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LEDZERLY / COMPANY & TRUST

Security

Protecting access to your business information.

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.

Scope

This page covers the Ledzerly suite. Controls may vary by product, plan and deployment. Operational statements below must be confirmed against production systems before adoption.

Hosting and encryption

Hosting provider and region: [Confirm]. Encryption in transit: [Confirm]. Encryption of stored data and backups: [Confirm].

Access and operations

Authentication and multi-factor arrangements: [Confirm]. Roles and access restrictions: [Confirm]. Events logged and retention: [Confirm]. Staff access authorisation and review: [Confirm]. Vulnerability review and patching: [Confirm]. Certifications apply only where expressly identified with their scope and validity.

Your responsibilities

Use unique passwords, protect authentication credentials and grant access only to authorised people. Review permissions and remove access when it is no longer needed. Do not share passwords, one-time passwords or private access keys with support personnel.

Report a concern

Email contact@ledzerly.com with the subject “Security concern”. Include the affected product, issue and approximate time. Avoid live credentials or unnecessary records. Do not access other customers’ information, disrupt services or continue testing after identifying a vulnerability.

Incident handling

We will assess reported incidents, take appropriate containment and recovery steps and provide notifications required by applicable law or contract. Backup arrangements are described separately.

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