Monthly bookkeeping in Xero or QuickBooks, closed, reviewed and proven every period by the team that does the work.
BOOKKEEPING PACKAGES
Guides to running Xero properly, written from monthly practice rather than from the product documentation.
THE XERO HANDBOOK
Already on QuickBooks? Stay on it. An Elite-tier ProAdvisor team closes the month in QuickBooks Online, Desktop and Intuit Enterprise Suite.
QUICKBOOKS AT LOGIFRAME
The books look different in every sector. So does the way we close them.
ALL INDUSTRIES
What running other people's books teaches you: costs, platforms, and the industries where the books work differently.
ALL INSIGHTS
Thirteen years of accounting work, two Xero Asia awards, and engagement management in San Jose.
ABOUT LOGIFRAMELegal
Last updated
This policy applies to Logiframe US LLC, a California limited liability company based in San Jose, and to the pages at logiframe.com/us.
Other pages of logiframe.com that are not under logiframe.com/us are covered by their own privacy policy.
Logiframe US LLC decides how and why the information described here is handled. In legal terms, we are the controller of that information.
We handle personal information in two distinct ways, and the rules differ between them.
Information about you as a visitor or prospective client. What you send us through a form, and what is collected automatically when you browse the site. We decide how this is used, and this policy governs it.
Information inside the accounting records we maintain for clients. When we keep the books for a business, those records contain personal information about that business's customers, suppliers and staff. We process it only on that client's instructions and for no purpose of our own. The client decides how it is used; we act as their service provider. If you are asking about information held in a business's accounting records, contact that business rather than us, and we will support them in answering you.
When you complete a form on the site, we collect what you enter. Depending on the form, that is:
We also keep the correspondence that follows, including emails and notes from calls.
When you visit the site, we and our analytics and advertising providers may collect:
We use cookies and similar technologies from the following providers:
| Provider | What it is used for |
|---|---|
| HubSpot | Running the website, our forms and our contact database, and recording how visitors use the site |
| Google Analytics | Understanding how the site is used in aggregate |
| Google Ads | Measuring which advertisements lead to enquiries, and advertising to people who have visited the site |
| The same, on LinkedIn | |
| Meta | The same, on Facebook and Instagram |
A consent banner appears when you arrive. You can accept or decline categories of cookies, and you can change your choices at any time using the cookie settings link on the site.
Advertising and analytics cookies are not set until you accept them. If you decline, or simply do not respond, the Google, LinkedIn and Meta tags do not run.
We honour the Global Privacy Control signal. If your browser or extension sends it, we treat it as a request to opt out of advertising cookies without you needing to do anything else.
We do not make decisions about you by automated means that produce legal effects.
We do not sell personal information for money.
We do use advertising services that receive information about your visit so that we can measure and target advertising. Under California law this counts as sharing for cross-context behavioural advertising. You can stop it by declining advertising cookies in the banner, by sending a Global Privacy Control signal, or by writing to us.
We use the following providers, who handle information on our behalf under contract:
| Provider | What they hold |
|---|---|
| HubSpot | Our website, forms, contact database and email |
| Google Workspace | Email, documents and file storage |
| Xero | Accounting records we maintain for clients |
| NetSuite | Accounting and ERP records for clients on that platform |
| Google, LinkedIn and Meta | Advertising and analytics data about site visits |
We also disclose information where the law requires it, and to professional advisers where necessary.
Personal information covered by this policy, including enquiry details and information inside client accounting records, may be accessed by Logiframe personnel outside the United States. The same handling rules apply wherever it is accessed, under our written cybersecurity and data handling policies, and we can provide a summary of those on request.
Where we maintain accounting records for a client, we act on that client's instructions and for their purposes only. We do not use the personal information inside those records for our own marketing, we do not sell it, and we do not combine it with information from other clients.
We have no authority to move client funds. We prepare payment runs and report what is due; releasing a payment is done by a person at the client's business.
Access is granted to named individuals at the level the work requires, and is removed when someone stops working on that engagement.
| Information | Kept for |
|---|---|
| Enquiries that do not become engagements | Two years from our last contact with you |
| Client accounting records and correspondence | Seven years after the engagement ends |
| Website analytics and advertising data | As set by each provider's own retention settings |
Seven years covers the period in which tax authorities can examine a return, so the records behind your accounts remain available to you for as long as they may be needed.
We delete or anonymise information once the period above has passed, unless we are required to keep it for longer.
Whether or not California's privacy law applies to a business of our size, we offer these rights to anyone who asks:
Write to compliance@logiframe.com. We will acknowledge within ten business days and respond within forty-five days. We may ask you to confirm your identity before we act, so that we do not disclose your information to someone else.
You may use an authorised agent, and we may ask for written proof of their authority.
If your request concerns information inside a business's accounting records, contact that business. They decide how their records are used, and we will help them respond.
We hold written cybersecurity and data handling policies that classify client information by sensitivity and set how each kind is stored, transmitted and accessed. Access is limited to named individuals, and it is reviewed and removed as people move between engagements.
No system is completely secure. If a breach affects your personal information, we will notify you and any regulator as the law requires.
This site is for businesses. We do not knowingly collect personal information from anyone under 16. If you believe a child has given us information, write to us and we will delete it.
We will update this policy when our practices change. The date at the top shows when it was last revised. Material changes will be signposted on this page.
Logiframe US LLC
99 S Almaden Blvd, Suite 600
San Jose, CA 95113
United States
Privacy enquiries and requests: compliance@logiframe.com