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Privacy Policy

A legal disclaimer

At TBC The Bookkeeping Company ("TBC", "we", "our", or "us"), protecting your privacy is important to us. We are committed to safeguarding the personal and financial information you share with us and handling it responsibly.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or engage our bookkeeping services.

Information We Collect

We may collect personal and business information, including:

  • Name

  • Business name

  • Email address

  • Phone number

  • Mailing address

  • Financial and accounting records

  • Banking information (where required)

  • Payroll information (where required)

  • Tax identification numbers (where required)

  • Information submitted through our contact forms

  • Website usage information through cookies and analytics

We only collect information necessary to provide our bookkeeping services and communicate with you.

How We Use Your Information

Your information may be used to:

  • Provide bookkeeping services

  • Maintain and organize your financial records

  • Prepare financial reports

  • Prepare and submit government filings, where engaged

  • Communicate with you regarding your account or services

  • Issue invoices and receive payment

  • Improve our website and customer experience

  • Meet legal, regulatory, and professional obligations

We do not sell, rent, or trade your personal information.

Government Filings

Where TBC prepares GST, PST, payroll, or other government filings on your behalf, those filings are completed using the information and documentation provided by you.

You are responsible for ensuring the information supplied is complete and accurate. TBC is not responsible for errors, omissions, interest, penalties, reassessments, or other charges resulting from inaccurate, incomplete, or late information provided by the client.

Confidentiality

We understand that bookkeeping requires access to sensitive financial information.

All client information is treated as strictly confidential and will only be accessed by authorized personnel for the purpose of providing agreed-upon services.

Information will not be disclosed to third parties without your consent unless required by law.

Cloud Accounting & Third-Party Software

To provide efficient and secure bookkeeping services, we use trusted cloud-based software including:

  • QuickBooks Online

  • Dext

These platforms maintain their own privacy and security policies and use industry-standard security measures to protect your information.

Data Security

We take reasonable administrative, technical, and physical measures to safeguard your personal and financial information.

These safeguards include:

  • Secure cloud-based software

  • Password-protected systems

  • Encrypted data transmission where available

  • Restricted access to client information

  • Secure electronic storage

While every effort is made to protect your information, no electronic transmission or storage system can be guaranteed to be completely secure.

Website Cookies

Our website may use cookies or similar technologies to improve your browsing experience and better understand how visitors use our website.

You may choose to disable cookies through your browser settings; however, doing so may affect certain website functionality.

Data Retention

We retain client records only as long as necessary to:

  • Provide bookkeeping services

  • Meet legal and regulatory requirements

  • Resolve disputes

  • Maintain appropriate business records

When information is no longer required, it will be securely destroyed or deleted where appropriate.

Your Rights

You have the right to:

  • Request access to the personal information we hold about you

  • Request corrections to inaccurate information

  • Withdraw your consent where permitted by law

  • Ask questions about how your information is collected and used

To exercise these rights, please contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites.

TBC is not responsible for the privacy practices or content of external websites.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services or legal obligations.

The most current version will always be available on this website.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

TBC | The Bookkeeping Company

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