Privacy Policy

Contact information — name, email address, phone number, and business name provided when you contact us or book a consultation.

Financial and business information — accounting records, bank statements, invoices, payroll data, and other financial documents you share with us to perform bookkeeping, payroll, and tax services.

Account credentials — where you authorize us to access third-party platforms such as QuickBooks Online on your behalf.

Usage information — standard web analytics including pages visited, time spent, and browser type, collected via anonymized analytics tools.

To provide bookkeeping, payroll, tax preparation, and financial advisory services you have engaged us for.

To communicate with you about your account, upcoming deadlines (such as GST remittances and tax filings), and service updates.

To fulfill our obligations under applicable Canadian tax and accounting regulations.

To improve our services and website experience.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Service providers — we may share information with trusted third-party tools necessary to deliver our services, including QuickBooks Online (Intuit Inc.), cloud storage providers, and secure communication platforms. All providers are contractually required to protect your data.

CRA and regulatory bodies — where required by law, we may share information with the Canada Revenue Agency or other regulatory authorities.

Professional advisors — in limited circumstances, information may be shared with legal or professional advisors under confidentiality obligations.

We will never share your financial data with third parties for advertising, profiling, or commercial purposes.

We take the security of your financial information seriously. We use industry-standard encryption for data in transit and at rest, access controls to limit who can view your information, and secure cloud infrastructure to store documents.

Our team members are bound by professional obligations of confidentiality as part of their CPA designation and employment agreements.

In the event of a data breach that affects your personal information, we will notify you as required under applicable Canadian privacy law.

We retain your personal and financial information for as long as necessary to provide our services and meet our legal obligations under the Income Tax Act and other applicable regulations — typically a minimum of seven (7) years.

Upon termination of our engagement, we will return or securely destroy your documents and data in accordance with your instructions and applicable law.

Under the Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to access the personal information we hold about you, request corrections to inaccurate information, withdraw consent to certain uses of your information (subject to legal and contractual limitations), and file a complaint with the Office of the Privacy Commissioner of Canada.

To exercise any of these rights, contact us at info@sbpaccounting.ca.

Our website uses minimal cookies necessary for basic functionality and anonymized analytics. We do not use tracking cookies for advertising.

You can disable cookies in your browser settings, though this may affect certain website features.

We may update this Privacy Policy from time to time. We will post the updated version on this page with a revised effective date. Continued use of our services after any changes constitutes your acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at info@sbpaccounting.ca or by mail at SBP Accounting, Edmonton, Alberta, Canada.