1. Who We Are and What We Collect
This Privacy Policy explains how Shorecliffs Capital LLC's ZumaReports.com service ("Zuma Reports," "we," "us") collects, uses, and shares information when you use zumareports.com and our financial reporting services (the "Service"). It is part of our Terms of Service.
Effective Date: 10/1/2026
Information you give us. Name, email address, phone number, business or firm name, and account login details when you sign up or contact us. If you are an accounting firm, this may include information about your clients that you add to the Service.
Payment information. Payments are processed by Stripe. We receive limited details such as the card brand, last four digits, billing name, and transaction status. We do not store your full card number.
Connected accounting data. When you connect QuickBooks Online or another accounting system, we access the financial data you authorize, such as transactions, invoices, balances, customers, vendors, and reports, so we can build your dashboards.
Usage and device data. We automatically collect information such as your IP address, browser type, pages viewed, and the dates and times of your visits, using cookies and similar technologies (see section 3).
Communications. If you email us or fill out a form, we keep that correspondence.
2. How We Use and Share Information
How we use it. We use information to:
How we share it. We do not sell your personal information, and we do not use your connected accounting data for advertising. We share information only with:
3. Cookies and Analytics
We and our providers use cookies and similar technologies to keep you signed in, remember preferences, understand how visitors use our site, and measure our marketing.
You can control cookies in your browser settings, and you can opt out. Blocking cookies may affect how parts of the Service work. Some browsers send a "Do Not Track" signal; we do not currently respond to those signals.
4. Retention, Security, and Children
Retention. We keep personal information for as long as your account is active and as needed to provide the Service, meet legal, tax, and accounting obligations, resolve disputes, and enforce our agreements. After your account ends, we disconnect accounting platform connections so client data is no longer accessible through our platform.
Security. We use reasonable administrative, technical, and physical safeguards to protect your information, including encryption in transit and access controls on our systems. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Children. The Service is intended for businesses and is not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe we have, contact us and we will delete it.
5. Your Privacy Rights
Your choices. You can access and update your account information in the Service or by contacting us. You can unsubscribe from marketing emails. You can disconnect QuickBooks Online or other integrations at any time.
California residents. Under California privacy law, you may have the right to know what personal information we collect, use, and disclose; to request a copy of it; to request correction or deletion; and to not be discriminated against for exercising these rights. We do not sell or share personal information for cross-context behavioral advertising. To make a request, email support@zumareports.com. We will verify your identity before acting on it and respond within the time the law requires. You may use an authorized agent to make a request on your behalf.
Other regions. If you are in the EU, UK, or another region with data-protection laws, you may have additional rights, such as objecting to or restricting processing. Contact us to exercise them.
Accounting firms and their clients. If your information was added to the Service by an accounting firm, that firm controls it and is your first point of contact for access or deletion requests. We will help the firm respond.
6. Changes and Contact
Changes. We may update this policy. We will post the new version with a new effective date and, for material changes, notify you by email or in the Service. Continued use after the effective date means you accept the update.
Contact. Questions or requests about privacy: Shorecliffs Capital LLC. 501 N. El Camino Real #215, San Clemente, CA 92672. support@zumareports.com.
This Privacy Policy explains how Shorecliffs Capital LLC's ZumaReports.com service ("Zuma Reports," "we," "us") collects, uses, and shares information when you use zumareports.com and our financial reporting services (the "Service"). It is part of our Terms of Service.
Effective Date: 10/1/2026
Information you give us. Name, email address, phone number, business or firm name, and account login details when you sign up or contact us. If you are an accounting firm, this may include information about your clients that you add to the Service.
Payment information. Payments are processed by Stripe. We receive limited details such as the card brand, last four digits, billing name, and transaction status. We do not store your full card number.
Connected accounting data. When you connect QuickBooks Online or another accounting system, we access the financial data you authorize, such as transactions, invoices, balances, customers, vendors, and reports, so we can build your dashboards.
Usage and device data. We automatically collect information such as your IP address, browser type, pages viewed, and the dates and times of your visits, using cookies and similar technologies (see section 3).
Communications. If you email us or fill out a form, we keep that correspondence.
2. How We Use and Share Information
How we use it. We use information to:
- provide, maintain, and improve the Service, including generating your dashboards and reports
- process payments and manage your subscription
- communicate with you about your account, support requests, and service updates
- send marketing emails, which you can opt out of at any time
- protect against fraud and abuse, and comply with legal obligations
How we share it. We do not sell your personal information, and we do not use your connected accounting data for advertising. We share information only with:
- Service providers that help us operate the Service including CRM, email, payment processing, accounting platforms, website hosting, dashboards, analytics, and other services. They may use the information only to provide services to us.
- Your accounting firm or clients, if you use the Service through a firm or provide access to others, to the extent needed to deliver reports.
- Authorities or other parties when required by law, or to protect our rights, safety, or the security of the Service.
- A successor, if we are involved in a merger, acquisition, or sale of our business, subject to this policy.
3. Cookies and Analytics
We and our providers use cookies and similar technologies to keep you signed in, remember preferences, understand how visitors use our site, and measure our marketing.
You can control cookies in your browser settings, and you can opt out. Blocking cookies may affect how parts of the Service work. Some browsers send a "Do Not Track" signal; we do not currently respond to those signals.
4. Retention, Security, and Children
Retention. We keep personal information for as long as your account is active and as needed to provide the Service, meet legal, tax, and accounting obligations, resolve disputes, and enforce our agreements. After your account ends, we disconnect accounting platform connections so client data is no longer accessible through our platform.
Security. We use reasonable administrative, technical, and physical safeguards to protect your information, including encryption in transit and access controls on our systems. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Children. The Service is intended for businesses and is not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe we have, contact us and we will delete it.
5. Your Privacy Rights
Your choices. You can access and update your account information in the Service or by contacting us. You can unsubscribe from marketing emails. You can disconnect QuickBooks Online or other integrations at any time.
California residents. Under California privacy law, you may have the right to know what personal information we collect, use, and disclose; to request a copy of it; to request correction or deletion; and to not be discriminated against for exercising these rights. We do not sell or share personal information for cross-context behavioral advertising. To make a request, email support@zumareports.com. We will verify your identity before acting on it and respond within the time the law requires. You may use an authorized agent to make a request on your behalf.
Other regions. If you are in the EU, UK, or another region with data-protection laws, you may have additional rights, such as objecting to or restricting processing. Contact us to exercise them.
Accounting firms and their clients. If your information was added to the Service by an accounting firm, that firm controls it and is your first point of contact for access or deletion requests. We will help the firm respond.
6. Changes and Contact
Changes. We may update this policy. We will post the new version with a new effective date and, for material changes, notify you by email or in the Service. Continued use after the effective date means you accept the update.
Contact. Questions or requests about privacy: Shorecliffs Capital LLC. 501 N. El Camino Real #215, San Clemente, CA 92672. support@zumareports.com.