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Privacy Policy

How information is handled across the Ledzerly website and suite.

SUITE-WIDE DRAFT · 7 OCTOBER 2026 · FOR LATER REVISION

Review draft for Ledzerly Accounting Solutions LLP, covering LedzerlyBooks, AuditFlow, ClientDesk and TaxPilot. Bracketed details and proposed commitments are awaiting confirmation. This is not an adopted service commitment.

Who we are

Ledzerly Accounting Solutions LLP operates the website and LedzerlyBooks, AuditFlow, ClientDesk and TaxPilot. Registered address: [Confirm]. Privacy/grievance contact name and designation: [Confirm]. Interim enquiry channel: contact@ledzerly.com. Effective date: [Confirm].

Information handled

Depending on use: name, business contacts, organisation, role, account preferences, authentication records, subscriptions, billing references, customer-uploaded records and documents, support correspondence, device/browser/IP and activity information, applications and partnership enquiries. Payment provider and precise payment data received or retained: [Confirm].

Purposes

Relevant information is used to provide and administer services, manage subscriptions, respond to requests, maintain security, investigate errors, communicate service updates and meet applicable legal obligations. Optional marketing, analytics and additional processing must be described with the relevant choices or permissions.

Customer-uploaded information

Customers determine the purposes for which uploaded information is used in their work. Ledzerly processes it to provide the contracted service and follow authorised instructions, subject to law. Customers must have authority to submit and use it. Individuals whose information was uploaded by a customer may need to contact that organisation; Ledzerly will assist where required.

Providers and disclosures

Information may be shared with providers supporting hosting, payments, communications, support and necessary operations to the extent needed. It may be disclosed where legally required or necessary to protect lawful rights and investigate misuse. Provider list, processing locations and transfer safeguards: [Confirm]. A business transfer will be handled with legally required protections and notices.

Cookies

Essential technologies and purposes: [Confirm]. Optional analytics/advertising providers and choices: [Confirm]. Where consent is required, optional technologies will be enabled only after consent. Browser cookie controls may affect functionality.

AI features

Where an enabled feature uses an external AI service, its notice must explain the information transmitted, provider, purpose and controls. AI processing and model-training treatment: [Confirm actual arrangements].

Retention

Information is retained for the period needed to provide services and meet applicable contractual, legal, security and dispute-resolution requirements. Category-specific retention periods: [Confirm]. Active records and backups may follow different deletion cycles.

Your choices

Contact us to request access, correction or deletion, withdraw consent where processing depends on it, or raise a concern, subject to applicable law. Identity verification may be required. Withdrawal affecting necessary service information may affect continued service. Promotional opt-out does not stop essential account messages.

Children

Accounts are intended for adult business and professional users. Customers should not submit children’s information unless the agreed service supports it and necessary legal requirements are satisfied.

Requests and updates

Send privacy requests to contact@ledzerly.com with the subject “Privacy request”. Grievance postal address and applicable response period: [Confirm]. Revised versions will show an updated date, with additional notice of material changes where required.

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