At Best Kept Bookkeeping, your privacy matters. This policy outlines how we collect, use, and protect your information—especially your financial data.
 

1. What We Collect

When you work with us, we may collect the following information:

• Contact information - such as your name, email address, and phone number

• Business and financial details - including bank statements, receipts, invoices, and account access, where applicable

• Login credentials - only with your explicit permission and strictly for bookkeeping purposes

We only collect the information necessary to provide the services outlined in your  engagement.
 

2. How We Use Your Information

We use your information strictly for the purpose of delivering our services, including to:

• Provide the bookkeeping services you've engaged us for

• Communicate with you about your account 

• Send invoices, reports, or other service-related documents

We collect and use your information with your consent and only for the purposes outlined above. We do not sell or share your information with third parties for marketing or unrelated purposes.
 

3. Where Your Info Is Stored
Your information is stored securely using trusted, cloud-based systems with strong encryption and data protection measures. Access is limited to authorized team members who require it to perform the bookkeeping services you've engaged us for.
 

4. Record Disposal
Client records are retained in accordance with Canada Revenue Agency (CRA) requirements. After the required retention period has passed, records may be securely deleted or destroyed as part of our data protection practices. Clients may request a copy of their records before disposal

6. Cookies & Website Tracking
Our website may use cookies or basic analytics to improve your experience and understand general visitor behaviour. This info is anonymous and doesn’t identify you personally.
 

8. Insurance Coverage

Best Kept Bookkeeping & Accounting Services Inc. carries appropriate business liability and professional bookkeeping insurance to protect both our firm and our clients. This includes coverage for errors, omissions, and data handling, in accordance with industry standards.

 

9. Confidentiality Agreement

All clients of Best Kept Bookkeeping are required to sign a mutual confidentiality agreement upon engagement. This agreement further outlines our commitment to protecting your sensitive business and financial information, beyond what is covered in this privacy policy

10. Questions or Concerns?
We’re committed to protecting your privacy. If you have questions or feel your data isn’t being handled properly, email us at BestKeptB@gmail.com and we’ll respond promptly.