Clear Ledger Bookkeeping respects your privacy and is committed to handling personal information responsibly.

 

This Privacy Policy explains what personal information Clear Ledger Bookkeeping may collect, how it is collected, why it is used, when it may be shared, and how you can contact me about your information.

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Information I Collect

Depending on how you interact with Clear Ledger Bookkeeping, I may collect information such as:

• Your name

• Email address and telephone number

• Business name and business contact information

• Information about your business and bookkeeping needs

• Information about your current bookkeeping systems and QuickBooks Online file

• Information you voluntarily provide through forms, email, telephone calls, discovery calls, onboarding, or other communications

• Financial and bookkeeping information required to provide services if you become a client

The Clear Ledger Bookkeeping website is hosted through Wix. Wix may also automatically collect certain technical information when you visit the website, such as IP address, browser or device information, and information required for website security and functionality.

I aim to collect only the information reasonably necessary for the purposes described in this policy.

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How I Collect Information

Personal information may be collected when you:

• Visit the Clear Ledger Bookkeeping website

• Complete a Google Form, including an inquiry or onboarding form

• Contact me by email, telephone, or another agreed communication method

• Participate in a discovery or onboarding conversation

• Provide documents or information required for bookkeeping services

• Grant authorized access to QuickBooks Online or another service used to provide agreed-upon bookkeeping services

Please do not send passwords or other sensitive login credentials through a website form or ordinary email.

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Why I Collect and Use Personal Information

Personal information may be collected and used to:

• Respond to inquiries

• Understand your business and bookkeeping needs

• Determine whether Clear Ledger Bookkeeping is a suitable fit for your business

• Schedule and conduct discovery and onboarding conversations

• Prepare proposals and establish a client relationship

• Provide agreed-upon bookkeeping services

• Communicate with you regarding your bookkeeping or account

• Maintain appropriate business and client records

• Work with your accountant or other authorized professional when requested or required as part of the services

• Meet legal, regulatory, accounting, tax, or professional recordkeeping obligations

• Protect the security and proper operation of the business and website

Personal information will not be sold to third parties.

I will not use personal information for a materially different purpose without obtaining consent where required.

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How Information May Be Stored or Shared

Clear Ledger Bookkeeping uses third-party technology and service providers to operate the business and provide bookkeeping services. These currently include:

• Wix for website hosting

• Google for forms, email, and related business services

• QuickBooks Online / Intuit for bookkeeping and accounting software where applicable

Information may also be shared with your accountant or another professional when you have authorized me to do so or where sharing is reasonably necessary to provide the agreed-upon service.

Personal information may be disclosed where required or permitted by law.

Third-party service providers may process or store information outside Ontario or Canada. Where information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction.

Clear Ledger Bookkeeping remains responsible for personal information under its control and uses service providers for legitimate business purposes. 

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How I Communicate With You

I may contact you using the contact information you provide for purposes such as:

• Responding to your inquiry

• Scheduling a discovery call

• Completing onboarding

• Requesting bookkeeping information or documents

• Providing updates about your bookkeeping services

• Discussing invoices, account matters, or other service-related issues

Email is the primary method of communication.

Clear Ledger Bookkeeping does not currently operate an email newsletter or use your contact information for automated promotional marketing.

If marketing communications are introduced in the future, applicable consent and unsubscribe requirements will be followed.

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Cookies and Website Technology

The Clear Ledger Bookkeeping website is hosted on Wix and may use cookies and similar technologies required for website security, functionality, stability, and performance.

Wix states that its platform uses cookies for functions including security, user experience, and monitoring platform performance.

Clear Ledger Bookkeeping does not currently use Meta/Facebook Pixel, Google Analytics, or separate advertising or marketing tracking tools.

If additional analytics, advertising, or tracking technologies are introduced in the future, this policy will be updated as appropriate.

You can control or delete cookies through your browser settings. Some website functions may not operate properly if essential cookies are disabled.

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How Personal Information Is Protected

Clear Ledger Bookkeeping uses reasonable administrative and technical safeguards appropriate to the sensitivity of the information being handled.

Measures may include:

• Password-protected accounts and devices

• Access controls

• Secure cloud-based service providers

• Limiting access to client information to what is reasonably necessary

• Appropriate procedures for handling and disposing of information

No method of electronic transmission or storage can be guaranteed to be completely secure, but reasonable steps are taken to protect personal information from unauthorized access, use, disclosure, loss, or alteration.

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How Long Information Is Kept

Personal information is retained only for as long as reasonably necessary to:

• Fulfill the purpose for which it was collected

• Provide bookkeeping services

• Maintain appropriate business and client records

• Meet applicable legal, tax, accounting, or regulatory requirements

• Resolve disputes or respond to legitimate requests

When information is no longer required, it will be securely deleted, destroyed, or anonymized where appropriate.

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Accessing, Correcting, or Withdrawing Consent

You may contact Clear Ledger Bookkeeping to:

• Ask whether personal information about you is being held

• Request access to your personal information

• Request correction of inaccurate or incomplete information

• Ask how your information has been used or disclosed

• Withdraw consent where applicable

• Request deletion of information where permitted

• Raise a concern about Clear Ledger Bookkeeping’s privacy practices

Some information may need to be retained despite a deletion or withdrawal request where required by law, for legitimate recordkeeping purposes, or to complete existing contractual obligations.

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Privacy Contact

Melissa is responsible for privacy matters at Clear Ledger Bookkeeping.
Ontario, Canada
melissa@clbooks.ca

Questions, access requests, correction requests, or privacy concerns can be directed to the email address above.

 

Changes to This Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in Clear Ledger Bookkeeping’s services, technology, business practices, or legal obligations.

The current version will be posted on this website with its effective date. Material changes will be communicated where appropriate.