Privacy Policy

Clearbook Ledgers
Effective Date: January 31, 2025

1. Introduction

Clearbook Ledgers ("we," "us," "our") is committed to protecting the privacy and confidentiality of personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

2. Collection of Personal Information

We collect personal information necessary to provide bookkeeping, accounting, and financial services. This information may include:

Name, business name, and contact details (email, phone number, address)
Financial and banking information
Business registration numbers and tax identification numbers
Transaction history and financial reports
Any other information required to fulfill our services

We collect personal information directly from clients through:

Website contact forms
Email and phone communications
Accounting software integrations
Document uploads via secure portals

3. Use of Personal Information

We use the collected information for the following purposes:

To provide bookkeeping, accounting, and financial advisory services
To process transactions and generate financial reports
To communicate with clients regarding their accounts and services
To comply with legal, tax, and regulatory obligations
To improve our services and customer experience

4. Consent and Choice

By using our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy. Clients may withdraw consent at any time, subject to legal and contractual obligations, by contacting us at Privacy@clearbookledgers.ca.

5. Disclosure of Personal Information

We do not sell or rent personal information. However, we may disclose personal information:

To third-party service providers who assist in bookkeeping, accounting, or IT security, under strict confidentiality agreements
To comply with legal and regulatory requirements
To prevent fraud, enforce agreements, or protect our rights
When required by government authorities or law enforcement

6. Data Security and Safeguards

We implement security measures to protect personal information against unauthorized access, loss, or misuse, including:

Secure data encryption
Password-protected accounting systems
Controlled access to client data
Regular audits and compliance checks

7. Retention and Disposal of Personal Information

We retain personal information only as long as necessary to fulfill our services and comply with legal requirements. After this period, information is securely deleted or anonymized.

8. Access and Correction Requests

Clients have the right to request access to their personal information and request corrections if inaccurate. Requests can be made by contacting privacy@clearbookledgers.ca.

9. Privacy Breach Notification

In the event of a security breach that poses a significant risk, we will notify affected individuals and the Office of the Privacy Commissioner of Canada (OPC) as required by law.

10. Updates to Privacy Policy

We may update this policy to reflect changes in legal requirements or business practices. Any updates will be posted on our website with the effective date clearly indicated.

11. Contact Information

For questions or concerns about this Privacy Policy, contact us at:

Clearbook Ledgers
Box 1386, Dawson, Yukon Y0B 1G0
Email: privacy@clearbookledgers.ca
Phone: (236) 312-7352