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Privacy Policy

1. Introduction
Tallity (“we,” “our,” or “us”) is committed to protecting the privacy of our clients and website users. This Privacy Policy explains how we collect, use, and protect your personal and financial information.

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2. Information We Collect
We may collect the following types of information:

  • Contact information (e.g., name, email, phone number).

  • Business and financial information provided for bookkeeping services.

  • Payment details for subscription billing.

  • Technical data such as IP address and browser type when you use our website.

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3. How We Use Your Information
Your information will be used solely for:

  • Delivering bookkeeping and related services.

  • Processing subscription payments.

  • Communicating important updates about your account.

  • Improving our services and website performance.

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4. Information Sharing
We do not sell or rent your personal data. Information may only be shared with:

  • Third-party service providers (e.g., payment processors, QuickBooks integration) strictly for service delivery.

  • Legal authorities if required by applicable law.

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5. Data Security
We implement reasonable technical and organizational measures to protect your data against unauthorized access, alteration, or disclosure.

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6. Data Retention
We retain your financial records only as long as necessary to provide services and comply with legal obligations.

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7. Your Rights
You may request access, correction, or deletion of your personal data by contacting us at [info@heritageaccounting.ca].

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8. Updates to this Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.

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9. Governing Law
This Privacy Policy is governed by the laws of British Columbia, Canada.

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