Your privacy, handled the same way we handle your books: carefully.
This policy explains what information United Accounting & Bookkeeping collects, how we use it, and the choices you have.
1 Introduction
United Accounting & Bookkeeping ("United Accounting", "we", "us", or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or working with us as a client, you agree to the terms described here.
2 Information We Collect
We collect the personal and financial information necessary to provide accounting, bookkeeping, tax, and advisory services. This can include your name, contact details, business information, financial records, tax documents, and any other information you provide to us directly, whether in person, by phone, by email, or through our client portal.
3 How We Use Your Information
We use your information to prepare and file tax returns, manage bookkeeping and payroll, provide financial and business advice, communicate with you about your account or engagement, and meet our professional and legal obligations. We do not sell your personal information to third parties.
4 Cookies and Analytics
Our website does not currently use cookies, tracking pixels, or third-party analytics software. If this changes in the future, we will update this policy to explain what is collected and how it is used.
5 Third-Party Services
We work with select third-party providers to deliver our services, including TaxDome for our secure client portal (document exchange, e-signatures, and messaging) and Calendly for consultation scheduling. These providers have access only to the information needed to perform their function and are expected to safeguard it accordingly. We encourage you to review their own privacy policies.
6 Client Engagements
Information gathered as part of an accounting, bookkeeping, or tax engagement is treated as confidential and used solely to complete the services you have requested. We retain client records for the period required by professional standards and Canada Revenue Agency recordkeeping requirements, after which records are securely destroyed.
7 Data Security
We take reasonable administrative, technical, and physical measures to protect your personal information against loss, misuse, and unauthorized access. Documents exchanged through our client portal are transmitted over encrypted connections. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8 Your Rights
You have the right to access the personal information we hold about you, request corrections to inaccurate information, and ask questions about how your information is used. To make a request, contact us using the details below.
9 Children's Privacy
Our services and website are not directed at individuals under the age of 18, and we do not knowingly collect personal information from children.
10 Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. The "Last updated" date at the top of this page indicates when it was last revised.
11 Contact Us
If you have questions about this Privacy Policy or how we handle your information, contact us at info@unitedaccounting.ca or +1 905 454 3845.
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