Privacy Statement March 18. 2023
At Kingston Bookkeeping, we are committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Statement outlines the types of personal information we collect, how we use and disclose that information, and the steps we take to safeguard your privacy.
1. Personal Information We Collect We collect personal information necessary to provide bookkeeping services to our clients. This may include:
• Name, address, and contact information;
• Social Insurance Number (SIN);
• Financial information, including bank account details and credit card information;
• Business information, including business name, registration number, and incorporation documents.
2. How We Use Personal Information We use personal information to provide bookkeeping services to our clients, including:
• Maintaining accurate records of financial transactions;
• Preparing financial statements, including income statements, balance sheets, and cash flow statements;
• Preparing and filing HST returns and other applicable tax filings;
• Providing advice and guidance to clients regarding financial matters.
3. How We Disclose Personal Information We may disclose personal information to third parties in the course of providing bookkeeping services to our clients, including:
• Canada Revenue Agency (CRA) for tax filings;
• Our professional advisors, including accountants and lawyers;
• Service providers, such as cloud storage providers or software providers, who assist us in providing bookkeeping services.
We may also disclose personal information if required by law or if we believe that such disclosure is necessary to protect our rights or the rights of our clients.
4. Safeguarding Personal Information We take reasonable steps to safeguard personal information against unauthorized access, disclosure, or misuse. This includes:
• Limiting access to personal information to authorized personnel only;
• Using appropriate security measures, such as firewalls and encryption, to protect personal information stored electronically;
• Shredding or otherwise securely disposing of personal information when no longer required.
5. Access to Personal Information Clients have the right to access their personal information held by us and to request that any inaccuracies be corrected. To request access to your personal information, please contact us at privacy@KingstonBookkeeping.com.
6. Changes to Privacy Statement We may update this Privacy Statement from time to time. The most current version of the Privacy Statement will be available on our website at KingstonBookkeeping.com.
If you have any questions or concerns regarding our Privacy Statement or our collection, use, or disclosure of personal information, please contact us at privacy@KingstonBookkeeping.com.
Effective Date: March 18, 2023