1. Our Commitment

At Beautifully Balanced Books, we are committed to protecting the privacy and security of your personal and financial information. This policy explains how we collect, use, and safeguard your data in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA).

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2. Information We Collect

In order to provide our services, we may collect the following information:

• Personal Identification: Name, address, Social Insurance Number (SIN), and birthdate.

• Financial Records: Bank and credit card statements, T-slips, expense receipts, and records of business income/expenses.

• Contact Info: Email address and phone number.

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3. Purpose of Collection

We collect this information solely to provide you with accurate bookkeeping, tax preparation, and financial consulting services, and to communicate with you regarding your accounts.

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4. Consent

By signing an engagement letter or providing us with your documents, you consent to the collection and use of your information as described here. You may withdraw your consent at any time; however, this may prevent us from completing your work.

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5. Disclosure and Retention

We do not sell or share your information with third parties for marketing purposes. Your data is only shared with government authorities (like the CRA) as required by law. We retain your information only as long as necessary for business purposes or as required by CRA record-keeping regulations (typically 7 years).

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6. Safeguards

We implement high-level security measures to protect your data, including:

• Use of secure, encrypted cloud storage and portals (like CloudTax Pro).

• Strict internal access controls.

• Secure disposal of physical and digital records.

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7. Access to Your Information

You have the right to review, update, or correct the personal information we hold about you. Simply contact Stephanie Williamson at the contact information on our website.

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8. Contact Us

If you have questions or concerns regarding your privacy, please contact our Privacy Officer:
Stephanie Williamson
Owner, Beautifully Balanced Books
www.beautifullybalancedbooks.ca