you can opt out at any time)
• To respond to your support requests and demo inquiries
• To detect and prevent fraud, abuse, or security incidents
• To comply with legal obligations

We do not use your financial data to train machine learning models or for any purpose other than operating CloseGuard for your account.

4. How we share your information

We do not sell, rent, or share your personal information or financial data with third parties for marketing purposes. We may share information with:

• Service providers: Vendors who help us operate the platform (cloud hosting, email delivery, analytics). These providers are contractually obligated to protect your data.
• Legal requirements: When required by law, regulation, or valid legal process.
• Business transfers: In connection with a merger, acquisition, or sale of assets, your data may be transferred as part of that transaction.

5. Data security

We use industry-standard safeguards to protect your data, including:

• Encryption in transit (TLS 1.2 or higher)
• Encryption at rest (AES-256)
• Access controls limiting who can view your data within our organization
• Hosting in SOC 2-compliant cloud infrastructure in the United States

No method of transmission over the internet is 100% secure. We will notify you promptly in the event of a data breach affecting your information.

6. Data retention

We retain your data for as long as your account is active or as needed to provide the service. If you cancel your account, we will delete or anonymize your data within 90 days unless we are required to retain it for legal or compliance reasons.

7. Your rights

You have the right to:

• Access the personal data we hold about you
• Correct inaccurate personal data
• Request deletion of your data
• Receive a copy of your data in a portable format
• Opt out of marketing communications at any time

To exercise these rights, email us at cooperksteve25@gmail.com. We will respond within 30 days.

8. Cookies

We use essential cookies to keep you logged in and remember your preferences. We do not use third-party advertising cookies. You can disable cookies in your browser settings, but some features of the product may not function correctly.

9. Children's privacy

CloseGuard is intended for business use by adults. We do not knowingly collect personal information from anyone under the age of 18.

10. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we'll update the "Last updated" date at the top and notify active customers by email for material changes.

11. Contact us

If you have questions about this Privacy Policy or how we handle your data, please contact us at cooperksteve25@gmail.com.