Privacy Policy
Last updated: January 2025
1. Introduction
1.1 Purpose of This Policy
This Privacy Policy explains how SaaS Ledger Co (“we”, “our”, “us”) collects, uses, discloses, and protects personal and business information when you visit our website or engage our services.
1.2 Scope
This Policy applies to:
- Visitors to https://saasledgerco.com
- Prospective, current, and former clients
- Users who submit forms, subscribe to emails, or otherwise interact with our website
We follow a hybrid global approach, aligned with generally accepted privacy principles in the US and internationally.
2. Who We Are
2.1 Website Operator
Our website address is: https://saasledgerco.com
SaaS Ledger Co is a professional firm providing bookkeeping, accounting, and financial operations services for SaaS and subscription-based businesses.
2.2 Contact Details
For any privacy-related questions, requests, or concerns, contact:
contact@saasledgerco.com
3. Information We Collect
3.1 Information You Provide Directly
We may collect information you voluntarily provide, such as:
- Name and contact details (email, phone)
- Company name and role
- Billing and payment details
- Information sent via contact forms, emails, or calls
- Documents and data provided for accounting services (e.g. invoices, statements, ledgers)
3.2 Client Financial and Operational Data
For clients, we may process:
- General ledger and bookkeeping data
- Bank and credit card statements
- Invoices, bills, and receipts
- Subscription and payment data from processors (e.g. Stripe, PayPal)
- Revenue, expense, and metrics reports required for service delivery
3.3 Technical and Usage Data
When you visit our website, we may collect:
- IP address
- Browser type and version
- Device type and operating system
- Pages visited and time spent on each page
- Referring URLs
- Cookie and analytics data
3.4 Comments
When visitors leave comments on the site, we collect:
- Data shown in the comments form
- IP address and browser user agent string (for spam detection)
An anonymized string created from your email address (a hash) may be provided to the Gravatar service to see if you are using it. Gravatar’s privacy policy is available at: https://automattic.com/privacy/
After approval of your comment, your profile picture (if any) is visible to the public in the context of your comment.
3.5 Media
If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS). Visitors to the website can download and extract any location data from images on the website.
4. How We Use Your Information
4.1 Service Delivery
We use your information to:
- Provide bookkeeping, accounting, and financial operations services
- Prepare financial reports, reconciliations, and metrics
- Maintain client accounts and records
- Communicate with you regarding onboarding, deliverables, and support
4.2 Website and Business Operations
We may also use information to:
- Improve website performance and user experience
- Monitor and protect the security of our systems
- Analyze usage patterns for business and service improvement
4.3 Legal and Compliance
We may process and retain information as necessary for:
- Compliance with tax, accounting, and regulatory obligations
- Responding to lawful requests from authorities
- Establishing, exercising, or defending legal claims
5. Cookies and Similar Technologies
5.1 What Are Cookies?
Cookies are small text files stored on your device when you visit a website. They help websites function properly and provide analytics and preferences.
5.2 Types of Cookies We Use
We may use:
- Essential cookies for core functionality and security
- Analytics cookies to understand how visitors use the site
- Preference cookies to remember settings like language or layout
5.3 WordPress-Related Cookies
Our site runs on WordPress, which may set cookies such as:
- Cookies saving your name, email, and website if you leave a comment (for your convenience, typically lasting one year)
- A temporary cookie when you visit the login page to check if your browser accepts cookies (no personal data, discarded when you close your browser)
- Login cookies and screen options cookies if you log in (login cookies usually last from 2 days to 2 weeks; screen options cookies may last up to a year)
- A cookie that stores the post ID of an article you edit (expires after 1 day)
5.4 Managing Cookies
You can manage or disable cookies using your browser settings. Disabling some cookies may impact certain website features.
6. Embedded Content and Third-Party Links
6.1 Embedded Content
Articles on this site may include embedded content (e.g. videos, images, articles). Embedded content from other websites behaves exactly as if the visitor has visited the other website.
These websites may:
- Collect data about you
- Use cookies
- Embed additional third-party tracking
- Monitor your interaction with that content, including tracking if you have an account and are logged in to that website
6.2 External Links
Our website may contain links to external websites or services. We are not responsible for the content or privacy practices of third-party sites.
7. Data Sharing and Processing
7.1 Service Providers
We may share information with trusted service providers who support our operations, such as:
- Hosting and cloud storage providers
- Email and communication tools
- Accounting and financial platforms
- Analytics providers
These providers are only given access to the information they need to perform their functions and are expected to protect it appropriately.
7.2 Data Processing Addendum (Summary)
When we act as a processor of client data:
- We only process data based on client instructions
- We use it solely to deliver the agreed services
- We implement reasonable security measures
- We may use secure sub-processors (e.g. cloud platforms, accounting systems)
- We assist clients, where reasonable, with responding to data access or deletion requests relating to their data
If you are a client and require more detailed terms, we can provide a separate Data Processing Addendum.
7.3 Legal Requirements
We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect our rights, property, and safety, or that of our clients or the public.
8. How Long We Retain Your Data
8.1 Website Users and Commenters
If you leave a comment, the comment and its metadata are retained indefinitely so we can recognize and approve follow-up comments automatically instead of holding them for moderation.
If users register on the website (if applicable), we store the personal information they provide in their user profile. Users can see, edit, or delete their personal information at any time (except username). Website administrators can also see and edit that information.
8.2 Clients
For clients, we retain accounting and related data for as long as necessary to:
- Provide services
- Comply with legal, regulatory, or professional obligations
- Maintain appropriate business records
We do not retain client information longer than reasonably required.
9. Your Rights
9.1 Access, Correction, and Deletion
Subject to applicable law, you may have the right to:
- Request access to personal data we hold about you
- Request correction of inaccurate or incomplete data
- Request deletion of personal data, where legally permissible
9.2 Data Export and Objecting to Processing
Where applicable, you may also have the right to:
- Request an exported file of the personal data we hold about you (including any data you have provided)
- Object to certain types of processing, such as direct marketing
9.3 How to Exercise Your Rights
To exercise your rights, contact us at:
contact@saasledgerco.com
We may need to verify your identity before responding to certain requests.
10. Where Your Data Is Sent
- Visitor comments may be checked through an automated spam detection service.
- Technical and analytics data may be processed by third-party service providers and infrastructure providers.
- Client data may be stored and processed using secure third-party platforms (e.g. accounting tools, file storage).
11. Security Measures
11.1 Our Approach
We use reasonable technical and organizational measures to protect data, including:
- Secure hosting and encryption where appropriate
- Access restrictions and authentication
- Confidentiality obligations for those handling client data
11.2 No Absolute Security
No method of transmission or storage is completely secure. While we strive to use commercially acceptable means to protect data, we cannot guarantee absolute security.
12. Changes to This Policy
12.1 Policy Updates
We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page indicates the current version.
12.2 Notification of Changes
Significant changes may be highlighted on this page or via other reasonable communication methods.
13. Contact Information
For questions, requests, or concerns regarding this Privacy Policy, contact:
contact@saasledgerco.com
