Privacy Policy

1.1 Personal Information You Provide

When you contact us, request a quote, or engage our services, we may collect:

• Full name and contact information (address, phone number, email address)

• Social Insurance Number (SIN) — required for tax filing services only

• Business number, GST/HST registration number, and CRA account details

• Financial records, bank statements, receipts, and invoices

• Employment income information (T4 slips, Relevé-1, and other tax documents)

• Business financial statements and bookkeeping records

• Payroll information including employee details where applicable

• Immigration or residency status where relevant to tax residency determination

1.2 Information Collected Automatically

When you visit getonlinebk.ca, our website hosting provider may automatically collect:

• IP address and browser type

• Pages visited and time spent on the site

• Referring website or search engine

• Device type and operating system

This information is collected in aggregate form and is used solely to understand website traffic and improve our online presence. We do not use tracking pixels, third-party advertising cookies, or behavioural advertising tools.

1.3 Information from Third Parties

In the course of providing tax and bookkeeping services, we may receive information about you from the Canada Revenue Agency (CRA), financial institutions, payroll providers, or other service providers at your direction and with your authorization..

We use your personal information only for the purposes for which it was collected, including:

• Preparing and filing personal and corporate income tax returns

• Providing monthly bookkeeping, payroll, and GST/HST filing services

• Communicating with you about your account, invoices, and service updates

• Responding to inquiries submitted through our website or by email

• Complying with CRA requirements, audit requests, and regulatory obligations

• Maintaining accurate financial records on your behalf

• Improving our services and website experience

We will not use your personal information for any secondary purpose without obtaining your prior consent, except as required or permitted by law.

3.1 We Do Not Sell Your Information

Get Online Bookkeeping does not sell, rent, trade, or otherwise transfer your personal information to any third party for commercial purposes.

3.2 Authorized Disclosures

We may share your personal information only in the following limited circumstances:

• Canada Revenue Agency (CRA): for filing tax returns, responding to assessments, or fulfilling audit or compliance obligations on your behalf

• Service providers: trusted third-party tools used to deliver our services (e.g., cloud accounting software such as QuickBooks or Xero), subject to confidentiality agreements

• Legal obligations: where disclosure is required by law, court order, or regulatory authority

• With your consent: where you have expressly authorized us to share information with a specific third party (e.g., your bank, mortgage lender, or legal counsel)

3.3 Authorized Representatives

If you have designated an authorized representative to act on your behalf (such as a spouse or business partner), we may share your information with that individual to the extent authorized by you in writing.

Certain categories of personal information we handle are particularly sensitive, including Social Insurance Numbers (SINs), financial account details, and income information. We apply heightened care to this information:

• SINs are used solely for the purpose of filing tax documents with the CRA and are never stored beyond what is required for that purpose

• Financial account information is used only to perform the specific services requested and is not retained beyond the engagement period unless required by law

• We do not request sensitive information unless it is strictly necessary for the service being provided

5.1 How We Store Your Information

Your information may be stored in the following formats and locations:

• Encrypted digital files on secure cloud platforms with access controls

• Password-protected local storage where applicable

• Physical documents held securely in our Calgary office for the retention period

5.2 Security Measures

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, disclosure, or alteration. These measures include:

• Password protection and two-factor authentication on accounts holding client data

• Use of encrypted file transfer methods for sharing sensitive documents

• Limiting access to personal information to authorized personnel only

• Regular review of our security practices

No method of electronic transmission or storage is completely secure. While we take all reasonable steps to protect your information, we cannot guarantee absolute security.

5.3 Retention Period

We retain client records for a minimum of seven (7) years from the date of the last service, in accordance with CRA requirements. After the retention period has elapsed, personal information is securely destroyed or anonymized.

As an Alberta resident, you have the following rights with respect to your personal information held by us:

• Right of Access: You may request access to the personal information we hold about you, along with an explanation of how it has been used and disclosed.

• Right to Correction: You may request that we correct inaccurate or incomplete personal information.

• Right to Withdraw Consent: You may withdraw your consent to our collection, use, or disclosure of your personal information at any time, subject to legal and contractual restrictions. Note that withdrawal of consent may limit our ability to provide services.

• Right to Complaint: You have the right to file a complaint with the Office of the Information and Privacy Commissioner of Alberta (OIPC) if you believe we have not handled your personal information appropriately.

To exercise any of these rights, please contact us in writing at c4teamv@gmail.com. We will respond to requests within 30 business days.

Our website getonlinebk.ca may use basic session cookies to enable website functionality. We do not use advertising cookies, third-party tracking scripts, or remarketing pixels. You may disable cookies in your browser settings; however, some website features may not function correctly as a result.

We do not collect personally identifiable information through cookies without your knowledge.

Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us immediately and we will take steps to delete it.

Our website may contain links to external websites (such as the CRA, Service Alberta, or accounting software platforms). These third-party sites have their own privacy policies and we are not responsible for their content or privacy practices. We encourage you to review the privacy policies of any third-party websites you visit.

Our website may contain links to external websites (such as the CRA, Service Alberta, or accounting software platforms). These third-party sites have their own privacy policies and we are not responsible for their content or privacy practices. We encourage you to review the privacy policies of any third-party websites you visit.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will post the updated Policy on our website at getonlinebk.ca with a revised “Last Updated” date. We encourage you to review this Policy periodically.

Your continued use of our website or services after an update constitutes your acceptance of the revised Policy.