Privacy Policy

Last updated: June 30, 2025

Introduction

At Northbook CPAs ("we," "our," or "us"), we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect information about you in a variety of ways. The information we may collect includes:

Personal Data

  • Name and contact information (email address, phone number, mailing address)
  • Financial information necessary for accounting services
  • Business information and documentation
  • Tax-related documents and information
  • Payment information for our services

Usage Data

  • Information about how you access and use our website
  • Device information (IP address, browser type, operating system)
  • Website analytics and performance data

How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing and maintaining our accounting services
  • Processing transactions and managing your account
  • Communicating with you about our services
  • Improving our website and services
  • Complying with legal obligations and regulations
  • Detecting and preventing fraud or unauthorized access

Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:

  • With your explicit consent
  • To comply with legal obligations or respond to lawful requests
  • To protect our rights, property, or safety, or that of others
  • With trusted service providers who assist us in operating our business
  • In connection with a business transfer or merger

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Client records are typically retained for seven years following the completion of services, in accordance with professional accounting standards.

Your Rights

Under Canadian privacy laws, you have certain rights regarding your personal information:

  • The right to access and receive a copy of your personal information
  • The right to request correction of inaccurate information
  • The right to request deletion of your information (subject to legal obligations)
  • The right to object to or restrict certain processing activities
  • The right to withdraw consent where processing is based on consent

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience. For detailed information about our use of cookies, please refer to our Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top of this policy.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

  • Email: [email protected]
  • Phone: +1 (647) 81-935-42
  • Address: 217 Glenvale Rd, Toronto, ON M4N 1X7, Canada

Compliance

This Privacy Policy complies with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws. We are committed to maintaining the highest standards of privacy protection for our clients and website visitors.