TMS Payment Tracker

Privacy policy

Therapy Management Solutions · Effective November 11, 2026

Who we are

TMS Payment Tracker is an internal billing tool operated by Therapy Management Solutions (“TMS”, “we”). It is used only by authorized TMS staff to reconcile the payments TMS manages for its clients and to prepare TMS’s own invoices in QuickBooks Online. It is not offered to the public.

Information the app uses

• Staff identity. The work email address and sign-in identifier of each staff member, supplied by our sign-in provider, to control access and keep an audit record of actions.
• Billing payment records. Payment records pulled from the billing systems TMS operates for its clients, used to calculate what TMS bills each client.
• QuickBooks Online data. When an administrator connects TMS’s QuickBooks company, the app reads the company name, customers, invoices, products and services, accounts and payment terms, and may create unsent invoices for TMS’s own clients. The app never sends invoices or emails from QuickBooks.

How we use it

Only to track payments, detect late or duplicate postings, match clients to QuickBooks customers, check for existing invoices, and prepare TMS’s invoices. We do not sell, rent or share this information, use it for advertising, or use QuickBooks data for any purpose other than TMS’s own bookkeeping.

Where it is stored and how it is protected

• Data is stored with Cloudflare (Workers and D1) in the United States and transmitted only over HTTPS.
• QuickBooks access and refresh tokens are encrypted before they are stored and are never shown to users.
• Every page requires staff sign-in through Cloudflare Access; roles limit who can change billing or QuickBooks settings.
• Material actions are written to an append-only audit log.
• Patient-level details are never uploaded to QuickBooks; invoices carry one summarized fee line.

Retention and disconnection

Billing records are kept as long as TMS needs them for accounting and legal obligations. An administrator can disconnect QuickBooks at any time. Disconnecting in the app revokes the QuickBooks grant with Intuit and deletes the stored tokens; disconnecting from QuickBooks Online revokes the grant on Intuit’s side, after which the app can no longer read QuickBooks data.

Your choices

Staff members and TMS clients may ask what information about them is held, or ask for corrections, by writing to tmsbilling@therapyms.com.

Changes

We will update this page when our practices change and revise the effective date above.