Privacy & Policy

1. Introduction

Clear Ledger Accounting LLC (“Clear Ledger,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, disclose, and protect information obtained through our website, communications, and services.

This Policy applies to information collected via:

- Our website (www.clearledgeraccounting.co)

- Contact and intake forms

- Phone calls and text messages (SMS/MMS)

- Email communications

- Client onboarding and engagement processes

2. Company Information

Clear Ledger Accounting LLC
26 Broadway, Suite 934
New York, NY 10004
- 📧 [email protected]
- 📞 +1 (888) 404-8121

3. Information We Collect

A. Information You Provide Voluntarily

We may collect:

- Name, business name, title

- Email address

- Phone number

- Mailing address

- Information submitted through contact or intake forms

- Information related to service inquiries or engagements

B. Client & Tax Information (Clients Only)

If you become a client under a signed engagement letter, we may collect:

- Financial and accounting data

- Tax-related information

- Government-issued identifiers (e.g., SSN, EIN)

- Bank or payment information

Such information is collected only through secure channels and subject to strict confidentiality obligations.

C. Automatically Collected Information

We may collect limited technical data such as:

- IP address

- Browser type

- Device type

- Pages visited and timestamps

This information is used for security, analytics, and website performance.

4. How We Use Information

We use your information to:

- Respond to inquiries and requests

- Provide and manage professional services

- Schedule appointments and onboarding

- Communicate regarding billing, services, and account matters

- Send transactional or service-related communications

- Improve website functionality and user experience

- Comply with legal and regulatory obligations

We do not sell personal information.

5. Text Messaging & Telephone Communications (TCPA Compliance)

A. Consent to Communications

By providing your phone number to Clear Ledger Accounting LLC—whether through our website, contact forms, scheduling tools, email, phone, or other means—you expressly consent to receive communications from us, including:

- Telephone calls

- Text messages (SMS/MMS)

- Voicemails

- Automated or prerecorded messages

- These communications may relate to:

- Service inquiries

- Appointment confirmations or reminders

- Client onboarding

- Billing and payment matters

- Account or service updates

Consent is not a condition of purchase or engagement.

B. Message Frequency & Carrier Charges

Message frequency may vary.
Standard message and data rates may apply based on your mobile carrier and plan.

Clear Ledger is not responsible for carrier-imposed charges.

C. Opt-Out & Revocation of Consent

You may opt out of SMS communications at any time by replying STOP to any text message.

You may also revoke consent by contacting us at:
- 📧 [email protected]
- 📞 +1 (888) 404-8121

After opting out, you may still receive non-SMS communications as permitted by law.

D. Toll-Free Calls & Recording

Calls to or from our toll-free number (+1 888-404-8121) may be monitored or recorded for quality assurance, training, and compliance purposes, where permitted by law.

By communicating with us by phone, you consent to such monitoring or recording.

6. Cookies & Analytics

Our website may use cookies or similar technologies to:

- Analyze traffic and usage

- Improve site functionality

- Enhance user experience

You may disable cookies through your browser settings; however, some features may not function properly.

7. Sharing of Information

We may share information:

- With service providers who assist us (e.g., payment processors, CRM systems, communication platforms)

- When required by law, regulation, or legal process

- To protect our rights, property, or safety

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information.

However, no system is completely secure. Transmission of information over the internet is at your own risk.

Do not submit sensitive financial or tax data through website forms unless explicitly instructed to do so through secure channels.

9. Confidentiality of Client Information

Information provided by clients under a signed engagement letter is subject to professional confidentiality obligations and is handled in accordance with applicable federal and state laws.

Website inquiries alone do not create a confidential or privileged relationship.

10. Data Retention

We retain personal information only as long as necessary to:

- Fulfill the purposes outlined in this Policy

- Comply with legal, tax, and regulatory obligations

- Enforce agreements

11. Workplace Policy

Clear Ledger Accounting LLC operates as a professional, remote-friendly accounting firm committed to ethical standards, confidentiality, and compliance. Our workplace follows strict data security and privacy practices to protect client financial information. We maintain clear internal procedures, professional conduct standards, and ongoing training to ensure accuracy, timeliness, and regulatory compliance. We promote a respectful, inclusive, and results-driven work environment focused on integrity, accountability, and client trust.

12. Your Rights

Depending on applicable law, you may have the right to:

- Request access to your personal information

- Request correction of inaccurate information

- Request deletion of certain information

- Requests may be submitted to [email protected].

13. Third-Party Links

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of external sites.

14. Changes to This Privacy Policy

We may update this Privacy Policy at any time.
Updates will be posted on this page with a revised “Last Updated” date.

Continued use of our website or services constitutes acceptance of the updated Policy.

15. Governing Law

This Privacy Policy is governed by the laws of the State of New York, without regard to conflict-of-law principles.

16. Contact Us

If you have questions about this Privacy Policy or our data practices, contact:

- 📧 [email protected]
- 📞 +1 (888) 404-8121