Privacy Policy for EANS By the Book Accounting Ltd.

Information We Collect

  • Mailing address
  • Financial records and accounting information
  • Payroll information
  • Tax-related information
  • Banking and payment information required to provide services
  • Information submitted through our website, client portal, email, SMS messaging, or other communications

We may also automatically collect certain technical information when visitors access our website, including:

  • IP address
  • Browser type and version
  • Device information
  • Pages visited
  • Date and time of visits
  • Website usage statistics

How We Use Your Information

We collect and use personal information to:

  • Provide bookkeeping, accounting, payroll, and related services
  • Maintain accurate client records
  • Process invoices and payments
  • Communicate regarding services and support
  • Facilitate access to our client portal
  • Send service-related SMS notifications when consent has been provided
  • Comply with legal, regulatory, tax, and professional obligations
  • Improve our services and website functionality
  • Protect against fraud, unauthorized access, and other security risks

Client Portal

To provide secure communication and document sharing, we may use a client portal. Information uploaded to or exchanged through the portal may include financial documents, tax records, payroll information, and other confidential business information.

Clients are responsible for maintaining the confidentiality of their login credentials and notifying us promptly of any unauthorized access to their account.

Third-Party Service Providers

We use trusted third-party service providers to support the delivery of our services. These providers may collect, store, process, or transmit information on our behalf.

Our service providers may include:

  • QuickBooks Online for bookkeeping and accounting services
  • Wagepoint for payroll processing services
  • Dext for receipt and document management
  • Secure cloud storage, document management, communication, and client portal providers
  • Payment processing providers

Information processed by these providers is subject to their respective privacy and security practices. We encourage clients to review the privacy policies of any third-party platforms they use in connection with our services.

Payment Processing

Payments may be processed through secure third-party payment providers. We do not store complete credit card information on our systems unless specifically required and authorized for service delivery.

SMS Communications and Consent

By providing your mobile phone number and opting in to receive text messages from EANS By the Book Accounting Ltd., you consent to receive SMS communications related to our services, including appointment reminders, document requests, account notifications, payroll updates, service-related communications, and other business-related messages.

Message Frequency: Message frequency may vary depending on your relationship with us, the services provided, and your communication preferences. Recurring messages may be sent as needed.

Opt-Out: You may opt out of receiving SMS messages at any time by replying STOP to any text message. After opting out, you will no longer receive SMS communications from us unless you subsequently provide consent again.

Help and Support: For assistance regarding our SMS communications, reply HELP to any text message or contact us directly using the contact information provided below.

Message and Data Rates: Standard message and data rates may apply based on your mobile carrier’s plan and rates.

Privacy of Your Information: Personal information collected through our SMS program will be used solely for business communications and service delivery. We do not sell, rent, or share your personal information with third parties for their marketing or promotional purposes.

Your participation in our SMS communications program is voluntary and consent is not a condition of purchasing any products or services from EANS By the Book Accounting Ltd.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, disclosure, alteration, or destruction.

Security measures may include:

  • Secure client portals
  • Password-protected systems
  • Access controls
  • Encryption where appropriate
  • Secure cloud-based software providers
  • Employee confidentiality obligations

While we employ industry-standard security measures, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain client records and personal information only for as long as necessary to:

  • Deliver services
  • Meet legal, tax, accounting, and regulatory obligations
  • Resolve disputes
  • Enforce agreements

Retention periods may vary depending on applicable laws and professional record-keeping requirements.

Disclosure of Information

We do not sell, rent, or trade personal information.

We may disclose information:

  • With your consent
  • To service providers assisting us in delivering services
  • As required by law, court order, or regulatory authority
  • To protect our legal rights and business interests
  • During a business transfer, merger, acquisition, or sale, where permitted by law

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve website performance and user experience.

These technologies may help us:

  • Understand website traffic patterns
  • Improve website functionality
  • Enhance security
  • Analyze website performance

You may disable cookies through your browser settings, although some website features may not function properly.

Your Privacy Rights

Subject to applicable Canadian privacy laws, you may request:

  • Access to personal information we hold about you
  • Correction of inaccurate or incomplete information
  • Information regarding how your personal information is used
  • Withdrawal of consent, where applicable and legally permitted

Requests may be submitted using the contact information below.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or policies of those websites. We encourage users to review the privacy policies of any third-party sites they visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Updated versions will be posted on this page with a revised effective date.

Contact Us

EANS By the Book Accounting Ltd.
Calgary, Alberta, Canada

Email: accounting@eansaccounting.ca
Phone: 587-332-1064
Website: https://www.eansaccounting.ca

If you have questions about this Privacy Policy, wish to access or correct your personal information, withdraw consent where applicable, or inquire about our privacy practices, please contact us using the information above.