Honumx, LLC · Effective June 11, 2026 · Last updated September 26, 2026
Honumx, LLC ("Honumx," "we," "us," or "our") operates the Bilanzart™ platform — a cloud accounting, reporting, and tax application available at bilanzart.io ("the Platform"). This Privacy Policy explains how we collect, use, disclose, and protect information about:
By using the Platform, you agree to the practices described in this policy. If you do not agree, do not use the Platform.
| Category | Examples |
|---|---|
| Account identifiers | Name, email address, job title |
| Business information | Company name, Employer Identification Number (EIN), business address |
| Personal identifiers | Social Security Number (SSN) — collected only for payroll and tax preparation workflows |
| Financial records | Transactions, invoices, bills, payroll data, bank account and routing numbers |
| Tax documents | W-2s, 1099s, tax filings, IRS notices |
| Uploaded files | Receipts, invoices, supporting documents uploaded to the Platform |
| Category | Examples |
|---|---|
| Usage data | Pages visited, features used, timestamps of actions |
| Authentication data | Login timestamps, IP addresses, session identifiers |
| Security events | Failed login attempts, unauthorized access attempts |
| Audit log | Record of every create, update, and delete action on your data |
Plaid: If you connect a bank account through the Platform, we use Plaid Technologies, Inc. ("Plaid") to facilitate that connection. When you connect a bank account, Plaid collects and provides us with:
Your use of Plaid's services is also governed by Plaid's Privacy Policy. We store Plaid access tokens in encrypted form and never store your bank login credentials.
We use the information we collect to:
We do not sell your personal information or use it for targeted advertising.
Legal basis (TDPSA / GLBA): we process your data to perform our contract (providing the Platform that accounting firms and professionals use to serve their own clients), to comply with legal obligations (including GLBA financial privacy requirements), and with your consent where required. Bilanzart™ is a software platform, not an accounting firm: we do not ourselves provide accounting, bookkeeping, or tax services, and we do not guarantee the accuracy or effectiveness of the services performed by the independent firms and professionals who use the Platform.
We share information only as described below:
| Recipient | Purpose | Data shared |
|---|---|---|
| Clerk | User authentication and identity management | Name, email, role |
| Stripe | Subscription billing and payment processing; online invoice payments through a firm's connected Stripe account (Stripe Connect) | Firm name, email, billing address; for invoice payments, invoice number, customer name and email, and amount due |
| Plaid | Bank account connection and transaction sync | User ID, connected account data |
| Anthropic | AI-assisted document extraction, transaction categorization, and report narratives | Transaction descriptions (scrubbed of account/SSN/EIN patterns), document images, aggregated financial figures |
| Resend | Transactional email delivery and receipt of documents emailed to the Platform (email ingest) | Recipient and sender email addresses, email content and attachments |
| Cloudflare | Network edge, DNS, and secure tunnel to our servers | All traffic between your browser and the Platform passes through Cloudflare |
| Backblaze | Offsite backup storage | Encrypted backups of the database and of uploaded files (encrypted before upload; Backblaze cannot read them) |
| Calendly | If a firm connects its own Calendly account, syncing that firm's bookings into the Platform | The firm's Calendly access token is used to read its bookings (event details and attendee email) |
| Honumx Scheduling | If a firm enables the scheduling add-on, appointment booking | Attendee name, email, and booking details — a separate Honumx product (not part of Bilanzart™), governed by its own privacy policy, independent of this document |
| Your accounting firm | Client users: your firm accesses your financial data to provide accounting services | All data in your client account |
We do not share your information with any other third parties except as required by law or to protect the rights and safety of Honumx, our users, or the public.
Law enforcement and legal process: We may disclose information if required by a valid court order, subpoena, or applicable law. Where permitted, we will notify affected users before disclosure.
| Data type | Retention period |
|---|---|
| Active account data | Retained for the duration of the firm's subscription |
| Deleted records (soft-deleted) | Purged 90 days after deletion |
| Audit log | Retained for 7 years (required for financial recordkeeping compliance) |
| Uploaded files | Retained for the duration of the subscription; deleted with the rest of the account data 90 days after termination |
| Backups | Database backups are kept for 30 days on our server; encrypted offsite backups of the database and uploaded files are kept for about 12 months (30 daily, 12 weekly, 12 monthly) |
| Security event log | Retained for 2 years |
Upon termination of a firm's subscription, account data is retained for 90 days to allow data export, then purged. Firm administrators are emailed when this period starts, again at day 60, and 7 days before the purge, and can download their data from the Platform until then. The audit log is exempt from this purge and retained for the full 7-year period. Data under a legal preservation obligation is kept until that obligation ends.
Backups are not altered when data is deleted: data purged from the Platform (including on a deletion request) remains in encrypted backups until they age out, up to about 12 months later.
We protect your information using the following controls:
No security system is impenetrable. In the event of a breach affecting your data, we will notify you within 72 hours of discovery as required by applicable law.
If you are a Texas resident, you have the right to:
To exercise any of these rights, contact us at [email protected]. We will respond within 45 days. If we are unable to fulfill your request, we will explain why. You may appeal a denied request by replying to our response email; we will respond to appeals within 60 days.
Regardless of your location, you may:
We use only the session cookies required for authentication (Clerk). No third-party advertising or tracking cookies are used.
For privacy questions, requests, or complaints: [email protected]
We will acknowledge your inquiry within 2 business days and resolve it within 45 days.
This policy applies to the Bilanzart™ platform operated by Honumx, LLC. It does not apply to third-party websites or services linked from the Platform.