Privacy Policy

Libra Ledger Bookkeeping Services

Effective Date: [Insert Date]

Libra Ledger Bookkeeping Services (“Libra Ledger,” “we,” “us,” or “our”) is committed to protecting the privacy, confidentiality, and security of personal and business information entrusted to us by our clients. This Privacy Policy outlines how we collect, use, disclose, and protect information in compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).


1. Industries We Serve

This Privacy Policy applies to clients across the following industries:

  • Medical & Health Professionals (Clinics, Dentists, Therapists)

  • Real Estate Professionals (Agents, Investors, Property Managers)

  • Construction & Trades (Contractors, Renovators, Subcontractors)

  • Transportation & Logistics (Courier, Trucking, Delivery Services)

  • Hospitality (Restaurants, Cafés, Catering Businesses)

  • Consultants, Coaches, and Freelancers

  • Other small and medium-sized businesses across Canada


2. Information We Collect

Depending on the nature of services provided, we may collect:

a) Personal Information

  • Client name and contact details

  • Business ownership or authorized representative information

b) Business & Financial Information

  • Accounting records, invoices, and receipts

  • Bank statements and transaction data

  • Payroll and contractor payment records

  • Tax filings and CRA-related documents

c) Industry-Specific Information

  • Medical & Health Professionals: Financial and billing data only (no patient medical records)

  • Real Estate: Rental income, commission statements, trust account summaries

  • Construction & Trades: Job costing, subcontractor payments, WSIB and HST data

  • Transportation & Logistics: Fuel expenses, mileage records, fleet-related costs

  • Hospitality: POS sales reports, supplier invoices, payroll summaries

  • Consultants & Freelancers: Income tracking, expense categorization, tax preparation data

Libra Ledger does not collect patient health records or confidential client files unrelated to bookkeeping.


3. How We Use Your Information

We use information strictly to:

  • Deliver bookkeeping, accounting, and advisory services

  • Maintain accurate and compliant financial records

  • Prepare reports and summaries for business decision-making

  • Comply with CRA, WSIB, payroll, and regulatory requirements

  • Communicate with clients regarding services and inquiries

We do not sell, trade, or rent personal or business information.


4. Consent

By engaging Libra Ledger’s services or submitting information through our website, you consent to the collection, use, and disclosure of information as outlined in this policy. Consent may be withdrawn at any time, subject to legal, regulatory, and contractual obligations.


5. Information Sharing & Disclosure

Information may be disclosed only when necessary:

  • To cloud accounting, payroll, or tax software platforms authorized by the client

  • To regulatory authorities (CRA, WSIB) as required by law

  • To professional advisors with client authorization

All third parties are required to adhere to strict confidentiality and data protection standards.


6. Data Security

Libra Ledger takes reasonable and appropriate measures to safeguard information, including:

  • Secure cloud-based accounting platforms

  • Limited access controls and authentication measures

  • Confidentiality agreements with staff and contractors


7. Data Retention

Client information is retained only as long as required to:

  • Provide agreed-upon services

  • Meet CRA, tax, and legal record-keeping requirements

Data is securely deleted or destroyed once retention obligations are met.


8. Access & Corrections

Clients may request:

  • Access to their personal or business information

  • Corrections to inaccurate or incomplete records

Requests can be made by contacting us directly.


9. Website Cookies & Analytics

Our website may use cookies and analytics tools to improve user experience and performance. Cookie settings can be managed through your web browser.


10. Third-Party Websites

Our website may contain links to third-party websites. Libra Ledger is not responsible for the privacy practices of external sites.


11. Policy Updates

This Privacy Policy may be updated periodically. Any changes will be posted on this page with an updated effective date.


12. Contact Information

For privacy-related questions or requests, please contact:

Libra Ledger Bookkeeping Services
Toronto, Ontario, Canada
Email: info@libraledger.ca
Phone: 416-732-1559