Privacy Policy

Last updated: July 2, 2026

Alliance Bookkeeping Services provides bookkeeping and related support services to small businesses and self-employed professionals in Winnipeg, Manitoba and surrounding communities. This Privacy Policy explains how we collect, use, disclose, protect, and retain personal information and client business records in connection with our website, client onboarding, and bookkeeping services.

Privacy Commitment

We handle client information with care and confidentiality. Our privacy practices are intended to align with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy requirements. This policy is not a substitute for legal advice.

Information We Collect

Depending on the services requested, we may collect contact information, business information, banking and credit card transaction details, accounting records, invoices, receipts, payroll-related records if applicable, GST/PST information, QuickBooks Online data, communication records, billing information, and other documents you provide so we can perform the agreed services.

How We Use Information

We use client information to provide bookkeeping, reconciliation, financial reporting, GST/PST tracking or filing support, QuickBooks setup and support, catch-up or cleanup work, client communication, billing, internal recordkeeping, quality control, and compliance with legal or regulatory obligations.

Consent

By providing information to Alliance Bookkeeping Services or authorizing access to your bookkeeping systems, you consent to the collection, use, and disclosure of information for the purposes described in this policy and in your engagement letter. You may withdraw consent where legally permitted, but doing so may limit our ability to provide services.

Confidentiality

Client information is treated as confidential and is accessed only as needed to provide services, administer the client relationship, or meet legal requirements. We do not sell client information.

Third-Party Service Providers

We may use trusted third-party platforms and providers, such as QuickBooks Online, secure email, cloud storage, payment processing, document-sharing tools, and professional advisors where needed. These providers may process or store information according to their own privacy and security terms.

Safeguards

We use reasonable administrative, technical, and organizational safeguards to protect information against unauthorized access, loss, misuse, or disclosure. No electronic system is completely secure, so clients should also use strong passwords, secure file-sharing practices, and appropriate access controls.

Retention of Records

We retain client records only as long as reasonably necessary to provide services, meet business and legal obligations, resolve disputes, and support year-end or tax-related workflows. Retention periods may also be addressed in the engagement letter. Clients remain responsible for retaining original source documents and business records required by law.

Accuracy and Client Responsibilities

Clients are responsible for providing complete, accurate, and timely information. Please notify us promptly if your contact information, business details, access permissions, or accounting records need correction.

Access and Correction

You may request access to personal information we hold about you or ask that inaccurate information be corrected, subject to applicable law and reasonable identity verification.

Website Information

Our website may collect basic technical information such as browser type, device information, and general usage data through standard hosting or analytics tools. This information helps maintain website performance and improve user experience.

Contact

Questions about this Privacy Policy or requests regarding personal information may be submitted through the Contact page.