Privacy Policy

1. Introduction

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This Privacy Policy explains how Exactitude Bookkeeping Inc. collects, uses, stores, and protects personal information obtained through this website, online forms, consultations, and communication channels.

We comply with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

 

By using this website, you consent to the practices described in this policy.

 

2. Information We Collect

 

We may collect the following types of information:

 

a. Information You Provide Directly

• Name, email address, phone number

• Company name and basic business details

• Information submitted through inquiry forms, onboarding forms, or consultation bookings

• Documents voluntarily uploaded or provided for assessment

• Communication history (emails, messages, notes)

 

b. Automatically Collected Information

• IP address

• Device type and browser information

• Cookies and tracking data (see Cookie Policy)

• Pages viewed, timestamps, and website usage patterns

 

c. Client Engagement Information

If you become a client, additional data will be collected under the terms of your engagement agreement.
Client financial data is NOT collected through the website.

 

3. How We Use Your Information

 

We use personal information to:

• Respond to inquiries

• Book consultations and manage appointments

• Determine service fit and prepare proposals

• Conduct onboarding evaluations

• Improve website performance and user experience

• Provide client services (once formally engaged)

• Comply with legal, regulatory, and security obligations

 

We do not sell or rent your information to third parties.

 

4. Sharing of Information

 

We may share information with:

• Trusted service providers (e.g., scheduling tools, CRM systems, email platforms)

• Cloud accounting systems approved by you (if engaged as a client)

• Legal or regulatory authorities when required by law

 

All third-party services adhere to their own privacy policies.

 

5. Data Security

 

We use industry-standard security measures to protect personal data.
However, no digital platform is entirely risk-free.
Transmission of information through this website is at your own discretion.

 

6. Data Retention

 

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or to comply with legal and professional obligations.

 

7. Your Rights

 

You may request access to, correction of, or deletion of your personal information (subject to legal and retention requirements).
To request changes, email info@eb-inc.ca.

 

8. Third-Party Links

 

Our website may contain links to external websites and software applications.
We are not responsible for how those third parties collect or handle personal information.

 

9. Changes to This Policy

 

We may update this Privacy Policy periodically.
The “Last Updated” date reflects the most recent revision.

 

10. Contact Us

 

For questions about privacy:
Exactitude Bookkeeping Inc.
Email: info@eb-inc.ca