Privacy Policy

Last updated: May 9, 2026

This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.

We use Your Personal Data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

  • You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service.
  • Company (referred to as either "the Company", "We", "Us" or "Our") refers to Databooks Accounting, 200 - 1892 Broadway W, Vancouver, BC V6J 1Y9, Canada.
  • Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority.
  • Account means a unique account created for You to access our Service or parts of our Service.
  • Website refers to Databooks, accessible from www.databooks.ca
  • Service refers to the Website and any related services we provide, including consultations, tax preparation, bookkeeping, and advisory.
  • Country refers to: British Columbia, Canada
  • Service Provider means any natural or legal person who processes the data on behalf of the Company.
  • Third-party Social Media Service refers to any website or any social network website through which a User can log in or create an account to use the Service.
  • Personal Data is any information that relates to an identified or identifiable individual.
  • Cookies are small files that are placed on Your computer, mobile device or any other device by a website.
  • Usage Data refers to data collected automatically.

Collecting and Using Your Personal Data

Types of Data Collected

Personal Data

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, but is not limited to:

  • Email address
  • First name and last name
  • Phone number
  • Business name and structure
  • Tax identification numbers
  • Financial information necessary to provide accounting and tax services
  • Communications you send to us
  • Calculator inputs (province, corporate income, planned RRSP contribution, scenario assumptions, and similar values) that You voluntarily enter when You ask Us to email You the results of one of Our online calculators

Usage Data

Usage Data is collected automatically when using the Service.

Usage Data may include information such as Your Device's Internet Protocol address (IP address), browser type, browser version, the pages of our Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

When You access the Service by or through a mobile device, We may collect certain information automatically, including the type of mobile device, mobile device unique ID, IP address, mobile operating system, type of mobile Internet browser, and other diagnostic data.

Tracking Technologies and Cookies

We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. Tracking technologies used include beacons, tags, and scripts to collect and track information.

You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of our Service.

We use both Session and Persistent Cookies for the following purposes:

  • Necessary / Essential Cookies: required for the Service to function. Cannot be disabled.
  • Notice Acceptance Cookies: identify if users have accepted the use of cookies.
  • Functionality Cookies: remember your language preference and other choices.
  • Tracking and Performance Cookies: track website usage via Google Analytics and other analytics providers. May identify you indirectly.
  • Marketing Cookies: used to understand which content engages you and to show relevant content across the web.

Calculator Submissions

When You ask Us to email You the results of one of Our online calculators, We collect and store, in addition to Your email address:

  • The interface language (English or Portuguese) You were using at the time
  • The structured inputs You entered (such as province, corporate income, planned RRSP contribution, and scenario settings)
  • A snapshot of the computed result We sent You by email
  • A copy of the exact consent statement You accepted, together with the timestamp of that consent

This information is stored in a Postgres database operated by Vercel through its Neon integration, in a region selected by Us. The connection between Our servers and the database is encrypted in transit (SSL/TLS), and the data is encrypted at rest by the database provider. Access is restricted to Databooks personnel who require it for the purposes described in this Policy.

We use this information to:

  • Deliver the email You requested
  • Maintain a record that the consent was obtained, in compliance with the Canadian Anti-Spam Legislation (CASL) and PIPEDA
  • Follow up with You about Our services where Your inputs suggest We may be able to help, only to the extent permitted by Your consent
  • Improve Our calculators and understand which scenarios are most useful

We retain calculator submissions for up to 24 months from the date of submission, after which they are deleted, unless a longer retention is required by law or to resolve disputes. You may request earlier deletion at any time by emailing Us at the privacy contact below.

Use of Your Personal Data

The Company may use Personal Data for any of the following purposes:

  • To provide and maintain our Service, including monitoring the usage of our Service.
  • To manage Your Account: to manage Your registration as a user of the Service.
  • For the performance of a contract: the development, compliance and undertaking of any contract with Us through the Service, including delivery of accounting, tax, and advisory services.
  • To contact You: by email, telephone calls, SMS, or other equivalent forms of electronic communication regarding updates, security, contracted services, or service-related communications.
  • To provide You with news, special offers and general information about other goods, services and events We offer that are similar to those You have purchased or enquired about, unless You have opted not to receive such information.
  • To manage Your requests: to attend and manage Your requests to Us.
  • For business transfers: to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets.
  • For analytics and improvement: to understand how Users use the Service, to improve the Service, identify usage trends, and develop new features.
  • For marketing and personalization: to deliver relevant content and advertising, including via third-party platforms, and measure marketing effectiveness.
  • For legal compliance: to comply with applicable Canadian and provincial laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), tax laws, and accounting professional standards.
  • For any other purpose with Your consent.

Sharing Your Personal Data

We may share Your personal information in the following situations:

  • With Service Providers: We may share Your personal information with Service Providers to monitor and analyze the use of our Service, to process payments, to deliver communications, to host the Service, and to conduct any other functions required to operate the Service.
  • For Business transfers: We may share or transfer Your personal information in connection with, or during negotiations of, any merger, sale of Company assets, financing, or acquisition of all or a portion of our business to another company.
  • With Affiliates: We may share Your information with Our affiliates, in which case we will require those affiliates to honour this Privacy Policy.
  • With Business partners: We may share Your information with Our business partners to offer You certain products, services or promotions.
  • With other users: when You share personal information or otherwise interact in the public areas, such information may be viewed by all users and may be publicly distributed outside.
  • With Your consent: for any other purpose disclosed by Us when You provide the information.

Retention of Your Personal Data

The Company will retain Your Personal Data for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to:

  • Comply with our legal obligations (including, without limitation, tax retention requirements under Canadian law, which may require retention for 7+ years)
  • Resolve disputes
  • Enforce our legal agreements and policies
  • Conduct historical analysis and improve our Service

The Company will also retain Usage Data for internal analysis purposes.

Transfer of Your Personal Data

Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. This information may be transferred to and maintained on computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ.

Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.

The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy.

Disclosure of Your Personal Data

Business Transactions

If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.

Law enforcement

Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities.

Other legal requirements

The Company may disclose Your Personal Data in the good faith belief that such action is necessary to:

  • Comply with a legal obligation
  • Protect and defend the rights or property of the Company
  • Prevent or investigate possible wrongdoing in connection with the Service
  • Protect the personal safety of Users of the Service or the public
  • Protect against legal liability

Security of Your Personal Data

The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.

Detailed Information on Processing

Analytics

We use third-party Service providers to monitor and analyze the use of our Service:

You can opt out of Google Analytics tracking by installing the Google Analytics opt-out browser add-on at https://tools.google.com/dlpage/gaoptout

Payments

For paid services, we use third-party payment processors:

We do not store credit card information on our servers.

Scheduling

Children's Privacy

Our Service does not address anyone under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13. If You are a parent or guardian and You are aware that Your child has provided Us with Personal Data, please contact Us.

Your Rights Under Canadian Law

Under the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws, You have the right to:

  • Access Your Personal Data
  • Request correction of inaccurate Personal Data
  • Withdraw consent (subject to legal or contractual restrictions)
  • File a complaint with the Office of the Privacy Commissioner of Canada

To exercise these rights, contact us at the address provided below.

Links to Other Websites

Our Service may contain links to other websites that are not operated by Us. We strongly advise You to review the Privacy Policy of every site You visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Changes to this Privacy Policy

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

You are advised to review this Privacy Policy periodically for any changes. Changes are effective when posted on this page.

Contact Us

If you have any questions about this Privacy Policy, You can contact us:

  • By email: privacyp@databooks.ca
  • By visiting: https://databooks.ca/pt/contato
  • By mail: Databooks Accounting, 200 - 1892 Broadway W, Vancouver, BC V6J 1Y9, Canada