Privacy Policy & Terms of Service

Committed to safeguarding your data and
protecting your privacy.

Privacy Policy

Our Commitment to Privacy

TFB Tax & Bookkeeping (“we,” “our,” or “the Firm”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information.
We handle all client data in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Information We Collect

We may collect personal and business information necessary to provide tax, bookkeeping, and related professional services, including but not limited to:
● Name, address, contact details
● Government identification numbers (e.g., SIN, BN), where required
● Financial records and tax-related documents
● Information voluntarily provided through our website or client portals
Information is collected only for legitimate business and compliance purposes.

Use of Information

Client information is used solely for:
● Providing tax, bookkeeping, and accounting-related services
● Communicating with clients regarding their engagements
● Meeting legal, regulatory, and professional obligations
We do not sell or trade client information.

Data Storage and Security

Client information is stored using secure, access-controlled systems. We implement administrative, technical, and physical safeguards designed to protect data against unauthorized access, disclosure, or misuse.
Access to client data is restricted to authorized personnel and handled under the Firm’s internal procedures and confidentiality standards.

Disclosure to Third Parties

We do not share client information with third parties except where:
● Required by law or regulatory authorities (e.g., CRA)
● Necessary to deliver services with the client’s consent
● Required for secure payment processing (e.g., Stripe)
Third-party service providers are selected based on security and compliance standards.

Client Rights

Clients may request access to, correction of, or deletion of their personal information, subject to legal and professional record-keeping requirements.
Requests may be submitted using the contact information below.