Ledgerbrook / Privacy
Privacy
Short, because the answer is mostly nothing. There's no form here, no account and no advertising. We measure which pages get read, and beyond that the only information this practice holds is what a firm sends by email and what sits inside a client's own QuickBooks company.
This website
What the site itself collects
Nothing that identifies you personally. There's no contact form, no newsletter signup and no account to create. Every page here is a static file.
We do use Google Analytics, loaded through Google Tag Manager, to see which pages get read and roughly where readers arrive from. That sets cookies in your browser and sends Google your IP address, the page you're on and how you got there. We look at it in aggregate: which pages are worth keeping, which are ignored. Nobody here is watching an individual.
If you'd rather not be counted, browser-level tracking protection blocks it, as does Google's own opt-out add-on. 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.
When you email us
Writing to omkarmoraye5@gmail.com 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. omkarmoraye5@gmail.com.
Last updated August 22, 2026