Privacy Policy

Last Updated: September 2, 2026

Advance Bookkeeping (“Advance Bookkeeping,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and business information entrusted to us.

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

1. Information We Collect

Depending on the services you use, we may collect information including:

  • Name and contact information

  • Business name and business contact information

  • Email address and telephone number

  • Banking and financial information

  • Accounting and bookkeeping records

  • Invoices, receipts, bills, and other business documents

  • Payroll and employee information where required to provide bookkeeping services

  • GST/HST information and records

  • Information provided through our website contact or consultation forms

  • Information necessary to provide and administer our services

We only collect information that is reasonably necessary for the purposes for which it is collected.

2. How We Use Your Information

We may use personal and business information to:

  • Provide bookkeeping and related services

  • Maintain and update accounting records

  • Prepare and file GST/HST returns when this service has been requested

  • Communicate with you about your bookkeeping and account

  • Respond to inquiries and requests

  • Prepare invoices and process payments

  • Maintain business records

  • Meet legal, regulatory, accounting, and professional obligations

  • Protect the security and integrity of our systems and services

We do not sell or rent your personal information.

3. Information Stored With Third-Party Service Providers

Advance Bookkeeping uses trusted third-party software and service providers to operate our business and provide services to clients.

Depending on the services provided, these may include accounting, document-storage, email, communication, scheduling, payment-processing, and other business software providers.

For example, client information may be processed or stored through QuickBooks Online, Microsoft 365/OneDrive, and other software used by Advance Bookkeeping.

We take reasonable steps to select service providers that provide appropriate safeguards for the information entrusted to us. However, information processed by third-party service providers may be subject to their own privacy policies and terms.

4. Confidentiality and Security

We take reasonable administrative, technical, and physical safeguards to protect personal and business information against unauthorized access, use, disclosure, loss, or destruction.

These measures may include:

  • Password-protected accounts

  • Multi-factor authentication where available

  • Restricted access to client information

  • Secure cloud-based storage

  • Access controls and permissions

  • Secure electronic communication and document-sharing practices

No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Client Documents

Clients may provide documents electronically through secure document-sharing or cloud-storage systems used by Advance Bookkeeping.

Clients should avoid sending highly sensitive documents through unsecured methods when a secure document-sharing option has been provided.

Clients are responsible for providing complete and accurate information and documents necessary for the services being provided.

6. Disclosure of Information

We may disclose information when reasonably necessary to provide our services, including to:

  • Authorized representatives of the client

  • Third-party service providers used to operate our business

  • Accountants, tax professionals, or other professional advisors when authorized by the client

  • Government authorities where required by law

  • Other parties where disclosure is authorized or legally required

We will not disclose personal information for unrelated purposes without appropriate authorization or legal authority.

7. Retention of Information

We retain information only for as long as reasonably necessary to provide our services, fulfill legal or business requirements, resolve disputes, maintain appropriate records, and meet applicable record-retention obligations.

When information is no longer required, we take reasonable steps to securely delete, destroy, or otherwise dispose of it.

8. Access and Correction

You may request access to personal information we hold about you and request that inaccurate information be corrected, subject to applicable legal requirements and exceptions.

Requests may be made using the contact information below.

9. Privacy Questions or Complaints

If you have a question, concern, or complaint about how Advance Bookkeeping handles your information, please contact us.

Privacy Contact:
Advance Bookkeeping
Email: isabelle@advancebookkeeping.ca

We will make reasonable efforts to investigate and respond to privacy concerns.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business, services, technology, or legal requirements.

The most current version will be posted on our website with the date of the latest update.

11. Contact Us

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

Advance Bookkeeping
isabelle@advancebookkeeping.ca
705-796-8894
Barrie, ON