Privacy Policy

Effective Date: November 12, 2026 • Operated by CodePaths, LLC

1. Information We Process

PassCOI (“we”, “our”, operated by CodePaths, LLC) processes business contact details, uploaded subcontractor Certificates of Insurance (ACORD 25), insurance policy endorsement pages, subcontractor invoices, and Conditional Progress Lien Waivers solely to provide compliance verification and Accounts Payable staging services to our customers.

2. QuickBooks Online Integration & Data Stewardship

When you connect Intuit QuickBooks Online via OAuth 2.0, PassCOI accesses Vendor records, Expense Account references, and Bill creation endpoints strictly to synchronize subcontractor compliance and release approved subcontractor bills. You may disconnect QuickBooks Online at any time in 1 click inside your PassCOI workspace settings, which immediately revokes stored OAuth tokens. We never sell, rent, or share accounting data with third-party advertisers.

3. Document Storage & Access Controls

Uploaded Certificates of Insurance, invoices, and signed Lien Waivers are stored in isolated cloud object storage and served exclusively via short-lived, cryptographically signed URLs. Payment card processing is handled directly by Stripe; PassCOI never stores raw credit card numbers.

4. Contact & Data Requests

For privacy inquiries, data export, or workspace deletion requests, contact [email protected].