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Privacy Policy

Effective Date: March 9, 2029

Ledger Right (“Ledger Right”, “we”, “our”, or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, communicate with us, or use our services.

This policy applies to information collected through our website, client portals, communications, and professional services.

Information We Collect

We may collect personal information when you interact with our website, request services, communicate with us, or engage us as a client.

Information we may collect includes:

  • Name
  • Email address
  • Phone number
  • Business name
  • Mailing address
  • Financial and accounting information necessary to provide services
  • Documents submitted through secure portals
  • Website usage data (cookies, analytics)

We collect this information when you:

  • Fill out forms on our website
  • Request an estimate or consultation
  • Communicate with us by email, phone, or SMS
  • Use our client portals or secure document upload systems
  • Engage Ledger Right for accounting, tax, advisory, or business services

How We Use Your Information

Ledger Right uses collected information for legitimate business purposes including:

  • Providing accounting, tax, bookkeeping, and advisory services
  • Responding to inquiries or consultation requests
  • Communicating regarding services, appointments, and account updates
  • Processing documents submitted through our systems
  • Improving our website and services
  • Providing customer support
  • Maintaining security and preventing fraud
  • Meeting regulatory, legal, or compliance obligations

 

We only collect information that is reasonably necessary to provide professional services.

SMS and Mobile Communications

If you provide your mobile phone number, you may receive SMS or text communications from Ledger Right related to:

  • Appointment reminders
  • Client service communications
  • Requests for information or documentation
  • Service updates

 

Message frequency may vary.

Message and data rates may apply depending on your mobile carrier.

You may opt out of SMS communications at any time by replying STOP to any message.
 For assistance, reply HELP or contact us using the information listed below.

Mobile opt-in data and SMS consent will not be shared with third parties or affiliates for marketing or promotional purposes.

How We Protect Your Information

Ledger Right takes the confidentiality and security of client information seriously. We implement administrative, technical, and physical safeguards designed to protect personal and financial information, including:

  • Secure client portals
  • Encrypted document transfers where applicable
  • Restricted access to sensitive information
  • Internal confidentiality policies
  • Secure systems and data management procedures

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Sharing of Information

Ledger Right does not sell, rent, or trade personal information.

We may share information only in the following limited circumstances:

  • With trusted service providers who assist in operating our business (such as secure client portals, accounting software, or IT services)
  • When required to comply with legal obligations
  • To respond to lawful requests from regulatory authorities
  • To protect the rights, safety, or property of Ledger Right, our clients, or others

Any service providers we use are required to maintain appropriate confidentiality and data protection standards.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve user experience and understand how visitors interact with our website.

Cookies may collect information such as:

  • Browser type
  • Device type
  • Pages visited
  • Time spent on pages
  • Referring websites

This information helps us improve website functionality and service delivery.

You may disable cookies through your browser settings, though some features of the website may not function properly.

Third-Party Links

Our website may contain links to external websites or services not operated by Ledger Right. We are not responsible for the privacy practices or content of those third-party websites.

Your Privacy Rights

Depending on your location, you may have the right to:

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of certain personal data
  • Request restrictions on how your information is used

To exercise any of these rights, please contact us using the information below.

Data Retention

Ledger Right retains personal and financial information only as long as necessary to:

  • Provide services
  • Meet legal, regulatory, and tax record requirements
  • Resolve disputes
  • Enforce agreements

Professional accounting records may be retained in accordance with industry standards and applicable regulations.

Children's Information

Our services and website are not directed toward individuals under the age of 13. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

Ledger Right may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. Updated versions will be posted on this page with a revised effective date.

We encourage visitors and clients to periodically review this policy.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Ledger Right
15 N. 3rd Street, Columbia PA 17512
accounting@ledgerright.com
(717) 220-3355
https://www.ledgerright.com