Privacy Policy

1. Information We Collect

We collect personal and financial information you voluntarily provide, including:

• Name, email address, phone number, and mailing address

• Business information, including EIN and tax documents

• Accounting and financial data required for our services

• Payment and billing details (handled securely by third-party processors)

We may also collect technical data such as:

• IP address, browser type, device info

• Website usage via cookies and analytics tools

2. How We Use Your Information

We use your information to:

• Provide and manage accounting and advisory services

• Communicate with you about your account or services

• Process payments and send invoices

• Comply with legal obligations (e.g., IRS reporting)

• Improve website functionality and user experience

We do not sell or rent your information to third parties.

3. Sharing of Information

We may share your information with:

• Trusted service providers (e.g., cloud accounting platforms, payment processors)

• Legal authorities when required by law

• Other parties with your explicit consent

All third-party partners are required to maintain the confidentiality and security of your data.

4. Data Security

We implement technical and organizational safeguards to protect your information, including:

• Encrypted storage and secure servers

• Password-protected systems

• Limited access based on roles

While we follow best practices, no system is completely secure. We encourage you to use strong passwords and update them regularly.

5. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal data we hold about you

• Request corrections or deletions

• Opt out of marketing communications

• Withdraw consent where applicable

To exercise your rights, contact us at [Your Email Address].

6. Cookies

Our website may use cookies for analytics, performance, and user experience. You can adjust your browser settings to decline cookies if you prefer.

7. Data Retention

We retain your information for as long as necessary to:

• Provide services and support

• Comply with legal and regulatory requirements

8. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

9. Contact Us

If you have questions or concerns about this policy or your data, contact:

Superior Ledger Services
Email: bsundblad@superiorledgerservices.com