Legal documents

Current notices for LedgerBuddy’s initially free, restricted beta. Updated 11 October 2026.

• Platform Terms for practices (Version 2.0 — issued 4 October 2026)
• LedgerBuddy privacy policy v1.2
• Upload portal terms v1.1
• Collection notice v1.1
• Service providers and data locations
• Website analytics and cookies

Your practice has its own engagement terms and privacy policy. Request these directly from your practice. Practices accept the Platform Terms when they first sign in. Channel partner agreements are supplied privately.