Who we are
The Ledger Max (“we”, “us”) provides remote bookkeeping, accounting, financial reporting and related services to businesses and accounting firms. This policy covers our website, theledgermax.com, and the enquiries and bookings made through it. Questions about this policy can be sent to sales@theledgermax.com.
Information we collect
Information you give us
- Booking a discovery call: your name, email address, phone number (optional), company name, whether you are a business or an accounting firm, the services you are interested in, and the details you choose to share, such as your accounting software, monthly transaction volume and notes.
- Contact form and email: your name, email address and the content of your message.
Information collected automatically
- Technical data: like most websites, our hosting provider records basic technical information such as IP address, browser type and the pages requested, for security and to keep the site running.
- Spam protection: our booking form stores a one-way, scrambled (hashed) version of your IP address for a short time to limit repeated submissions.
- Analytics: if analytics is enabled on the site, such as Google Analytics, it uses cookies to measure visits and which pages are useful. It does not tell us who you are.
The chat assistant on our website answers common questions inside your browser. It does not send or store what you type.
How we use your information
- To schedule and hold the call you booked, and send you confirmations and calendar invites.
- To prepare a quote and reply to your questions.
- To provide our services if you become a client, under a separate engagement agreement.
- To keep our website secure and working, and to understand how it is used.
We do not sell your personal information, and we do not share it with third parties for their own marketing.
Services we use
We share information only with service providers that help us run the website and our business, and only for that purpose:
- Calendly, which runs our online scheduler. When you book through it, Calendly processes the details you enter and may set its own cookies. See Calendly’s privacy notice for details.
- Google Meet or Zoom, for video calls.
- Our website host and email providers, which store the website and deliver our emails.
- Analytics providers, if analytics is enabled.
We may also disclose information if the law requires it.
Cookies
Cookies are small files stored by your browser. Our site uses cookies needed for it to work, and the scheduler and any analytics tools may set their own. You can block or delete cookies in your browser settings; some features, such as the scheduler, may not work without them.
How long we keep information
We keep enquiry and booking details for as long as needed to respond and follow up, and for a reasonable period afterwards for our records. Client records are kept as set out in the client’s engagement agreement and as required by law.
How we protect information
We use encrypted connections (HTTPS) on our website. For client work we use encrypted file portals, multi-factor authentication, role-based access and signed confidentiality agreements. No method of transmission or storage is completely secure, but we work to protect your information.
Your choices and rights
You can ask us to access, correct or delete the personal information we hold about you, or to stop contacting you, by emailing sales@theledgermax.com. Depending on where you live, you may have additional rights under local privacy laws, such as those of California. We will respond within a reasonable time.
Children
Our website and services are for businesses. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. The “last updated” date at the top shows when it last changed.
Contact
The Ledger Max
Email: sales@theledgermax.com
Phone: +1 (321) 470-1495