Effective Date: 3 June, 2025
Last Updated: 3 June, 2025

Your privacy matters to us. This Privacy Policy explains how Leaftally (“we”, “us”, or “our”) collects, uses, and protects the personal and business information you share with us through our platform and services.

By using Leaftally, you agree to this policy. If you don’t agree, please don’t use our services.

1. Who This Applies To

This policy applies to:

• Firm Admins (accounting firms, consultants)

• Business Users (company owners, employees)

• Website Visitors

• API Users and Integration Partners

2. What We Collect

We collect data to provide, improve, and secure our platform. This includes:

a. Account Information

• Name, email, phone number

• Company name, role/title

• Billing details

b. Business & Financial Data

• Transaction records

• Invoices, payments, ledgers

• Tax filings and compliance details

c. Usage Data

• Login activity

• Feature usage

• IP address, device and browser type

d. Communication Data

• Support requests

• Survey responses

• Emails or in-app messages

3. How We Use Your Data

We use your data to:

• Deliver and maintain our services

• Provide customer support

• Improve features and user experience

• Process payments and manage subscriptions

• Send updates, service alerts, and optional marketing emails

• Comply with legal or tax obligations

We never sell your data.

4. Legal Bases for Processing (for GDPR Users)

If you’re based in the EU/UK, our legal grounds for processing your data include:

• Consent

• Contractual necessity

• Legal compliance

• Legitimate interests (e.g., security, product development)

5. How We Share Your Data

We only share your data when necessary and with trusted partners:

• Third-party processors (e.g., payment gateways, cloud hosting, email providers)

• Accounting firm admins, if you’re invited by a firm

• Regulatory bodies, when legally required

All third-party partners are vetted for security and data protection compliance.

6. API & Integrations

If you connect external tools (e.g., payment processors, banks, tax platforms), we may access and process that data to support integrations.

You are responsible for reviewing the privacy policies of third-party services you connect to Leaftally.

7. Cookies & Tracking

We use cookies and similar technologies to: 

• Keep you signed in

• Measure site usage

• Improve our website and marketing

You can control cookies through your browser settings.

8. Data Retention

We retain your data for as long as:

• You have an active account

• Required by law or financial regulations

• Needed for dispute resolution or audit purposes

You may request deletion of your data after account closure, subject to legal and compliance requirements.

9. Your Rights

Depending on your location, you may have the right to:

• Access your personal data

• Correct inaccurate data

• Request deletion (where applicable)

• Object to processing

• Withdraw consent

• Export your data (data portability)

To make a request, email us at: privacy@leaftally.com

10. Data Security

We use encryption, secure access controls, and regular monitoring to protect your data. However, no system is 100% secure, so we encourage strong passwords and two-factor authentication where available.

11. International Data Transfers

Leaftally may store and process your data in countries outside your own, using secure, compliant services. We ensure adequate safeguards under applicable laws (e.g., Standard Contractual Clauses for GDPR).

12. Children’s Privacy

Leaftally is not intended for use by individuals under 18 years of age. We do not knowingly collect personal data from minors.

13. Changes to This Policy

We may update this Privacy Policy to reflect changes in our services or legal obligations. We’ll notify you of material updates via email or in-app notifications.

14. Contact Us

For questions, concerns, or requests related to privacy, reach out:

📧 Email: privacy@leaftally.com
🌍 Website: www.leaftally.com