Privacy Policy

Outsource Bookkeeping (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website at outsourcebookkeeping.ca or engage our bookkeeping services. We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

1. Information We Collect

We may collect the following types of personal information:

• ●Contact information — name, email address, phone number, and business address
• ●Business information — company name, industry, province, and annual revenue range
• ●Financial records — transaction data, bank statements, and accounting files you share with us to perform bookkeeping services
• ●Communication records — emails, messages, and notes from consultations
• ●Usage data — IP address, browser type, pages visited, and time spent on our website (via analytics tools)

2. How We Use Your Information

We use your personal information to:

• ●Provide bookkeeping, HST/GST filing, and financial reporting services
• ●Communicate with you about your account and our services
• ●Process payments and maintain billing records
• ●Comply with CRA requirements and Canadian tax laws
• ●Improve our website and service quality
• ●Send you relevant updates, newsletters, and promotions (with your consent)

3. Disclosure of Information

We do not sell your personal information to third parties. We may share your information only in the following circumstances:

• ●With your CPA or accountant, as directed by you for year-end and tax filings
• ●With cloud accounting platforms (QuickBooks Online, Xero) to perform your bookkeeping
• ●With the Canada Revenue Agency (CRA) when required by law
• ●With trusted service providers (cloud storage, payment processors) under strict confidentiality agreements
• ●If required by court order or applicable law

4. Data Security

We implement appropriate technical and organizational safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encrypted data transmission (TLS/SSL), access controls, and secure cloud storage. Financial records are retained only as long as necessary to fulfil our service obligations and comply with CRA record-keeping requirements (minimum 6 years).

5. Your Rights Under PIPEDA

Under PIPEDA, you have the right to:

• ●Access your personal information held by us
• ●Correct inaccurate or incomplete personal information
• ●Withdraw consent to the collection or use of your information (subject to legal obligations)
• ●Request deletion of your personal information after the service relationship ends
• ●File a complaint with the Office of the Privacy Commissioner of Canada

6. Cookies and Analytics

Our website uses Google Analytics 4 to collect anonymized usage data (pages visited, session duration, geographic region). This data does not identify you personally. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on.

7. Children's Privacy

Our services are intended for businesses and are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page with an updated “Last updated” date. Your continued use of our services after any changes constitutes acceptance of the revised policy.

9. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights under PIPEDA, please contact us: