TruWiz Privacy Policy

What we collect

• Account details: your name, email address, and how you sign in (email and password, Google, or Apple). Passwords are handled by our sign-in provider; we never see them.
• Your records: the portfolios, properties and units you add; expenses and income with their amounts, dates, vendors, categories, notes and check numbers; receipt photos you attach; and the payment methods you name, with only the last 4 digits of any card.
• Tenant details you enter: tenant names, rent amounts and history, lease dates and deposits for each unit. Please enter only what you need for your records.
• People you invite: the email addresses of partners you invite, and which properties they can see.
• Usage needed to run the service: a daily count of receipt scans per account (to enforce a limit), and server logs of errors.

How we use it

• To store your records, show totals and trends, build the rent roll and summaries, and export CSV files when you ask.
• To read receipts you scan (see below), and to let the people you invite work on the properties you share.
• We don’t sell your data, use it for advertising, or share it with data brokers.

Receipt scanning

• When you scan a receipt, the photo is sent to our server, which sends it to an AI service, Google Gemini or Anthropic Claude, to read the amount, date, vendor and category. The names of your categories, payment methods and the properties you can see are sent with it, so the result fits your books.
• The AI service returns the details to fill in your expense. We use it only to read your receipts, not to profile you.
• If you save the expense with its receipt, the photo is stored with that expense in your portfolio.

Who can see your data

• You, and the people you choose. A partner you invite sees only the properties you share with them, plus the portfolio owner’s name. Your cards and personal checkboxes are never shared.
• Google Firebase hosts our sign-in, database and server functions in the United States. Google processes this data only to provide those services to us. If you sign in with Google or Apple, that company handles the sign-in.
• We may disclose data if the law requires it. If TruWiz is ever sold or merged, this policy continues to apply to your data.

Security

• Data is encrypted in transit and at rest by our hosting provider. Database rules allow each person to read and change only the properties they own or that were shared with them.
• New accounts confirm their email address before they can join someone else’s portfolio. The key for the AI service is kept on our servers, never in the app.

How long we keep it

• We keep your data while your account is open, so the app can show your history.
• When you delete your account, we delete your profile, cards, checkboxes, scan counts and sign-in. Portfolios you own alone are deleted with everything in them.
• If other people are members of a portfolio you own, it isn’t deleted: the member who joined first becomes its owner and can then see all of its properties. The app warns you before this happens. Entries you added to portfolios owned by others stay with those portfolios, because they are part of the owner’s books.
• Server logs are kept for a limited time by our hosting provider for security and troubleshooting.

Your rights

You can view, edit, export (CSV) and delete your data in the app, or email support@truwiz.com to ask for a copy, a correction, or deletion. We answer within 30 days. Depending on where you live (for example California), you may have additional rights, and we will honor them.

Children

TruWiz is meant for adults managing rental property. It is not meant for anyone under 18, and we do not knowingly collect data from children.

Changes and contact

If we change this policy, we update the date above and tell you in the app before the change affects your data.

Questions or requests: support@truwiz.com (TruWiz, Inc.).