Privacy Policy

Information We Collect

We collect information that you provide directly to us when creating an account, uploading financial documents, or contacting our support team. This includes your name, email address, phone number, and any financial records you choose to store on our platform.

We also automatically collect certain technical information when you use our services. This helps us improve platform performance and ensure security. However, we never access the content of your financial documents without your explicit permission.

How We Use Your Information

Your information serves specific purposes related to providing and improving our financial record management services. We process your data to maintain your account, organize your documents, and provide customer support when needed.

We will never sell your personal information to third parties or use your financial records for marketing purposes. Any analysis of your data is performed solely to enhance your experience with organizing and managing your financial documents.

Your Privacy Rights

Under Canadian privacy legislation, you have several rights regarding your personal information. We've designed our systems to respect these rights and provide you with control over your data.

Data Security Measures

We implement multiple layers of security to protect your financial information. All data transmitted to and from our servers uses 256-bit SSL encryption, and we store your information in secure, Canadian data centers.

Our security measures include regular vulnerability assessments, employee background checks, and strict access controls. Only authorized personnel who need access to perform their job functions can view your data, and all access is logged and monitored.

Data Retention and Deletion

We keep your personal information only as long as necessary to provide our services or as required by law. Account information and uploaded financial records are retained while your account remains active and for up to seven years after account closure, in accordance with Canadian financial record-keeping requirements.

When you delete files from your account, they are immediately removed from our active systems and marked for permanent deletion within 90 days. Backup copies are purged according to our automated retention schedule, typically within one year of the original deletion date.

Third-Party Services

We work with carefully selected third-party providers to deliver our services, including cloud hosting, payment processing, and customer support tools. These providers are bound by strict confidentiality agreements and are only permitted to process your data for specific, authorized purposes.

All third-party services we use are located in Canada or have been assessed to ensure they provide adequate privacy protection equivalent to Canadian standards. We do not share your financial records with marketing companies, data brokers, or any organization not directly involved in providing our services.

Updates to This Policy

We review and update this privacy policy annually or when significant changes occur to our data handling practices. When we make important changes, we'll notify you by email and display a notice on our platform for at least 30 days before the changes take effect.

Minor updates, such as clarifications or contact information changes, may be made without advance notice. We encourage you to review this policy periodically to stay informed about how we protect your privacy.