Privacy Policy
Effective date: August 18, 2026
Last updated: August 20, 2026
Privacy matters, especially when bookkeeping is involved. This policy explains what personal information Toronto Accounting Co. collects, why we collect it and how we handle it.
Who this policy applies to
This policy applies to personal information collected through torontoaccountingco.ca, our forms, email communications and the bookkeeping services we provide.
In this policy, “we,” “us” and “our” refer to Toronto Accounting Co.
Information we collect
The information we collect depends on how you interact with us.
When you visit the website
Squarespace may automatically collect limited technical information, such as:
Your IP address
Browser and device information
Pages visited
Referring websites
The date and time of your visit
General website activity
We use this information to operate the website, understand how it is being used and identify technical problems.
When you contact us or submit an intake form
We may collect information such as:
Your name
Email address
Phone number, if provided
Business name and location
Business structure
Number of employees
Bookkeeping software
Approximate number of transactions and financial accounts
Information about your current bookkeeping needs
Any other details you choose to include
We use this information to respond to your message, assess whether our service is a good fit and recommend an appropriate bookkeeping package.
Submitting an intake form does not require payment or commit you to using our services.
When you become a client
If we begin working together, we may collect additional information needed to provide bookkeeping services, including:
Business contact and identification information
Financial transaction records
Bank and credit card statements
Sales and expense records
Receipts and supporting documents
GST/HST information
Information contained in invoices and other business records
Payment and billing records
Communications about transactions and bookkeeping questions
The exact information required will depend on the services included in your agreement.
Please do not send bank passwords, full payment-card information, Social Insurance Numbers or sensitive financial documents through a general website contact form.
How we use personal information
We may use personal information to:
Respond to questions and enquiries
Review intake forms
Determine whether our services fit a business’s needs
Prepare proposals, agreements and onboarding materials
Provide monthly bookkeeping services
Communicate about transactions, missing information and completed work
Prepare monthly financial reports and year-end accountant packages
Process and keep records of payments
Maintain business and service records
Improve our website, forms and processes
Protect our systems and prevent misuse
Meet legal and regulatory obligations
We only collect and use information for purposes that a reasonable person would consider appropriate in the circumstances.
Consent
When you contact us, submit a form or provide information as part of our services, you consent to the collection, use and handling of that information for the purposes explained at the time and in this policy.
You may withdraw your consent by contacting us. In some circumstances, withdrawing consent may prevent us from responding to a request or continuing to provide a service. We may also need to retain certain records to meet legal, contractual or business obligations.
When we share information
We do not sell or rent personal information.
We use third-party service providers to operate our website, communicate with prospective and current clients, process payments and provide bookkeeping services. These currently include:
Squarespace for website hosting, website analytics and general contact forms
Tally for package intake forms
Dubsado for package intake forms, client relationship management, proposals, agreements and email communications
Zoho Mail for direct email communications
Stripe for payment processing
QuickBooks Online for bookkeeping records and bookkeeping services
We share personal information with these providers only as reasonably necessary to use their services.
Payments are processed by Stripe. We may receive information such as your name, billing details, payment amount and payment status, but we do not receive or store your complete payment-card number.
We may also disclose information when required by law, to respond to a valid legal process, to protect our rights or to investigate suspected fraud, misuse or security incidents.
Information processed outside Canada
Some of our service providers may store or process information outside Canada, including in the United States or other countries.
Information processed in another country may be subject to that country’s laws and may be accessible to courts, law-enforcement agencies or government authorities in accordance with those laws.
We remain responsible for personal information transferred to service providers for processing and take reasonable steps to select providers with appropriate privacy and security practices.
Cookies and website analytics
This website uses cookies and similar technologies required for the site to function. Squarespace may also use analytics and performance cookies to provide information about website traffic and visitor activity.
Service providers may use necessary cookies when you interact with embedded forms, client portals or payment pages.
You can limit or block cookies through your browser settings. Blocking certain cookies may affect how the website or connected services work.
If we introduce additional analytics, advertising or tracking technologies, we will update this policy and any related consent options.
How long we keep information
We retain personal information only for as long as reasonably necessary to:
Respond to an enquiry
Assess a potential client relationship
Provide contracted services
Maintain appropriate business records
Meet legal, tax, accounting or contractual obligations
Resolve disputes or enforce agreements
When information is no longer required, we take reasonable steps to delete, destroy or anonymize it.
How we protect information
We use reasonable administrative, technical and organizational safeguards appropriate to the sensitivity of the information we handle. These may include access controls, passwords, secure software, limited access to client records and procedures for securely deleting information.
No website, email system or online service can guarantee absolute security. If we become aware of a privacy or security incident, we will assess it and take appropriate action.
Accessing or correcting your information
You may contact us to:
Ask whether we hold personal information about you
Request access to your personal information
Ask us to correct inaccurate or incomplete information
Withdraw consent where applicable
Ask a question about how your information is handled
Make a privacy complaint
We may need to verify your identity before completing a request. In limited circumstances, access may be restricted where permitted or required by law.
Third-party websites
This website may link to websites or services operated by other organizations. Their privacy practices are governed by their own policies, and Toronto Accounting Co. is not responsible for how those organizations handle information.
Changes to this policy
We may update this policy when our services, technology or privacy practices change. The latest version will be posted on this page with a revised “Last updated” date.
If a change materially affects how we use information already collected, we will provide additional notice where required by applicable law.
Contact us
Questions, access requests and privacy concerns can be sent to:
Privacy Contact
Toronto Accounting Co.
Toronto, Ontario, Canada
hello@torontoaccountingco.ca