Privacy Notice

Owner action required before publishing: This is a starter draft, not legal advice. Replace the bracketed details, confirm your actual business structure and data flows, and have the notice checked for your circumstances before taking enquiries.

1. Who we are

LedgerOak is the name used for this bookkeeping service. The organisation responsible for personal information is: [insert full legal name and legal form], contact email: [insert business email], address: [insert business address or appropriate business contact address].

2. Information we collect

When you submit a quote request, we collect the name and contact details you provide, business name, broad business category, estimated transaction volume, VAT status, accounting software, the reported status of your books and any message you choose to send.

3. Why we use it

We use this information to respond to your enquiry, understand the service you request, prepare or discuss a quote, and keep a record of our communications. We will identify the applicable lawful basis for each use and provide any additional information required by applicable data-protection law.

4. Service providers and international access

Website form submissions may be stored and processed by Netlify, the website hosting and form-handling provider. If an enquiry progresses, information needed to assess or deliver a service may be shared with a bookkeeping delivery partner. Before publishing, describe the actual partner and where personal data may be accessed or stored, including any transfers from the UK to India, and put required contracts and safeguards in place. We do not ask you to submit bank statements, account credentials or confidential financial documents through the website form.

5. Retention and security

We keep enquiry information only for as long as necessary for the purposes described, including a documented retention period and any applicable legal obligations. We take appropriate steps to restrict access and protect information, but no online transmission or storage method can be guaranteed to be completely secure.

6. Your rights

Depending on the applicable law and circumstances, you may have rights to request access, correction, erasure, restriction, objection or transfer of personal information, and to complain to a supervisory authority. Contact [insert business email] to raise a privacy request. Add the appropriate regulator details after confirming which data-protection laws apply to the business.

7. Updates

We may update this notice when our services, providers or data practices change. This page should show the date it was last updated.

Last updated: [insert date before publishing]