Privacy Policy | The Tidy Ledger


At The Tidy Ledger, we are committed to protecting your privacy and handling your personal information with the same precision we apply to your finances. This policy outlines how we collect, use, and protect your data in accordance with the New Zealand Privacy Act 2020.


1. Information We Collect

We collect personal information that you voluntarily provide through our website forms, including your name, email address, phone number, and details regarding your business needs.


2. Cookies and Tracking

Our website uses cookies and similar tracking technologies to monitor site performance and improve your user experience.

Functional Cookies: Essential for the website to operate correctly.


Analytical Cookies:

We use tools (such as Duda Analytics or Google Analytics) to understand how visitors interact with our site. This data is aggregated and does not personally identify you.


Future Marketing:

We may utilise tracking pixels in the future to deliver relevant advertising. You can manage or disable cookies through your browser settings at any time.


3. How We Use Your Information

Your information is used solely to:


  • Respond to your enquiries.
  • Provide you with our requested accounting and advisory services.
  • Send you relevant updates or newsletters (which you may opt out of at any time).


4. Third-Party Service Providers

To provide a premium service, we utilise trusted third-party providers, including Xero and Duda. While your data may be processed through these platforms, we ensure they maintain high standards of data security. We do not sell, rent, or lease your personal information to third parties.


5. Data Security & Storage

 As a Xero Professional Specialist, we prioritise the security of your data. We utilise high-level encryption and secure, cloud-based systems to protect your information from unauthorised access. We retain your personal information only for as long as is necessary to fulfill the purposes for which it was collected or to comply with legal obligations.


6. Your Rights

You have the right to request access to the personal information we hold about you and to ask for it to be corrected if you believe it is inaccurate.


7. Contact Us

If you have any questions regarding your privacy or wish to exercise your rights, please contact Lian Jones at info@thetidyledger.co.nz.