LedgerLine Accounting ("LedgerLine," "we," "us") is a trade name of JRod Bookkeeping & Notary Services LLC, based in Omaha, Nebraska. This policy explains what information we collect through our website, how we use it, and the choices you have.
Information we collect
Information you give us. When you request a quote, we collect your name, email address, phone number, preferred contact method and your answers to the quote questions. Depending on the service, those answers can include the type of return you need, your filing status, your sources of income, your business's revenue range, or the condition of your books.
Referrals. When you refer someone, we collect your name, company, email, phone number and role, plus your client's name, business name, email, phone number, the services they need, a target closing date and any notes you add.
Information collected automatically. Our website host and the services we use may automatically collect technical information, such as your IP address, browser type, device and the pages you visit. They may use cookies or similar tools to keep the site running and secure.
Client records. If you become a client, we collect the financial records and tax information needed to do the work. That information is covered by your engagement letter and our client privacy notice, in addition to this policy.
Please don't send Social Security numbers, bank statements or tax documents through the forms on this website. Once we're working together, we'll give you a secure way to share them.
How we use your information
- To calculate and send your estimate, and to contact you about your request
- To contact the person you referred and keep you updated on the referral
- To provide our services if you engage us
- To answer your questions and keep records of our communications
- To operate, secure and improve our website
- To meet our legal and professional obligations
How we share your information
We do not sell or rent your personal information. We share it only:
- With service providers that help us run the website and handle requests on our behalf, including Wix (website hosting), Jotform (form submissions and email notifications) and Google (web fonts)
- When required by law, such as in response to a subpoena or court order, or to protect our rights or someone's safety
- As part of a business transfer, such as a sale or reorganization of our business
We use and disclose tax return information only as permitted by federal law, including Internal Revenue Code section 7216.
Text messages
If you choose text message as your preferred contact method, we'll text you about your request. We don't send marketing texts. Message and data rates may apply. Reply STOP at any time to stop receiving texts from us.
How long we keep information
We keep quote and referral requests for as long as we need them to respond and for our business records. Client records are kept for the periods required by law and professional standards.
How we protect information
We use reasonable administrative, technical and physical safeguards to protect the information we collect. No website or email system is completely secure, so we can't guarantee absolute security.
Your choices
- You can ask to see, correct or delete the information you've submitted through our website.
- You can ask us to stop contacting you by email, phone or text at any time.
To make a request, email us at the address below. We may need to keep some information when the law or our professional obligations require it.
Referring someone else
By sending a referral, you confirm that the person you're referring knows about it and has agreed to be contacted by LedgerLine.
Children
Our website is not intended for children under 13, and we don't knowingly collect information from them.
Other websites
Our website may link to other websites. We're not responsible for their content or privacy practices.
Changes to this policy
We may update this policy from time to time. When we do, we'll change the effective date at the top of this page.
Contact us
Questions about this policy or your information? Get in touch.
LedgerLine Accounting · JRod Bookkeeping & Notary Services LLC
Omaha, Nebraska