Privacy Policy

1. Introduction

The Aligned Ledger ("we," "our," or "us") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

2. Information We Collect

Information You Provide

• Name, email address, phone number, and business information submitted through contact forms
• Financial and business data shared in the course of providing bookkeeping and advisory services
• Assessment and diagnostic responses
• Communications you send to us via email, phone, or our website

Information Collected Automatically

• Browser type, operating system, and device information
• IP address and approximate geographic location
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies

3. How We Use Your Information

• To provide bookkeeping, financial reporting, and advisory services
• To respond to inquiries and communicate with you about our services
• To personalize your experience and improve our website
• To send periodic emails regarding your account or services (you may opt out at any time)
• To comply with legal obligations and enforce our agreements

4. How We Protect Your Information

We implement industry-standard security measures to protect your personal and financial information. These include encrypted data transmission (SSL/TLS), secure cloud-based storage, access controls, and regular security reviews. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information with:

• Service providers: Trusted third-party tools and platforms that assist in delivering our services (e.g.,
• Service providers: Trusted third-party tools and platforms that assist in delivering our services (e.g., bookkeeping software, cloud storage, communication tools)
)
• Professional advisors: Your CPA, attorney, or financial advisor when you authorize us to coordinate with them
• Legal requirements: When required by law, regulation, or legal process

6. Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of the website.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt out of marketing communications at any time

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

11. Contact Us

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