Legal
Privacy policy
The short version
- We only collect what we need to reply to you and do your books.
- We never sell your information or use it for advertising.
- Our website has no tracking or advertising cookies.
- You can ask to see, correct or delete your information at any time.
- Who we are
- Information we collect
- How we use your information
- Your consent
- Who we share it with
- Where your information is stored
- How we protect it
- How long we keep it
- Your rights
- Contact us
- Changes to this policy
Who we are
ScaleUp Accounting ("we", "us") is a bookkeeping firm based in Ottawa, Ontario, serving businesses across Canada. This policy explains how we collect, use, share and protect personal information, in line with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).
Information we collect
When you contact us
Your name, email address, phone number, business name and anything you choose to tell us about your business.
When you become a client
Information we need to do your bookkeeping, payroll and filings. This can include financial records, bank and credit card statements, invoices and receipts, payroll details for your employees (such as names, addresses, SINs, pay and banking details), and CRA business numbers and account information.
When you visit our website
Our website does not use analytics, advertising or tracking cookies. Like most websites, our hosting provider automatically records basic technical information (such as IP address, browser type and pages visited) in server logs for security and performance.
How we use your information
- To reply to your questions and book your Health Check.
- To provide the services you hire us for, such as bookkeeping, payroll, GST/HST filing and year-end support.
- To file returns, remittances and slips with the Canada Revenue Agency on your behalf, when you authorize us to.
- To send you invoices and important updates about your account.
- To meet our legal and professional obligations.
We do not sell, rent or trade your personal information, and we do not use it for advertising.
Your consent
By contacting us or becoming a client, you consent to us using your information as described here. For client work, the details are also set out in your engagement letter. You can withdraw consent at any time, subject to legal or contractual limits. If you do, we may no longer be able to provide some services.
Where your information is stored
Some of our service providers store data on servers outside Canada, such as in the United States. When information is stored outside Canada, it is subject to the laws of that country and may be accessed by its courts or authorities.
How we protect it
We use reasonable safeguards to protect your information, including secure cloud software with encryption, multi-factor authentication on our accounts, limited access to client files, and secure methods for exchanging documents.
How long we keep it
We keep client records for as long as we provide services to you, and afterwards for as long as required by law. The CRA generally requires business books and records to be kept for six years from the end of the last tax year they relate to. Enquiries that do not lead to working together are deleted when they are no longer needed.
Your rights
You can ask to see the personal information we hold about you, ask us to correct it if it is wrong, or withdraw your consent. We will respond within 30 days. To make a request, contact us using the details below.
Contact us
If you have questions about this policy or how we handle your information, please contact us:
Attn: Privacy Officer
Email: harsh@scaleupaccounting.net
Phone: (647) 897-8301
Ottawa, Ontario, Canada
If you are not satisfied with our response, you can contact the Office of the Privacy Commissioner of Canada.
Changes to this policy
We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.