Privacy Notice
Effective November 14, 2026
Gates Ledger Partners LLC operates GatesLedgerPartners.com and its client portal. This notice describes how we handle information when you visit, contact us, or use the portal. Your engagement agreement may provide additional terms for handling your organization’s records.
What we collect and why
- Inquiries and account details. We use the name, email address, organization details and messages you provide to respond to inquiries, set up your account, and deliver services.
- Client records. We use materials provided for your engagement, such as statements, transaction records, invoices, financial reports and donor records, to perform the agreed work and communicate with you.
- Sign-in and technical information. The portal uses cookies to keep you signed in. Hosting and authentication services may receive IP addresses, browser information and request logs to operate and protect the site. The site loads fonts from Google Fonts, which receives technical information when your browser requests them.
Who may receive information
Authorized personnel use information for your engagement. Providers such as Vercel for hosting, Supabase for authentication and portal data, and our email provider process information to support these services. We may share records as you direct or authorize, or when required by law.
Retention and requests
We keep information as needed to provide services, maintain business records, and meet legal or contractual obligations. Contact us to ask about accessing, correcting, or deleting personal information, or to raise a privacy concern. We may verify your identity before acting on a request.
Sharing records with us
Use the client portal for engagement documents. Keep bank login credentials, passwords, full payment card numbers and Social Security numbers out of ordinary email. Upload only records needed for your engagement and redact unrelated sensitive details where practical.
Contact
Email gatesledgerpartners@gmail.com for privacy questions or to report a suspected issue. Describe the concern without attaching sensitive records.