Privacy Policy
Effective date: October 7, 2026
Clarity Ledger & Tax Inc. (“Clarity,” “we,” “us,” or “our”) respects the privacy of clients, prospective clients, website visitors, and other individuals whose personal information we handle. This Privacy Policy explains how we collect, use, disclose, protect, retain, and provide access to personal information in connection with our bookkeeping, tax-preparation, payroll, accounting-system support, educational content, website, email, telephone, and WhatsApp Business communications.
1. Privacy responsibility
Clarity Ledger & Tax Inc. is responsible for personal information under its control. Questions, access requests, correction requests, or privacy concerns may be directed to:
Privacy Officer — Clarity Ledger & Tax Inc.
Calgary, Alberta, Canada
Email: clarityledgertaxinc@gmail.com
Phone: +1 (587) 837-1659
2. Information we may collect
Depending on the service or interaction, we may collect information such as your name, contact details, business information, communications with us, tax and accounting records, invoices, receipts, payroll information, banking or transaction records, government-issued tax information, and other documents you choose to provide that are reasonably necessary for the service requested.
When you use our website, limited technical information may also be collected through cookies, consent-management tools, security systems, and analytics technologies that are enabled on the site.
3. Why we collect and use personal information
We collect and use personal information only for reasonable purposes related to our operations, including to respond to inquiries, provide agreed bookkeeping and tax-preparation services, organize accounting records, support payroll and accounting systems, communicate with clients, prepare or support filings, maintain business and tax records, process payments where applicable, protect our systems, meet legal and regulatory obligations, and improve our website and services.
We do not sell personal information.
4. Consent and collection
Where required, we obtain consent appropriate to the nature and sensitivity of the information. In some circumstances, consent may be implied when you voluntarily provide information that is reasonably necessary for a purpose you have requested, such as sending documents to obtain bookkeeping or tax-preparation services. We limit collection, use, and disclosure to what is reasonable for the identified purpose and as otherwise permitted or required by law.
5. WhatsApp Business, email, and electronic communications
We use WhatsApp Business and Gmail for business communications. If you choose to send information through these services, the information is also handled by the applicable service provider. Because tax and financial documents may contain sensitive personal information, please avoid sending information that is not necessary for the purpose of your request. We may recommend a more appropriate method for particularly sensitive documents when available.
6. Service providers and processing outside Canada
We use third-party service providers to support communications and website operations. These include Google services (including Gmail) and Meta services (including WhatsApp Business). These providers are based in the United States and may process or store information in the United States and other jurisdictions in which they or their service providers operate. Personal information handled outside Canada may be subject to the laws and lawful access requirements of those jurisdictions.
Our website is hosted by Web Hosting Canada (WHC) on a shared Web Pro hosting plan in Canada. WHC states that its Canadian web-hosting infrastructure stores website data on servers located within Canada. The specific Canadian data-centre region for this account may vary according to the hosting configuration.
You may contact our Privacy Officer for information about our policies and practices regarding service providers outside Canada.
7. Cookies and website technologies
Our website may use cookies or similar technologies for functions such as security, consent preferences, site performance, and analytics. Where consent is required, non-essential technologies should be controlled through the website’s consent-management settings. You can review or change your cookie preferences through the consent controls available on the website.
8. Disclosure of personal information
We disclose personal information only for reasonable purposes connected with the service requested, with your consent, to service providers acting on our behalf, or where permitted or required by law. Depending on the engagement, this may include disclosures to government authorities such as the Canada Revenue Agency when authorized or required for the agreed service.
9. Safeguards
We use reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle. Measures may include access controls, passwords, multi-factor authentication where available, device security, software updates, backups, and procedures intended to reduce unauthorized access, use, disclosure, loss, or destruction.
No method of electronic transmission or storage can be guaranteed to be completely secure.
10. Retention and secure disposal
We retain personal information only as long as reasonably necessary for the purposes for which it was collected and to meet applicable legal, tax, accounting, contractual, and business requirements. Certain tax and accounting records may need to be retained for at least six years or longer depending on the type of record and the applicable legal requirement. When information is no longer required, we take reasonable steps to securely destroy or anonymize it.
11. Access and correction
Subject to applicable law and permitted exceptions, you may request access to personal information under our control and ask that inaccurate or incomplete information be corrected. Requests should be sent to the Privacy Officer using the contact information above. We may need to verify your identity before responding.
12. Privacy incidents and breaches
If we become aware of a loss of, unauthorized access to, or unauthorized disclosure of personal information, we will take reasonable steps to contain and assess the incident. Where Alberta’s Personal Information Protection Act requires notification because there is a real risk of significant harm, we will notify the Office of the Information and Privacy Commissioner of Alberta and take any further notification steps required by law.
13. Links and third-party services
Our website may contain links to government websites, WhatsApp, social-media platforms, and other third-party services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information directly to those services.
14. Changes to this Policy
We may update this Privacy Policy when our services, technology, service providers, or legal obligations change. The effective date at the top of the policy will be updated when material revisions are made.
15. Contact
Questions about this Privacy Policy or our handling of personal information may be directed to Privacy Officer — Clarity Ledger & Tax Inc. at clarityledgertaxinc@gmail.com or +1 (587) 837-1659.