Privacy policy

1. Overview
TrueBalance Ledger Services (“Company,” “we,” “us,” or “our”) respects the privacy of individuals and organizations that engage with our website and services.

This Privacy Policy describes how information may be collected, used, disclosed, and safeguarded in connection with our services. By accessing our website or engaging our services, you acknowledge and consent to the practices described herein.

2. Information We May Collect
We may collect information that is voluntarily provided to us, including but not limited to:

• Contact information (name, email, phone number, business name)
• Business financial records and documentation
• Banking or accounting-related information
• Communications and correspondence
• Website usage information
• Information may be collected directly from clients, through third-party integrations, or through secure cloud-based platforms used in service delivery.
• We do not knowingly collect personal information from individuals under 18 years of age.

 3. Use of Information
Information collected may be used for purposes including, but not limited to:

• Providing bookkeeping and financial record services
• Communicating regarding services or administrative matters
• Managing client accounts and billing
  Improving service delivery processes
• Complying with legal or regulatory obligations
• Protecting the rights, property, or safety of the Company
• We rely on information provided by clients and do not independently verify its completeness or accuracy.

 4. Data Security

We implement commercially reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, alteration, disclosure, or destruction.

However:

• No system can be guaranteed completely secure
• Electronic transmission and storage carry inherent risks
• We cannot warrant or guarantee absolute security
• Clients acknowledge and accept the inherent risks associated with digital data transmission and cloud-based platforms.

 5. Third-Party Platforms and Service Providers
Our services may involve third-party platforms, including but not limited to:

• Cloud accounting software
  Document storage providers
• Payment processors
• Email and communication platforms

We do not own or control these third-party systems and are not responsible for their independent privacy practices, outages, or security incidents.

Information shared with third-party providers is limited to what is reasonably necessary to deliver services.

 6. Disclosure of Information
We do not sell or rent personal information.

We may disclose information:

• To service providers assisting in business operations
• To comply with legal obligations, court orders, or lawful requests
• To enforce agreements or protect our legal rights
• In connection with a business transition, restructuring, or transfer

Disclosure may occur where we reasonably believe it is necessary to protect legitimate business interests.

 7. Data Retention
Information may be retained for as long as necessary to:

• Fulfill contractual obligations
• Comply with legal or regulatory requirements
• Resolve disputes
• Enforce agreements

We reserve the right to retain certain records as required by law or for legitimate business purposes.

 8. Client Responsibilities
Clients are responsible for:

• Maintaining secure access to their own systems
• Protecting login credentials
• Using secure internet connections
• Promptly notifying us of suspected unauthorized access

We are not responsible for breaches resulting from client-controlled systems or credentials.

 9. Website Cookies and Tracking
Our website may use cookies or similar technologies to:

• Improve functionality
• Analyze site usage
• Enhance user experience

Users may disable cookies via browser settings. Disabling cookies may affect website functionality.

We do not guarantee full functionality if cookies are disabled.

 10. Your Rights
Depending on your jurisdiction, you may have rights regarding your personal information, including the right to:

• Request access to information we maintain
• Request correction of inaccurate information
• Request deletion where legally permissible
• Requests may be subject to verification procedures and applicable legal limitations.

We reserve the right to deny requests where permitted by law.

 11. Multi-State Compliance
TrueBalance Ledger Services provides services to organizations throughout the United States. We aim to operate in compliance with applicable federal and state privacy laws; however, clients are responsible for ensuring their own compliance with any industry-specific or jurisdiction-specific requirements.

 12. Policy Updates
We reserve the right to modify this Privacy Policy at any time without prior notice. Updates will be reflected by the revised effective date.

Continued use of our website or services after changes constitutes acceptance of the revised policy.

 13. Contact Information
For questions regarding this Privacy Policy, please contact:

TrueBalance Ledger Services
A trade name of D. Johnson Enterprise, LLC
Colorado, United States
Email: [email protected]