At Greystone Accounting (“we,” “our,” “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with our website, use our services, or provide information to us. It also explains your rights regarding your information and how you can contact us.

By using our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.

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1. Who This Policy Applies To

This Privacy Policy applies to:

• Clients using our bookkeeping, tax, and advisory services

• Prospective clients or referrals

• Visitors to our website or individuals contacting us via email, phone, or forms

• Employees, contractors, or partners providing services to Greystone Accounting

 

Our services are intended for adults 18 years and older using them for legitimate business purposes. We do not provide services for children under 18. If we discover personal information from someone under 18, we will promptly delete it.

 

2. Plain-Language Summary

At Greystone Accounting, your privacy matters. We only collect information necessary to provide bookkeeping, tax, and advisory services. We never sell your information. This policy explains:

• What we collect

• Why we collect it

• How we protect your information

• Your rights

 

3. Information We Collect and Why

We collect only the information necessary to deliver our services and comply with legal obligations.

 

A. Information You Provide Directly

• Contact Information: Name, email, phone number, business name

• Financial Documents: Receipts, invoices, bank statements, payroll, tax returns

• Business Data: Information about employees or clients you provide for bookkeeping purposes

 

Purpose:

• Set up accounts and provide bookkeeping and tax services

• Communicate with you and respond to inquiries

• Produce financial statements, tax filings, and reports

• Comply with Canadian accounting and tax regulations

 

B. Information Collected Automatically

• Device type, browser, IP address, network connection

• Website usage patterns, pages visited, and interactions

 

Purpose:

• Improve website functionality and user experience

• Personalize your interaction with our platform

• Detect and prevent security issues or fraud

 

C. What We Do NOT Collect

• Health or unrelated sensitive personal information

• Information about children under 18

• Information unrelated to providing our accounting services

 

4. Client Document Uploads & Financial Data

Clients may securely upload financial documents such as invoices, receipts, bank statements, and tax forms via our platform or secure portal.

• Storage: Encrypted and protected

• Access: Limited to authorized Greystone Accounting personnel only

• Retention: Maintained in accordance with Canadian accounting and CRA regulations, then securely deleted when no longer required

 

5. How We Use Your Information

We use your information to:

• Provide and improve bookkeeping, tax, and advisory services

• Communicate with you and provide support

• Personalize your experience with our services

• Conduct internal audits and quality control

• Comply with legal obligations

• Send marketing communications only if you opt in

 

6. Sharing Your Information

We do not sell or rent your personal information. We may share it with:

• Trusted service providers: For cloud storage, payment processing, or secure document management

• Law enforcement or regulators: When legally required

• Business partners or affiliates: When necessary to provide services

 

We require all third parties to follow strict confidentiality and data security standards.

 

7. Cookies and Tracking

Our website uses cookies and similar technologies to:

• Improve website functionality

• Personalize your experience

• Analyze traffic and usage patterns

 

You can manage cookie settings in your browser; some site features may be limited if cookies are disabled.

 

8. International Data Transfers

If we use cloud or service providers outside Canada, your data may be stored internationally. By using our services, you consent to the secure transfer, storage, and processing of your information abroad.

 

9. Data Retention and Deletion

We retain personal and financial information only as long as necessary to:

• Provide services

• Meet legal and regulatory obligations

• Protect agreements and resolve disputes

 

Upon request, clients may have their information securely deleted, subject to legal or regulatory requirements.

 

10. Your Rights

You have the right to:

• Access, correct, or update your personal information

• Request deletion of personal information (subject to legal requirements)

• Opt out of marketing communications

 

To exercise your rights, contact info@greystoneaccounting.co. We may request verification of your identity before processing requests.

 

11. Children’s Privacy

Our services are not intended for children under 18. If we inadvertently collect information from a child, it will be deleted immediately.

 

12. Security

We implement administrative, technical, and physical safeguards to protect your information. While we strive to protect your data, no system is completely secure.

 

13. Third-Party Links

Our website may contain links to external websites. We are not responsible for their privacy practices.

 

14. Changes to This Privacy Policy

We may update this policy to reflect changes in our services or legal requirements. Updates will be posted on our website with a revised “Effective Date.” Continued use of our services constitutes acceptance of the updated policy.

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15. Contact Us

If you have questions, concerns, or requests regarding your information:

Email: info@greystoneaccounting.co