Privacy Policy

Last updated: September 1, 2026

LedgeGo, LLC (“LedgeGo,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices you may have regarding your information.

This policy applies when you visit ledgego.co, contact us, or use LedgeGo bookkeeping services.

In this policy

1. Information We Collect

2. How We Use Your Information

3. How We Share Information

4. Payment and Financial Information

5. Cookies and Analytics

6. Online Tracking and Do Not Track

7. Data Retention

8. Data Security

9. Your Privacy Rights

10. Children’s Privacy

11. International Visitors

12. Changes to This Privacy Policy

13. Contact Us

1. Information We Collect

Information you provide to us

Depending on how you interact with LedgeGo, we may collect:

  • Name

  • Email address

  • Phone number

  • Mailing or billing address

  • Business name

  • Job title or business contact information

  • Industry

  • Annual revenue or revenue range

  • Communication and contact preferences

  • Information you provide when requesting or receiving bookkeeping services

  • Business and financial information needed to perform bookkeeping services

  • Employer Identification Numbers (EINs), when necessary

  • Bank account and routing information or debit/credit card information when you choose to provide payment information

  • Account access information or login credentials when necessary to connect or access an authorized business or financial account

Because LedgeGo provides bookkeeping services, information you give us may also include financial statements, bank statements, transaction records, receipts, invoices, bills, payroll information, loan information, tax-related records, accounting records, QuickBooks Online information, and other business or financial records necessary for us to perform the services you request.

Whenever possible, we access financial and business accounts through separate user access, accountant access, view-only access, or another authorization method provided by the platform. We do not request or store your QuickBooks Online username or password. If another platform does not provide separate user access, you may provide login credentials when necessary for us to access or connect an account you have authorized us to work with.

Information collected automatically

When you visit our website, certain information may be collected automatically through our website platform, analytics tools, cookies, and similar technologies. This may include:

  • IP address

  • Browser and device information

  • Pages visited and interactions with the website

  • Referring website or source

  • General location derived from your IP address

  • Website usage and performance information

Sources of information

We generally receive personal information directly from you, from your interactions with our website, or from accounts, records, and platforms you authorize us to access in order to provide bookkeeping services.

We may also receive limited information through service providers that support our website, communications, payments, scheduling, cloud-based operations, analytics, or bookkeeping services.

2. How We Use Your Information

We may use personal information to:

  • Provide and manage LedgeGo bookkeeping services

  • Communicate with you and respond to questions or inquiries

  • Evaluate whether our services are a good fit for your business

  • Set up and maintain client relationships

  • Access, connect, or work with accounts you authorize us to use

  • Process authorized payments

  • Provide customer support

  • Maintain business and accounting records

  • Operate, secure, analyze, and improve our website and services

  • Prevent fraud, misuse, or security problems

  • Comply with applicable legal, accounting, and regulatory obligations

  • Send service-related communications

  • Send marketing or promotional communications where permitted by law

You may opt out of marketing emails at any time using the unsubscribe option provided in the communication or by contacting us.

We may use software and technology tools, including artificial intelligence-assisted tools, to support certain administrative, operational, analytical, research, drafting, or service-related tasks. When we use these tools, we aim to limit the information provided to what is reasonably necessary for the task and use them in accordance with our confidentiality and data-protection responsibilities.

Where applicable privacy law requires a legal basis for processing, we may rely on performance of a contract, legitimate business interests, compliance with legal obligations, or your consent, depending on the circumstances.

3. How We Share Information

We do not sell your personal information.

We may disclose information to service providers that help us operate LedgeGo or provide services to you. These may include:

  • Finance and accounting platforms

  • Payment processors

  • Website hosting providers

  • Cloud storage and file-management providers

  • Analytics providers

  • Email, communication, and collaboration tools

  • Scheduling and video-meeting platforms

  • Client-management or business software

  • Artificial intelligence and technology service providers

We disclose information to these providers only as reasonably necessary for them to perform services for us or support services we provide to you.

When we use third-party technology or artificial intelligence tools, the information shared may vary depending on the task. We do not intentionally provide more client or personal information than reasonably necessary for the applicable business purpose.

We may also disclose information when required by law, to protect our legal rights, to prevent fraud or security threats, or in connection with a merger, sale, financing, acquisition, or transfer of all or part of the business.

4. Payment and Financial Information

LedgeGo may receive bank account, routing, debit card, or credit card information when a client chooses to provide payment details.

Payment information may be entered into or processed through third-party financial and payment platforms, including QuickBooks-related services, for the purpose of processing authorized payments.

Because financial information is sensitive, we limit its use to legitimate business purposes such as providing services, processing payments, maintaining records, preventing fraud, and complying with legal obligations.

5. Cookies and Analytics

Our website uses or may use cookies and similar technologies that help the website function and help us understand how visitors use it.

Our website is currently hosted through Squarespace, which may use cookies and similar technologies necessary to operate, secure, and measure use of the website.

These technologies may collect information such as your IP address, browser or device information, pages visited, website interactions, and general geographic information.

You can control or delete cookies through your browser settings. Where applicable law requires consent for non-essential cookies, we will request consent before using them.

We do not currently use personal information collected through our website for targeted advertising or sell personal information for advertising purposes. If our practices materially change, we will update this Privacy Policy and provide any choices required by applicable law.

6. Online Tracking and Do Not Track

Some browsers offer a “Do Not Track” (“DNT”) setting.

Because there is currently no universally accepted standard for responding to DNT signals, our website does not currently respond to DNT browser signals.

Third-party service providers, such as website hosting or analytics providers, may collect information about your activity on our website through cookies or similar technologies as described in this Privacy Policy.

7. Data Retention

We keep personal information only for as long as reasonably necessary to:

  • Provide our services

  • Maintain appropriate business and accounting records

  • Comply with legal obligations

  • Resolve disputes

  • Prevent fraud

  • Enforce our agreements

Retention periods may differ depending on the type of information and the reason we collected it.

When information is no longer reasonably necessary, we may delete, anonymize, or securely retain it where deletion is not immediately possible.

8. Data Security

We use reasonable administrative and technical safeguards designed to protect personal information.

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

9. Your Privacy Rights

Depending on where you live, applicable privacy laws may give you certain rights regarding your personal information, including the right to:

  • Request access to personal information we hold about you

  • Request correction of inaccurate information

  • Request deletion of certain information

  • Obtain a copy of certain personal information

  • Object to or restrict certain uses of your information where applicable

  • Withdraw consent where processing is based on consent

  • Opt out of certain uses of personal information where required by applicable law

  • Appeal certain decisions regarding a privacy request where applicable law provides that right

Certain rights may be subject to legal exceptions, including requirements that allow or require us to retain business, accounting, transaction, or other records.

To make a privacy request, email support@ledgego.co.

We may take reasonable steps to verify your identity before fulfilling a request. If applicable law permits an authorized agent to submit a request for you, we may require reasonable proof that the agent is authorized to act on your behalf.

If applicable law provides you with the right to appeal a decision regarding a privacy request, you may submit the appeal to support@ledgego.co.

10. Children’s Privacy

LedgeGo provides business bookkeeping services and is not directed to children.

We do not knowingly collect personal information directly from children under 18 through our website or services. If we learn that we have collected such information improperly, we will take reasonable steps to delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy when our services, technology, business practices, or legal obligations change.

The “Last updated” date at the top of this policy will reflect the most recent revision. If we make material changes, we may provide additional notice through our website or other appropriate means.

12. Contact Us

If you have questions about this Privacy Policy or want to exercise a privacy right, contact:

LedgeGo, LLC
Email: support@ledgego.co
Website: ledgego.co