Effective Date: November 4th, 2025

Last Updated: November 4th, 2025

Company: Benchmark Ledger Solutions LLC

Website: www.benchmarkledgersolutions.com

Contact: info@benchmarkledgersolutions.com

Introduction

Benchmark Ledger Solutions LLC (“Benchmark Ledger Solutions,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our bookkeeping or notary services, or otherwise interact with us.

By using our website or services, you consent to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our website and services.

Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked to you. The information we collect depends on how you interact with us.

A. Personal Information You Provide Directly

We may collect the following categories of information:

• Identity Information: Full name, date of birth, business name, job title, and professional credentials.

• Contact Information: Mailing address, email address, phone number, business address.

• Financial Information: Bank account details, transaction records, invoices, receipts, tax identification numbers, payroll data, and other financial documents provided for bookkeeping or advisory purposes.

• Authentication Information: Username, passwords, and login credentials for bookkeeping platforms such as QuickBooks Online, Xero, or similar services (only with explicit consent).

• Notarial Information: Documents presented for notarization, identification credentials, signatures, and notarization logs as required by Michigan law.

• Communications: Any correspondence with us via email, contact forms, chat systems, or consultations.

B. Information Automatically Collected

When you visit our website, we may automatically collect:

• Device and Technical Information: IP address, browser type, operating system, referring URLs, time zone, and device identifiers.

• Usage Data: Pages viewed, time spent on pages, clicks, navigation patterns, and site performance analytics.

• Cookies and Tracking Technologies: To enhance user experience, remember preferences, and analyze site traffic. See Section 9 for more details.

C. Information from Third Parties

We may collect information from:

• Accounting platforms (with your authorization)

• Payment processors

• Public records

• Credit or background check services (if applicable for fraud prevention or verification)

• Professional partners and affiliates

Purpose and Use of Collected Information

We collect and use your information for the following lawful purposes:

• To provide bookkeeping, financial reporting, and advisory services.

• To prepare and deliver financial statements, reports, or other outputs requested by you.

• To verify your identity, prevent fraud, and comply with legal obligations.

• To manage billing, payments, and collections.

• To communicate updates, respond to inquiries, and provide customer support.

• To send marketing materials, newsletters, or promotional offers (only with your consent).

• To improve website functionality, user experience, and service quality.

• To comply with applicable state and federal laws, including recordkeeping and notarial requirements.

Legal Basis for Processing (for GDPR Compliance)

For clients or visitors in the European Economic Area (EEA), Benchmark Ledger Solutions processes data based on:

• Performance of a Contract – when providing services you requested.

• Legal Obligation – to comply with financial and tax laws.

• Legitimate Interests – to manage business operations and improve services.

• Consent – when you opt-in to communications or voluntarily provide data.

Data Retention and Storage

We retain your personal and financial data only as long as necessary to:

• Fulfill the purposes for which it was collected.

• Comply with recordkeeping obligations under Michigan law (typically 7 years for financial and notarial records).

• Resolve disputes and enforce agreements.

All digital data is stored securely using encrypted servers, password-protected systems, and limited administrative access. Physical records (if any) are stored in locked, access-controlled facilities.

Disclosure and Sharing of Information

We do not sell or rent personal information. We may share limited data under the following conditions:

A. With Service Providers and Contractors

We may share data with trusted third parties who assist us with:

• Bookkeeping software (e.g., QuickBooks Online, Xero)

• Payment processing (e.g., Stripe, PayPal)

• Cloud storage providers

• IT support and cybersecurity services

• Email and CRM platforms

All such partners are required to maintain confidentiality and comply with data protection standards.

B. For Legal or Compliance Reasons

We may disclose information when required to:

• Comply with applicable laws, subpoenas, or government requests.

• Protect our rights, safety, or property.

• Enforce our contracts and prevent fraud.

C. In Business Transfers

If Benchmark Ledger Solutions undergoes a merger, acquisition, or asset sale, your information may be transferred to the new entity under the same privacy terms.

Data Security

We employ administrative, technical, and physical safeguards to protect your data:

• AES-256 encryption for digital records and backups.

• Multi-factor authentication for staff access.

• Regular security audits and penetration testing.

• Secure Socket Layer (SSL) encryption on our website.

• Confidentiality agreements for all employees and contractors.

While we take reasonable measures to protect your data, no method of transmission or storage is 100% secure. You acknowledge this inherent risk when using our services.

Your Rights and Choices

Depending on your location, you may have the following rights:

• Access and Portability: Request copies of the data we hold about you.

• Correction: Request corrections to inaccurate or incomplete data.

• Deletion: Request deletion of your information (except where legally required to retain it).

• Restriction of Processing: Limit how your data is used.

• Withdrawal of Consent: Withdraw consent for marketing or communications at any time.

• Complaint: File a complaint with the Michigan Attorney General or FTC if you believe your rights were violated.

To exercise these rights, contact us at info@benchmarkledgersolutions.com.

Cookies and Tracking Technologies

We use cookies and related technologies to improve user experience.

Types of Cookies Used:

• Essential Cookies: Necessary for core website functions.

• Analytics Cookies: Track usage to improve site performance.

• Preference Cookies: Remember user settings and choices.

• Marketing Cookies: Deliver relevant ads or promotions (only if consented).

You can disable cookies via your browser settings, but certain site features may not function properly.

Email Communications and Marketing

We comply with the CAN-SPAM Act (15 U.S.C. §7701).

• Marketing emails are sent only with your consent.

• You may opt out at any time by clicking the unsubscribe link in our emails or contacting us directly.

• Transactional or service-related messages are not considered marketing and cannot be opted out of.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage users to read their privacy policies before interacting with them.

Protection of Social Security Numbers

In compliance with the Michigan Social Security Number Privacy Act, we do not publicly display or transmit SSNs unless required by law. SSNs, if collected for legitimate tax or identity verification purposes, are stored securely and access is strictly limited.

Children’s Privacy

Our website and services are intended for users 18 years or older. We do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected such data, it will be deleted promptly.

International Data Transfers

If you access our services from outside the U.S., please note that your data may be transferred to and processed in the United States. By using our services, you consent to this transfer under applicable privacy standards.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect legal or operational changes. The updated version will be posted on our website with a new “Last Updated” date. Continued use of our services constitutes acceptance of the updated policy.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact:

Benchmark Ledger Solutions LLC

Email: info@benchmarkledgersolutions.com

Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of Michigan and the United States of America. Any disputes arising from this Policy shall be handled in the courts located in Kent County, Michigan.