Privacy Policy

At Pinnacle Ledger Solutions, we are committed to protecting your privacy and handling your financial information with the highest level of confidentiality and care. This policy explains how we collect, use, and protect your personal and business information.

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What We Collect:

• Contact details (name, email, business name, etc.)

• Financial data (bank statements, transactions, payroll)

• Tax documentation (EIN, 1099s, W-2s, etc.)

• Accounting platform access (e.g., QuickBooks)

• Communication history and shared files

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How We Use Your Data:

• To provide virtual bookkeeping, tax compliance, and financial reporting services

• To communicate with you regarding your account

• To comply with legal, regulatory, and tax obligations

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How We Protect Your Data:

• Secure client portals and encrypted file sharing

• Multi-factor authentication for accounting platforms

• Internal confidentiality policies and limited data access

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We Do Not:

• Sell or share your data with third parties for marketing purposes

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You may request to access, correct, or delete your information by contacting us at: info@pinnacleledgersolutions.com.