Privacy Policy

Effective Date: April 24, 2026

1. Accountability & Purpose
We are responsible for the personal information under our control. We collect information only for the purposes of providing accounting, bookkeeping, and tax preparation services. 

2. Information We Collect
We may collect personal information, including but not limited to: 

• Name, address, email, and phone number.
• Social Insurance Number (SIN) / Social Security Number (SSN).
• Financial information (bank statements, revenue data).
• Business identification numbers. 

3. Consent
By submitting your data or using our services, you consent to the collection and use of your information as outlined here. We may obtain express consent (e.g., signing a tax engagement letter) or implied consent (providing documents for processing). 

4. How We Use & Share Your Information
We use your data to:

• Prepare financial statements and tax returns.
• Communicate with you.
• Process payments.
• We do not sell your personal information to third parties. 

Service Providers & Disclosure

• We may share data with the CRA. 

5. Data Retention
We retain personal information only as long as necessary to fulfill professional, legal, or tax requirements. Once data is no longer needed, it is securely destroyed or anonymized. 

6. Your Rights
You have the right to access, correct, or request the deletion of your personal information, subject to legal restrictions. 

7. Contact Us
For questions about this policy, contact: Julia Cole, julia@toolboxbookkeeping.ca

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