Privacy Policy
1. Introduction
Your privacy is important to TS Balance Bookkeeping and Consulting (“TS Balance,” “we,” “us,” or “our”).
TS Balance is a sole proprietorship providing bookkeeping and consulting services. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information, including information collected through our website, correspondence, and when providing our services.
We are committed to protecting personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
2. Your Consent
By providing TS Balance with your personal information, you consent to its collection, use, disclosure, and retention in accordance with this Privacy Policy and as otherwise permitted or required by law. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. Please note that withdrawing consent may limit our ability to provide services to you.
3. What We Mean by Personal Information
“Personal information” means information about an identifiable individual, such as a name, email address, phone number, or financial information.
Personal information does not include:
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Business contact information used solely to communicate with an individual in a professional capacity, where permitted by law; or
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Aggregated or anonymized information that does not identify an individual.
4. Personal Information We Collect
(a) Information You Provide
We typically collect personal information directly from you when you:
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Contact us with an inquiry
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Engage us for bookkeeping and consulting services
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Submit information through our website or email
This may include:
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Contact information (name, email address, phone number, mailing address)
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Financial and accounting information relevant to services provided
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Tax-related information (such as corporation business number, social insurance number, date of birth, income details, and supporting documents)
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Banking or payment information
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Communications and correspondence with us
You may choose not to provide certain information, but this may prevent us from providing services.
If you provide personal information about another individual (for example, a spouse or business partner), you are responsible for obtaining their consent where required by law.
(b) Automated Information Collection
When you visit our website, we may automatically collect limited information such as:
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Browser type and operating system
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Pages visited and time spent on the site
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Device and general location information
We may use cookies or similar technologies to improve website functionality and user experience. You may disable cookies through your browser settings, though some features may not function properly.
(c) Information From Other Sources
With your consent or as permitted by law, we may collect personal information from third parties, such as:
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Referrals from existing clients or professional advisors
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Financial institutions or government agencies (e.g., Canada Revenue Agency) where required to provide services
5. How We Use Personal Information
We use personal information for purposes including:
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Providing bookkeeping and consulting services
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Communicating with you about your services, inquiries, or requests
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Meeting legal, regulatory, and professional obligations
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Maintaining records and internal administration
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Improving our services and website
With your consent, we may also use your information to:
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Send informational or marketing communications (you may opt out at any time)
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Conduct client satisfaction surveys
6. Disclosure of Personal Information
We do not sell, rent, or trade personal information.
We may disclose personal information only:
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To service providers who assist us (e.g., cloud accounting software, secure storage, payment processors), under confidentiality obligations
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Where required or permitted by law (e.g., CRA, court orders)
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With your express or implied consent
7. Withdrawing Consent
You may withdraw your consent at any time by contacting us using the information in Section 19.
Withdrawing consent for essential purposes may limit our ability to provide services. Withdrawal of consent for non-essential purposes (such as marketing communications) will not affect services already being provided.
8. Location of Personal Information
Personal information is generally stored in Canada. Some service providers (such as cloud-based accounting or email platforms) may store or process data outside Canada. In such cases, information may be subject to the laws of other jurisdictions.
We take reasonable steps to ensure appropriate safeguards are in place.
9. Retention of Personal Information
We retain personal information only as long as necessary to:
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Fulfill the purposes for which it was collected
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Meet legal, tax, regulatory, and professional obligations
When information is no longer required, it is securely deleted, destroyed, or anonymized.
10. Safeguarding Personal Information
We use reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information, including:
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Secure digital storage and password protection
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Limited access to personal information
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Use of reputable, secure third-party service providers
11. Access and Accuracy
You may request access to your personal information and request corrections if it is inaccurate or incomplete.
Requests must be made in writing. We may charge a reasonable fee where permitted by law and may refuse requests as allowed under applicable legislation.
12. Non-Personal Information
We may use aggregated or anonymized information for business, analytical, or improvement purposes. Such information does not identify individuals.
13. Third-Party Websites
Our website may contain links to third-party websites or platforms. We are not responsible for their privacy practices, and this Privacy Policy does not apply to them.
14. Social Media
Any personal information you share on social media platforms is governed by those platforms’ privacy policies. We are not responsible for information you voluntarily disclose in those settings.
15. Children’s Information
We do not knowingly collect personal information from children under the age of 13 without parental or legal guardian consent. If we become aware that such information has been collected improperly, we will delete it.
16. Disclaimers and Dispute Resolution
This Privacy Policy does not override any other agreements you may have with TS Balance. Those agreements may contain additional terms regarding liability, governing law, and dispute resolution.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The most current version will always be posted on our website with the updated date.
Your continued use of our services after changes are posted constitutes acceptance of the revised policy.
18. Notices
You consent to receiving communications from TS Balance electronically regarding privacy and service-related matters.
19. Contact Information
If you have questions, requests, or concerns regarding this Privacy Policy or your personal information, please contact:
Privacy Contact
TS Balance Bookkeeping and Consulting
Email: admin@tsbalance.ca
Mailing Address: 117 Terrastone Ridge, Dartmouth, NS B2X 0C4