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    Privacy Policy

    Effective Date: December 23, 2025

    Last Updated: December 23, 2025

    1. Introduction

    Ledger IQ ("we," "us," or "our") provides accounting automation software that integrates with QuickBooks and Lacerte to streamline trial balance adjustments and tax return preparation (the "Service"). We are committed to protecting your privacy and the confidentiality of your financial data.

    This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service. By using our Service, you agree to the collection and use of information in accordance with this policy.

    2. Information We Collect

    2.1 Information You Provide

    • Account Information: Name, email address, phone number, company name, billing information
    • Authentication Credentials: Login credentials for integrations with third-party services (QuickBooks, Lacerte)
    • Support Communications: Information you provide when contacting customer support

    2.2 Financial Data from Integrations

    • QuickBooks Data: Trial balances, chart of accounts, general ledger entries, financial statements, and other accounting data you authorize us to access
    • Adjusting Journal Entries (AJE): Entries created, modified, or stored within our templated spreadsheets
    • Lacerte Mapping Data: Account mappings, tax form allocations, and data exported to Lacerte
    • Client Information: Information about your clients necessary for tax return preparation

    2.3 Automatically Collected Information

    • Usage Data: Features used, pages visited, time spent, frequency of use
    • Device Information: IP address, browser type, operating system, device identifiers
    • Log Data: Access times, error logs, performance data

    2.4 Cookies and Tracking Technologies

    We use cookies, web beacons, and similar technologies to enhance user experience, analyze usage patterns, and maintain session information.

    3. How We Use Your Information

    We use collected information for the following purposes:

    • Service Delivery: To provide, maintain, and improve our Service, including data imports, AJE assistance, and exports to Lacerte
    • Authentication: To verify your identity and maintain secure access to third-party integrations
    • Data Processing: To process trial balances, facilitate adjusting entries, and generate mapped outputs
    • Customer Support: To respond to inquiries, troubleshoot issues, and provide technical assistance
    • Service Improvements: To analyze usage patterns and improve features and functionality
    • Security: To detect, prevent, and address fraud, security issues, and technical problems
    • Compliance: To comply with legal obligations, including tax regulations and financial reporting requirements
    • Communications: To send service-related notifications, updates, and security alerts

    4. Legal Basis for Processing (GDPR)

    For users in the European Economic Area (EEA), our legal bases for processing include:

    • Contract Performance: Processing necessary to provide the Service you've requested
    • Legitimate Interests: Improving our Service, preventing fraud, and ensuring security
    • Legal Compliance: Meeting regulatory and legal obligations
    • Consent: Where you've provided explicit consent for specific processing activities

    5. Data Sharing and Disclosure

    5.1 Third-Party Service Providers

    We share data with trusted service providers who assist in operating our Service:

    • QuickBooks/Intuit: To access and retrieve trial balance data you authorize
    • Lacerte/Intuit: To export mapped data for tax return preparation
    • Cloud Infrastructure Providers: For secure data storage and processing
    • Payment Processors: To process subscription and billing transactions
    • Customer Support Tools: To manage and respond to support requests

    All third-party providers are contractually obligated to maintain data confidentiality and security.

    5.2 Business Transfers

    In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have.

    5.3 Legal Requirements

    We may disclose information when required by law, including:

    • Complying with subpoenas, court orders, or legal processes
    • Responding to government or regulatory requests
    • Enforcing our Terms of Service
    • Protecting our rights, property, or safety, or that of others
    • Investigating fraud or security issues

    5.4 With Your Consent

    We may share information with third parties when you explicitly authorize us to do so.

    5.5 No Sale of Personal Information

    We do not sell, rent, or trade your personal information or financial data to third parties for marketing purposes.

    6. Data Security

    We implement industry-standard security measures to protect your information:

    • Encryption: Data is encrypted in transit (TLS/SSL) and at rest (AES-256 or equivalent)
    • Access Controls: Role-based access controls and multi-factor authentication
    • Network Security: Firewalls, intrusion detection, and regular security audits
    • Employee Training: Staff are trained on data privacy and security protocols
    • Third-Party Certifications: We work with SOC 2 compliant service providers where applicable
    • Regular Assessments: Periodic security assessments and vulnerability testing

    However, no method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

    7. Data Retention

    We retain your information for as long as necessary to:

    • Provide the Service and maintain your account
    • Comply with legal, tax, and accounting obligations (typically 7 years for financial records)
    • Resolve disputes and enforce our agreements
    • Support legitimate business purposes

    When data is no longer needed, we securely delete or anonymize it. You may request deletion of your data subject to our legal retention obligations.

    8. Your Rights and Choices

    8.1 Access and Portability

    You have the right to access your personal information and request a copy in a portable format.

    8.2 Correction

    You may update or correct inaccurate information through your account settings or by contacting us.

    8.3 Deletion

    You may request deletion of your account and associated data, subject to legal retention requirements.

    8.4 Opt-Out

    • Marketing Communications: Unsubscribe from promotional emails via the link in each message
    • Cookies: Adjust browser settings to refuse cookies (may impact Service functionality)

    8.5 Data Restriction

    You may request that we restrict processing of your information in certain circumstances.

    8.6 Objection

    You may object to processing based on legitimate interests.

    8.7 Withdraw Consent

    Where processing is based on consent, you may withdraw it at any time.

    To exercise these rights, contact us at privacy@ledgeriq.ai.

    9. International Data Transfers

    Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. When we transfer data internationally, we implement appropriate safeguards, including:

    • Standard Contractual Clauses (SCCs) approved by the European Commission
    • Ensuring recipients are Privacy Shield certified (where applicable)
    • Adequacy decisions by relevant authorities

    10. Children's Privacy

    Our Service is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware of such collection, we will take steps to delete the information promptly.

    11. Third-Party Links and Integrations

    Our Service integrates with QuickBooks and Lacerte. This Privacy Policy does not cover the privacy practices of these third-party services. We encourage you to review their privacy policies:

    12. California Privacy Rights (CCPA)

    California residents have additional rights under the California Consumer Privacy Act:

    • Right to Know: Request disclosure of personal information collected, used, and shared
    • Right to Delete: Request deletion of personal information
    • Right to Opt-Out: Opt-out of the sale of personal information (Note: We do not sell personal information)
    • Right to Non-Discrimination: Exercise privacy rights without discriminatory treatment

    To exercise these rights, contact us at privacy@ledgeriq.ai.

    13. Changes to This Privacy Policy

    We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by:

    • Posting the updated policy with a new "Last Updated" date
    • Sending email notification to your registered email address
    • Displaying a prominent notice within the Service

    Your continued use of the Service after changes become effective constitutes acceptance of the updated policy.

    14. Contact Us

    If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

    Ledger IQ

    Privacy Officer