At LedgeScale Financials, we respect your privacy and are committed to protecting the personal and business information entrusted to us.
This Privacy Policy explains how LedgeScale Financials ("LedgeScale," "we," "us," or "our") collects, uses, stores, and protects information when you visit our website, communicate with us, request our services, or otherwise interact with us.
By using our website or services, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
Depending on how you interact with LedgeScale Financials, we may collect the following categories of information.
Information You Provide to Us
You may voluntarily provide information when you:
- Contact us through our website
- Request a quote or consultation
- Submit an inquiry
- Become a client
- Complete an onboarding or client information form
- Communicate with us by email, phone, WhatsApp, or other communication channels
- Provide information required for bookkeeping, accounting, payroll, or tax services
- Upload or provide documents for our services
This information may include:
- Name
- Business name
- Email address
- Telephone number
- Business address
- Billing and payment information
- Tax-related information
- Accounting and financial information
- Bank and credit-card statements
- Payroll information
- Information contained in financial records and supporting documents
- Information required to prepare tax returns
- Login or access information necessary to connect to accounting platforms, where applicable
Information Collected Automatically
When you visit our website, certain information may be collected automatically through standard website technologies.
This may include:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Referring website
- Approximate geographic information
- Date and time of website visits
- Website usage and interaction information
We may use cookies and similar technologies to help operate, maintain, secure, and improve our website.
2. How We Use Your Information
We may use information we collect for legitimate business purposes, including:
- Responding to inquiries and requests
- Providing bookkeeping and accounting services
- Providing tax preparation services
- Providing payroll-related services
- Preparing financial reports
- Communicating with clients
- Managing client onboarding and engagement
- Processing payments and billing
- Maintaining business and accounting records
- Providing customer support
- Improving our website and services
- Sending service-related communications
- Sending marketing communications where permitted by law
- Preventing fraud, misuse, or unauthorized activity
- Maintaining the security and integrity of our systems
- Complying with applicable legal, regulatory, and professional obligations
We do not use client financial information for purposes unrelated to providing or administering our services unless permitted by law or otherwise authorized by the client.
3. Accounting, Financial, and Tax Information
Because LedgeScale Financials provides bookkeeping, accounting, payroll, and tax-related services, clients may provide us with sensitive business and financial information.
Depending on the services requested, this may include:
- Bank statements
- Credit-card statements
- Income and expense information
- Accounts receivable and accounts payable information
- Payroll records
- Employee-related payroll information
- Financial statements
- Tax documents
- Business formation documents
- Transaction records
- Accounting-system information
- Other financial records necessary to perform requested services
We use this information only as reasonably necessary to provide the services requested, communicate with you, maintain records, comply with applicable obligations, and protect our legitimate business interests.
4. Access to Third-Party Accounting Platforms
To provide bookkeeping, accounting, payroll, and tax services, you may authorize LedgeScale Financials to access third-party platforms such as accounting, payroll, banking, document-management, or tax software.
When you authorize such access, information may be processed through the applicable third-party platform according to that provider's own privacy policy and terms.
We do not control the privacy practices of third-party platforms and recommend reviewing their privacy policies before granting access.
5. How We Share Information
LedgeScale Financials does not sell your personal information as part of our ordinary business operations.
We may share information when reasonably necessary to operate our business and provide requested services, including with:
- Service providers and technology vendors
- Accounting, payroll, tax, and financial software providers
- Document-management and file-storage providers
- Payment processors
- Website, hosting, analytics, and IT providers
- Professional advisers
- Legal or regulatory authorities when required or permitted by law
Where appropriate, we expect service providers handling information on our behalf to use that information only for authorized purposes and to maintain appropriate safeguards.
We may also disclose information:
- When required by law, regulation, legal process, subpoena, or court order
- To protect our rights, property, or safety
- To investigate suspected fraud, unauthorized activity, or security incidents
- In connection with a business transaction such as a merger, acquisition, restructuring, or sale of assets
6. Cookies and Similar Technologies
Our website may use cookies and similar technologies to improve website functionality and understand how visitors use our website.
Cookies may help us:
- Remember preferences
- Maintain website functionality
- Understand website traffic
- Improve website performance
- Identify technical issues
- Measure the effectiveness of marketing activities
You can adjust your browser settings to refuse or delete cookies. Certain website features may not function properly if cookies are disabled.
7. Analytics and Third-Party Services
We may use third-party services to help us understand website traffic, measure website performance, communicate with visitors, or improve our marketing.
These providers may collect information about your interaction with our website through cookies, pixels, tags, or similar technologies.
The information collected by these providers is governed by their respective privacy policies and terms.
8. Data Security
We take reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, disclosure, alteration, or destruction.
However, no website, electronic transmission, storage system, or method of communication can be guaranteed to be completely secure.
For this reason, we cannot guarantee absolute security of information transmitted to or from us.
Clients should use appropriate security practices when sharing documents, passwords, account-access information, and other sensitive information.
9. Client Document Security
Clients may be asked to provide financial, tax, payroll, and other confidential documents during the engagement.
Where available, we may use secure online systems, client portals, cloud storage, accounting platforms, or other technology designed to facilitate document exchange and service delivery.
Clients should avoid sending highly sensitive information through unsecured or unintended communication channels when a secure method has been provided.
10. Data Retention
We retain information for as long as reasonably necessary to:
- Provide our services
- Maintain business and accounting records
- Fulfill contractual obligations
- Comply with applicable legal, tax, accounting, regulatory, or professional requirements
- Resolve disputes
- Enforce agreements
- Protect our legitimate business interests
The specific retention period may vary depending on the nature of the information and the purpose for which it was collected.
When information is no longer reasonably required, we may securely delete, destroy, anonymize, or otherwise dispose of it, subject to applicable legal and professional requirements.
11. Your Privacy Rights
Depending on where you reside and applicable law, you may have certain rights regarding your personal information.
These rights may include the right to:
- Request access to personal information we hold about you
- Request correction of inaccurate information
- Request deletion of certain personal information
- Request information about how your personal information is collected and used
- Opt out of certain marketing communications
- Exercise other rights provided under applicable privacy laws
Certain rights may be subject to legal exceptions and limitations.
If you wish to exercise an applicable privacy right, contact us using the information provided in the Contact Us section below.
We may need to verify your identity before completing certain requests.
12. U.S. Privacy Rights
LedgeScale Financials serves clients throughout the United States and is committed to respecting applicable federal and state privacy laws.
Depending on where you reside and the laws applicable to your personal information, you may have certain rights regarding the information we collect and maintain about you.
These rights may include, where applicable:
- The right to know what personal information we collect and how it is used
- The right to access personal information we maintain about you
- The right to request correction of inaccurate personal information
- The right to request deletion of certain personal information
- The right to opt out of certain marketing communications
- The right to opt out of certain forms of sale or sharing of personal information, where applicable
- The right to exercise other privacy rights provided by applicable federal or state law
The availability and scope of these rights may vary depending on your state of residence and the specific circumstances of our relationship with you.
LedgeScale Financials does not sell personal information as part of its ordinary business operations.
If you wish to exercise a privacy right available to you under applicable law, please contact us using the information provided in the Contact Us section of this Privacy Policy.
We may take reasonable steps to verify your identity before processing certain privacy requests. We will respond to qualifying requests within the time period required by applicable law.
13. Marketing Communications
We may occasionally send information about our services, updates, offers, or other business communications where permitted by applicable law.
You may opt out of marketing emails by using the unsubscribe option included in the email or by contacting us directly.
Even if you opt out of marketing communications, we may continue to send communications necessary to provide services, respond to requests, administer an account or engagement, process transactions, or otherwise communicate about an existing business relationship.
14. Children's Privacy
Our website and services are intended for businesses and adults and are not directed toward children under the age of 13.
We do not knowingly collect personal information from children under 13 through our website.
If you believe a child has provided personal information to us, please contact us so that we can take appropriate steps to address the information.
15. Third-Party Websites
Our website may contain links to websites, software platforms, or services operated by third parties.
We are not responsible for the privacy practices, security, content, or policies of third-party websites or services.
We encourage you to review the privacy policies of third-party websites before providing personal information.
16. International Data Processing
LedgeScale Financials may use service providers or technology platforms that process information in countries other than the country where you are located.
Where applicable, we take reasonable steps to ensure that information is handled in accordance with applicable privacy and data-protection requirements.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, technology, business practices, legal requirements, or privacy practices.
When we make changes, we will update the Last Updated date at the top of this Privacy Policy.
We encourage you to review this page periodically to stay informed about how we handle information.
18. Contact Us
If you have questions about this Privacy Policy, our privacy practices, or wish to exercise an applicable privacy right, please contact us:
LedgeScale Financials
Email: info@ledgescalefinancials.com Phone: + (754) 251-4828 Website: www.ledgescalefinancials.com
19. Important Notice
This Privacy Policy is intended to explain LedgeScale Financials' general privacy practices in a clear and accessible manner. It is not intended to create contractual rights beyond those required by applicable law.
Privacy laws vary by jurisdiction, and additional requirements may apply depending on the location of our clients, the information we collect, and how our services and technology are configured.