According to Ledgers' 2025 Franchise Disclosure Document, franchisees must store Confidential Information in a secure location, whether physically or electronically. This means that franchisees need to take appropriate measures to protect sensitive data from unauthorized access, theft, or loss.

Ledgers franchisees must also adhere to all regulatory and legal requirements for the protection of consumer data and tax preparer data. This includes complying with privacy laws and implementing security measures to safeguard client information. Franchisees are responsible for staying up-to-date on the latest data protection regulations and ensuring that their business practices align with these requirements.

Furthermore, Ledgers requires franchisees to notify them immediately if Confidential Information is lost or stolen, regardless of fault. This ensures that Ledgers can take prompt action to mitigate any potential damage and protect the interests of the franchise system and its clients. This immediate notification is crucial for addressing data breaches and maintaining the integrity of the Ledgers brand.