--- title: "Privacy | Ledgerbrook" source: https://ledgerbrook.com/privacy/ description: "What this site measures, what happens to a client's records during an engagement, and what we keep afterwards." --- [Ledgerbrook](/) / Privacy # Privacy Short, because the answer is mostly nothing. There's no account here, and no ads are shown on this site. We measure which pages get read; beyond that, the only information this practice holds is what you choose to send us (by email or through the one form on the site) and what sits inside a client's own QuickBooks company. This website ## What the site itself collects Nothing that identifies you personally, unless you type it into the contact form yourself. There's no newsletter signup and no account to create, and every page here is a static file. The form on [the contact page](/contact/) is the only thing on this site that sends anything anywhere. What the form does with what you type: emails it to this practice, and nothing else. There's no database behind it and no copy kept anywhere but the mailbox it lands in, so a message sent through the form ends up in exactly the same place as one you'd have emailed, and is treated the same way. The message travels through Cloudflare, which serves this site and sends the mail. Please don't put a client's own records into it. [The security page](/security/) explains how access actually happens. We use Google Analytics and Mixpanel to see which pages get read, how visitors navigate the site, and where readers arrive from. Mixpanel is routed through our own servers, and session playback allows us to see how pages and features are used to improve the site. If you'd rather not be counted, browser-level tracking protection blocks it, as does Google's own [opt-out add-on](https://tools.google.com/dlpage/gaoptout). Nothing on this site behaves differently if you do. Your light or dark preference is also stored in your browser, kept locally so the page doesn't flash the wrong theme on your next visit. That one is never sent anywhere, and clearing your browser data removes it. The site is served by Cloudflare, which keeps standard server logs of requests as part of delivering and protecting it. That's infrastructure logging, not something this practice reads or builds anything from. Email ## When you email us Writing to [omkar@ledgerbrook.com](mailto:omkar@ledgerbrook.com?subject=Free%20file%20review) means we hold your message and your address, in that mailbox, for as long as it is useful to the conversation. It is not added to a mailing list, it is not sold or shared, and nothing else is done with it. Ask and it is deleted. Please don't send bank statements, logins or client documents as attachments to a first email. Nothing needs them at that stage. The free file review runs on accountant-level access to a QuickBooks file, which you grant and revoke from inside QuickBooks rather than by sending anything. Client records ## What happens to a client's records during an engagement Every client's books stay in their own QuickBooks company the entire time. We work as an accountant-level user, which is enough to categorize, reconcile and run reports, and not enough to touch billing or delete a company file. Access is revoked from the client's own user list, by your firm or by them, without asking us. We don't build a parallel archive of a firm's client records. Working papers live in the client's own file or in a folder your firm controls. That is a confidentiality position first, but it is also why nothing about ending an engagement requires our involvement: there is no copy of your client list held anywhere to be handed back. By default we don't contact your client at all. Questions come to your firm, and you decide what reaches them. Where only the client can unblock a file, say a bank connection they alone can reauthorize, we ask your firm first and you decide whether the message comes from you or from us with your firm named as the reason. Agreements ## Confidentiality agreements We sign your firm's NDA rather than asking you to sign ours. The confidentiality terms covering your client's data should be the ones your firm wrote and is accountable for. Any business introduced by your firm is your client permanently: we do not market to them and do not accept a direct engagement from them, including after your relationship with them ends. Changes ## Questions, and changes to this page If anything here needs to be more specific for your firm's own review, just ask. A written answer is rather the whole method here. [omkar@ledgerbrook.com](mailto:omkar@ledgerbrook.com?subject=Privacy%20question). Last updated October 12, 2026 Published August 22, 2026 ยท Updated September 24, 2026