Effective Date: January 1, 2025
Relic Bookkeeping Ltd. ("Relic Bookkeeping," "we," "our," or "us") is committed to protecting your privacy and ensuring that your personal information is handled responsibly and in compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).This Privacy Policy explains how we collect, use, disclose, and protect your personal information—including details about our SMS communications.
1. Information We Collect
We may collect the following types of personal information through direct communication, forms, and use of our website:
• Contact Information: Name, phone number, email address, and mailing address.
• Business Information: Company name, business number (BN or EIN), corporate structure, ownership, registered address, etc.
• Financial Information: Tax filings, accounting records, transaction history, banking details, and other bookkeeping-related data.
• Professional Information: Employment status, job title, business registration or licensing documents.
• Technical Information: Device type, IP address, browser type, operating system, and usage data collected through cookies or analytics tools.
2. How We Use Your Information
Your information is used to:
• Provide bookkeeping and financial record keeping services
• Communicate with you about services, deadlines, reminders, and account-related matters
• Respond to inquiries and customer support requests
• Fulfill legal, tax, and regulatory requirementsImprove our services, user experience, and website functionality
• Detect and prevent fraud or unauthorized access
3. SMS Communications & Terms of Service
By providing your mobile number and opting in via our website forms or communication channels, you agree to receive SMS messages from Relic Bookkeeping Ltd. These may include:
• Appointment scheduling and reminders
• Tax deadline and document submission reminders
• Notifications about financial report availability or status updates
• Billing notifications and payment reminders
• General account-related communications
Message frequency may vary based on your engagement with our services. Message and data rates may apply.
• To opt out at any time, reply STOP to any message
• For help, reply HELP or contact us at info@relicbookkeeping.com
• Visit our website for more information: https://www.relicbookkeeping.com
SMS consent is not shared with third parties or affiliates for marketing purposes.
4. Sharing Your Information
We do not sell or rent your personal information. We may share your data with:
• Trusted service providers who support our operations (e.g., cloud storage, accounting platforms, email or SMS tools), but only to the extent necessary to deliver our services
• Regulatory authorities or legal bodies when required to comply with tax or legal obligations
• Business successors, in the event of a merger, acquisition, or sale of Relic Bookkeeping Ltd., your information may be transferred to the new entity
5. Data Retention
We retain your information only as long as necessary to fulfill the purposes outlined in this policy, or as required by law. When no longer needed, your data is securely destroyed or anonymized.
6. How We Protect Your Information
We take privacy seriously and use a combination of technical, administrative, and physical security measures to safeguard your data:
• Data encryption (in transit and at rest)
• Access controls and authentication protocols
• Secure document storage and transmission practices
• Regular audits of data protection systems
7. Your Privacy Rights
You have the right to:
• Request access to the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Withdraw consent where applicable (e.g., marketing or SMS communications)
• File a complaint with a privacy regulator if you believe your rights have been violated
To make a request, email us at: info@relicbookkeeping.com
8. Cookies & Website Tracking
Our website may use cookies or similar technologies to enhance your experience and analyze traffic. You can disable cookies through your browser settings, though some functionality may be affected.
9. International Data Transfers
Some data may be stored or processed outside of Canada, such as on cloud platforms in the U.S. or other jurisdictions. We take reasonable steps to ensure your data is protected in accordance with this policy and applicable laws.
10. Updates to This Privacy Policy
We may update this policy from time to time to reflect legal or operational changes. Updates will be posted at: https://www.relicbookkeeping.com/privacy
Please check this page periodically for the most current version.
