LedgerNote Privacy Policy

Effective Date: December 20, 2025

LedgerNote ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our SaaS product and website (the "Service"). By using the Service, you agree to the terms of this policy.

1. Information We Collect

We collect information you provide directly, such as:

  • Account details (e.g., name, email, organization).
  • Your business data (e.g., depositor records, interest calculations) uploaded or entered into the Service.

We also automatically collect:

  • Usage data (e.g., IP address, browser type, pages visited).
  • Cookies and similar technologies for analytics and functionality.

2. How We Use Your Information

We use your information to:

  • Provide and improve the Service (e.g., generate statements, track accruals).
  • Communicate with you (e.g., support, updates).
  • Ensure security and compliance.
  • Analyze usage for product enhancements.

We do not sell your data.

3. Sharing Your Information

We never share your information with any parties.

4. Data Security

We use industry-standard measures (e.g., encryption, access controls) to protect your data.

5. Your Rights

  • Access, update, or delete your data via your account or by contacting us.
  • Opt out of marketing emails.

6. Children's Privacy

The Service is not for users under 18. We do not knowingly collect data from children.

7. Changes to This Policy

We may update this policy—changes will be posted here with the effective date. Continued use means acceptance.

8. Contact Us

For questions: support@ledgernote.com

This policy is governed by the laws of Texas, USA.

LedgerNote Refund Policy

Effective Date: December 20, 2025

LedgerNote ("we," "us," or "our") offers a subscription-based SaaS service for investor tracking and reporting. We strive to provide transparent and fair terms. This Refund Policy outlines our approach to cancellations and refunds.

Cancellation

You may cancel your subscription at any time through your account settings or by contacting support@ledgernote.com. Cancellation takes effect at the end of your current billing period, and you will retain access until then. No partial-month refunds are provided.

Refunds

All payments for LedgerNote subscriptions are non-refundable. We do not offer refunds for any unused portion of your subscription, including monthly or annual plans. This includes cases of early cancellation, downgrades, or non-use of the service.

If you believe a billing error has occurred, contact us within 30 days of the charge, and we will investigate promptly.

Changes to This Policy

We may update this policy from time to time. Changes will be posted here with the updated effective date. Continued use of the service after changes constitutes acceptance.

Contact Us

For questions: support@ledgernote.com

This policy is governed by the laws of Texas, USA.