Privacy Policy

Last updated: October 2025

Introduction

Welcome to Sure Ledger. We’re an accounting firm, and when you share your information with us—through our website, via email, or as a client—you trust us to handle it well. This Privacy Policy explains how we collect, use, protect, and share your data. We aim to keep things simple so you can feel confident and clear about your privacy.

Information We Collect

We collect information in two main ways:

• From you directly: name, address, email, phone number, company name, tax ID, financial statements, payroll data, accounting files, login credentials, and any attachments you send us.
• Automatically: IP address, browser type, pages visited, time spent, device type, and cookies or analytics data.

How We Use Your Information

Here’s what we do with your data:

• To respond to your inquiries and client requests.
• To perform accounting services—bookkeeping, tax prep, payroll, reports, forecasts, and QuickBooks setup.
• To send you updates, newsletters, or changes in our services (only if you opt in).
• To improve our website and internal tools.
• To comply with legal, tax, or regulatory obligations.

How We Share Information

We don’t sell your data. We may share it only in limited, necessary cases:

• With trusted service providers (hosting, cloud, security, payment processors) under strict confidentiality rules.
• With tax attorneys, auditors, or software consultants when working on your engagement (with your approval where needed).
• If required by law or court order.
• If Sure Ledger merges, is sold, or transfers assets—your data might be part of that transfer, with notice.

Cookies & Tracking

We use cookies and analytics to understand how people use our website and to improve it. You can disable cookies in your browser settings—but parts of the site might not work as well if you do.

Data Security & Retention

We take your data seriously. We use encryption, secure access controls, backups, and other tools to protect your information. Still, no system is perfect.

We keep your data only as long as we need it for your services or to meet legal or tax rules. After that, we securely delete or anonymize it.

Your Rights & Choices

You have rights over your data. You can:

• See the personal data we hold about you.
• Ask us to correct or update it.
• Request deletion (unless we must keep it by law).
• Opt out of marketing and newsletter emails.
• Disable tracking cookies.

To do any of these, email us at privacy@sureledger.com.

Children’s Privacy

Our website and services are not for children under 13. We do not knowingly collect data from children. If we learn we have, we will delete it quickly.

Links to Other Sites

We may link to other websites (partners, resources, apps). We are not responsible for their privacy practices. We encourage you to read their privacy policies.

Changes to This Policy

We might update this policy from time to time. If we make big changes, we’ll post a notice at the top of this page with a new date. By continuing to use our site after that, you accept the changes.

Contact Us

If you have questions, concerns, or requests about your privacy, get in touch:

Sure Ledger
1201 S Lamar Blvd, Suite 302, Austin, TX 78704
Email: privacy@sureledger.com
Phone: (512) 438-7920

We aim to respond within 30 days or sooner, depending on applicable laws.