Centurion Business, LLC. Privacy Policy
Last Updated October 13, 2025
The mission of Centurion Business, LLC., and our affiliates (collectively “Centurion”) is to help every business owner thrive by providing financial insight and peace of mind in one seamless platform. To fulfill this mission, we collect information about you, whether you are a:
Client using Centurion to power your business.
Accountant Client using Centurion to streamline bookkeeping for your own clients.
Visitor to Centurion’s websites, or anyone contacting Centurion support.
Centurion Employee/Affiliate currently contributing to Centurion's mission.
Prospective Centurion Employee/Affiliate looking to make a big impact with a career at Centurion.
Prospective Client referred to us by one of our trusted partners.
Whoever you are, your privacy is important to us. This privacy policy (“Privacy Policy”) outlines how we at Centurion collect, use, disclose, and safeguard your personal information. It also describes the rights you have over your information.
Please read this Privacy Policy carefully. By using our Services (as defined below), you acknowledge that you have read, understand, and agree to be legally bound by this Privacy Policy and other policies incorporated herein by reference.
This Privacy Policy was last updated and is effective on October 13, 2025.
Centurion reserves the right to modify this Privacy Policy at any time, in our sole discretion. We may notify you of such modifications to this Privacy Policy by providing notice via one of the following methods: (i) by email to the email account used by you to access our Services, (ii) by posting the updated Privacy Policy to our website and updating the ‘last updated’ date listed above, or (iii) by posting a notice in the Centurion app. Unless otherwise stated, any modifications to the Privacy Policy will be effective immediately upon posting the updated Privacy Policy to our website. By continuing to use our Services, you confirm that you agree to the updated Privacy Policy. If you do not agree with the changes to this Privacy Policy, you must immediately stop using our Services and close your account within 30 days of the change.
Our Services and how this Privacy Policy applies
Centurion offers cloud-based bookkeeping, tax preparation, and advisory (“Centurion CFO Services”), financial information storage and reporting, and related communication services to small and medium-sized businesses through QuickBooks Online, TurboTax, and related Intuit Finance tools, accessible via Intuit's website and its affiliate sites and mobile applications. Through this platform, our Clients and accountant clients can access the tools they need to power their businesses or the businesses of their clients. We refer to our platform, websites, and mobile applications, and those we utilize through third parties (such as Intuit, Google, etc.) collectively as our “Services”.
This Privacy Policy applies to our Services and other interactions you may have with Centurion, such as visiting our websites, Client service inquiries, attendance at events, etc. By using our Services, or otherwise interacting with Centurion, you agree to the collection and use of your personal information in accordance with this Privacy Policy. Personal information is any information or data relating to you, including financial information that may be used to identify you, either directly or indirectly, or to contact you.
Our Services may contain links to other websites, products, or services that we do not own or operate. When using our Services, you may decide to share your data and any related personal information with a third-party service of your choice (for example, your accountant). Any processing of your information by these third parties is governed by their own privacy policies and terms. We recommend you carefully review their privacy policies and terms, as Centurion is not responsible for such third-party services or how they manage your data.
Some of our Services are made available to you by our affiliates. Personal information supplied by you through our Services to our affiliates will be governed by this Privacy Policy.
Our Services are not intended for use by children and should only be accessed by individuals who are at least 18 years old and using our Services for business purposes. If we learn that we have inadvertently collected personal information of persons under the age of 18 years old, we shall immediately take steps to delete the information as soon as possible. If you learn that a child has provided us with personal information in violation of this Privacy Policy, then you may alert us at support@centurion-business.com.
Our Services are also not intended for individual consumer use and should only be accessed by businesses, charitable organizations, or not-for-profit organizations. If we learn that an individual consumer has used our Services in violation of this Privacy Policy and our Terms of Service, we shall take immediate steps to terminate the use and delete any personal information collected as soon as possible. If you become aware of such use, please alert us at support@centurion-business.com.
What Information Centurian and Its Affiliates Collect About You and Why
A. Clients & Accountant Clients
Whether you are a Client using Centurion to power your business or an accountant client using Centurion to streamline bookkeeping for your own clients, we collect and use your personal information to provide you with our Services. We collect the following personal information when you sign up for Centurion, when you use our Services, or when you otherwise provide us information. We also may collect personal information from other sources, including business partners or referral partners. Generally, we use this information to provide and customize our Services for you, as outlined in more detail below.
What we collect and why we collect it:
i. Information you provide to us about you and your business, such as your name, company name, email address, phone number, loan information, bank statements, and prior year tax returns.
To set up your account and provide you with our Services (e.g., to confirm your identity, to contact you about our service, to invoice you, and to produce financial statements).
To communicate with you via email, chat, phone, SMS, or virtual meetings.
To train our workers and improve our processes and the quality of our Services.
To comply with legal requirements.
To market products or features to you to help you get the most out of our Services.
ii. Information of others that we process at your direction, such as the names, contact information, payroll, and merchant documents of your clients, employees, etc.
To provide you with our Services and/or give account access to others within your business.
iii. Payment and billing information that you provide to us, or our third-party payment processor, such as your credit or debit card number.
To charge for our Services, products, and features.
iv. Information about the Services or Centurion products you purchased, obtained, or considered.
To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate).
To personalize the platform for you.
To advertise and market products or features to you to help you get the most out of our Services.
v. Information about how you access our Services and your account, including information about the device and browser you use, your network connection, your IP address, and details about how you browse and interact with our websites and platform.
To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate).
To personalize the platform for you.
To debug, identify, and repair errors that may impact intended functionality.
To detect security incidents and protect against malicious, fraudulent, or illegal activity.
To comply with legal requirements.
To advertise and market products or features to you.
vi. Client support information (such as questions and issues) and general feedback that you choose to provide (for example, app reviews).
To provide you with Client support when using our Services.
To communicate with you via email, chat, phone, SMS, or virtual meeting.
To debug, identify, and repair errors that may impact intended functionality.
To improve our Services and platform.
To share with existing or prospective Clients or accountant clients your experience and feedback in using our Services.
vii. Audio and video information (such as recordings when you call us for Client support).
To provide you with Client support when using our Services.
To train our workers and improve our processes and the quality of our Services.
To debug, identify, and repair errors that may impact intended functionality.
To share with existing or prospective Clients or accountant clients your experience and feedback in using our Services.
viii. Information, such as firmographic or demographic data, we receive from other third parties, including referral, promotional, and joint marketing partners and business partners who provide complementary services or products to our Services.
To provide you with our Services.
To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate).
To personalize the platform for you.
To advertise and market products or features to you or to help you get the most out of our Services.
ix. If you connect our Services directly to your business or personal bank or credit card account, merchant processors, loan and/or payroll provider, and authorize us to receive information directly from your business bank account, we receive your bank institution information (such as bank name and institution ID), business or personal bank account information (for example, balances and last four digits of the account number), and transaction information (including amount, vendor name, date, and category).
To provide you with a dashboard that displays real-time financial activity to enable you to track your business’s financial health.
To create reconciliation files so Centurion can assist our Clients with our Services.
x. If you use our Centurion Tax service, we may collect more specific information about you and your business, including:
personal characteristics (such as spousal and dependants, age, date of birth, gender, marital status, nationality).
government-issued identification (such as your social security number, driver’s license number, and taxpayer identification numbers).
professional and employment information (such as your occupation, employer identification number, corporate-held credit and debit card numbers, employment records, and compensation information).
financial transactions (such as your bank account information, loans, investments, contributions, payments).
To create and manage your TurboTax account
To provide you with the Centurion Tax Services, including setting up tax payments to the IRS and state departments of revenue.
To conduct fraud and risk monitoring.
To comply with legal requirements.
To provide tax documentation, file tax returns, and schedule payments.
xi. Copies of government-issued identification about you or your business that you provide to us.
To verify your identity (e.g., to protect you against identity theft or fraud).
To verify that we are speaking with you if you contact us.
To comply with legal requirements.
B. Visitors
We collect the following personal information about you when you visit our website or contact us through our website:
What we collect and why we collect it:
i. Information that you provide us about yourself, like your name, address, email address, business name, and phone number.
To communicate with you via email or chat.
To comply with legal requirements.
To advertise and market products or features to you or to help you get the most out of our Services.
ii. Information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse through our apps and sites, including search terms you may enter.
To provide you use of, and to improve, our websites and related Services (e.g., identifying ways to make our websites easier to use or navigate).
To personalize your experience using our websites (e.g., by changing the layout of our webpages).
To advertise and market products or features that may be of interest to you.
iii. Information about the Services or Centurion products you considered purchasing.
To personalize the platform for you.
To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate).
To advertise and market products or features that may be of interest to you.
iv. Information you provide us for surveys, contests, and events (such as webinars or in-person events), including your contact information, your business name and address, and general information about your organization that you choose to provide, such as annual company revenue, number of employees, and industry.
To register you for the survey, contest, or event, and provide you with the results or contents of the event.
To advertise and market products or features that may be of interest to you.
v. Inferences that are drawn from your preferences, characteristics, or behavior while visiting or interacting with our website or our Services.
To personalize the platform for you.
To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate).
To advertise and market products or features that may be of interest to you.
C. Centurion Employees
We may collect the following personal information about you when you work for Centurion:
What we collect and why we collect it:
i. Personal information that you provide us about yourself, like your name, address, email address, phone number, government-issued identification (such as your social security number, driver’s license number, taxpayer identification numbers), and your education (such as your degrees and schooling, licenses, and professional memberships).
To communicate with you regarding work-related matters (including compensation and emergency contact).
To verify your identity.
For tax reporting, record keeping, and other administrative purposes.
To comply with legal requirements.
ii. Personal information you provide to us for health and safety purposes, such as emergency contact information, health and disability information, and workers’ compensation records.
To contact someone in the event of an emergency while you are engaged with Centurion.
To comply with legal requirements.
iii. Workplace performance and evaluation information that we collect on your behalf, such as performance reviews, training and certificates, and disciplinary records.
To evaluate job performance, provide feedback, and guide career development.
To maintain compliance with industry standards and ensure workers have the necessary skills for their roles.
To document any workplace issues or violations, ensuring proper handling of compliance or behavioral concerns.
To comply with legal requirements.
iv. Information collected when using devices for work-related purposes, such as device information, encryption status, security settings, remote wipe capability, installed applications, website URLs accessed, network connection details, and data usage.
To protect work-related information from theft, malware, and cyber threats.
Enforce security, data retention, and privacy policies.
Monitor and audit device usage and compatibility.
To comply with legal requirements.
D. Prospective Centurion Employees
We may collect the following personal information about you when you apply for a position with Centurion:
What we collect and why we collect it:
i. Contact information that you provide us or we process at the direction of hiring partners about yourself, like your name, address, email address, and phone number.
To communicate with you during the recruitment process.
To book interviews with you and members of our team.
To comply with legal requirements.
ii. Personal information you provide us or we process at the direction of hiring partners, such as your professional and employment history (such as your resume or CV, past employment experience, occupations and titles, your LinkedIn profile or other social media handles), your eligibility to work in the role’s location, and your education (such as your degrees and schooling, licenses and professional memberships).
To review your suitability and qualifications for a position/role.
To verify your legal eligibility to work in the role’s location.
iii. Personal information you provide via a third-party vendor for background checks.
To verify your identity.
To review your criminal history to comply with legal requirements.
To confirm your certification and/or education, if required for the role.
iv. Information you provide us or we process at the direction of hiring partners during the recruitment process, including oral, visual, or written communications (such as recordings of your interview) and technical and personality assessments.
To review your suitability and qualifications for a position/role.
For future review and learning for the sales hiring teams.
E. Prospective Clients
In order to offer our Services to prospective Clients who might find our Services useful, we collect personal information, such as names, email addresses, and phone numbers, from public sources and business partners, current Clients, and accountant clients who provide referrals for our Services. If you visit our website, we may also collect information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse and interact with our websites and platform.
How Centurion and Its Affiliates Use Your Information
We use the personal information we collect from you (the “Collected Information”) to (i) provide you with our Services, (ii) fulfill a contractual obligation (for example, to process your subscription payments), (iii) improve our Services, or (iv) further a legitimate business interest. A legitimate business interest includes, but is not limited to:
verifying you or your business’s identity.
preventing risk and fraud (for example, this could include the detection and protection of Centurion and other third parties against error, negligence, breach of contract, fraud, theft, and other illegal activity).
auditing compliance with Centurion’s policies and contractual obligations.
answering questions or providing other types of Client support.
providing, securing, debugging, and improving our Services and website.
providing reporting and analytics.
testing out features or additional services.
assisting with marketing, advertising, or other communications.
understanding your needs and eligibility for products and services.
personalizing your experience on our Services, such as presenting tailored content.
complying with legal and regulatory requirements.
enforcing our Terms of Service and/or compliance with this Privacy Policy.
Any information we collect in connection with a legitimate business interest may be shared with our affiliates and business partners to better understand business trends, such as how our products and services are used.
We may use information that is aggregated or de-identified so that it is no longer reasonably associated with an identified or identifiable natural person for any business purpose.
We may also collect and use your personal information for any other purpose to which you consent.
Your Use of Others’ Personal Information
In using our Services, you may provide us with the personal information of others (for example, the names and addresses of your accounting clients or employees), and if you are an accounting client or employee of one of our Clients, we may receive your personal information from our Clients or accountant clients. In these circumstances, we are only a “service provider” of such information.
As your service provider, we process (collect, use, disclose, etc.) such information as directed by you for the purpose of providing you with our Services. For example, we do not use your Clients’ or employees’ information provided to us by you to independently market or advertise to them; we will only independently market or advertise to them if they are also using our Services directly.
You are responsible for the personal information of others that you disclose to us via our Services and for ensuring that your instructions regarding the processing of such information complies with applicable data protection laws.
Your Rights Over Your Information
Depending on your use of our Services and where you reside, you may have the right to request access to, correct, amend, delete, download, or object to certain uses of certain personal information (for example, by unsubscribing from direct marketing emails).
We strive to provide you with the ability to exercise these rights yourself via our Services. For example, you can access, download, update, and correct most of your information from your account settings pages. If you cannot exercise a particular right via our Services, you can always email our privacy team at support@centurion-business.com. Please note that if you send us a request relating to your personal information, we have to make sure that it is you before we can respond. In order to do so, we may ask to see documentation verifying your identity.
Please also note that there is a difference between the information we decide to collect for our own purposes (for example, your account sign-up information) and the information our Clients and accountant clients direct us to store or process via our Services (for example, names of employees or clients). If you are an individual who wishes to exercise your rights over information that one of our Clients or accountant clients may be storing or processing via our Services for their own purposes, you will need to contact the Client or accountant client directly. In this scenario, we are only a service provider acting at their direction, and we cannot decide how to process this information.
When and Why Centurion and Its Affiliates Share Your Information with Others
We restrict access to your information to authorized employees and contractors. We may share your personal information with third parties in the following circumstances:
As a Client or accountant client, we may share all of the categories of personal information described in the “What Information Centurion and Its Affiliates Collect About You and Why” section with service providers, including the following service providers, to provide you with our Services:
Service Provider, Service Provided, Location
1. AWS
Cloud storage, infrastructure, and OCR
USA
2. Google
Cloud storage, transactional email API
USA
3. Intuit
QuickBooks Online, TurboTax, Finance Tools
USA
4. Plaid
Technical financial infrastructure API
USA
5. Stripe
Payments API
USA
6. Salesforce
CRM
USA
We may also share all of the categories of your personal information described in the “What Information Centurion and Its Affiliates Collect About You and Why” section with the following third parties for certain other business purposes:
Other Service Providers, Partners, Contractors, or Vendors: for analytics and reporting, marketing and advertising, auditing, communicating with you, managing our Client database, providing you with professional services, managing our recruitment process, and conducting background checks (for prospective Centurionmates).
Successor Entities: if we merge with or are acquired by another company, are involved in a bankruptcy, or if the ownership or control of all or part of our Services or their assets changes, information about you may be transferred to such entities.
Law Enforcement, Government Agencies, and Professional Advisors: to prevent or investigate suspected fraud, threats to physical safety, illegal activity, or violations of a contract or our policies, or to comply with a law or regulation, or if we are otherwise legally required to do so, such as in response to a court order or legal process, or to establish, protect, or exercise our legal rights or to defend against legal claims or demands.
We also share certain categories of personal information with third parties to provide personalized online advertising and with third parties for their direct marketing purposes. Under the California Consumer Privacy Act (“CCPA”), some of this information sharing may be broadly considered a “sale” of Personal Information (as such term is defined in the CCPA). Except for this type of sharing, we do not sell your Personal Information. We share identifiers (such as name, email address, IP address, and online identifiers), commercial information, internet or other electronic network activity information, and inferences drawn from personal information with third parties for these purposes.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Messaging services.
Where Your Data Resides and International Data Transfers
Our Services are managed by Centurion, which is headquartered in the United States and operates from locations around the world. Our Services are hosted in the United States, and individuals located within the United States are permitted to use our Services. If you circumvent Centurion’s measures restricting our Services to the United States and use our Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, please note that in doing so, you are transferring your personal information outside of those regions to the United States for storage and processing. Also, we may transfer your personal information from the United States to other countries or regions in connection with the storage and processing of data, fulfilling your requests, and operating our Services. By providing any information, including information from or about you or your devices, on or to our Services, you consent to such transfer, storage, and processing.
Data Retention
Centurion is a United States company, serving US persons and businesses, and as such, we and our affiliates may be subject to various legal compliance and reporting obligations that require us to retain your personal information for a specific period of time, which may be beyond the time when you stop using our Services.
How Centurion and Its Affiliates Protect Your Information
We maintain security safeguards to protect your information, which are designed to ensure its confidentiality, integrity, and availability. While we strive to protect your information on our Services, we cannot guarantee absolute security of your personal information. To learn more about our information security measures, please see our Security Practices.
How Centurian and Its Affiliates Use Cookies and Other Tracking Technologies
We use cookies and similar tracking technologies on our website and when providing our Services. For more information about how we use these technologies, and an explanation of how you can opt out of certain types of cookies, please see our Cookie Policy.
Changes to this Privacy Policy
We may make changes to this Privacy Policy at any time to reflect updates to our Services, applicable laws, and other factors. We will notify you as outlined above when we materially change the ways in which we use or share personal information previously collected from you through our Services, but we encourage you to stay informed by reviewing this Privacy Policy periodically.
How You Can Reach Us
If you would like to ask about, make a request relating to, or voice concerns about how we process your personal information, you can contact us by email at support@centurion-business.com, by calling us at 1-562-555-5555, or by mail at;
Centurion Business, LLC.
921 South Beacon St., Apt. 404
San Pedro, CA 90731
Attn: Centurion Privacy Team