Privacy Policy | LedgerNext

Privacy Policy

Last updated: January 12, 2026

LedgerNext (“we”, “our”, or “us”) is committed to protecting the privacy and confidentiality of personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, store, and safeguard information when you access or use our website and services.

1. Information We Collect

We may collect the following types of information:

Personal Information

  • Name
  • Email address
  • Company or firm name
  • Contact details provided through forms or account creation

Financial and Business Data

  • Bank transaction data uploaded by users
  • Accounting records, reconciliations, and reports
  • Tax-related financial information provided by users

Technical Information

  • IP address
  • Browser type and device information
  • Usage data related to how you interact with the platform

2. How We Use Your Information

We use collected information to:

  • Provide and operate LedgerNext services
  • Perform bank reconciliation, reporting, and tax-related workflows
  • Respond to demo requests, support inquiries, and communications
  • Improve platform functionality, performance, and security
  • Meet legal, regulatory, and compliance obligations

We do not sell or rent personal or financial information.

3. Consent and Legal Compliance (Canada)

LedgerNext complies with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Canadian privacy laws.

By using our services, you consent to the collection, use, and disclosure of information as described in this policy. You may withdraw consent at any time, subject to legal or contractual restrictions.

4. Data Storage and Residency

Client and transactional data is stored on secure servers located in Canada, unless otherwise disclosed. This helps meet Canadian data residency expectations and privacy requirements.

5. Data Security

We implement administrative, technical, and physical safeguards to protect information, including:

  • Encryption of data in transit and at rest
  • Restricted access to authorized personnel
  • Secure infrastructure and monitoring

While we take strong precautions, no system can be guaranteed to be 100% secure.

6. Disclosure of Information

We may share information only:

  • With trusted service providers who assist in operating our services
  • When required by law, regulation, or legal process

All service providers are required to protect data and use it only for authorized purposes.

7. Data Retention

We retain personal and financial data only for as long as necessary to:

  • Provide our services
  • Meet legal, regulatory, or audit requirements

8. Your Rights

Under Canadian privacy laws, you have the right to:

  • Access your personal information
  • Request corrections to inaccurate data
  • Ask questions about our data handling practices

Requests can be submitted through our contact channels.

9. Cookies

LedgerNext uses cookies to improve website functionality and user experience. You can manage or disable cookies through your browser settings.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us through our website.