In this Privacy Policy, “ClearLedger,” “we,” “us,” and “our” refer to the business operating the ClearLedger website and services. Before launch, the final legal entity name will be inserted into this policy. This policy applies to information handled through our public website and related service interactions unless a separate agreement, notice, or professional engagement provides otherwise.
Who this Privacy Policy covers
This policy applies to personal information we collect in connection with the ClearLedger website and related interactions, including when you:
- Visit or use our website.
- Submit a financial-services consultation request.
- Contact us by email, telephone, or another communication method.
- Request information about our services.
- Schedule or request a mobile notary appointment.
- Make a payment through an available payment method.
- Become or consider becoming a client.
Additional privacy terms, engagement agreements, professional requirements, or notices may apply when you become a client or use a specific service.
Information we may collect
The information we collect depends on how you interact with ClearLedger and which services you request.
Name, email address, telephone number, company name, state, and preferred method of contact.
Industry, website, accounting system, number of entities, approximate transaction activity, payroll provider, and other business context you choose to provide.
Services requested, financial challenges, desired outcomes, questions, communications, and information necessary to evaluate or deliver an agreed service.
Depending on the technologies enabled on the website, technical data may include IP address, browser type, device information, pages visited, referral information, and similar usage data.
Information you provide directly
We collect information that you voluntarily provide when completing a form, communicating with us, requesting a service, scheduling an appointment, making a payment, or otherwise interacting with ClearLedger.
Information generated through service interactions
If you become a client, additional information may be created or maintained in connection with the engagement, including communications, workflow records, accounting information, reports, service notes, access permissions, and other records reasonably necessary to provide the agreed services.
Do not use a general consultation or contact form to submit passwords, bank login credentials, Social Security numbers, complete government identification documents, payment-card numbers, or other highly sensitive information.
How we may use information
We may use personal information for legitimate business and service purposes, including to:
- Respond to inquiries and communicate with you.
- Evaluate requested financial or business services.
- Schedule and coordinate appointments.
- Establish, administer, and perform agreed engagements.
- Provide bookkeeping, financial-operations, Controller, CFO, setup, cleanup, payroll-coordination, sales-tax-support, notary-coordination, or other requested services.
- Process or facilitate payments.
- Maintain business records and service history.
- Operate, protect, troubleshoot, and improve the website and our systems.
- Prevent fraud, misuse, unauthorized access, or security incidents.
- Comply with applicable legal, regulatory, professional, contractual, recordkeeping, or risk-management obligations.
- Enforce agreements and protect the rights, safety, property, and legitimate interests of ClearLedger, our clients, users, professionals, and others.
Mobile notary appointment information
ClearLedger's Orange County mobile-notary scheduling process is intended to collect only the information reasonably necessary to coordinate the appointment.
Appointment information may include:
- Name and contact information.
- Appointment date and time.
- Appointment address, city, or ZIP code.
- Number of anticipated signers.
- General document category.
- Access, parking, facility, or location instructions.
- Information necessary to coordinate the assigned notary.
- Travel-fee payment status.
For a normal mobile notary appointment, ClearLedger does not require you to upload the document being notarized or an image of your identification through the public website. Bring the required documents, identification, signers, and instructions directly to the appointment.
The individual notary performing the notarization may have separate legal recordkeeping duties associated with the notarial act.
Payment information
When online card payments are available, payment transactions may be processed through a third-party payment processor rather than directly through ClearLedger's website systems.
The payment provider may collect information necessary to process the transaction, such as payment-card details, billing information, transaction information, fraud-prevention information, and device or technical information.
ClearLedger may receive transaction-related information such as:
- Customer name.
- Payment amount.
- Payment status.
- Transaction or payment reference.
- Date and time of payment.
- Limited payment-method information supplied by the processor.
The payment provider's own privacy policy and terms govern its independent processing of information.
Cookies and website technologies
Our website may use cookies, local storage, pixels, scripts, server logs, analytics tools, security technologies, or similar technologies depending on the services and website tools that are enabled.
These technologies may support functions such as:
- Essential website functionality.
- Security and fraud prevention.
- Remembering preferences.
- Measuring website performance and usage.
- Understanding how visitors navigate the site.
- Supporting scheduling, forms, payments, or embedded services.
Additional information about website technologies and available choices is provided in our Cookie Policy . The actual technologies used on the production website will be reviewed before launch and the policy will be updated accordingly.
Technology, automation, and AI-assisted workflows
ClearLedger may use technology and automation to support financial and administrative workflows. Depending on the engagement and tools involved, technology may assist with functions such as information organization, data extraction, classification, matching, task routing, reconciliation support, exception identification, document organization, workflow tracking, or preparation of work for person-led review and follow-up.
Automation is intended to support operational work. Identifiable people remain responsible for context, exception follow-up, escalation, and judgment within the applicable scope. Technology is not treated as a substitute for management authority, required professional credentials, regulated responsibilities, or professional judgment where those are necessary.
When third-party technology providers process information for ClearLedger, their access should be limited according to the applicable service, contractual arrangements, configuration, and legitimate business purpose.
Information retention
We retain information for periods reasonably necessary for the purposes for which it was collected or as otherwise appropriate for business, contractual, professional, accounting, tax, legal, security, dispute-resolution, recordkeeping, or compliance purposes.
Retention periods may differ depending on:
- The type of information.
- Whether you become a client.
- The type of service involved.
- Contractual requirements.
- Applicable professional or legal recordkeeping obligations.
- Security, fraud-prevention, or dispute considerations.
When information is no longer reasonably required, we may delete, de-identify, anonymize, archive, or otherwise handle it in accordance with applicable requirements and our operational needs.
Information security
ClearLedger seeks to use administrative, technical, and organizational safeguards appropriate to the nature of the information, systems, services, and risks involved.
Safeguards may include access controls, permission-based system access, authentication measures, secure service providers, system monitoring, backups, security updates, policies, employee or contractor controls, and other measures appropriate to the environment.
Despite reasonable safeguards, no website, network, cloud platform, electronic transmission, or information-storage system can be guaranteed to be completely secure or error-free.
You can help protect information by using strong passwords, protecting your devices, avoiding insecure transmission of sensitive information, and promptly notifying us if you believe an account, communication, or system interaction involving ClearLedger may have been compromised.
Privacy rights and choices
Depending on where you reside, the nature of your relationship with ClearLedger, the information involved, and which privacy laws apply, you may have certain rights concerning personal information.
Request information about certain personal information maintained about you.
Request correction of certain inaccurate personal information.
Request deletion of certain personal information, subject to applicable exceptions.
Request applicable personal information in a usable form where required.
Exercise applicable rights concerning certain sales, sharing, targeted advertising, or similar processing, including recognized opt-out preference signals where required by applicable law.
Exercise applicable rights concerning certain uses or disclosures of sensitive personal information where provided by law.
Exercising a privacy request
To make a privacy request, contact us using the information in the “Contact Us” section below and clearly identify the request as a privacy-related request.
We may need to verify your identity or authority before completing certain requests. We may also ask for information reasonably necessary to locate relevant records and understand the request.
Some requests may be denied or limited when an applicable exception applies, when information must be retained for another lawful purpose, when the request cannot be appropriately verified, or when the requested right does not apply to the particular information or relationship.
Where applicable law provides a right to use an authorized agent, we may request information necessary to verify the agent's authority and the underlying request.
ClearLedger will not unlawfully discriminate against an individual for exercising an applicable privacy right.
Third-party websites and services
Our website may link to, embed, or integrate services operated by third parties, such as payment processors, scheduling providers, accounting platforms, communication services, map services, video services, professional tools, or other external providers.
Their privacy practices are governed by their own policies and terms. ClearLedger does not control the independent privacy practices of third-party websites and services.
We encourage you to review the privacy information provided by third parties when you interact directly with their services.
Children
The ClearLedger website and financial-services offerings are intended for businesses, business representatives, and adults seeking applicable services. The website is not designed or directed primarily toward children.
If we learn that personal information was submitted through the website in circumstances where collection was inappropriate or unlawful, we may take reasonable steps to delete or otherwise address that information.
Changes to this Privacy Policy
We may revise this Privacy Policy from time to time to reflect changes in our services, technologies, business practices, legal obligations, professional requirements, or other circumstances.
When we update this policy, we may revise the “Last Updated” date displayed at the top of the page. Where additional notice is required by applicable law, we may provide that notice through an appropriate method.
You should periodically review this page for the current version of the policy.
Contact us about privacy
Questions about this Privacy Policy or requests concerning your personal information may be directed to ClearLedger using the contact information below.
Operated by: [LEGAL ENTITY NAME]
Privacy Email: [PRIVACY EMAIL]
United States
Website: ClearLedger
Please write “Privacy Request” in the subject line or first line of your request so it can be appropriately routed.