Privacy Policy

Introduction

Smart Accounts is committed to protecting the privacy and confidentiality of personal information. This Privacy Policy explains how information is collected, used, and protected when you visit our website or use our services.

By using this website, you agree to the terms outlined in this policy.

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name

• Email address

• Phone number

• Information submitted through contact or inquiry forms

• Documents or information shared through our secure client portal

• General business or financial information required to provide services

We may also collect limited technical information such as website usage data through cookies or analytics tools.

How We Use Your Information

Personal information is collected and used for the following purposes:

• Providing bookkeeping, tax, financial, insurance, and real estate services

• Responding to inquiries and client requests

• Communicating service updates or important information

• Maintaining client records

• Improving website functionality and user experience

• Meeting legal, regulatory, and compliance requirements

We do not sell or rent personal information to third parties.

Document Security

We use secure systems and client portals to help protect sensitive financial and personal information. Reasonable administrative and technical safeguards are in place to reduce the risk of unauthorized access, disclosure, or misuse.

Clients are encouraged to avoid sending confidential financial information through unsecured email whenever possible.

Sharing Information

Personal information may be shared only when:

• Required to provide services requested by the client

• Authorized by the client

• Required by law or regulatory authorities

• Necessary to work with trusted service providers who assist in delivering services (such as secure software platforms)

All third-party service providers are expected to maintain confidentiality and security standards.

Cookies and Website Tracking

This website may use cookies or analytics tools to improve website performance and understand visitor usage. Cookies do not provide access to personal financial information.

Visitors may adjust browser settings to disable cookies if preferred.

Data Retention

Personal information is retained only as long as necessary to provide services, comply with legal obligations, and maintain business records.

Your Privacy Rights

Clients may request access to their personal information or request corrections if information is inaccurate, subject to legal and professional obligations.

External Links

This website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites.

Policy Updates

This Privacy Policy may be updated periodically. Updates will be posted on this page.

Contact Information

If you have questions regarding this Privacy Policy or how personal information is handled, please contact:

Smart Accounts Financial Corp.
info@smartaf.ca
416.317.0935