Effective Date: 5/18/2026

At Ledger Point Bookkeepers, we know your financial information is sensitive. Protecting it is not just a responsibility — it is a core part of the trust we build with every client.

This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or use our services. It also describes how we approach artificial intelligence (AI) tools in our work.

We may collect the following types of information:

• Personal Information: Name, email address, phone number, and business details you provide when contacting us or becoming a client
• Financial Information: Data necessary to perform bookkeeping services, including transaction records, account information, and financial documents.
• Technical Information: IP address, browser type, and website usage data collected through cookies or analytics tools.

We use your information to:

• Provide and manage bookkeeping services.
• Communicate with you regarding your account, questions, or service updates.
• Maintain accurate financial records.
• Improve our website and services.
• Comply with legal, tax, and regulatory requirements.

We treat the information our clients provide to us as accurate and complete. We do not independently verify the original source of documents, statements, or data a client supplies, and we rely on that information in good faith to perform our services.

We take a careful, conservative approach to artificial intelligence. Our clients’ financial information is private, and we treat it that way.

Our commitments:

• No client financial data is entered into outside AI tools. We will never paste, upload, or otherwise share client transactions, balances, reports, bank or credit card details, payroll figures, or other financial data into any public or third-party AI tool — even with the client’s name or identifying details removed.
• General business communications may use AI assistance. We may occasionally use AI tools to help with general business writing — such as drafting marketing content, refining internal documents, or improving our own communications — but only when no identifying client information and no client financial figures are included.
• AI features built into the software we already use. Some of the platforms we rely on to run our business include built-in AI features (for example, transaction categorization suggestions inside QuickBooks Online). Because these features operate inside platforms we already use to deliver our services, client data processed within those platforms is covered by the platform’s own privacy and security terms, not by outside AI tools.
• Client-provided information. We work from the information our clients provide to us as factual. We have no way of knowing how a client originally created or sourced a document or data point, so we rely on it in good faith and use it to perform the services our client has engaged us to do.

We take data security seriously and use appropriate safeguards to protect your information, including:

• Secure, cloud-based systems for storing and processing financial data.
• Limited access — only authorized team members can view client information.
• Strong password practices, including the use of a secure password manager (LastPass) to manage internal credentials.
• Use of trusted platforms to support our work, including QuickBooks Online (accounting), SuiteDash (client portal and secure document storage), Microsoft 365 (email and business productivity), Calendly (scheduling), and Zoom (client meetings).

We do not sell your personal or financial information.

We may share information only when necessary to provide our services or comply with legal obligations, including:

• With the service providers listed above (QuickBooks Online, SuiteDash, Microsoft 365, Calendly, Zoom, and LastPass), strictly to support the services we deliver to you.
• When required by law, regulation, subpoena, or other legal process.

We retain client records for a minimum of seven (7) years after our engagement ends, in line with IRS and standard accounting record-retention guidelines. After that period, records may be securely deleted or archived, except where a longer retention period is required by law or by a specific client agreement.

You have the right to:

• Request access to the information we hold about you.
• Request corrections to inaccurate information.
• Request deletion of your data, where applicable and where we are not required by law to retain it.

To make a request, please contact us using the information at the bottom of this policy.

Our website and services are intended for business owners and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can remove it.

Our website may use cookies or similar technologies to enhance your browsing experience and to help us understand website traffic. You can adjust your browser settings to refuse cookies if you prefer.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies before sharing any information.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website or services after an update means you accept the revised policy.

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

Ledger Point Bookkeepers
Email: office@ledgerpointbookkeepers.com
Website: ledgerpointbookkeepers.com