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Privacy Policy

Effective Date: 21/07/2025
Last Updated: 21/07/2025

1. Who We Are

Ledger Root (“we”, “us”, or “our”) operates as a platform through www.ledgerroot.com that helps users connect with independent, qualified accounting professionals.

2. What We Collect

We may collect and process:

      • Personal information (name, email, phone number) you submit through forms.

      • Business-related data you choose to share when making an enquiry.

      • Technical and usage data, including IP address, browser type, and browsing behaviour (collected via cookies).

3. How We Use Your Information

Your data may be used to:

      • Facilitate introductions to qualified accounting professionals.

      • Communicate with you regarding your enquiry or interest in our services.

      • Improve our website performance and user experience.

We do not sell your personal information to any third parties.

4. Who We Share It With

We may share your data with:

      • Independent accountants or accounting firms we introduce you to.

      • Service providers who assist us with site functionality and hosting.

      • Regulatory authorities or legal bodies if legally required.

5. Your Rights

Under UK GDPR, you have the right to:

      • Access the personal data we hold about you.

      • Correct inaccurate information.

      • Request deletion of your data.

      • Object to certain types of processing.

      • Request portability of your data.

To exercise your rights, contact us at:
team@ledgerroot.com

6. Cookies

We use cookies to enhance your experience and gather analytics. By using our website, you consent to our use of cookies. You can manage cookies via your browser settings.

7. Data Retention

We keep your information only as long as necessary to fulfil the purposes outlined above or as required by law.

8. Security

We use appropriate technical and organisational measures to safeguard your data against unauthorised access, disclosure, or loss.


Terms and Conditions

Effective Date: 21/07/2025

1. Overview

These terms govern your use of www.ledgerroot.com (“our website”), operated by Ledger Root. By using the website, you agree to these terms in full.

2. Nature of Services

Ledger Root provides an introduction-only service. We facilitate connections between users and independent accountants who are professionally qualified (e.g. ICAEW, ACA, or equivalent). Any advice or services you receive after an introduction are provided solely by the third-party accountant, under terms agreed between you and them.

We do not offer regulated accounting services ourselves and do not act as your accountant, advisor, or agent in any professional capacity.

3. No Professional Relationship

Your use of Ledger Root does not create a client relationship with us. Any engagement is between you and the accountant you choose to work with. You are responsible for performing your own due diligence before entering into any agreement or relying on any advice given.

4. Website Content

Information on this site is provided for general purposes only and does not constitute financial, tax, accounting, or legal advice. While we aim for accuracy, we do not guarantee completeness or correctness.

5. Limitation of Liability

Ledger Root shall not be liable for any loss or damage (including indirect or consequential loss) arising from:

      • Use of or reliance on information found on this website.

      • Any actions taken following introduction to a third-party service provider.

      • Technical issues, downtime, or interruptions on the website.

You acknowledge that any engagement is entered into at your own risk and discretion.

6. Intellectual Property

All content, logos, graphics, and materials on www.ledgerroot.com are the property of Ledger Root unless otherwise stated. You may not copy, reproduce, or distribute our content without written permission.

7. Governing Law

These terms are governed by the laws of England and Wales. Disputes arising in connection with these terms shall be subject to the exclusive jurisdiction of the English courts.

Compliance Notice

We Commit To:

      • Processing your personal data lawfully, fairly, and transparently.

      • Collecting only what is necessary for stated purposes.

      • Storing your data securely and limiting access appropriately.

      • Sharing data only with trusted parties involved in connecting you with relevant services.

      • Respecting your rights to access, correct, or erase your data.

To make a data rights request, email:
team@ledgerroot.com

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