As a freelancer or agency, how do you manage privacy when building apps for clients?
For example:
One of my client wants me to link his app to his Quickbooks invoicing. I want to connect it using make.com but I will need his login info to connect the module in make. I will also need to log into his QuickBooks account to test the connection and check the results.
I haven’t asked yet but I would expect clients to deny access like this to agencies and freelancers since it could contain sensitive data and information.
I’m fairly new to no-code dev (~3 years part-time) and my current clients are only friends and family with small businesses so I have not ran into this problem yet but I’m expecting it since I want to start building for clients soon.
Should I sign an NDA agreement with them? How do you guys go about this?
When it comes to Make, my approach is to ask my client to create an account and set up the payment method, then add me as an Admin to the team. This way they take responsibility for the account and payment, and they can remove me at any time (I’ve not had one that has done that yet). With Quickbooks, assuming there is a Make module, you could probably ask the client to create and authorise the connection. That way you can use it, and you never have to see their credentials.
Depends. I usually play that one by ear. Larger organisations often require it, so you may have no choice. But you should always have something in writing - at a minimum an agreement that includes a scope of work.