How Kwilo handles business data, customer details, AI-assisted features, cookies and service responsibilities. Start with the plain-English summary, then open the relevant document for the full wording.
The approach in four short rules, with the longer policies below when you need the exact detail.
Your business normally acts as controller for the customer and business-record data it adds. The privacy notice explains Kwilo’s role, why data is used, and when legal or service reasons mean it must be retained.
The current privacy notice states that Kwilo does not sell personal data. Business information is used to provide, secure and support the service, subject to the purposes and sharing explained in the notice.
Kwilo uses reasonable technical and organisational safeguards for business records, customer details and money workflows. No online service can promise perfect security, so account access remains a shared responsibility.
Important customer messages, money actions and tax-related records should be reviewed by you or an authorised person. HMRC filing happens through compatible software or an authorised agent outside Kwilo. AI helps; it does not take responsibility.
Trust is not a badge collection. These are the practical points a cautious user is likely to check before moving business records in.
Choose “Give it a try” to see whether requests are open. When they are, submit the form, verify your email and wait for human review. Sign in only if invited.
Access requests opened graduallyThe privacy notice explains controller and processor roles, retention, individual rights and service or legal limits.
Explained in policyAI may help with drafting, transcription, summaries or suggestions. It should stay assistive and reviewable, especially around customers, money and tax.
The public site should stay light — only what is needed to make it work unless non-essential tools are clearly explained and consented.
The practical categories of data Kwilo may hold, why they are needed, and how retention is handled. The privacy notice carries the full wording and legal context.
So Kwilo can recognise your account and send service receipts and reminders.
While needed for the account and legal dutiesSo you can find them, send them and use the saved details for billing.
As needed for service or legal dutiesSo you can contact customers and route invoices and reminders correctly.
While needed for the recordTo turn into quotes, categorise expenses, and back up your records.
As explained in policyTo manage subscription billing where payment is set up.
Handled by payment providersTo spot bugs and figure out which features are useful.
As needed to run and secure the serviceKwilo uses technical and organisational measures intended to reduce unauthorised access, loss, misuse and disclosure. The security page explains the published boundary.
Signed-in access, workspace roles and permissions help limit who can see or change business records. Businesses still need to manage their users and devices carefully.
Kwilo investigates reported service and security issues and communicates with affected people where the law or service responsibility requires it.
The summaries above help you find the right subject. These documents contain the detailed wording.
Start with the privacy notice for personal data, the security page for access and incident handling, or the terms for service responsibilities.
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