Privacy Policy

SMS

Effective date: January 1, 2025

Ledgers Bookkeeping LLC (“Ledgers,” “we,” “us”) operates ledgerspnw.com (the “Site”) and provides bookkeeping and related client services (the “Services”). This Privacy Policy explains how we collect, use, disclose, and protect personal information, including our SMS/Text Messaging practices.

Contact: support@ledgerspnw.com

SMS/TEXT MESSAGING (CLIENT COMMUNICATIONS)

This section describes how Ledgers Bookkeeping LLC uses SMS/text messaging for 1-to-1, conversational communications with clients and prospective clients. This applies to text messages sent or received using Ledgers business phone numbers (including individual team member lines). This SMS section also serves as our SMS Terms & Conditions disclosure.

What we use SMS for
We use SMS for:

  • scheduling and appointment coordination

  • client support and service-related questions

  • requesting documents or information needed to deliver our services

  • status updates and follow-ups related to our services

  • responding when you reach out to us

We do not use SMS to send unsolicited messages or mass marketing blasts.

Opt-in and consent
You may opt in to receive texts from Ledgers by:

  • providing verbal consent to receive texts from your Ledgers representative, and/or

  • initiating a text conversation with a Ledgers business number

Consent is not a condition of purchase.

Msg frequency varies
Msg frequency varies based on what is needed to contact you, follow up with you, request additional information from you, or respond when you reach out to us.

Msg & data rates may apply
Msg & data rates may apply depending on your mobile plan and carrier.

Opt-out
You can opt out at any time by replying STOP to any message. After you opt out, you may receive one final confirmation message, and then no further messages (unless you re-opt in). To re-subscribe, reply START.

Help
For help, reply HELP or contact us at support@ledgerspnw.com.

Privacy and sharing (SMS-specific)
We do not sell your phone number. We use your phone number to communicate with you about our Services and to provide support. We may share information with service providers that help deliver communications (for example, messaging/telephony providers) as described in “Service Providers” below.

Sensitive information
Do not text sensitive information such as passwords, MFA codes, bank login credentials, Social Security numbers, or full account numbers. If sensitive details are needed, we will ask you to use a more secure channel.

INFORMATION WE COLLECT

Information you provide
We may collect personal information you provide, such as:

  • name, email address, phone number

  • business name and contact details

  • messages you send us (including SMS content)

  • information you provide during onboarding or while receiving Services

Information collected automatically (website)
When you visit the Site, we may collect:

  • IP address, device identifiers, browser type

  • pages viewed and interactions with the Site

  • approximate location derived from IP address
    This information may be collected via cookies or similar technologies (see “Cookies and Analytics”).

Information from third parties
We may receive information from third parties when you interact with us through integrations or referrals, to the extent applicable.

HOW WE USE INFORMATION

We use personal information to:

  • provide and improve our Services

  • respond to inquiries and support requests

  • communicate with you (including via SMS if you opt in)

  • schedule appointments and coordinate service tasks

  • maintain security, prevent fraud, and protect our business

  • comply with legal obligations

HOW WE SHARE INFORMATION

Service providers
We may share information with vendors who help us operate our business, such as website hosting, email services, analytics providers, and communications/telephony providers. They are permitted to use personal information only to provide services to us.

Legal and compliance
We may disclose information if required by law or if we believe disclosure is necessary to comply with legal process or protect rights, safety, and security.

Business transfers
If we’re involved in a merger, acquisition, or asset sale, personal information may be transferred as part of that transaction.

We do not sell personal information in the ordinary sense of selling lists of personal data.

COOKIES AND ANALYTICS

We may use cookies and similar technologies to operate the Site and understand usage. You can control cookies through your browser settings. Disabling cookies may affect some Site functionality.

DATA RETENTION

We retain personal information only as long as reasonably necessary for business purposes, to provide Services, comply with legal obligations, resolve disputes, and enforce agreements.

SECURITY

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

YOUR CHOICES AND RIGHTS

Depending on where you live, you may have rights to request access to, correction of, or deletion of certain personal information. To make a request, contact support@ledgerspnw.com. We may need to verify your identity before fulfilling requests.

SMS opt-out: Reply STOP at any time (see SMS section above).

CHILDREN’S PRIVACY

Our Site and Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. The “Effective date” will reflect the latest version. Material changes will be posted on this page.

CONTACT US

Ledgers Bookkeeping LLC
Email: support@ledgerspnw.com
Website: ledgerspnw.com