Privacy Policy

01Introduction

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.

Scope

This Policy applies to:

• Visitors to our website
• Prospective, current, and former clients
• Anyone who submits an enquiry or otherwise interacts with our website

We follow a hybrid global approach, aligned with generally accepted privacy principles in the US and internationally.

02Who We Are

SaaS Ledger Co is a remote-first professional firm providing bookkeeping, accounting, and financial operations services for SaaS, ecommerce, and subscription-based businesses. Our website address is saasledgerco.com.

For any privacy-related question or request, you can reach us through the contact options provided on our website.

03Information We Collect

Information You Provide Directly

We may collect information you voluntarily provide, such as:

• Name and contact details
• Company name and role
• Billing and payment details
• Information sent through enquiries, emails, or calls
• Documents and data provided for accounting services (e.g. invoices, statements, ledgers)

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)
• Revenue, expense, and metrics reports required for service delivery

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

04How We Use Your Information

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

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

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

05Cookies and Similar Technologies

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.

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

Managing Cookies

You can manage or disable cookies using your browser settings. Disabling some cookies may affect certain website features.

06Embedded Content and Third-Party Links

Embedded Content

Pages on this site may include embedded content (e.g. videos, images, scheduling tools). Embedded content from other websites behaves exactly as if the visitor had visited that other website, and those websites may collect data about you, use cookies, and monitor your interaction with that content.

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.

07Data Sharing and Processing

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.

Data Processing (Summary)

When we act as a processor of client data:

• We 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, a separate Data Processing Addendum can be provided.

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.

08How Long We Retain Your Data

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.

09Your Rights

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

Data Export and Objecting to Processing

Where applicable, you may also have the right to request an exported copy of the personal data we hold about you, and to object to certain types of processing, such as direct marketing.

How to Exercise Your Rights

To exercise your rights, contact us through the options provided on our website. We may need to verify your identity before responding to certain requests.

10Where Your Data Is Sent

• 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).

11Security Measures

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

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.

12Changes to This Policy

We may update this Privacy Policy from time to time. The version number at the top of this page indicates the current version. Significant changes may be highlighted on this page or through other reasonable communication methods.