Privacy Policy
ACTION Bookkeeping ("we," "us," or "our") is committed to protecting the privacy and confidentiality
of your personal information. This Privacy Statement outlines how we collect, use, store, and protect
your personal information in compliance with the Personal Information Protection Act (PIPA) of
British Columbia and other applicable privacy laws.
1. Collection of Personal Information
We collect personal information necessary for providing bookkeeping services. This information may
include, but is not limited to:
• Contact information (e.g., name, address, phone number, email)
• Financial information (e.g., bank statements, invoices, receipts)
• Business information (e.g., business structure, financial records, tax documents)
• Web use information (e.g. your surfing experience, pages visited, website preferences,
information submitted through the website, information to book an appointment)
• Other relevant information as required for the provision of our services
We collect this information directly from you, from your transactions with us, and from third parties
with your consent or as required by law.
2. Use of Personal Information
Your personal information is used for the following purposes:
• To provide and manage bookkeeping services
• To maintain accurate financial records
• To communicate with you regarding our services, including updates, billing, and support
• To comply with legal and regulatory requirements
• To respond to your inquiries and requests
We will not use your personal information for purposes other than those described above without
your consent.
3. Disclosure of Personal Information
We do not disclose your personal information to third parties except in the following circumstances:
• With Your Consent: We may disclose your information to third parties with your explicit
consent or as directed by you.
• Service Providers: We may share your information with trusted service providers who assist
us in delivering our services, provided they agree to protect your information in accordance
with our privacy policies.
• Legal Requirements: We may disclose your information as required by law or in response to
legal processes, such as subpoenas or court orders.
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4. Protection of Personal Information
We take reasonable precautions to safeguard your personal information against loss, theft,
unauthorized access, disclosure, copying, use, or modification. This includes:
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• Physical Security: Secure storage of physical records in locked cabinets.
• Digital Security: Password protection, encryption, and secure access controls for
electronic records.
• Employee Training: Ensuring that our employees are trained in the importance of protecting
personal information and adhere to our privacy policies.
5. Retention and Disposal of Personal Information
We retain your personal information only for as long as necessary to fulfill the purposes for which it
was collected or as required by law. Once your information is no longer needed, we will securely
dispose of it by shredding physical documents (with your written consent) and using secure methods
for electronic data deletion. (If you choose to have your physical documents returned to you, a
document will be drafted for signature and kept on file until such time to close your file.)
6. Access and Correction
You have the right to access your personal information that we hold and request corrections if it is
inaccurate or incomplete. To make a request, please contact us using the details provided below.
7. Changes to This Privacy Statement
We may update this Privacy Statement from time to time to reflect changes in our practices or legal
requirements. Any updates will be posted on our website, and we encourage you to review this
statement periodically.
8. Jurisdiction
The laws of British Columbia, and the laws of Canada as they apply within Canada apply to this
privacy statement. You agree that any disputes related to this will be resolved within the province of
British Columbia, and you attorn to the jurisdiction of British Columbia.
9. Contact Us
If you have any questions or concerns about our privacy practices or this Privacy Statement, please
contact us at:
ACTION Bookkeeping
Attention: Privacy Officer
Phone: 604-825-4361
Email: support@actionbookkeeping.info