PRIVACY POLICY
Our Commitment to Your Privacy
At Levelled, Inc. (“Levelled”), we understand the importance of your financial information and
are committed to protecting your privacy. This Privacy Policy outlines how we collect, use,
disclose, and safeguard your personal data when you use our website and services.
Information We Collect
We may collect the following types of information
Personal Information: Name, contact information, business details, social security number (if applicable), and other information you provide to us.
Financial Information: Bank account details, transaction history, income, expenses, and other financial data necessary for our bookkeeping services.
Website Usage Information: We may collect information about how you interact with our website, such as your IP address, browser type, pages visited, and referring website.
How We Use Your Information
We use your information to
Provide and improve our bookkeeping and advisory services.
Process payments and invoices.
Communicate with you about your account and our services.
Send you marketing communications (with your consent).
Comply with legal obligations.
How We Share Your Information
We may share your information with:
Trusted third-party service providers who assist us in delivering our services (e.g., cloud storage providers, payment processors).
Legal and regulatory authorities as required by law.
Your Choices
You have the right to :
Access, correct, or delete your personal information.
Object to or restrict the processing of your personal information.
Withdraw your consent for marketing communications.
Data Security
We implement appropriate technical and organizational measures to protect your personal
information from unauthorized access, disclosure, alteration, or destruction.
Changes to this Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by
posting the new Privacy Policy on our website.
ABOUT COMPANY
Empowering mission-driven organizations to achieve financial strength & stability.
Bookkeeping, financial advisory, and resources for nonprofits, minority businesses & social enterprises.
@copyright-levelled, Inc