Privacy Policy

A legal disclaimer

The content on this page is intended to provide general guidance regarding the creation and purpose of a privacy policy. It is not legal advice. Because privacy requirements vary based on jurisdiction and business practices, we recommend consulting legal counsel to ensure compliance with relevant data protection laws (e.g., CCPA, GDPR). IQ-Ledger is committed to safeguarding client information and maintaining transparency across all financial services we provide.

Privacy Policy

At IQ-Ledger, we take your privacy seriously. This policy outlines how we collect, use, store, and protect your personal and business information when you interact with our website or services. As a virtual CFO and bookkeeping firm, we may collect data related to your financials, contact details, and service activity to ensure accurate support, compliance, and performance.

We never sell or share your personal data with third parties without your consent, except when necessary to deliver our services (e.g., payment processing, accounting software integrations, or partner tax professionals).

What We Collect and Why

IQ-Ledger may collect the following information:

Full name, email address, phone number, and billing address
Business entity details, tax IDs, and accounting records
Uploaded financial documents and system access credentials
Website usage analytics and session data (via cookies)

We use this data to:

Deliver bookkeeping, payroll, reporting, and tax-related services
Communicate service updates, billing, or support inquiries
Generate financial reports or integrate with secure accounting tools
Maintain legal and regulatory compliance

How We Protect Your Data

We implement robust data security protocols, including encrypted cloud storage, password-protected access, two-factor authentication, and secure portals. Only authorized personnel and vetted service partners have access to sensitive information.

Your Rights & Responsibilities

You may request access, correction, or deletion of your personal data by contacting us at info@iq-ledger.com. It is your responsibility to ensure the accuracy of the information provided and to notify us of any changes.

Jurisdictional Compliance

IQ-Ledger complies with applicable privacy regulations such as the California Consumer Privacy Act (CCPA) and adheres to the best practices under GDPR for transparency and consent. Clients from different jurisdictions should be aware of their local privacy obligations.