Privacy Policy

At Avetra, we take your privacy seriously. We provide automation services to bookkeeping and accounting firms to help them streamline client communications, invoicing, follow-ups, and workflows. This Privacy Policy explains how we collect, use, store, and protect your personal information—whether you’re a business using Avetra or a client interacting with Avetra-powered systems.

By submitting your phone number, email address, or other personal information through any Avetra-powered form, website, or portal, you consent to receive automated communications from the business you are engaging with. These messages may include appointment confirmations, invoice reminders, document requests, or other service-related updates sent via email, text message, or voicemail. You can opt out at any time by replying “STOP” to a text message or clicking “Unsubscribe” in an email. Message and data rates may apply. Even after opting out, you may continue to receive essential service notifications as needed.

We collect information such as your name, contact details, business name, payment and invoicing data, device details, IP address, and your interactions with Avetra-powered forms and communications. If the business you’re working with has integrated platforms like QuickBooks, Stripe, or Calendly, we may also process relevant synced data to power automated workflows.

Avetra acts as a data processor on behalf of bookkeeping and accounting firms that use our platform. These firms are the data controllers. This means we process your information only to deliver the services they’ve enabled and configured within our system. We do not own your data, sell it, or use it for any purpose beyond what’s required to support the business you’re interacting with.

All data is stored on secure cloud servers located in the United States and Canada. We use encryption in transit and at rest, and we apply strict access controls to protect your information. In some cases, we may share data with trusted service providers—such as AWS (hosting), Twilio or SendGrid (for messaging), and platforms like QuickBooks or Stripe—but only to help us deliver our automation services. These providers are contractually required to protect your data and are not allowed to use it for anything else.

You have the right to access, correct, or request the deletion of your personal information at any time. You can also opt out of marketing messages or request to close your account if you’re a direct user of Avetra. To do so, email us at [email protected].

Avetra may use cookies and tracking tools to better understand how users engage with our sites and forms. This helps us improve the experience and trigger the correct automation workflows. You can disable cookies in your browser settings, but doing so may impact certain features.

If you are located outside the United States or Canada, please be aware that your data may be stored or processed in those regions. By using Avetra-powered systems, you consent to this data transfer under applicable international privacy laws.

We may update this Privacy Policy periodically. If any major changes occur, we’ll notify you at least 30 days in advance by email or through an in-app message.

If you have any questions about this policy or how your data is handled, please contact the Avetra Privacy Team at [email protected].