Privacy Policy

Effective Date: September 1, 2025

Ledgerly (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our services, or interact with us, including via SMS/text messaging. By using Ledgerly’s services, you consent to the practices described in this policy.




1. Information We Collect

We may collect the following types of information:

Personal Information: such as your name, email address, phone number, payment details, and account credentials when you sign up for our services.

Usage Data: including IP address, browser type, device type, pages visited, and the date/time of access.

SMS Information: including your mobile number, opt-in/opt-out status, message delivery details, and communications with us via SMS.



2. How We Use Information

We use your information for purposes including:

Delivering and improving our accounting and financial technology services.

Sending important updates about your account.

Providing SMS/text communications if you opt in.

Responding to customer support requests.

Maintaining legal compliance and preventing fraudulent activities.



3. SMS/Text Messaging Program

When you provide your mobile phone number and consent to receive SMS communications, you authorize Ledgerly to send you recurring text messages related to your account, reminders, updates, and other service-related information.

Message Frequency: Varies based on your interactions with Ledgerly.

Message Costs: Standard message and data rates may apply.

Opt-Out: Reply STOP at any time to cancel. After opting out, you will no longer receive text messages from us.

Help: Reply HELP for assistance or contact [support@ledgerly.com].

Data Protection: We do not share, rent, or sell your mobile phone number to third parties for their own marketing purposes.



4. Sharing of Information

We may share your information with:

Service Providers: trusted third-party vendors who help us operate our platform (e.g., payment processors, SMS providers).

Legal Requirements: if required by law, subpoena, or government investigation.

Business Transfers: in case of a merger, acquisition, or sale of assets.

We do not sell your personal information to third parties.



5. Data Security

We use commercially reasonable safeguards (technical, administrative, and physical) to protect your personal information. However, no method of transmission over the Internet or via mobile networks is completely secure.


 

6. Your Rights & Choices

You may:

Access and update your personal information through your Ledgerly account.

Opt out of marketing emails or SMS at any time.

Request deletion of your personal data, subject to legal and contractual obligations.



7. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated “Effective Date.”



8. Contact Us

For questions or concerns about this Privacy Policy, including SMS/text messaging practices, please contact us at:
Email:
support@ledgerly.com
Mailing Address:
[Insert Business Address]