Effective Date: July 29, 2025
Last Updated: July 29, 2025
Ledgerly, LLC (“Company”, “we”, or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, engage with our services, or subscribe to our SMS messaging program.
1. Information We Collect
We may collect personal information including your:
Name
Email Address
Phone Number
Payment Information
This information is collected when you:
Submit a contact form
Schedule a consultation
Subscribe to our services
Communicate with us via email, phone, or SMS
2. How We Use Your Information
We use your information to:
Provide the services you request
Send invoices, reminders, and payment receipts
Respond to inquiries or support requests
Send SMS messages you opt in to receive (see Section 7)
Improve our services, website, and user experience
Send marketing updates (only if you have explicitly opted in)
3. Data Sharing Policy
Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Terms and Conditions
• By providing your phone number and agreeing to receive texts, you consent to receive text messages from Ledgerly, LLC, from 888-715-5334 regarding customer care, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 888-715-5334 or support@ledgerlyservices.com. Mobile opt-in information is never shared with third parties.
4. Cookies & Tracking
Our website may use cookies to enhance your experience and monitor performance. You can disable cookies at any time through your browser settings.
5. Data Security
We maintain reasonable and industry-standard security practices, including:
SSL encryption
Password protection
Secure platforms (e.g. Google Workspace, Stripe, QuickBooks)
Limited access to personal data by authorized staff only
6. Your Rights
You have the right to:
Contact us at support@ledgerlyservices.com to submit a request
7. SMS Messaging Terms
By providing your phone number and agreeing to receive texts, you consent to receive text messages from Ledgerly, LLC, from 888-715-5334 regarding customer care, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 888-715-5334 or support@ledgerlyservices.com. Mobile opt-in information is never shared with third parties.
Message types you may receive
By opting in to receive text messages from Ledgerly, LLC, you agree to receive:
Appointment confirmations
Service reminders or updates
Account-related notifications
Promotions, discounts, or check-ins
Message frequency: Up to 4 messages per month.
Message & data rates may apply, depending on your carrier plan.
Opt-In Method & Confirmation Message
You opt in by checking a box duriing contact form submission or by texing a keyword.
Opt-In Keywords: Start, Subscribe, Join, Yes, Signup
Opt-In Confirmation Message:
“Thank you for opting in to receive messages from Ledgerly, LLC. Msg frequency varies. Msg & data rates may apply. Reply HELP for help. Reply STOP to cancel.”
Opt-Out Instructions
You can unsubscribe from SMS at any time by replying:
STOP or CANCEL
Opt-Out Confirmation Message:
“You have successfully opted out of receiving messages from Ledgerly, LLC. You will receive no further messages.”
Help Instructions
To get help, reply HELP or contact us directly
Help Message:
“Thank you for reaching out to Ledgerly, LLC. What can we help you with today? Call us at (888) 715-5334 or email support@ledgerlyservices.com. Reply STOP or CANCEL to opt out.”
Data Sharing for SMS
Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
8. Links to Policies
By opting in, you confirm that you have read and agree to our:
These links are also available on our website footer at any time.
9. Contact Us
If you have questions about this Privacy Policy, your data, or our compliance practices, please contact:
Ledgerly, LLC
📧 support@ledgerlyservices.com
📞 (888) 715-5334
🌐 www.ledgerlyservices.com
