Privacy Policy

1. Information We Collect

• Client Information: Organization name, contact details, and registration documents.
• Financial Information: Accounting records, financial statements, payroll information, invoices, and related supporting documents.
• Donor & Stakeholder Information: Names, contact information, donation records, and financial contributions, where necessary to provide services.
• Technical Data: Website usage information, IP addresses, device details, and cookies when you access our digital platforms.

2. How We Use Your Information

• Provide accounting, bookkeeping, and financial advisory services tailored to nonprofit organizations.
• Prepare accurate reports, audits, and compliance documentation.
• Assist with nonprofit regulatory filings and CRA compliance.
• Communicate updates, recommendations, and service-related information.
• Improve our consulting services and client experience.

3. Sharing of Information

• Authorized Third Parties: With trusted service providers (e.g., accounting software platforms, auditors, payroll processors) under strict confidentiality agreements.
• Legal Compliance: When required to comply with applicable laws, regulations, or legal proceedings.
• Business Transfers: In the event of a merger, acquisition, or corporate restructuring.

4. Data Security

We implement administrative, technical, and physical safeguards to protect sensitive financial and personal data. While we take every precaution, no system is completely secure, and we encourage secure communication practices.

5. Data Retention

We retain financial and personal information only for as long as necessary to provide services, comply with legal obligations (e.g., CRA retention requirements), and fulfill contractual agreements.

6. Your Rights

• Access and request a copy of your information.
• Request correction or deletion of your information.
• Withdraw consent to data collection or usage.
• Ask questions about how your data is stored and processed.

7. Cookies & Website Tracking

Our website may use cookies and analytics tools to enhance user experience and understand website usage. You may disable cookies in your browser, but certain features may not function properly.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with a new "Effective Date."