Policies & privacy

Privacy policy

We collect information that customers and prospective customers provide, including contact details, service addresses, project descriptions, account requests, contracts, invoices, equipment records, service history, documents, photos, and support communications. We use this information only to prepare quotes, provide and support requested services, administer customer accounts, communicate with customers, collect authorized payments, maintain business records, prevent fraud, and meet legal obligations.

Payment-card and bank-account credentials are collected and stored by our approved payment processor. Tech Savvy’s website is designed to retain only processor references, payment status, and masked payment descriptions—not complete card or bank numbers.

We may share information with service providers when needed to operate the business, deliver requested services, process payments, provide professional monitoring, or comply with law. Service providers are permitted to use the information only for the services they perform for Tech Savvy or as otherwise required by law. We do not sell customer personal information or use connected accounting data for advertising.

We use reasonable administrative, technical, and physical safeguards appropriate to the information we maintain. No internet transmission or storage system can be guaranteed completely secure. Access, correction, and privacy questions may be sent to info@techsavvysecurity.com.

QuickBooks Online data

When an authorized Tech Savvy administrator connects the customer portal to QuickBooks Online, the portal accesses the accounting records needed to operate customer billing features. These records may include customer names and contact information, invoice numbers, dates, descriptions, amounts, balances, payment status, and payment records. The portal uses this information to match customers to their Tech Savvy accounts, display billing history and balances, reconcile payment status, and provide verified links to QuickBooks-hosted payment pages when available.

The connection requests the QuickBooks Online Accounting permission. The portal does not request a customer’s Intuit password and does not use the QuickBooks Payments API to collect or process card or bank credentials. OAuth refresh tokens are encrypted at rest, short-lived access tokens remain only in volatile application memory, and QuickBooks connection controls are limited to authorized administrative functions. Tech Savvy does not disclose QuickBooks data to unrelated third parties or use it for purposes unrelated to providing the portal and related customer services.

An authorized Tech Savvy administrator can disconnect QuickBooks Online from the portal at any time. Disconnecting stops future synchronization and removes the active authorization tokens. Records previously synchronized may be retained as described below so Tech Savvy can support customers and meet accounting, contract, and legal obligations.

Data retention and deletion

We retain customer, contract, invoice, payment-status, service, equipment, and communication records for as long as reasonably necessary to provide services, maintain accurate business and tax records, resolve disputes, enforce agreements, and comply with legal obligations. Retention periods vary according to the record type and applicable requirements.

When an account or QuickBooks connection is closed, we remove active connection tokens and restrict access to information that is no longer needed for ongoing service. Customers may request access, correction, or deletion of eligible personal information by emailing info@techsavvysecurity.com. We will verify the request and respond as required by applicable law. Information may be retained when deletion would conflict with accounting, tax, fraud-prevention, security, contract, dispute, or other legal obligations. Backup copies are removed or overwritten through normal backup-retention cycles.

Payments and optional autopay

Available payment methods, due dates, deposits, installments, and recurring charges will be disclosed on the applicable quote, invoice, or agreement. Autopay is optional unless a signed agreement clearly states otherwise. Before activation, the customer will see the amount or calculation method, billing frequency, authorization terms, and the method for updating or revoking payment authorization.

Turning off a saved payment method or revoking autopay does not by itself cancel an underlying monitoring or service agreement, remove an outstanding balance, or change a contract term. Customers must separately submit any contract cancellation or non-renewal request.

Refunds and disputed charges

Refund eligibility depends on the work performed, equipment ordered or installed, manufacturer restrictions, custom programming, and the terms of the applicable proposal or agreement. Contact billing@techsavvysecurity.com promptly with the invoice number and an explanation of the issue. Approved refunds are returned through the original payment method when practical.

Customers should contact Tech Savvy first so we can investigate and attempt to resolve billing or service concerns. This does not limit any rights that cannot legally be waived.

Automatic renewal, non-renewal, and cancellation

When a service renews automatically, its agreement will identify the initial term, renewal period, recurring price or pricing method, cancellation procedure, and any deadline for preventing renewal.

A submitted request remains under review until Tech Savvy sends written confirmation identifying the result and effective date. Monitoring and other active services continue until the confirmed effective date. To request review, send a message through the customer portal, email billing@techsavvysecurity.com, or call 985-402-2334.

Customer portal end-user license agreement and website terms

Tech Savvy grants authorized users a limited, revocable, non-exclusive, non-transferable right to access and use this website and customer portal for legitimate account and service purposes. Users may not attempt to bypass access controls, probe or disrupt the service, introduce malicious code, scrape or misuse account data, impersonate another person, or use the portal for an unlawful purpose.

This website provides general information and account tools. It is not a guarantee that a particular product, price, monitoring response, installation date, or service is available. Estimates, invoices, contracts, monitoring terms, and other signed agreements remain controlling for the applicable transaction or service.

Customers are responsible for safeguarding login credentials, keeping account information reasonably current, and promptly reporting suspected unauthorized access. Documents and account information in the portal are provided for the authorized customer and should not be shared publicly. Third-party services, including QuickBooks Online, Housecall Pro, Alarm.com, monitoring providers, and payment processors, are governed by their own terms and availability.

The portal is provided on an “as available” basis to the extent permitted by law. Tech Savvy may suspend access to protect customers, investigate misuse, perform maintenance, comply with law, or after the applicable account relationship ends. Nothing on this page limits rights or responsibilities that cannot legally be limited.

Do not use the website or portal for emergencies. For an emergency, call 911 or the appropriate emergency service.