Privacy Policy
Effective date: January 30, 2026
Mezzanine Ledger ("we", "us", "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us.
Information we collect
- Contact information you provide (name, email, phone number).
- Client information you upload through the portal (documents, messages, signatures).
- Basic website analytics (device/browser, pages visited). We do not use analytics to identify you personally.
How we use information
- Provide bookkeeping and tax services.
- Respond to inquiries and support requests.
- Send service-related messages (including optional SMS, if you opt in).
- Maintain records for compliance and quality control.
Text messaging privacy
Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services (such as customer service) is permitted. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Sharing
We may share information only as needed to provide services (for example, secure document storage, e-signature processing, and communications providers) or when required by law.
Data security
We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is 100% secure.
Your choices
- You may request access, correction, or deletion of certain data, subject to legal and professional retention requirements.
- If you opt in to SMS, you can opt out at any time by replying STOP.
Contact
Email: [email protected]
Phone: (805) 888-FILE