Privacy Policy

LedgerHQ is a bookkeeping application and subsidiary service of Tax Planner Pro, LLC ("TaxPlannerPro"). This Privacy Policy explains how LedgerHQ and TaxPlannerPro collect, use, share, and protect personal information when you use the LedgerHQ website, application, and related services.

Tax Planner Pro, LLC
3301 Bonita Beach Rd.
Suite 312
Bonita Springs, FL 34134

For privacy questions, contact us at [email protected].

We collect the following categories of personal data:

• Account data ·name, email address, and authentication credentials when you create an account.
• Usage data ·pages visited, features used, session duration, device type, browser, and IP address.
• Organization data ·business name, bookkeeping settings, and the financial records you add to your workspace.
• Communication data ·messages you send us via email or in-app support.
• Cookies & similar technologies ·see Section 10 for details.

We process your personal data for the following purposes:

• Service delivery ·providing, maintaining, and improving the LedgerHQ platform.
• Communication ·responding to support requests, sending service updates, and notifying you of material changes.
• Improvement ·understanding how the service is used to improve features and user experience.
• Security ·detecting, preventing, and responding to fraud, abuse, and security incidents.
• Legal compliance ·meeting our obligations under applicable law, including tax and accounting requirements.

Depending on where you live, privacy law may require us to identify our legal basis for processing personal information. We process data for the following reasons:

• Contract ·processing necessary to perform our contract with you, including providing the service and managing your account.
• Legitimate interests ·improving our service, ensuring security, and preventing fraud, balanced against your rights and freedoms.
• Consent ·where you opt in to optional features such as marketing emails. You may withdraw consent at any time.
• Legal obligation ·where we are required to process or retain data by law, including tax, accounting, security, and compliance obligations.

We share personal data only with the following categories of recipients:

• Hosting providers ·infrastructure and cloud services that store and process data on our behalf.
• Analytics providers ·to understand usage patterns and improve the service.

We do not sell your personal data to third parties, and we never will.

Some of our service providers may process data outside your state, province, or country. Where transfers occur, we use safeguards in place, including:

• Contractual safeguards with service providers that process data for us.
• Internal access controls and policies designed to protect customer data.

We retain personal data only as long as necessary:

• Account data ·retained while your account is active, plus 30 days after deletion to allow recovery.
• Usage data ·retained for up to 26 months, then anonymized or deleted.
• Bookkeeping records ·retained while your workspace is active, and after deletion only as long as needed for backup, security, legal, or accounting purposes.

Depending on where you live, you may have rights regarding your personal data:

To exercise any of these rights, contact us at [email protected]. We will respond as required by applicable law.

If you are unhappy with how we handle your data, please contact us so we can try to resolve your concern. You may also have the right to contact your local privacy or consumer protection authority.

We encourage you to contact us first at [email protected].

We use the following types of cookies:

• Strictly necessary cookies ·essential for the service to function (e.g. session authentication). These do not require consent.
• Functional cookies ·remember your preferences such as theme and language settings.
• Analytics cookies ·help us understand how the service is used and where the product can be improved.

You can manage cookie preferences through your browser settings. Note that disabling certain cookies may affect service functionality.

LedgerHQ is not directed at individuals under the age of 13. We do not knowingly collect personal data from children. If you believe we have inadvertently collected data from a child, please contact us at [email protected] and we will promptly delete it.

We implement appropriate technical and organizational measures to protect your personal data, including:

• TLS encryption for all data in transit.
• Encryption at rest for stored data.
• Access controls ensuring only authorized personnel can access personal data.
• Regular security reviews and monitoring.

No system is 100% secure. If you discover a security vulnerability, please report it to [email protected].

We may update this privacy policy from time to time. For material changes, we will notify you by email at least 30 days before the changes take effect. Continued use of the service after the effective date constitutes acceptance of the updated policy.

We encourage you to review this page periodically for the latest information on our data practices.